Public record / Tickers / TKO

TKO — TKO Group Holdings, Inc.†

Both disclosure regimes on one name: who in Congress filed about TKO, 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 TKO
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
12-15
filed 2025-12-15
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

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

BUY · traded 2025-11-26 → filed 2025-12-15. Ranked over every TKO 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.

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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TKO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TKO
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 11-26 +19d$1K–$15K
2024-09-06John James R–MI-10SELLTraded 09-04 +2d$1K–$15K
2024-09-02John James R–MI-10BUYTraded 2023-11-10 LATE·297d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in TKO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing TKO 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-311$1.0K to $15.0K2

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

Congress ↔ notable managers · TKO

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 $15.2M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · TKO GROUP HOLDINGS INC

Merged timeline of congressional filings and notable-manager moves on TKO
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+8,489 sh
2026-05-15Soros Fund Management 13FTRIM−31,341 sh
2026-05-15Bridgewater Associates 13FEXIT−13,198 sh

3 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 TKO for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1STATE STREET CORP$1.3B1
2BlackRock, Inc.$1.1B1
3MORGAN STANLEY$1.1B1
4VANGUARD CAPITAL MANAGEMENT LLC$842M1
5MASSACHUSETTS FINANCIAL SERVICES CO /MA/$718M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$624M1
7Lindsell Train Ltd$494M1
8GEODE CAPITAL MANAGEMENT, LLC$398M1
9XN LP$382M1
10Invesco Ltd.$319M1
11UBS Group AG$312M1
12BANK OF AMERICA CORP /DE/$281M1
13DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP$272M1
14Clearbridge Investments, LLC$260M1
15Vontobel Holding Ltd.$229M1
16AMERICAN CENTURY COMPANIES INC$199M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$141M1
18Allspring Global Investments Holdings, LLC$136M1
19Munro Partners$123M1
20SOROS FUND MANAGEMENT LLC$122M1
21TREMBLANT CAPITAL GROUP$121M1
22TD ASSET MANAGEMENT INC$119M1
23NORTHERN TRUST CORP$116M1
24GILDER GAGNON HOWE & CO LLC$114M1
25RAYMOND JAMES FINANCIAL INC$103M1
26CITADEL ADVISORS LLC$96.8M1
27MACKENZIE FINANCIAL CORP$95.6M1
28Independent Franchise Partners LLP$92.3M1
29FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$89.0M1
30FMR LLC$86.7M1
31Gates Capital Management, Inc.$86.3M1
32HAWK RIDGE CAPITAL MANAGEMENT LP$83.4M1
33Annex Advisory Services, LLC$83.3M1
34Woodline Partners LP$82.5M1
35Bank of New York Mellon Corp$79.5M1
36ALLIANCEBERNSTEIN L.P.$78.4M1
37VANGUARD FIDUCIARY TRUST CO$75.4M1
38Epoch Investment Partners, Inc.$74.8M1
39WELLS FARGO & COMPANY/MN$71.3M1
40CI INVESTMENTS INC.$70.6M1
41PRINCIPAL FINANCIAL GROUP INC$65.9M1
42CAT ROCK CAPITAL MANAGEMENT LP$61.8M1
43DIMENSIONAL FUND ADVISORS LP$61.7M1
44ENVESTNET ASSET MANAGEMENT INC$49.3M1
45CITIGROUP INC$38.0M1
46Nuveen, LLC$37.5M1
47Valiant Capital Management, L.P.$36.3M1
48UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$36.2M1
49DigitalBridge Group, Inc.$35.2M1
50DAVENPORT & Co LLC$32.2M1
51DEUTSCHE BANK AG\$29.8M1
52Vanguard Global Advisers, LLC$28.4M1
53Baird Financial Group, Inc.$28.0M1
54Perpetual Ltd$27.7M1
55Swiss National Bank$26.8M1
56MARSICO CAPITAL MANAGEMENT LLC$25.8M1
57ROYAL BANK OF CANADA$25.3M1
58Northern Right Capital Management, L.P.$23.8M1
59BARLOW WEALTH PARTNERS, LLC$23.6M1
60SEI INVESTMENTS CO$23.2M1
61Ceredex Value Advisors LLC$23.1M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.0M1
63LPL Financial LLC$22.6M1
64Legal & General Group Plc$22.0M1
65Aristotle Capital Boston, LLC$21.7M1
66OSAIC HOLDINGS, INC.$19.7M1
67Sycale Advisors (NY) LLC$16.3M1
68Mitsubishi UFJ Asset Management Co., Ltd.$16.2M1
69Sumitomo Mitsui DS Asset Management Company, Ltd$16.0M1
70Gotham Asset Management, LLC$15.2M1
71DOCK STREET ASSET MANAGEMENT INC$14.9M1
72Marathon Partners Equity Management, LLC$14.7M1
73STATE OF WISCONSIN INVESTMENT BOARD$14.7M1
74CIBC Bancorp USA Inc.$14.1M1
75HSBC HOLDINGS PLC$13.9M1
76CenterBook Partners LP$13.5M1
77NOMURA ASSET MANAGEMENT CO LTD$12.9M1
78Quantinno Capital Management LP$12.9M1
79SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.9M1
80FIRST TRUST ADVISORS LP$12.3M1
81VANGUARD ASSET MANAGEMENT, Ltd$12.1M1
82Triavera Capital LLC$12.0M1
83Cornerstone Advisors, LLC$12.0M1
84ADAGE CAPITAL PARTNERS GP, L.L.C.$11.9M1
85STIFEL FINANCIAL CORP$11.4M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.2M1
87PINNACLE ASSOCIATES LTD$10.9M1
88Islander Capital Partners, L.P.$10.1M1
89BOOTHBAY FUND MANAGEMENT, LLC$9.4M1
90PALISADE CAPITAL MANAGEMENT, LP$9.4M1
91COMMERCE BANK$8.3M1
92MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.2M1
93NEW YORK STATE COMMON RETIREMENT FUND$7.6M1
94OPPENHEIMER ASSET MANAGEMENT INC.$7.3M1
95BANK OF MONTREAL /CAN/$7.1M1
96Chevy Chase Trust Holdings, LLC$6.6M1
97Universal- Beteiligungs- und Servicegesellschaft mbH$6.6M1
98SANDLER CAPITAL MANAGEMENT$6.5M1
99Allianz Asset Management GmbH$6.4M1
100PRUDENTIAL FINANCIAL INC$6.3M1
101Generate Investment Management Ltd$6.3M1
102Janus Henderson Group Ltd.$6.2M1
103Federation des caisses Desjardins du Quebec$6.1M1
104Fortis Capital Management LLC$6.0M1
105CIBC WORLD MARKET INC.$5.6M1
106PANAGORA ASSET MANAGEMENT INC$5.3M1
107Swiss Life Asset Management Ltd$5.2M1
108HighTower Advisors, LLC$5.1M1
109Symmetry Investments LP$5.1M1
110Jefferies Financial Group Inc.$4.9M1
111Amundi$4.9M1
112State of New Jersey Common Pension Fund D$4.7M1
113ASSETMARK, INC$4.7M1
114Cetera Investment Advisers$4.6M1
115TRUIST FINANCIAL CORP$4.6M1
116WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$4.6M1
117Inspire Investing, LLC$4.3M1
118GLOBALT Investments LLC / GA$4.2M1
119Empowered Funds, LLC$4.1M1
120Transamerica Financial Advisors, LLC$4.1M1
121Clayton Partners LLC$4.0M1
122Zurcher Kantonalbank (Zurich Cantonalbank)$4.0M1
123MILLENNIUM MANAGEMENT LLC$3.9M1
124NFJ INVESTMENT GROUP, LLC$3.8M1
125PUBLIC SECTOR PENSION INVESTMENT BOARD$3.8M1
126Dakota Wealth Management$3.8M1
127Arizona State Retirement System$3.7M1
128Czech National Bank$3.6M1
129Vestmark Advisory Solutions, Inc.$3.5M1
130NewEdge Wealth, LLC$3.5M1
131STATE OF MICHIGAN RETIREMENT SYSTEM$3.5M1
132Roundview Capital LLC$3.5M1
133Walleye Trading LLC$3.5M1
134Silvant Capital Management LLC$3.4M1
135Vanguard Investments Australia, Ltd.$3.4M1
136TWO SIGMA INVESTMENTS, LP$3.3M1
137FIFTH THIRD BANCORP$3.2M1
138JOSH ARNOLD INVESTMENT CONSULTANT, LLC$3.2M1
139Creative Planning$3.1M1
140NATIONAL BANK OF CANADA /FI/$3.1M1
141COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.1M1
142KLP KAPITALFORVALTNING AS$3.1M1
143CIBC Asset Management Inc$3.1M1
144LMR Partners LLP$3.0M1
145WORLDQUANT MILLENNIUM ADVISORS LLC$3.0M1
146Walleye Capital LLC$3.0M1
147TORONTO DOMINION BANK$2.9M1
148Compagnie Lombard Odier SCmA$2.9M1
149Draper Asset Management, LLC$2.8M1
150Retirement Systems of Alabama$2.8M1
151Itau Unibanco Holding S.A.$2.8M1
152VOYA INVESTMENT MANAGEMENT LLC$2.8M1
153Mirae Asset Global Investments Co., Ltd.$2.7M1
154RICE HALL JAMES & ASSOCIATES, LLC$2.7M1
155IMC-Chicago, LLC$2.7M1
156Pictet Asset Management Holding SA$2.7M1
157Triasima Portfolio Management inc.$2.6M1
158MML INVESTORS SERVICES, LLC$2.6M1
159Delta Global Management LP$2.5M1
160Elo Mutual Pension Insurance Co$2.3M1
161GROUP ONE TRADING LLC$2.3M1
162Capital Wealth Planning, LLC$2.3M1
163GUGGENHEIM CAPITAL LLC$2.3M1
164Envestnet Portfolio Solutions, Inc.$2.2M1
165XPONANCE LLC$2.0M1
166ProShare Advisors LLC$2.0M1
167O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.0M1
168O'Keefe Stevens Advisory, Inc.$2.0M1
169RAHLFS CAPITAL, LLC$2.0M1
170Vanguard Personalized Indexing Management, LLC$2.0M1
171BLUE JEAN FINANCIAL LLC$1.9M1
172Pathstone Holdings, LLC$1.9M1
173NISSAY ASSET MANAGEMENT CORP /JAPAN$1.9M1
174Hudson Bay Capital Management LP$1.9M1
175Advisors Asset Management, Inc.$1.8M1
176NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.8M1
177MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.8M1
178NEOS Investment Management LLC$1.8M1
179Stablepoint Partners, LLC$1.8M1
180Ensign Peak Advisors, Inc$1.8M1
181UniSuper Management Pty Ltd$1.8M1
182Corient Private Wealth LLC$1.8M1
183Regal Partners Ltd$1.7M1
184Tidal Investments LLC$1.6M1
185TEACHER RETIREMENT SYSTEM OF TEXAS$1.6M1
186OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
187INTECH INVESTMENT MANAGEMENT LLC$1.5M1
188&PARTNERS$1.5M1
189SIMON QUICK ADVISORS, LLC$1.5M1
190CHESAPEAKE CAPITAL CORP /IL/$1.4M1
191MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.4M1
192COMMONWEALTH EQUITY SERVICES, LLC$1.4M1
193NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.4M1
194AQR CAPITAL MANAGEMENT LLC$1.4M1
195Gerber Kawasaki Wealth & Investment Management$1.3M1
196BigSur Wealth Management LLC$1.3M1
197Atria Investments, Inc$1.2M1
198Sustainable Insight Capital Management, LLC$1.2M1
199Trexquant Investment LP$1.2M1
200ALTFEST L J & CO INC$1.2M1
201DoubleLine ETF Adviser LP$1.2M1
202KESTRA PRIVATE WEALTH SERVICES, LLC$1.1M1
203TOTH FINANCIAL ADVISORY CORP$1.1M1
204KEYBANK NATIONAL ASSOCIATION/OH$1.1M1
205Sanctuary Advisors, LLC$1.1M1
206Daiwa Securities Group Inc.$1.1M1
207Central Pacific Bank - Trust Division$1.1M1
208MRP Capital Investments, LLC$1.1M1
209Stenham Asset Management Ltd$1.1M1
210Man Group plc$1.0M1
211Private Advisor Group, LLC$1.0M1
212Friedenthal Financial$979K1
213DnB Asset Management AS$887K1
214EXCHANGE TRADED CONCEPTS, LLC$885K1
215Krilogy Financial LLC$872K1
216Sidoxia Capital Management, LLC$867K1
217STRATEGY ASSET MANAGERS LLC$853K1
218BANK OF NOVA SCOTIA$847K1
219HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$840K1
220Petix & Botte Co$824K1
221Summit Trail Advisors, LLC$823K1
222FIDUCIARY TRUST CO$820K1
223Resona Asset Management Co.,Ltd.$817K1
224PROFUND ADVISORS LLC$816K1
225MIZUHO SECURITIES USA LLC$808K1
226Rafferty Asset Management, LLC$800K1
227Cerity Partners LLC$798K1
228Norinchukin Bank, The$795K1
229Crossmark Global Holdings, Inc.$795K1
230LRT Capital Management, LLC$781K1
231JANE STREET GROUP, LLC$725K1
232Utah Retirement Systems$711K1
233Aberdeen Group plc$690K1
234Maryland State Retirement & Pension System$674K1
235New Age Alpha Advisors, LLC$657K1
236SAX WEALTH ADVISORS, LLC$653K1
237Brooklyn Investment Group$649K1
238Biltmore Family Office, LLC$648K1
239Snowden Capital Advisors LLC$647K1
240Perigon Wealth Management, LLC$631K1
241PRELUDE CAPITAL MANAGEMENT, LLC$626K1
242ELEVATION POINT WEALTH PARTNERS, LLC$616K1
243MMBG INVESTMENT ADVISORS CO.$606K1
244Independent Advisor Alliance$596K1
245Severin Investments, LLC$591K1
246ASHTON THOMAS SECURITIES, LLC$581K1
247BARINGS LLC$575K1
248Elevate Capital Advisors, LLC$568K1
249OSSIAM$556K1
250MUFG Securities EMEA plc$548K1
251MRA Advisory Group$540K1
252Lido Advisors, LLC$539K1
253QRG CAPITAL MANAGEMENT, INC.$536K1
254HB Wealth Management, LLC$514K1
255ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$511K1
256CAPITAL FINANCIAL GROUP INC\CO\ /ADV$508K1
257WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$507K1
258Advocate Investing Services LLC$504K1
259MERCER GLOBAL ADVISORS INC /ADV$497K1
260Fire Capital Management LLC$496K1
261Asset Management One Co., Ltd.$492K1
262Vise Technologies, Inc.$488K1
263HARMONY ASSET MANAGEMENT LLC$485K1
264Kestra Advisory Services, LLC$483K1
265US BANCORP \DE\$480K1
266Cresset Asset Management, LLC$478K1
267Polymer Capital Management (US) LLC$476K1
268Prosperity Consulting Group, LLC$474K1
269Wealthfront Advisers LLC$469K1
270Eurizon Capital SGR S.p.A.$469K1
271WELLINGTON MANAGEMENT GROUP LLP$463K1
272Everhart Financial Group, Inc.$462K1
273COMPASS CAPITAL CORP /MA/ /ADV$455K1
274Merit Financial Group, LLC$454K1
275M&T BANK CORP$449K1
276Sequoia Financial Advisors, LLC$445K1
277TOCQUEVILLE ASSET MANAGEMENT L.P.$444K1
278STEPHENS INC /AR/$433K1
279UNITED CAPITAL FINANCIAL ADVISORS, LLC$432K1
280COLDSTREAM CAPITAL MANAGEMENT INC$432K1
281Kendall Capital Management$430K1
282NewEdge Advisors, LLC$429K1
283NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$428K1
284PRINCIPAL SECURITIES, INC.$427K1
285Stegent Equity Advisors, Inc.$420K1
286Orion Porfolio Solutions, LLC$419K1
287Brevan Howard Capital Management LP$414K1
288Bannerstone Capital Management, LLC$408K1
289North Dakota State Investment Board$405K1
290Alhambra Investment Management LLC$403K1
291NORDEN GROUP LLC$398K1
292Steward Partners Investment Advisory, LLC$398K1
293ODDO BHF ASSET MANAGEMENT SAS$388K1
294CHOREO, LLC$385K1
295BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$382K1
296PAX Financial Group, LLC$377K1
297Concurrent Investment Advisors, LLC$376K1
298FIRST CITIZENS BANK & TRUST CO$371K1
299Constitution Capital LLC$363K1
300SECURIAN ASSET MANAGEMENT, INC$362K1
301Frank, Rimerman Advisors LLC$358K1
302NOMURA HOLDINGS INC$357K1
303Squarepoint Ops LLC$355K1
304Fortis Group Advisors, LLC$350K1
305State of Wyoming$349K1
306World Investment Advisors$340K1
307Rockefeller Capital Management L.P.$339K1
308Emerald Investment Advisers, LLC$339K1
309Aaron Wealth Advisors LLC$337K1
310GATEWAY INVESTMENT ADVISERS LLC$335K1
311Centric Wealth Management$333K1
312Legacy Wealth Asset Management, LLC$333K1
313OPPENHEIMER & CO INC$328K1
314INTRUST BANK NA$324K1
315Wealth Management Associates, Inc.$320K1
316MACQUARIE GROUP LTD$308K1
317WBI INVESTMENTS, LLC$305K1
318Linden Thomas Advisory Services, LLC$303K1
319Discipline Wealth Solutions, LLC$299K1
320BNP Paribas Asset Management Holding S.A.$298K1
321Parcion Private Wealth LLC$294K1
322Waverly Advisors, LLC$290K1
323Apollon Wealth Management, LLC$285K1
324TRAPHAGEN INVESTMENT ADVISORS LLC$284K1
325Cannell & Spears LLC$283K1
326BALYASNY ASSET MANAGEMENT L.P.$279K1
327Tower Research Capital LLC (TRC)$271K1
328HTG Investment Advisors, Inc.$263K1
329TWO SIGMA SECURITIES, LLC$263K1
330Centiva Capital, LP$263K1
331Sigma Planning Corp$261K1
332Maridea Wealth Management LLC$261K1
333Metis Global Partners, LLC$251K1
334FRANKLIN RESOURCES INC$246K1
335PATTON FUND MANAGEMENT, INC.$246K1
336MOODY ALDRICH PARTNERS LLC$242K1
337DV Trading LLC$242K1
338FOURPATH CAPITAL MANAGEMENT, LLC$225K1
339SAPIENT CAPITAL LLC$225K1
340KG Capital Management$222K1
341MIRABELLA FINANCIAL SERVICES LLP$220K1
342Ascent Group, LLC$219K1
343Vident Advisory, LLC$219K1
344EP Wealth Advisors, LLC$218K1
345U.S. Capital Wealth Advisors, LLC$217K1
346IEQ CAPITAL, LLC$217K1
347Callan Family Office, LLC$215K1
348AVALON CAPITAL MANAGEMENT$212K1
349FOUNDERS FINANCIAL SECURITIES LLC$212K1
350Portfolio Design Labs, LLC$212K1
351GLENMEDE TRUST CO NA$204K1
352CWM, LLC$176K1
353MSA Advisors, LLC$166K1
354QUADRANT CAPITAL GROUP LLC$129K1
355SIGNATUREFD, LLC$120K1
356Allworth Financial LP$111K1
357NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$109K1
358AlphaCentric Advisors LLC$99.0K1
359TEMA ETFS LLC$94.0K1
360Quarry LP$90.7K1
361Migdal Insurance & Financial Holdings Ltd.$84.7K1
362WESTPAC BANKING CORP$81.7K1
363CONTRAVISORY INVESTMENT MANAGEMENT, INC.$79.5K1
364MATHER GROUP, LLC.$76.0K1
365Spire Wealth Management$70.6K1
366Parkside Financial Bank & Trust$70.0K1
367Smartleaf Asset Management LLC$62.2K1
368SUMMIT SECURITIES GROUP LLC$62.1K1
369Granite FO LLC$59.1K1
370FEDERATED HERMES, INC.$57.5K1
371Atlantic Union Bankshares Corp$56.9K1
372MAI Capital Management$52.0K1
373ALERUS FINANCIAL NA$44.2K1
374EASTERN BANK$37.3K1
375N.E.W. Advisory Services LLC$35.3K1
376Arax Advisory Partners$33.2K1
377EFG International AG$31.5K1
378Pinnacle Wealth Planning Services, Inc.$31.3K1
379Wilmington Savings Fund Society, FSB$30.2K1
380Bernard Wealth Management Corp.$27.8K1
381UMB Bank, n.a.$24.4K1
382Key FInancial Inc$24.2K1
383Cromwell Holdings LLC$22.8K1
384TD Capital Management LLC$16.4K1
385Owl Creek Wealth Partners LLC$16.1K1
386Bell Investment Advisors, Inc$13.1K1
387BROWN, LISLE/CUMMINGS, INC.$12.9K1
388ARMSTRONG ADVISORY GROUP, INC$12.5K1
389Asset Dedication, LLC$11.5K1
390Larson Financial Group LLC$11.1K1
391CVA Family Office, LLC$10.7K1
392SJS Investment Consulting Inc.$10.5K1
393TOMPKINS FINANCIAL CORP$10.3K1
394Scarborough Advisors, LLC$9.9K1
395Pinnacle Bancorp, Inc.$9.7K1
396JFS WEALTH ADVISORS, LLC$8.9K1
397FARMERS & MERCHANTS INVESTMENTS INC$8.7K1
398WEBSTER BANK, N. A.$8.3K1
399NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.9K1
400WPG Advisers, LLC$7.7K1
401Leonteq Securities AG$6.9K1
402HighMark Wealth Management LLC$6.7K1
403Treasurer of the State of North Carolina$5.7K1
404ELEVATION WEALTH PARTNERS, LLC$5.6K1
405MCGUIRE CAPITAL ADVISORS INC$5.4K1
406HOEY INVESTMENTS, INC$5.2K1
407Kilter Group LLC$5.2K1
408CALDWELL SUTTER CAPITAL, INC.$5.0K1
409Kemnay Advisory Services Inc.$5.0K1
410Blue Trust, Inc.$5.0K1
411KBC Group NV$5.0K1
412Legacy Wealth Managment, LLC/ID$4.8K1
413Geneos Wealth Management Inc.$4.6K1
414AMERIFLEX GROUP, INC.$4.6K1
415Clearstead Trust, LLC$4.4K1
416TD Waterhouse Canada Inc.$4.0K1
417Focused Wealth Management, Inc$3.8K1
418PARK AVENUE SECURITIES LLC$3.4K1
419Clearstead Advisors, LLC$3.0K1
420Rachor Investment Advisory Services, LLC$3.0K1
421Prestige Wealth Management Group LLC$2.8K1
422Global Trust Asset Management, LLC$2.6K1
423ALGERT GLOBAL LLC$2.6K1
424Marquette Asset Management, LLC$2.4K1
425Private Wealth Management Group, LLC$2.4K1
426Virtu Financial LLC$2.2K1
427Sachetta, LLC$2.2K1
428Annis Gardner Whiting Capital Advisors, LLC$2.0K1
429Physician Wealth Advisors, Inc.$1.8K1
430Retirement Wealth Solutions LLC$1.8K1
431DiNuzzo Private Wealth, Inc.$1.6K1
432GODSEY & GIBB, INC$1.4K1
433Crewe Advisors LLC$1.4K1
434Vermillion Wealth Management, Inc.$1.4K1
435Portus Wealth Advisors, LLC$1.4K1
436State of Alaska, Department of Revenue$1.3K1
437Financial Perspectives, Inc$1.2K1
438Investors Portfolio Services LLC$1.0K1
439PROSPERITY BANCSHARES INC$8071
440Acumen Wealth Advisors, LLC$8071
441True Wealth Design, LLC$8071
442INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8041
443CENTRAL TRUST Co$6051
444South Dakota Investment Council$6051
445American Capital Advisory, LLC$6051
446Synergy Investment Management, LLC$6051
447Wealth Enhancement Trust Services, Inc.$6051
448Clark Wealth Partners$6051
449THRIVENT FINANCIAL FOR LUTHERANS$5061
450Rialto Wealth Management, LLC$4041
451Stone House Investment Management, LLC$4031
452HFM Investment Advisors, LLC$4031
453CAMPBELL CAPITAL MANAGEMENT INC$2021
454MV CAPITAL MANAGEMENT, INC.$2021
455SHP Wealth Management$2021
456TFC Financial Management, Inc.$2021
457Seneschal Advisors, LLC$2021
458Godfrey Financial Associates, Inc.$2021
459Abound Wealth Management$1761
460Harvest Fund Management Co., Ltd$171
461VALLEY NATIONAL ADVISERS INC$51
462Winthrop Capital Management, LLC$21
463Navigoe, LLC$21
464Strategic Wealth Advisors LLC$21
465Capital Advisors, Ltd. LLC$11
466Avion Wealth$11
467Virtus Investment Advisers, LLC— value not disclosed1
468JENNISON ASSOCIATES LLC— value not disclosed1
469VANGUARD GROUP INC— value not disclosed1
470WRIGHT INVESTORS SERVICE INC— value not disclosed1
471DANSKE BANK A/S— value not disclosed1
472HARBOUR INVESTMENTS, INC.— value not disclosed1
473HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
474COMERICA BANK— value not disclosed1
475HM PAYSON & CO— value not disclosed1
476BURNEY CO/— value not disclosed1
477OSTERWEIS CAPITAL MANAGEMENT INC— value not disclosed1
478THOMPSON DAVIS & CO., INC.— value not disclosed1
479RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
480GROUPAMA ASSET MANAGMENT— value not disclosed1
481CIBC WORLD MARKETS CORP— value not disclosed1
482TODD ASSET MANAGEMENT LLC— value not disclosed1
483Hilltop Holdings Inc.— value not disclosed1
484CIBC Private Wealth Group LLC— value not disclosed1
485Essex Financial Services, Inc.— value not disclosed1
486Equitable Holdings, Inc.— value not disclosed1
487Bridgewater Associates, LP— value not disclosed1
488NORGES BANK— value not disclosed1
489PEAK6 LLC— value not disclosed1
490Laurion Capital Management LP— value not disclosed1
491GTS SECURITIES LLC— value not disclosed1
492Verition Fund Management LLC— value not disclosed1
493TWO SIGMA ADVISERS, LP— value not disclosed1
494Genus Capital Management Inc.— value not disclosed1
495Twin Tree Management, LP— value not disclosed1
496Alphadyne Asset Management LP— value not disclosed1
497Assenagon Asset Management S.A.— value not disclosed1
498Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
499Lighthouse Investment Partners, LLC— value not disclosed1
500NorthCoast Asset Management LLC— value not disclosed1
Truncated by Public Filings. Every one of the 466 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)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ 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 TKO

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TKO · financials and macro

Financials — as filed PLANNED

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