Public record / Tickers / TLN

TLN — Talen Energy Corp†

Both disclosure regimes on one name: who in Congress filed about TLN, 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 TLN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-15
filed 2017-05-15
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

Keith J. Rothfus · $1.0K–$15.0K

SELL · traded 2016-12-06 → filed 2017-05-15. Ranked over every TLN row by the provable lower bound, never a point estimate.

No member disclosed TLN 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.

3 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

No dated TLN 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 TLN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TLN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2017-05-15Keith J. Rothfus R–PA-12SELL SP (spouse-owned)Traded 2016-12-06 LATE·160d$1K–$15K
2016-06-15Keith J. Rothfus R–PA-12EXCHANGE SP (spouse-owned)Traded 2015-06-01 LATE·380d$1K–$15K
2016-05-18Pete Sessions R–TX-17SELL SP (spouse-owned)Traded 2015-08-26 LATE·266d—amount unparsed
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in TLN

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

No member disclosed TLN in the trailing 12 months.

Congress ↔ notable managers · TLN

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 · TALEN ENERGY CORP

Merged timeline of congressional filings and notable-manager moves on TLN
DateWhoChangeSize
2026-05-15Lone Pine Capital 13FADD+525,431 sh
2026-05-15Sachem Head Capital 13FADD+547,500 sh
2026-05-15Bridgewater Associates 13FADD+855 sh
2026-05-15Gotham Asset Management 13FTRIM−3,654 sh
2026-05-15Moore Capital Management 13FTRIM−27,889 sh
2026-05-15Glenview Capital 13FEXIT−43,761 sh

6 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 TLN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2Rubric Capital Management LP$1.1B1
3MFN Partners Management, LP$958M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$669M1
5VANGUARD CAPITAL MANAGEMENT LLC$653M1
6LONE PINE CAPITAL LLC$580M1
7Sachem Head Capital Management LP$494M1
8REAVES W H & CO INC$482M1
9STATE STREET CORP$429M1
10Invesco Ltd.$308M1
11GEODE CAPITAL MANAGEMENT, LLC$291M1
12MILLENNIUM MANAGEMENT LLC$251M1
13Capital World Investors$247M1
14CARRONADE CAPITAL MANAGEMENT, LP$206M1
15Two Seas Capital LP$185M1
16FMR LLC$174M1
17WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$168M1
18Attestor Capital Ltd$153M1
19AMERICAN CENTURY COMPANIES INC$142M1
20MORGAN STANLEY$130M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$126M1
22YACKTMAN ASSET MANAGEMENT LP$115M1
23Pictet Asset Management Holding SA$107M1
24OAKTREE CAPITAL MANAGEMENT LP$106M1
25Capital Research Global Investors$103M1
26NORTHERN TRUST CORP$102M1
27Deltroit Asset Management (UK) LLP$99.1M1
28UBS Group AG$98.6M1
29Clearbridge Investments, LLC$96.4M1
30Bank of New York Mellon Corp$96.0M1
31VANGUARD FIDUCIARY TRUST CO$90.7M1
32ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$87.8M1
33Bridgewater Associates, LP$84.9M1
34Allspring Global Investments Holdings, LLC$84.5M1
35Glendon Capital Management LP$82.0M1
36VOLORIDGE INVESTMENT MANAGEMENT, LLC$81.0M1
37BROWN ADVISORY INC$79.7M1
38Atalan Capital Partners, LP$73.3M1
39Two Creeks Capital Management, LP$71.8M1
40JENNISON ASSOCIATES LLC$70.4M1
41Blue Grotto Capital, LLC$70.2M1
42Bornite Capital Management LP$66.7M1
43Artemis Investment Management LLP$61.1M1
44MASSACHUSETTS FINANCIAL SERVICES CO /MA/$58.9M1
45SUSQUEHANNA INTERNATIONAL GROUP, LLP$55.0M1
46Squarepoint Ops LLC$51.2M1
47WELLINGTON MANAGEMENT GROUP LLP$50.7M1
48TREMBLANT CAPITAL GROUP$50.3M1
49Assenagon Asset Management S.A.$49.0M1
50VICTORY CAPITAL MANAGEMENT INC$49.0M1
51ROYAL BANK OF CANADA$47.1M1
52BANK OF AMERICA CORP /DE/$46.4M1
53BARCLAYS PLC$44.0M1
54SEI INVESTMENTS CO$44.0M1
55US BANCORP \DE\$42.1M1
56WESTFIELD CAPITAL MANAGEMENT CO LP$42.0M1
57FIL Ltd$41.7M1
58CITADEL ADVISORS LLC$41.6M1
59Holocene Advisors, LP$40.2M1
60DENDUR CAPITAL LP$39.6M1
61GILDER GAGNON HOWE & CO LLC$38.4M1
62Blackstone Inc.$37.5M1
63EVENTIDE ASSET MANAGEMENT, LLC$37.4M1
64RHUMBLINE ADVISERS$37.0M1
65Clearline Capital LP$36.1M1
66DG Capital Management, LLC$35.8M1
67DIMENSIONAL FUND ADVISORS LP$35.1M1
68Charter Oak Advisors LP$35.1M1
69PRINCIPAL FINANCIAL GROUP INC$32.5M1
70BANK OF NOVA SCOTIA$32.4M1
71Engineers Gate Manager LP$29.0M1
72CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$28.5M1
73Nuveen, LLC$27.8M1
74Amundi$27.4M1
75Portolan Capital Management, LLC$26.0M1
76APIS CAPITAL ADVISORS, LLC$25.5M1
77Yaupon Capital Management LP$25.3M1
78Swiss National Bank$24.5M1
79Covalis Capital LLP$24.3M1
80CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.8M1
81EXCHANGE TRADED CONCEPTS, LLC$23.0M1
82Value Aligned Research Advisors, LLC$22.3M1
83AMERIPRISE FINANCIAL INC$21.9M1
84Philosophy Capital Management LLC$21.8M1
85LPL Financial LLC$20.9M1
86ALLIANCEBERNSTEIN L.P.$20.8M1
87UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20.6M1
88GARNET EQUITY CAPITAL HOLDINGS, INC.$20.6M1
89Owl Creek Asset Management, L.P.$20.4M1
90Engle Capital Management, L.P.$20.0M1
91FIRST TRUST ADVISORS LP$19.7M1
92BW Gestao de Investimentos Ltda.$18.8M1
93Legal & General Group Plc$18.7M1
94Man Group plc$18.3M1
95Gotham Asset Management, LLC$18.0M1
96Rokos Capital Management LLP$17.9M1
97Retirement Systems of Alabama$17.9M1
98SELDON CAPITAL LP$17.8M1
99COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$17.5M1
100RAYMOND JAMES FINANCIAL INC$17.4M1
101ENVESTNET ASSET MANAGEMENT INC$17.2M1
102CANADA PENSION PLAN INVESTMENT BOARD$16.9M1
103STIFEL FINANCIAL CORP$16.8M1
104Capital International Investors$16.7M1
105PICTON MAHONEY ASSET MANAGEMENT$15.2M1
106KING STREET CAPITAL MANAGEMENT, L.P.$15.0M1
107National Philanthropic Trust$14.9M1
108OnyxPoint Global Management LP$14.7M1
109CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$14.6M1
110CastleKnight Management LP$14.1M1
111River Road Asset Management, LLC$13.7M1
112THORNBURG INVESTMENT MANAGEMENT INC$13.0M1
113WELLS FARGO & COMPANY/MN$12.9M1
114CLEARFIELD CAPITAL MANAGEMENT LP$12.5M1
115Empowered Funds, LLC$12.2M1
116Clark Capital Management Group, Inc.$12.0M1
117STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.8M1
118Fund 1 Investments, LLC$11.2M1
119DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$10.8M1
120NORTH POINT PORTFOLIO MANAGERS CORP/OH$10.4M1
121Arrow Capital Management, LLC$10.3M1
122DIVERSIFY WEALTH MANAGEMENT, LLC$10.3M1
123Aventail Capital Group, LP$10.1M1
124VANGUARD ASSET MANAGEMENT, Ltd$9.8M1
125LONESTAR CAPITAL MANAGEMENT LLC$9.6M1
126STATE OF WISCONSIN INVESTMENT BOARD$9.5M1
127Diversify Advisory Services, LLC$9.1M1
128Mirae Asset Global Investments Co., Ltd.$8.6M1
129Boston Partners$8.5M1
130CITIGROUP INC$8.4M1
131RWC Asset Management LLP$8.1M1
132Tidal Investments LLC$8.1M1
133NEW YORK STATE COMMON RETIREMENT FUND$7.9M1
134DnB Asset Management AS$7.6M1
135MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.5M1
136Ripple Effect Asset Management LP$7.2M1
137MOORE CAPITAL MANAGEMENT, LP$7.2M1
138MetLife Investment Management, LLC$7.2M1
139Stenham Asset Management Ltd$6.9M1
140MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.7M1
141JACOBS LEVY EQUITY MANAGEMENT, INC$6.6M1
142Steamboat Capital Partners, LLC$6.5M1
143Intrinsic Edge Capital Management LLC$5.9M1
144Atika Capital Management LLC$5.9M1
145Kestra Advisory Services, LLC$5.9M1
146WINTON GROUP Ltd$5.8M1
147Vanguard Global Advisers, LLC$5.8M1
148PUBLIC SECTOR PENSION INVESTMENT BOARD$5.7M1
149Rockefeller Capital Management L.P.$5.7M1
150VMS Asset Management Limited$5.6M1
151CenterBook Partners LP$5.6M1
152MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.6M1
153Russell Investments Group, Ltd.$5.6M1
154Janus Henderson Group Ltd.$5.6M1
155AQR CAPITAL MANAGEMENT LLC$5.6M1
156ExodusPoint Capital Management, LP$5.3M1
157ING GROEP NV$5.3M1
158VOYA INVESTMENT MANAGEMENT LLC$5.3M1
159Universal- Beteiligungs- und Servicegesellschaft mbH$5.2M1
160Connor, Clark & Lunn Investment Management Ltd.$4.8M1
161XTX Topco Ltd$4.5M1
162P SCHOENFELD ASSET MANAGEMENT LP$4.5M1
163GUGGENHEIM CAPITAL LLC$4.5M1
164Union Bancaire Privee, UBP SA$4.4M1
165YOUSIF CAPITAL MANAGEMENT, LLC$4.4M1
166State of New Jersey Common Pension Fund D$4.3M1
167FIFTH THIRD BANCORP$4.3M1
168Marnell Management LLC$4.2M1
169PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$4.2M1
170OPPENHEIMER & CO INC$4.1M1
171Advisors Asset Management, Inc.$4.0M1
172SaddleRock Capital Management LLC$3.8M1
173Candelo Capital Management LP$3.7M1
174Purpose Unlimited Inc.$3.7M1
175Riggs Asset Managment Co. Inc.$3.7M1
176KAYNE ANDERSON CAPITAL ADVISORS LP$3.7M1
177Zurcher Kantonalbank (Zurich Cantonalbank)$3.5M1
178NewEdge Advisors, LLC$3.5M1
179STATE OF MICHIGAN RETIREMENT SYSTEM$3.5M1
180KP Management LLC$3.5M1
181Altshuler Shaham Ltd$3.4M1
182Arizona State Retirement System$3.4M1
183HUSSMAN STRATEGIC ADVISORS, INC.$3.4M1
184Potrero Capital Research LLC$3.3M1
185NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.3M1
186BECK CAPITAL MANAGEMENT, LLC$3.2M1
187Vanguard Investments Australia, Ltd.$3.1M1
188TWO SIGMA INVESTMENTS, LP$3.1M1
189HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.0M1
190OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.0M1
191Ensign Peak Advisors, Inc$2.9M1
192Sagefield Capital LP$2.9M1
193Quantinno Capital Management LP$2.8M1
194HSBC HOLDINGS PLC$2.8M1
195OPPENHEIMER ASSET MANAGEMENT INC.$2.7M1
196Ameritas Investment Partners, Inc.$2.7M1
197CHILTON INVESTMENT CO INC.$2.6M1
198Cetera Investment Advisers$2.5M1
199AXON CAPITAL LP$2.5M1
200Hartree Partners, LP$2.4M1
201SPX Gestao de Recursos Ltda$2.4M1
202GF FUND MANAGEMENT CO. LTD.$2.3M1
203OSAIC HOLDINGS, INC.$2.3M1
204PRUDENTIAL FINANCIAL INC$2.3M1
205Steward Partners Investment Advisory, LLC$2.2M1
206De Lisle Partners LLP$2.2M1
207JANE STREET GROUP, LLC$2.1M1
208FRANKLIN RESOURCES INC$2.1M1
209KING LUTHER CAPITAL MANAGEMENT CORP$2.1M1
210Aperture Investors, LLC$2.0M1
211NICOLET BANKSHARES INC$2.0M1
212SUVRETTA CAPITAL MANAGEMENT, LLC$1.9M1
213NOMURA HOLDINGS INC$1.9M1
214Colonial River Investments, LLC$1.9M1
215BANK OF MONTREAL /CAN/$1.9M1
216Parallax Volatility Advisers, L.P.$1.8M1
217COMMONWEALTH EQUITY SERVICES, LLC$1.8M1
218TRUIST FINANCIAL CORP$1.8M1
219Twin Tree Management, LP$1.8M1
220Sanctuary Advisors, LLC$1.8M1
221XPONANCE LLC$1.8M1
222Formidable Asset Management, LLC$1.7M1
223LMR Partners LLP$1.6M1
224Union Square Park Capital Management, LLC$1.6M1
225Centiva Capital, LP$1.6M1
226Clear Harbor Asset Management, LLC$1.6M1
227Jefferies Financial Group Inc.$1.6M1
228Wilmington Savings Fund Society, FSB$1.6M1
229O'Brien Greene & Co. Inc$1.5M1
230FEDERATED HERMES, INC.$1.4M1
231ELEVATION POINT WEALTH PARTNERS, LLC$1.4M1
232ALPS ADVISORS INC$1.4M1
233CLOVERFIELDS CAPITAL GROUP, LP$1.4M1
234MACKENZIE FINANCIAL CORP$1.4M1
235CIBC Bancorp USA Inc.$1.4M1
236AXQ CAPITAL, LP$1.4M1
237Qsemble Capital Management, LP$1.4M1
238Defiance ETFs, LLC$1.3M1
239Verition Fund Management LLC$1.3M1
240Cassaday & Co Wealth Management LLC$1.2M1
241Mutual Advisors, LLC$1.2M1
242Lombard Odier Asset Management (USA) Corp$1.2M1
243Summit Trail Advisors, LLC$1.2M1
244Fortitude Advisory Group L.L.C.$1.1M1
245OSSIAM$1.1M1
246Penn Capital Management Company, LLC$1.1M1
247State of Wyoming$1.1M1
248Mitsubishi UFJ Trust & Banking Corp$1.1M1
249SECURIAN ASSET MANAGEMENT, INC$1.1M1
250Creative Planning$1.0M1
251NATIONAL BANK OF CANADA /FI/$1.0M1
252Federation des caisses Desjardins du Quebec$1.0M1
253Crossmark Global Holdings, Inc.$1.0M1
254PFG Advisors$1.0M1
255HighVista Strategies LLC$995K1
256Catalyst Capital Advisors LLC$985K1
257INCEPTIONR LLC$955K1
258Focus Partners Wealth$946K1
259LIBERTY ONE INVESTMENT MANAGEMENT, LLC$942K1
260DEUTSCHE BANK AG\$904K1
261Merit Financial Group, LLC$866K1
262JONES FINANCIAL COMPANIES LLLP$865K1
263BLAIR WILLIAM & CO/IL$858K1
264MML INVESTORS SERVICES, LLC$820K1
265NAVELLIER & ASSOCIATES INC$805K1
266CLEAR WAVE WEALTH MANAGEMENT LLC$793K1
267Swiss Life Asset Management Ltd$790K1
268Oak Thistle LLC$776K1
269Utah Retirement Systems$766K1
270D.A. DAVIDSON & CO.$758K1
271Northwest & Ethical Investments L.P.$754K1
272McLaughlin Asset Management, Inc.$749K1
273Vanguard Personalized Indexing Management, LLC$733K1
274Dynamic Technology Lab Private Ltd$733K1
275Beacon Pointe Advisors, LLC$724K1
276Tower Research Capital LLC (TRC)$718K1
277Red Door Wealth Management, LLC$714K1
278Atria Investments, Inc$710K1
279WORLD EQUITY GROUP, INC.$706K1
280Maryland State Retirement & Pension System$704K1
281Integrated Wealth Concepts LLC$696K1
282Jump Financial, LLC$689K1
283VARCOV Co.$679K1
284Calydon Capital$668K1
285D. E. Shaw & Co., Inc.$653K1
286O'SHAUGHNESSY ASSET MANAGEMENT, LLC$639K1
287CORSAIR CAPITAL MANAGEMENT, L.P.$638K1
288Parcion Private Wealth LLC$634K1
289&PARTNERS$632K1
290Cresset Asset Management, LLC$631K1
291Peak Planning Group, LLC$615K1
292CASTLEARK MANAGEMENT LLC$613K1
293M&T BANK CORP$609K1
294INDEPENDENT FINANCIAL GROUP, LLC$595K1
295ProShare Advisors LLC$585K1
296SANDLER CAPITAL MANAGEMENT$562K1
297Fifth Third Wealth Advisors LLC$547K1
298Biltmore Family Office, LLC$533K1
299WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$526K1
300Vident Advisory, LLC$526K1
301HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$524K1
302CWM, LLC$522K1
303Synergy Asset Management, LLC$518K1
304KINGSWOOD WEALTH ADVISORS, LLC$507K1
305CREDIT AGRICOLE S A$505K1
306CIBC Asset Management Inc$503K1
307Chicago Partners Investment Group LLC$497K1
308TEACHER RETIREMENT SYSTEM OF TEXAS$497K1
309Sterling Capital Management LLC$489K1
310Point72 Asset Management, L.P.$479K1
311PenderFund Capital Management Ltd.$479K1
312AGF MANAGEMENT LTD$476K1
313SHELTON CAPITAL MANAGEMENT$472K1
314ALTFEST L J & CO INC$454K1
315Schonfeld Strategic Advisors LLC$440K1
316MERCER GLOBAL ADVISORS INC /ADV$429K1
317North Dakota State Investment Board$423K1
318Brooklyn Investment Group$400K1
319Concurrent Investment Advisors, LLC$397K1
320WOLVERINE ASSET MANAGEMENT LLC$393K1
321Pathstone Holdings, LLC$383K1
322BALYASNY ASSET MANAGEMENT L.P.$378K1
323BNP Paribas Asset Management Holding S.A.$377K1
324Goldstein Advisors, LLC$376K1
325Per Stirling Capital Management, LLC.$374K1
326PROFUND ADVISORS LLC$365K1
327Allegheny Financial Group$361K1
328EP Wealth Advisors, LLC$361K1
329Summit Financial, LLC$351K1
330Bank of Marin$347K1
331Orchard Capital Management, LLC$338K1
332Meiji Yasuda Asset Management Co Ltd.$336K1
333RITHOLTZ WEALTH MANAGEMENT$334K1
334Allianz Asset Management GmbH$330K1
335HIGHLAND CAPITAL MANAGEMENT, LLC$329K1
336Whalen Wealth Management Inc.$323K1
337FOUNDATIONS INVESTMENT ADVISORS, LLC$323K1
338Quantum Portfolio Management LLC$322K1
339MEITAV INVESTMENT HOUSE LTD$319K1
340Greenland Capital Management LP$319K1
341Corient IA LLC$319K1
342Pallas Capital Advisors LLC$318K1
343Diversified Enterprises, LLC$318K1
344HighTower Advisors, LLC$315K1
345Values First Advisors, Inc.$312K1
346Blueshift Asset Management, LLC$312K1
347Sequoia Financial Advisors, LLC$306K1
348ARISTEIA CAPITAL, L.L.C.$306K1
349Sequent Planning LLC$306K1
350Walser Wealth Management Company, A Ltd Liability Co$292K1
351Quarry LP$288K1
352Sigma Planning Corp$287K1
353Odyssean, LLC$285K1
354Compound Planning, Inc.$284K1
355ALTA CAPITAL MANAGEMENT LLC/$274K1
356STEPHENS INC /AR/$272K1
357Counterpoint Mutual Funds LLC$268K1
358LAFFER TENGLER INVESTMENTS, INC.$265K1
359Banque Cantonale Vaudoise$263K1
360Baird Financial Group, Inc.$260K1
361Venturi Wealth Management, LLC$252K1
362QRG CAPITAL MANAGEMENT, INC.$249K1
363UNITED CAPITAL FINANCIAL ADVISORS, LLC$248K1
364Spire Wealth Management$248K1
365INSIGNEO ADVISORY SERVICES, LLC$247K1
366THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$247K1
367Stratos Wealth Partners, LTD.$246K1
368Perigon Wealth Management, LLC$245K1
369OneAscent Investment Solutions LLC$245K1
370Ameritas Advisory Services, LLC$244K1
371Clearstead Advisors, LLC$244K1
372PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$239K1
373Saranac Partners Ltd$238K1
374Essex Financial Services, Inc.$234K1
375EVERGREEN CAPITAL MANAGEMENT LLC$231K1
376denkapparat Operations GmbH$229K1
377Congress Park Capital LLC$223K1
378B. Riley Wealth Advisors, Inc.$221K1
379Hudock, Inc.$219K1
380POLEN CAPITAL MANAGEMENT LLC$218K1
381Orion Porfolio Solutions, LLC$218K1
382Meriwether Wealth & Planning, LLC$213K1
383Pinnacle Financial Partners, Inc.$208K1
384Rafferty Asset Management, LLC$206K1
385NFJ INVESTMENT GROUP, LLC$205K1
386Avior Wealth Management, LLC$202K1
387PEAK6 LLC$196K1
388Pinnacle Holdings, LLC$194K1
389Costello Asset Management, INC$174K1
390Archer Investment Corp$147K1
391BROWN BROTHERS HARRIMAN & CO$144K1
392UMB Bank, n.a.$142K1
393LOS ANGELES CAPITAL MANAGEMENT LLC$138K1
394BROOKFIELD Corp /ON/$118K1
395WPG Advisers, LLC$106K1
396Berbice Capital Management LLC$102K1
397Arax Advisory Partners$91.1K1
398Allworth Financial LP$87.8K1
399Rialto Wealth Management, LLC$82.4K1
400QUADRANT CAPITAL GROUP LLC$77.9K1
401SBI Okasan Asset Management Co.Ltd.$62.6K1
402Caitong International Asset Management Co., Ltd$54.9K1
403Golden State Wealth Management, LLC$49.8K1
404NOMURA ASSET MANAGEMENT CO LTD$48.5K1
405SIGNATUREFD, LLC$46.9K1
406NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$41.2K1
407MAI Capital Management$40.5K1
408PRIVATE TRUST CO NA$39.9K1
409Bank of New Hampshire$34.2K1
410Mitsubishi UFJ Asset Management Co., Ltd.$31.9K1
411Atlantic Union Bankshares Corp$30.0K1
412NINE MASTS CAPITAL Ltd$26.8K1
413Smartleaf Asset Management LLC$25.4K1
414ASSETMARK, INC$24.6K1
415CENTRAL TRUST Co$21.1K1
416Grove Bank & Trust$17.2K1
417TD Capital Management LLC$15.3K1
418Itau Unibanco Holding S.A.$14.7K1
419TD Waterhouse Canada Inc.$14.4K1
420Destiny Wealth Partners, LLC$14.4K1
421SBI Securities Co., Ltd.$14.4K1
422THRIVENT FINANCIAL FOR LUTHERANS$13.1K1
423LORD, ABBETT & CO. LLC$12.8K1
424FARMERS & MERCHANTS INVESTMENTS INC$12.8K1
425Larson Financial Group LLC$12.1K1
426Parkside Financial Bank & Trust$11.8K1
427Signature Equity Partners, LLC$11.8K1
428NEW YORK STATE TEACHERS RETIREMENT SYSTEM$10.1K1
429Parkwood LLC$9.3K1
430Bell Investment Advisors, Inc$8.9K1
431Kennebec Savings Bank$8.6K1
432Ritter Daniher Financial Advisory LLC / DE$8.0K1
433Hilton Head Capital Partners, LLC$7.7K1
434Medallion Wealth Advisors, LLC$7.7K1
435Bayforest Capital Ltd$7.3K1
436Treasurer of the State of North Carolina$6.2K1
437Kemnay Advisory Services Inc.$5.7K1
438NISA INVESTMENT ADVISORS, LLC$5.1K1
439Retirement Wealth Solutions LLC$5.1K1
440Millstone Evans Group, LLC$4.8K1
441TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$4.5K1
442Global Trust Asset Management, LLC$3.5K1
443PITTENGER & ANDERSON INC$3.2K1
444Tradewinds Capital Management, LLC$3.2K1
445Physician Wealth Advisors, Inc.$3.2K1
446BARRETT & COMPANY, INC.$3.2K1
447Rachor Investment Advisory Services, LLC$2.9K1
448Walleye Capital LLC$2.9K1
449Main Management ETF Advisors, LLC$2.8K1
450BROWN, LISLE/CUMMINGS, INC.$2.6K1
451WealthCollab, LLC$2.6K1
452CVA Family Office, LLC$2.2K1
453Janney Montgomery Scott LLC$2.1K1
454Wealth Enhancement Trust Services, Inc.$1.9K1
455MCF Advisors LLC$1.6K1
456Cromwell Holdings LLC$1.6K1
457State of Alaska, Department of Revenue$1.5K1
458Polianta Ltd$1.5K1
459ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.3K1
460Wall Street Financial Group, Inc.$1.3K1
461Kilter Group LLC$1.3K1
462PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1.3K1
463Virtu Financial LLC$1.1K1
464South Dakota Investment Council$9781
465SouthState Bank Corp$9581
466Axiom Investment Management LLC$9581
467JPL Wealth Management, LLC$9581
468WEDBUSH SECURITIES INC$9171
469VAN ECK ASSOCIATES CORP$7451
470True Wealth Design, LLC$6391
471Vermillion Wealth Management, Inc.$6381
472SHP Wealth Management$6381
473Vestcor Inc$5431
474KBC Group NV$3821
475SJS Investment Consulting Inc.$3201
476Pinnacle Wealth Planning Services, Inc.$3191
477Employees Retirement System of Texas$1211
478Smithfield Trust Co$341
479Harvest Fund Management Co., Ltd$191
480Harel Insurance Investments & Financial Services Ltd.$181
481Matrix Trust Co$131
482VALLEY NATIONAL ADVISERS INC$61
483Avion Wealth$11
484HUNTINGTON NATIONAL BANK— value not disclosed1
485VANGUARD GROUP INC— value not disclosed1
486MEEDER ASSET MANAGEMENT INC— value not disclosed1
487HARBOUR INVESTMENTS, INC.— value not disclosed1
488COMERICA BANK— value not disclosed1
489StoneX Group Inc.— value not disclosed1
490TORONTO DOMINION BANK— value not disclosed1
491VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
492UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO— value not disclosed1
493JAG CAPITAL MANAGEMENT, LLC— value not disclosed1
494INTECH INVESTMENT MANAGEMENT LLC— value not disclosed1
495MARINER INVESTMENT GROUP LLC— value not disclosed1
496GLENVIEW CAPITAL MANAGEMENT, LLC— value not disclosed1
497ALGERT GLOBAL LLC— value not disclosed1
498TORTOISE CAPITAL ADVISORS, L.L.C.— value not disclosed1
499CIBC Private Wealth Group LLC— value not disclosed1
500LEVIN CAPITAL STRATEGIES, L.P.— value not disclosed1
Truncated by Public Filings. Every one of the 483 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 TLN

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TLN · financials and macro

Financials — as filed PLANNED

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