Public record / Tickers / TNL

TNL — Travel & Leisure Co.†

Both disclosure regimes on one name: who in Congress filed about TNL, 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
5
all PTR rows naming TNL
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
390
top-390 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

Lisa C. McClain · $1.0K–$15.0K

SELL · traded 2025-06-17 → filed 2025-08-13. Ranked over every TNL row by the provable lower bound, never a point estimate.

No member disclosed TNL 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.

2 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TNL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TNL
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2021-07-13Susie Lee D–NV-3SELL JT (jointly owned)Traded 06-28 +15d$1K–$15K
2021-06-14Susie Lee D–NV-3BUY JT (jointly owned)Traded 05-26 +19d$1K–$15K
2021-06-14Susie Lee D–NV-3BUY JT (jointly owned)Traded 05-14 +31d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 5 ↗

Members active in TNL

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

No member disclosed TNL in the trailing 12 months.

Congress ↔ notable managers · TNL

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 $47.2M held
Trimming
1 Bridgewater Associates $8.4M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · TRAVEL PLUS LEISURE CO

Merged timeline of congressional filings and notable-manager moves on TNL
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+51,560 sh
2026-05-15Bridgewater Associates 13FTRIM−84,302 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 TNL for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$495M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$416M1
3VANGUARD CAPITAL MANAGEMENT LLC$187M1
4Invesco Ltd.$163M1
5STATE STREET CORP$149M1
6AQR CAPITAL MANAGEMENT LLC$127M1
7Nuveen, LLC$91.3M1
8Quantinno Capital Management LP$90.3M1
9DIMENSIONAL FUND ADVISORS LP$88.6M1
10GMT CAPITAL CORP$84.7M1
11CITADEL ADVISORS LLC$72.9M1
12Copeland Capital Management, LLC$70.4M1
13MORGAN STANLEY$67.5M1
14NORTHERN TRUST CORP$63.8M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$57.0M1
16TRUIST FINANCIAL CORP$55.5M1
17Swedbank AB$53.6M1
18ENVESTNET ASSET MANAGEMENT INC$52.7M1
19Gotham Asset Management, LLC$47.2M1
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$43.8M1
21Ranmore Fund Management Ltd$40.9M1
22Solel Partners LP$38.2M1
23JUPITER ASSET MANAGEMENT LTD$32.7M1
24Advisors Capital Management, LLC$28.0M1
25VANGUARD FIDUCIARY TRUST CO$27.6M1
26FIRST TRUST ADVISORS LP$27.4M1
27SEI INVESTMENTS CO$27.0M1
28NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$26.6M1
29BNP Paribas Asset Management Holding S.A.$24.4M1
30FRANKLIN RESOURCES INC$21.0M1
31FMR LLC$19.7M1
32STIFEL FINANCIAL CORP$18.3M1
33MILLENNIUM MANAGEMENT LLC$16.8M1
34UBS Group AG$15.1M1
35UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$14.4M1
36Crossmark Global Holdings, Inc.$14.2M1
37BANK OF AMERICA CORP /DE/$14.1M1
38Retirement Systems of Alabama$14.0M1
39IRIDIAN ASSET MANAGEMENT LLC/CT$13.6M1
40VOYA INVESTMENT MANAGEMENT LLC$13.6M1
41HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$13.2M1
42Hudson Bay Capital Management LP$13.0M1
43SCHRODER INVESTMENT MANAGEMENT GROUP$12.5M1
44Universal- Beteiligungs- und Servicegesellschaft mbH$12.3M1
45CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$10.8M1
46Engineers Gate Manager LP$10.7M1
47PRINCIPAL FINANCIAL GROUP INC$10.0M1
48Cambria Investment Management, L.P.$9.7M1
49Corient Private Wealth LLC$9.5M1
50Edgestream Partners, L.P.$9.3M1
51DEUTSCHE BANK AG\$9.3M1
52STATE OF WISCONSIN INVESTMENT BOARD$9.0M1
53Swiss National Bank$8.8M1
54Baker Avenue Asset Management, LP$8.5M1
55BARCLAYS PLC$8.4M1
56ROBOTTI ROBERT$8.4M1
57Bridgewater Associates, LP$8.4M1
58O'SHAUGHNESSY ASSET MANAGEMENT, LLC$8.1M1
59Trexquant Investment LP$7.7M1
60ALLIANCEBERNSTEIN L.P.$6.8M1
61WINTON GROUP Ltd$6.6M1
62WELLS FARGO & COMPANY/MN$6.3M1
63Holocene Advisors, LP$6.3M1
64VISTA INVESTMENT PARTNERS LLC$6.2M1
65IEQ CAPITAL, LLC$6.1M1
66Factorial Partners, LLC$6.0M1
67JANE STREET GROUP, LLC$5.9M1
68Legal & General Group Plc$5.9M1
69STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.2M1
70CastleKnight Management LP$5.1M1
71Squarepoint Ops LLC$4.9M1
72D. E. Shaw & Co., Inc.$4.7M1
73Cerity Partners LLC$4.2M1
74WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.2M1
75VANGUARD ASSET MANAGEMENT, Ltd$4.1M1
76RITHOLTZ WEALTH MANAGEMENT$4.1M1
77VISTA INVESTMENT PARTNERS II, LLC$4.1M1
78HANCOCK WHITNEY CORP$4.0M1
79Focus Partners Wealth$3.9M1
80Neo Ivy Capital Management$3.9M1
81Vanguard Global Advisers, LLC$3.8M1
82Summit Trail Advisors, LLC$3.6M1
83BANK OF MONTREAL /CAN/$3.6M1
84Ionic Capital Management LLC$3.6M1
85ROYAL BANK OF CANADA$3.5M1
86CITIGROUP INC$3.5M1
87VOLORIDGE INVESTMENT MANAGEMENT, LLC$3.3M1
88PICTON MAHONEY ASSET MANAGEMENT$3.3M1
89INTECH INVESTMENT MANAGEMENT LLC$3.2M1
90LPL Financial LLC$3.2M1
91HighTower Advisors, LLC$3.1M1
92MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.1M1
93Oliver Luxxe Assets LLC$3.1M1
94CWM, LLC$2.9M1
95Mubadala Investment Co PJSC$2.9M1
96CIBC Bancorp USA Inc.$2.8M1
97MERCER GLOBAL ADVISORS INC /ADV$2.8M1
98VICTORY CAPITAL MANAGEMENT INC$2.8M1
99RAYMOND JAMES FINANCIAL INC$2.7M1
100LAZARD ASSET MANAGEMENT LLC$2.6M1
101Zurcher Kantonalbank (Zurich Cantonalbank)$2.5M1
102Taylor Securities Services, Inc.$2.5M1
103R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$2.3M1
104PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2.2M1
105HSBC HOLDINGS PLC$2.2M1
106Oak Thistle LLC$2.1M1
107Ethic Inc.$2.1M1
108State of New Jersey Common Pension Fund D$2.1M1
109Janus Henderson Group Ltd.$2.1M1
110XTX Topco Ltd$2.0M1
111Sidoxia Capital Management, LLC$1.9M1
112Freestone Grove Partners LP$1.8M1
113Cetera Investment Advisers$1.8M1
114Creative Planning$1.7M1
115MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.7M1
116Hennion & Walsh Asset Management, Inc.$1.7M1
117STOREBRAND ASSET MANAGEMENT AS$1.6M1
118Amundi$1.5M1
119Paloma Partners Management Co$1.5M1
120COMMERCE BANK$1.5M1
121Elo Mutual Pension Insurance Co$1.4M1
122FIFTH THIRD BANCORP$1.4M1
123SummitTX Capital, L.P.$1.4M1
124Diversified Trust Co$1.3M1
125Inscription Capital, LLC$1.3M1
126GUGGENHEIM CAPITAL LLC$1.3M1
127Point Nemo Capital, LLC$1.2M1
128Arizona State Retirement System$1.2M1
129MAVERICK CAPITAL LTD$1.2M1
130Aaron Wealth Advisors LLC$1.2M1
131New Age Alpha Advisors, LLC$1.1M1
132Vanguard Investments Australia, Ltd.$1.1M1
133TEACHER RETIREMENT SYSTEM OF TEXAS$1.1M1
134COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.1M1
135Friedenthal Financial$1.1M1
136STATE OF MICHIGAN RETIREMENT SYSTEM$1.1M1
137Keeler Thomas Management LLC$1.0M1
138Diversify Advisory Services, LLC$1.0M1
139Private Advisor Group, LLC$1.0M1
140NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$997K1
141Chicago Partners Investment Group LLC$952K1
142OREGON PUBLIC EMPLOYEES RETIREMENT FUND$915K1
143Kera Capital Partners, Inc.$897K1
144Vanguard Personalized Indexing Management, LLC$869K1
145MML INVESTORS SERVICES, LLC$860K1
146UNITED CAPITAL FINANCIAL ADVISORS, LLC$840K1
147Ameritas Investment Partners, Inc.$816K1
148Taproot Management LP$802K1
149Dynamic Technology Lab Private Ltd$773K1
150Schonfeld Strategic Advisors LLC$765K1
151Savoir Faire Capital Management, L.P.$745K1
152Pictet Asset Management Holding SA$729K1
153XPONANCE LLC$690K1
154QRG CAPITAL MANAGEMENT, INC.$673K1
155MERIDIAN INVESTMENT COUNSEL INC.$669K1
156Ensign Peak Advisors, Inc$666K1
157Pathstone Holdings, LLC$662K1
158Arax Advisory Partners$661K1
159Pallas Capital Advisors LLC$656K1
160EVOLVE PRIVATE WEALTH, LLC$641K1
161OSAIC HOLDINGS, INC.$640K1
162Merit Financial Group, LLC$628K1
163Sequoia Financial Advisors, LLC$617K1
164Krilogy Financial LLC$617K1
165SUSQUEHANNA INTERNATIONAL GROUP, LLP$610K1
166Round Rock Advisors LLC$604K1
167Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$601K1
168EVERGREEN CAPITAL MANAGEMENT LLC$588K1
169CSS LLC/IL$570K1
170MBM WEALTH CONSULTANTS, LLC$567K1
171DIVERSIFY WEALTH MANAGEMENT, LLC$563K1
172FEDERATED HERMES, INC.$556K1
173Allianz Asset Management GmbH$552K1
174PRELUDE CAPITAL MANAGEMENT, LLC$537K1
175US BANCORP \DE\$537K1
176Severin Investments, LLC$531K1
177MQS Management LLC$529K1
178Ruffer LLP$520K1
179BURNEY CO/$505K1
180Truvestments Capital LLC$489K1
181Tidal Investments LLC$489K1
182HUB Investment Partners, LLC$479K1
183COMMONWEALTH EQUITY SERVICES, LLC$470K1
184Empowered Funds, LLC$466K1
185CHOREO, LLC$458K1
186Massar Capital Management, LP$455K1
187ANCHYRA PARTNERS LLC$455K1
188INCEPTIONR LLC$454K1
189EDMOND DE ROTHSCHILD HOLDING S.A.$450K1
190Focus Partners Advisor Solutions, LLC$440K1
191TWINBEECH CAPITAL LP$429K1
192Snowden Capital Advisors LLC$409K1
193Harvest Portfolios Group Inc.$407K1
194Optas, LLC$406K1
195Cynosure Group, LLC$394K1
196Diametric Capital, LP$385K1
197EP Wealth Advisors, LLC$383K1
198Man Group plc$374K1
199PERSONAL CFO SOLUTIONS, LLC$373K1
200QUADRANT CAPITAL GROUP LLC$368K1
201Sanctuary Advisors, LLC$362K1
202BOOTHBAY FUND MANAGEMENT, LLC$357K1
203Laird Norton Wetherby Trust Company, LLC$355K1
204Blueshift Asset Management, LLC$352K1
205Baron Wealth Management LLC$343K1
206State of Wyoming$340K1
207Aquatic Capital Management LLC$337K1
208Vident Advisory, LLC$336K1
209SECURIAN ASSET MANAGEMENT, INC$323K1
210Savant Capital, LLC$318K1
211WRIGHT INVESTORS SERVICE INC$317K1
212Jefferies Financial Group Inc.$316K1
213WITTENBERG INVESTMENT MANAGEMENT, INC.$316K1
214SAGESPRING WEALTH PARTNERS, LLC$315K1
215Kathmere Capital Management, LLC$310K1
216Aster Capital Management (DIFC) Ltd$308K1
217DnB Asset Management AS$294K1
218Polymer Capital Management (US) LLC$294K1
219AlTi Global, Inc.$290K1
220GREENLEAF TRUST$289K1
221Venture Visionary Partners LLC$289K1
222WORLDQUANT MILLENNIUM ADVISORS LLC$288K1
223Bull Harbor Capital LLC$286K1
224Cornerstone Wealth Group, LLC$286K1
225MACKENZIE FINANCIAL CORP$278K1
226Callan Family Office, LLC$277K1
227Swiss Life Asset Management Ltd$276K1
228COLDSTREAM CAPITAL MANAGEMENT INC$267K1
229M&T BANK CORP$258K1
230Bright Futures Wealth Management, LLC.$243K1
231MIRABELLA FINANCIAL SERVICES LLP$241K1
232Advisors Asset Management, Inc.$236K1
233NorthCrest Asset Manangement, LLC$233K1
234HOHIMER WEALTH MANAGEMENT, LLC$230K1
235Utah Retirement Systems$230K1
236Brevan Howard Capital Management LP$227K1
237Optimist Retirement Group LLC$222K1
238NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$219K1
239BTG Pactual Asset Management US LLC$217K1
240FOX RUN MANAGEMENT, L.L.C.$214K1
241Maryland State Retirement & Pension System$212K1
242HB Wealth Management, LLC$212K1
243Van Diest Capital, LLC$209K1
244EARNED WEALTH ADVISORS, LLC$209K1
245PANAGORA ASSET MANAGEMENT INC$208K1
246U.S. Capital Wealth Advisors, LLC$207K1
247Ballentine Partners, LLC$206K1
248FIRST CITIZENS BANK & TRUST CO$204K1
249MCF Advisors LLC$176K1
250Tower Research Capital LLC (TRC)$170K1
251CENTRAL TRUST Co$161K1
252Allworth Financial LP$153K1
253EXCHANGE TRADED CONCEPTS, LLC$125K1
254MAI Capital Management$122K1
255Larson Financial Group LLC$107K1
256True Wealth Design, LLC$106K1
257SIGNATUREFD, LLC$92.3K1
258JFS WEALTH ADVISORS, LLC$82.3K1
259Quarry LP$75.6K1
260UMB Bank, n.a.$69.9K1
261Rockefeller Capital Management L.P.$69.6K1
262NOMURA ASSET MANAGEMENT CO LTD$51.9K1
263SJS Investment Consulting Inc.$51.0K1
264Smartleaf Asset Management LLC$46.1K1
265Parkside Financial Bank & Trust$45.7K1
266Blue Trust, Inc.$44.1K1
267ASSETMARK, INC$43.4K1
268N.E.W. Advisory Services LLC$41.8K1
269ACADIAN ASSET MANAGEMENT LLC$35.1K1
270ATWOOD & PALMER INC$34.6K1
271CNB Bank$32.8K1
272Steward Partners Investment Advisory, LLC$29.6K1
273Intentional Wealth Strategies, LLC$26.0K1
274Pinnacle Wealth Planning Services, Inc.$23.4K1
275Hillsdale Investment Management Inc.$22.1K1
276BARTLETT & CO. WEALTH MANAGEMENT LLC$19.7K1
277Strategic Investment Solutions, Inc. /IL$19.6K1
278SITTNER & NELSON, LLC$18.5K1
279Mitsubishi UFJ Asset Management Co., Ltd.$14.0K1
280MATHER GROUP, LLC.$13.8K1
281Cassaday & Co Wealth Management LLC$13.8K1
282Private Wealth Management Group, LLC$12.6K1
283Bayforest Capital Ltd$12.5K1
284Leonteq Securities AG$12.0K1
285Dogwood Wealth Management LLC$11.8K1
286Measured Wealth Private Client Group, LLC$11.8K1
287Transamerica Financial Advisors, LLC$11.1K1
288INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$10.8K1
289Retirement Wealth Solutions LLC$10.4K1
290WealthCollab, LLC$10.2K1
291ALGERT GLOBAL LLC$9.7K1
292Eurizon Capital SGR S.p.A.$8.2K1
293Pacific Center for Financial Services$7.6K1
294Clearstead Trust, LLC$6.9K1
295CBIZ Investment Advisory Services, LLC$6.8K1
296ELEVATION WEALTH PARTNERS, LLC$6.2K1
297Signature Equity Partners, LLC$6.1K1
298CVA Family Office, LLC$5.8K1
299WPG Advisers, LLC$5.5K1
300Hilton Head Capital Partners, LLC$5.5K1
301ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$5.0K1
302Activest Wealth Management$4.9K1
303Grove Bank & Trust$4.2K1
304Sachetta, LLC$4.0K1
305JPL Wealth Management, LLC$4.0K1
306Geneos Wealth Management Inc.$3.9K1
307United Financial Planning Group LLC$3.4K1
308Federation des caisses Desjardins du Quebec$2.9K1
309Manchester Capital Management LLC$2.1K1
310MTM Investment Management, LLC$2.1K1
311HRT FINANCIAL LP$1.9K1
312Treasurer of the State of North Carolina$1.8K1
313Vanguard National Trust Co$1.6K1
314WOLFF WIESE MAGANA LLC$1.5K1
315Rialto Wealth Management, LLC$1.5K1
316Clearstead Advisors, LLC$1.4K1
317Bell Investment Advisors, Inc$1.4K1
318Stonehage Fleming Financial Services Holdings Ltd$1.4K1
319MidFirst Bank$1.2K1
320NATIXIS ADVISORS, LLC$1.1K1
321Redwood Investment Management, LLC$1.1K1
322THRIVENT FINANCIAL FOR LUTHERANS$1.0K1
323SHP Wealth Management$8301
324Cromwell Holdings LLC$8301
325State of Alaska, Department of Revenue$6931
326Harvest Fund Management Co., Ltd$6921
327DiNuzzo Private Wealth, Inc.$6921
328Vestcor Inc$6241
329BROWN, LISLE/CUMMINGS, INC.$4841
330PITTENGER & ANDERSON INC$3461
331Claret Asset Management Corp$3051
332Vermillion Wealth Management, Inc.$2771
333Signature Resources Capital Management, LLC$2771
334HFM Investment Advisors, LLC$2771
335GSA CAPITAL PARTNERS LLP$2701
336Frazier Financial Advisors, LLC$2251
337KBC Group NV$1321
338Capital Analysts, LLC$781
339DekaBank Deutsche Girozentrale$591
340Employees Retirement System of Texas$501
341ARMSTRONG ADVISORY GROUP, INC$331
342Centerpoint Advisors, LLC$221
343Smithfield Trust Co$111
344Capital Advisors, Ltd. LLC$31
345Avion Wealth$11
346VANGUARD GROUP INC— value not disclosed1
347AMERICAN CENTURY COMPANIES INC— value not disclosed1
348DANSKE BANK A/S— value not disclosed1
349Brandywine Global Investment Management, LLC— value not disclosed1
350COMERICA BANK— value not disclosed1
351NATIONAL BANK OF CANADA /FI/— value not disclosed1
352VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
353PARK AVENUE SECURITIES LLC— value not disclosed1
354ARISTEIA CAPITAL, L.L.C.— value not disclosed1
355TRUST CO OF VERMONT— value not disclosed1
356RBF Capital, LLC— value not disclosed1
357PRUDENTIAL FINANCIAL INC— value not disclosed1
358COOKSON PEIRCE & CO INC— value not disclosed1
359NATIXIS— value not disclosed1
360FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.— value not disclosed1
361CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
362CIBC Private Wealth Group LLC— value not disclosed1
363Watershed Asset Management, L.L.C.— value not disclosed1
364Mariner, LLC— value not disclosed1
365NORGES BANK— value not disclosed1
366Blackstone Inc.— value not disclosed1
367WBI INVESTMENTS, LLC— value not disclosed1
368Harel Insurance Investments & Financial Services Ltd.— value not disclosed1
369HOURGLASS CAPITAL, LLC— value not disclosed1
370Verition Fund Management LLC— value not disclosed1
371LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
372Caprock Group, LLC— value not disclosed1
373Versor Investments LP— value not disclosed1
374McIlrath & Eck, LLC— value not disclosed1
375DV Trading LLC— value not disclosed1
376Crewe Advisors LLC— value not disclosed1
377Global Retirement Partners, LLC— value not disclosed1
378Y-Intercept (Hong Kong) Ltd— value not disclosed1
379CERTUITY, LLC— value not disclosed1
380Kestra Advisory Services, LLC— value not disclosed1
381Interchange Capital Partners, LLC— value not disclosed1
382NewEdge Wealth, LLC— value not disclosed1
383AlphaQuest LLC— value not disclosed1
384SageView Advisory Group, LLC— value not disclosed1
385iSAM Funds (UK) Ltd— value not disclosed1
386Dunhill Financial, LLC— value not disclosed1
387Central Pacific Bank - Trust Division— value not disclosed1
388Everstar Asset Management, LLC— value not disclosed1
389Carnegie Lake Advisors LLC— value not disclosed1
390Marble Wealth, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 345 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 TNL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TNL · financials and macro

Financials — as filed PLANNED

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