Public record / Tickers / TRI

TRI — THOMSON REUTERS CORP /CAN/†

Both disclosure regimes on one name: who in Congress filed about TRI, 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
2
all PTR rows naming TRI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
03-16
filed 2022-03-16
13F holders
476
top-476 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

John H. Rutherford · $1.0K–$15.0K

SELL · traded 2022-02-17 → filed 2022-03-16. Ranked over every TRI row by the provable lower bound, never a point estimate.

No member disclosed TRI 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.

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

No dated TRI 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 TRI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TRI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-03-16John H. Rutherford R–FL-5SELLTraded 02-17 +27d$1K–$15K
2018-08-20John H. Rutherford R–FL-5BUYTraded 2017-07-17 LATE·399d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in TRI

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

No member disclosed TRI in the trailing 12 months.

Congress ↔ notable managers · TRI

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 Bridgewater Associates $14.4M held
Trimming
1 Gotham Asset Management $1.4M held

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

Merged timeline of congressional filings and notable-manager moves on TRI
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FNEW+159,909 sh
2026-05-15Gotham Asset Management 13FTRIM−10,882 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 TRI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1Woodbridge CO LTD$27.1B1
2ROYAL BANK OF CANADA$819M1
31832 Asset Management L.P.$651M1
4BANK OF MONTREAL /CAN/$481M1
5TD ASSET MANAGEMENT INC$468M1
6TLT Family Holdco ULC$387M1
7VANGUARD CAPITAL MANAGEMENT LLC$337M1
8MORGAN STANLEY$294M1
9LCC Family Corp.$292M1
10FMR LLC$262M1
11Invesco Ltd.$227M1
12SEG Family Corp.$225M1
13GEODE CAPITAL MANAGEMENT, LLC$203M1
14Fiera Capital Corp$192M1
15NATIONAL BANK OF CANADA /FI/$166M1
16CANADA PENSION PLAN INVESTMENT BOARD$160M1
17MACKENZIE FINANCIAL CORP$157M1
18BANK OF AMERICA CORP /DE/$146M1
19FIRST TRUST ADVISORS LP$143M1
20MANUFACTURERS LIFE INSURANCE COMPANY, THE$135M1
21AGF MANAGEMENT LTD$130M1
22TD Waterhouse Canada Inc.$118M1
23BlackRock, Inc.$107M1
24VANGUARD FIDUCIARY TRUST CO$107M1
25DKRT Investments Corp.$90.3M1
26CIBC WORLD MARKET INC.$89.6M1
27CIBC Asset Management Inc$88.6M1
28Legal & General Group Plc$88.3M1
29STOREBRAND ASSET MANAGEMENT AS$84.8M1
30AQR CAPITAL MANAGEMENT LLC$56.3M1
31TORONTO DOMINION BANK$55.5M1
32MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$53.2M1
33BARCLAYS PLC$52.6M1
34ProShare Advisors LLC$50.7M1
35Vanguard Global Advisers, LLC$49.1M1
36PJT Investments Corp.$47.7M1
37Swiss National Bank$47.7M1
38Clearbridge Investments, LLC$45.0M1
39RAYMOND JAMES FINANCIAL INC$42.9M1
40MASSACHUSETTS FINANCIAL SERVICES CO /MA/$42.3M1
41HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$40.6M1
42BENJAMIN EDWARDS INC$38.9M1
43BCV Asset Management Inc.$38.4M1
44Pictet Asset Management Holding SA$37.3M1
45Bank of New York Mellon Corp$37.1M1
46TWO SIGMA INVESTMENTS, LP$36.7M1
47Amundi$36.0M1
48DEUTSCHE BANK AG\$35.1M1
49BANK OF NOVA SCOTIA$34.3M1
50UBS Group AG$33.7M1
51CHARLES SCHWAB INVESTMENT MANAGEMENT INC$33.0M1
52ENVESTNET ASSET MANAGEMENT INC$30.8M1
53Dixon Mitchell Investment Counsel Inc.$27.3M1
54Allianz Asset Management GmbH$25.0M1
55VANGUARD ASSET MANAGEMENT, Ltd$24.7M1
56Connor, Clark & Lunn Investment Management Ltd.$23.1M1
57SCOTIA CAPITAL INC.$23.0M1
58NEOS Investment Management LLC$21.5M1
59Zurcher Kantonalbank (Zurich Cantonalbank)$20.5M1
60DEARBORN PARTNERS LLC$20.3M1
61PICTON MAHONEY ASSET MANAGEMENT$19.5M1
62INTACT INVESTMENT MANAGEMENT INC.$18.7M1
63BNP Paribas Asset Management Holding S.A.$18.2M1
64Federation des caisses Desjardins du Quebec$17.9M1
65VICTORY CAPITAL MANAGEMENT INC$17.3M1
66NORTHERN TRUST CORP$16.7M1
67CITIGROUP INC$16.5M1
68Quadrature Capital Ltd$16.4M1
69STATE STREET CORP$16.2M1
70RENAISSANCE TECHNOLOGIES LLC$15.2M1
71STIFEL FINANCIAL CORP$14.9M1
72Bridgewater Associates, LP$14.4M1
73Trexquant Investment LP$14.2M1
74Aquatic Capital Management LLC$13.8M1
75Korea Investment CORP$12.6M1
76M&G Plc$12.5M1
77DIMENSIONAL FUND ADVISORS LP$12.3M1
78CITADEL ADVISORS LLC$12.2M1
79AVIVA PLC$12.2M1
80Nuveen, LLC$12.1M1
81WELLS FARGO & COMPANY/MN$11.8M1
82Heathbridge Capital Management Ltd.$11.8M1
83DAVIS-REA LTD.$11.3M1
84Rafferty Asset Management, LLC$11.0M1
85BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$10.2M1
86CIDEL ASSET MANAGEMENT INC$9.6M1
87APG Asset Management N.V.$9.6M1
88FIL Ltd$9.5M1
89Scheer, Rowlett & Associates Investment Management Ltd.$8.6M1
90Quantinno Capital Management LP$8.1M1
91Man Group plc$7.6M1
92GUGGENHEIM CAPITAL LLC$7.5M1
93FRANKLIN RESOURCES INC$7.2M1
94Vanguard Investments Australia, Ltd.$7.1M1
95Sumitomo Mitsui Trust Group, Inc.$6.7M1
96Stratos Wealth Partners, LTD.$6.6M1
97LOUISBOURG INVESTMENTS INC.$6.6M1
98BANK OF NOVA SCOTIA TRUST CO$6.1M1
99Addenda Capital Inc.$6.1M1
100NISSAY ASSET MANAGEMENT CORP /JAPAN$6.0M1
101Varma Mutual Pension Insurance Co$5.7M1
102Cerity Partners LLC$5.7M1
103SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.6M1
104ExodusPoint Capital Management, LP$5.4M1
105Y-Intercept (Hong Kong) Ltd$5.3M1
106Northwest & Ethical Investments L.P.$5.3M1
107NOMURA HOLDINGS INC$5.0M1
108Creative Planning$4.9M1
109UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.7M1
110SIG North Trading, ULC$4.5M1
111STATE OF WISCONSIN INVESTMENT BOARD$4.5M1
112Aviso Financial Inc.$4.4M1
113SHELTON CAPITAL MANAGEMENT$4.4M1
114Vest Financial, LLC$4.3M1
115First National Bank of Mount Dora, Trust Investment Services$4.1M1
116LPL Financial LLC$3.9M1
117Candriam S.C.A.$3.9M1
118MILLENNIUM MANAGEMENT LLC$3.9M1
119COOPER INVESTORS PTY LTD$3.8M1
120Daiwa Securities Group Inc.$3.8M1
121CWM, LLC$3.7M1
122Baird Financial Group, Inc.$3.6M1
123AMERIPRISE FINANCIAL INC$3.6M1
124Bastion Asset Management Inc.$3.5M1
125Mitsubishi UFJ Asset Management Co., Ltd.$3.5M1
126Mariner, LLC$3.4M1
127Quantbot Technologies LP$3.4M1
128Alberta Investment Management Corp$3.2M1
129Numerai GP LLC$3.0M1
130HSBC HOLDINGS PLC$3.0M1
131Lansforsakringar Fondforvaltning AB (publ)$3.0M1
132WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.0M1
133Tower Research Capital LLC (TRC)$2.7M1
134PROFUND ADVISORS LLC$2.6M1
135Prosperity Consulting Group, LLC$2.5M1
136Rakuten Investment Management, Inc.$2.4M1
137PDT Partners, LLC$2.4M1
138RFG Advisory, LLC$2.4M1
139USS Investment Management Ltd$2.4M1
140Callahan Advisors, LLC$2.4M1
141Swiss Life Asset Management Ltd$2.3M1
142EFG International AG$2.3M1
143Drexel Morgan & Co.$2.2M1
144Lido Advisors, LLC$2.2M1
145CREDIT AGRICOLE S A$2.2M1
146JANE STREET GROUP, LLC$2.2M1
147Avanza Fonder AB$2.1M1
148ALLIANCEBERNSTEIN L.P.$2.0M1
149PUBLIC SECTOR PENSION INVESTMENT BOARD$2.0M1
150Guardian Partners Inc.$1.8M1
151INTECH INVESTMENT MANAGEMENT LLC$1.8M1
152Investment Management Corp of Ontario$1.7M1
153COMMONWEALTH EQUITY SERVICES, LLC$1.7M1
154Corient Private Wealth LLC$1.7M1
155BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.6M1
156Rodgers Brothers Inc.$1.5M1
157NOMURA ASSET MANAGEMENT CO LTD$1.5M1
158Generali Asset Management SPA SGR$1.5M1
159Norinchukin Bank, The$1.5M1
160Ameritas Investment Partners, Inc.$1.4M1
161Gotham Asset Management, LLC$1.4M1
162Laird Norton Wetherby Trust Company, LLC$1.4M1
163Utah Retirement Systems$1.4M1
164Alliance Wealth Advisors, LLC /UT$1.3M1
165Burkett Asset Management Ltd$1.3M1
166E Fund Management Co., Ltd.$1.3M1
167Janus Henderson Group Ltd.$1.2M1
168PKO Investment Management Joint-Stock Co$1.2M1
169GRIFFIN ASSET MANAGEMENT, INC.$1.1M1
170FORA Capital, LLC$1.1M1
171AMERICAN CENTURY COMPANIES INC$1.1M1
172ING GROEP NV$1.1M1
173D. E. Shaw & Co., Inc.$1.0M1
174Orion Porfolio Solutions, LLC$1.0M1
175Vanguard Personalized Indexing Management, LLC$1.0M1
176PARAGON CAPITAL MANAGEMENT INC$997K1
177Blueshift Asset Management, LLC$924K1
178NATIXIS$885K1
179Kestra Advisory Services, LLC$871K1
180WELLINGTON MANAGEMENT GROUP LLP$867K1
181PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$862K1
182CenterBook Partners LP$860K1
183Vise Technologies, Inc.$857K1
184OSAIC HOLDINGS, INC.$841K1
185Prospera Financial Services Inc$839K1
186Waterfront Wealth Inc.$835K1
187O'SHAUGHNESSY ASSET MANAGEMENT, LLC$832K1
188Purpose Unlimited Inc.$828K1
189Graham Capital Management, L.P.$810K1
190OPPENHEIMER & CO INC$804K1
191Sequoia Financial Advisors, LLC$793K1
192ASR Vermogensbeheer N.V.$789K1
193Sanctuary Advisors, LLC$763K1
194Headlands Technologies LLC$757K1
195LAZARD ASSET MANAGEMENT LLC$750K1
196Lombard Odier Asset Management (Switzerland) SA$739K1
197Ensign Peak Advisors, Inc$736K1
198ROYAL LONDON ASSET MANAGEMENT LTD$723K1
199Portside Wealth Group, LLC$714K1
200KESTRA PRIVATE WEALTH SERVICES, LLC$709K1
201US BANCORP \DE\$678K1
202Bristol Gate Capital Partners Inc.$674K1
203Coastal Bridge Advisors, LLC$672K1
204ICICI Prudential Asset Management Co Ltd$663K1
205Pathstone Holdings, LLC$660K1
206FORMULA GROWTH LTD$657K1
207Cetera Investment Advisers$646K1
208HighTower Advisors, LLC$628K1
209Metis Global Partners, LLC$628K1
210Charles Schwab Trust Co$605K1
211Dynamic Advisor Solutions LLC$590K1
212SIGNATUREFD, LLC$578K1
213Value Partners Investments Inc.$566K1
214Lee Financial Co$555K1
215Quilter Plc$554K1
216Concurrent Investment Advisors, LLC$553K1
217111 Capital$552K1
218TWO SIGMA SECURITIES, LLC$542K1
219Evelyn Partners Investment Management LLP$531K1
220JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$525K1
221Assenagon Asset Management S.A.$505K1
222Caprock Group, LLC$495K1
223Aaron Wealth Advisors LLC$478K1
224Tidal Investments LLC$476K1
225NewEdge Advisors, LLC$475K1
226CERTIOR FINANCIAL GROUP, LLC$449K1
227IEQ CAPITAL, LLC$448K1
228Sivia Capital Partners, LLC$443K1
229Savant Capital, LLC$433K1
230Arista Wealth Management, LLC$430K1
231NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$425K1
232Empower Advisory Group, LLC$418K1
233WINTON GROUP Ltd$414K1
234Ethic Inc.$408K1
235ABC ARBITRAGE SA$384K1
236FIDUCIARY TRUST CO$382K1
237Rockefeller Capital Management L.P.$380K1
238Ballentine Partners, LLC$380K1
239CastleKnight Management LP$378K1
240SIMPLEX TRADING, LLC$377K1
241XTX Topco Ltd$377K1
242MERCER GLOBAL ADVISORS INC /ADV$368K1
243NORDEN GROUP LLC$368K1
244Osmosis Investment Management UK Ltd$368K1
245Tyche Wealth Partners LLC$366K1
246MIZUHO MARKETS AMERICAS LLC$365K1
247FIRST BUSINESS FINANCIAL SERVICES, INC.$355K1
248Apollon Wealth Management, LLC$350K1
249Gibbs Wealth Management$349K1
250Farringdon Capital, Ltd.$348K1
251Wealthfront Advisers LLC$343K1
252UniSuper Management Pty Ltd$339K1
253EVERGREEN CAPITAL MANAGEMENT LLC$338K1
254Checchi Capital Advisers, LLC$336K1
255Tacita Capital Inc$335K1
256Brooklyn Investment Group$329K1
257CIBC Bancorp USA Inc.$327K1
258SilverOak Wealth Management LLC$313K1
259Voleon Capital Management LP$309K1
260DARA CAPITAL US, INC.$303K1
261Focus Partners Wealth$298K1
262FIRST NATIONAL BANK OF OMAHA$288K1
263Evelyn Partners Investment Management Services Ltd$287K1
264Vident Advisory, LLC$281K1
265RHUMBLINE ADVISERS$279K1
266&PARTNERS$273K1
267Walleye Trading LLC$267K1
268GUARDIAN CAPITAL LP$265K1
269WESTWOOD HOLDINGS GROUP INC$260K1
270PCM Encore, LLC$258K1
271Crossmark Global Holdings, Inc.$248K1
272Key FInancial Inc$248K1
273D.A. DAVIDSON & CO.$246K1
274KDT Advisors, LLC$245K1
275PAX Financial Group, LLC$236K1
276OPPENHEIMER ASSET MANAGEMENT INC.$233K1
277WORLDQUANT MILLENNIUM ADVISORS LLC$232K1
278Moors & Cabot, Inc.$223K1
279LANDAAS & CO /WI /ADV$221K1
280BOOTHBAY FUND MANAGEMENT, LLC$218K1
281TRUIST FINANCIAL CORP$213K1
282ANCHYRA PARTNERS LLC$209K1
283Retirement Investment Advisors, Inc.$207K1
284M&T BANK CORP$207K1
285DAVENPORT & Co LLC$207K1
286Everest Financial Group LLC$204K1
287MML INVESTORS SERVICES, LLC$201K1
288Wealth Enhancement Trust Services, Inc.$183K1
289Plato Investment Management Ltd$181K1
290Steward Partners Investment Advisory, LLC$177K1
291JPL Wealth Management, LLC$170K1
292Jackson, Grant Investment Advisers, Inc.$165K1
293E Fund Management (Hong Kong) Co., Ltd.$139K1
294Bayforest Capital Ltd$129K1
295Laurus Global Equity Management Inc.$114K1
296Physician Wealth Advisors, Inc.$99.8K1
297OSLO PENSJONSFORSIKRING AS$99.0K1
298Jefferies Financial Group Inc.$90.0K1
299MOTCO$89.8K1
300Walleye Capital LLC$88.0K1
301Manchester Capital Management LLC$85.8K1
302Advisors Asset Management, Inc.$85.7K1
303GHP Investment Advisors, Inc.$84.0K1
304Hillsdale Investment Management Inc.$81.8K1
305Financial Network Wealth Advisors LLC$81.3K1
306Cromwell Holdings LLC$74.8K1
307FIFTH THIRD BANCORP$74.1K1
308JONES FINANCIAL COMPANIES LLLP$73.1K1
309UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$68.1K1
310Caitong International Asset Management Co., Ltd$67.7K1
311Vanguard National Trust Co$57.0K1
312JNBA Financial Advisors$54.2K1
313Smartleaf Asset Management LLC$53.5K1
314Larson Financial Group LLC$48.9K1
315SBI Securities Co., Ltd.$42.4K1
316BEACON INVESTMENT ADVISORY SERVICES, INC.$42.2K1
317Financial Perspectives, Inc$36.0K1
318Evelyn Partners Investment Management (Europe) Ltd$35.3K1
319Spire Wealth Management$34.8K1
320TRUST CO OF TOLEDO NA /OH/$34.3K1
321Bank Julius Baer & Co. Ltd, Zurich$33.8K1
322Mirae Asset Global Investments Co., Ltd.$31.3K1
323NISA INVESTMENT ADVISORS, LLC$29.8K1
324Gold Investment Management Ltd.$27.6K1
325MONTAG A & ASSOCIATES INC$24.7K1
326Pinnacle Wealth Planning Services, Inc.$22.7K1
327ASSETMARK, INC$22.3K1
328Ankerstar Wealth, LLC$22.0K1
329Crewe Advisors LLC$20.6K1
330Cassaday & Co Wealth Management LLC$20.2K1
331Brown Shipley& Co Ltd$17.3K1
332True Wealth Design, LLC$16.7K1
333Asset Dedication, LLC$16.5K1
334Ancora Advisors LLC$13.7K1
335Measured Wealth Private Client Group, LLC$13.2K1
336TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$12.6K1
337Catalyst Capital Advisors LLC$11.4K1
338UMB Bank, n.a.$10.7K1
339Wall Street Financial Group, Inc.$10.2K1
340Blue Trust, Inc.$10.0K1
341ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$8.4K1
342Asset Management One Co., Ltd.$6.5K1
343Meramec Financial Planners, LLC$6.0K1
344Harvest Fund Management Co., Ltd$5.9K1
345Community Financial Services Group, LLC$5.3K1
346iA Global Asset Management Inc.$4.8K1
347Vestcor Inc$4.5K1
348Atlantic Union Bankshares Corp$4.3K1
349Murphy & Mullick Capital Management Corp$4.3K1
350MASECO LLP$4.2K1
351TD Capital Management LLC$4.0K1
352HRT FINANCIAL LP$3.1K1
353Optiver Holding B.V.$3.1K1
354Bell Investment Advisors, Inc$3.0K1
355DekaBank Deutsche Girozentrale$2.7K1
356Transamerica Financial Advisors, LLC$2.5K1
357Wilmington Savings Fund Society, FSB$2.2K1
358Scarborough Advisors, LLC$2.2K1
359Evelyn Partners Asset Management Ltd$2.1K1
360ALBION FINANCIAL GROUP /UT$1.5K1
361SHP Wealth Management$1.5K1
362Godfrey Financial Associates, Inc.$1.4K1
363AMERIFLEX GROUP, INC.$1.4K1
364GSA CAPITAL PARTNERS LLP$1.2K1
365NATIXIS ADVISORS, LLC$9931
366MV CAPITAL MANAGEMENT, INC.$9901
367CVA Family Office, LLC$9001
368Pacifica Partners Inc.$7211
369Virtu Financial LLC$5411
370INGALLS & SNYDER LLC$5041
371FINANCIAL CONSULATE, INC$3601
372ARMSTRONG ADVISORY GROUP, INC$3601
373TOBAM$3211
374BROWN, LISLE/CUMMINGS, INC.$2701
375DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$701
376Capital Analysts, LLC$31
377CX Institutional$31
378VANGUARD GROUP INC— value not disclosed1
379FIRST MANHATTAN CO. LLC.— value not disclosed1
380HARBOUR INVESTMENTS, INC.— value not disclosed1
381PDS Planning, Inc— value not disclosed1
382Clearstead Advisors, LLC— value not disclosed1
383HM PAYSON & CO— value not disclosed1
384GROUP ONE TRADING LLC— value not disclosed1
385BRADLEY FOSTER & SARGENT INC/CT— value not disclosed1
386MAI Capital Management— value not disclosed1
387CIBC WORLD MARKETS CORP— value not disclosed1
388VOYA INVESTMENT MANAGEMENT LLC— value not disclosed1
389PRINCIPAL FINANCIAL GROUP INC— value not disclosed1
390TRUST CO OF VERMONT— value not disclosed1
391GREENLEAF TRUST— value not disclosed1
392ARROWSTREET CAPITAL, LIMITED PARTNERSHIP— value not disclosed1
393BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
394CIBC Private Wealth Group LLC— value not disclosed1
395Bangor Savings Bank— value not disclosed1
396Forvis Mazars Wealth Advisors, LLC— value not disclosed1
397NORGES BANK— value not disclosed1
398PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
399MACQUARIE GROUP LTD— value not disclosed1
400K.J. Harrison & Partners Inc— value not disclosed1
401CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
402GTS SECURITIES LLC— value not disclosed1
403Parkside Financial Bank & Trust— value not disclosed1
404Mitsubishi UFJ Trust & Banking Corp— value not disclosed1
405MONTRUSCO BOLTON INVESTMENTS INC.— value not disclosed1
406TWO SIGMA ADVISERS, LP— value not disclosed1
407Lombard Odier Asset Management (USA) Corp— value not disclosed1
408JCIC Asset Management Inc.— value not disclosed1
409SUMMIT SECURITIES GROUP LLC— value not disclosed1
410Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
411Dynamic Technology Lab Private Ltd— value not disclosed1
412Twin Tree Management, LP— value not disclosed1
413Hilton Capital Management, LLC— value not disclosed1
414Allworth Financial LP— value not disclosed1
415VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
416Private Advisor Group, LLC— value not disclosed1
417JFS WEALTH ADVISORS, LLC— value not disclosed1
418West Family Investments, Inc.— value not disclosed1
419Cumberland Partners Ltd— value not disclosed1
420Arax Advisory Partners— value not disclosed1
421Fullerton Fund Management Co Ltd.— value not disclosed1
422Penserra Capital Management LLC— value not disclosed1
423MUFG Securities EMEA plc— value not disclosed1
424Bridgewater Advisors Inc.— value not disclosed1
425FORSTA AP-FONDEN— value not disclosed1
426Westbourne Investment Advisors, Inc.— value not disclosed1
427QUADRANT CAPITAL GROUP LLC— value not disclosed1
428Clarius Group, LLC— value not disclosed1
429Schonfeld Strategic Advisors LLC— value not disclosed1
430CHOREO, LLC— value not disclosed1
431Omnia Family Wealth, LLC— value not disclosed1
432Meridian Wealth Management, LLC— value not disclosed1
433RITHOLTZ WEALTH MANAGEMENT— value not disclosed1
434Prana Capital Management, LP— value not disclosed1
435Bridgefront Capital, LLC— value not disclosed1
436Lester Murray Antman dba SimplyRich— value not disclosed1
437Neo Ivy Capital Management— value not disclosed1
438Qube Research & Technologies Ltd— value not disclosed1
439AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
440Beacon Pointe Advisors, LLC— value not disclosed1
441Global Retirement Partners, LLC— value not disclosed1
442Laurel Wealth Advisors LLC— value not disclosed1
443Qsemble Capital Management, LP— value not disclosed1
444Net Worth Advisory Group— value not disclosed1
445Banque Cantonale Vaudoise— value not disclosed1
446OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
447State of Wyoming— value not disclosed1
448Impact Investors, Inc— value not disclosed1
449Addison Advisors LLC— value not disclosed1
450Ewing Morris & Co. Investment Partners Ltd.— value not disclosed1
451Timelo Investment Management Inc.— value not disclosed1
452YOUSIF CAPITAL MANAGEMENT, LLC— value not disclosed1
453Independent Wealth Network Inc.— value not disclosed1
454SageView Advisory Group, LLC— value not disclosed1
455Harvest Portfolios Group Inc.— value not disclosed1
456Triasima Portfolio Management inc.— value not disclosed1
457STF Management LP— value not disclosed1
458PFG Investments, LLC— value not disclosed1
459Compound Planning, Inc.— value not disclosed1
460SIH Partners, LLLP— value not disclosed1
461Grunden Financial Advisory, Inc.— value not disclosed1
462WealthCollab, LLC— value not disclosed1
463O'Domhnaill Enterprises, Inc.— value not disclosed1
464VISTA INVESTMENT PARTNERS LLC— value not disclosed1
465Jain Global LLC— value not disclosed1
466Havemeyer Place LP— value not disclosed1
467Capital Investment Counsel, LLC— value not disclosed1
468PROMETHIUM ADVISORS,LLC— value not disclosed1
469VISTA INVESTMENT PARTNERS II, LLC— value not disclosed1
470SummitTX Capital, L.P.— value not disclosed1
471Midwest Trust Co— value not disclosed1
472Munich Reinsurance Co Stock Corp in Munich— value not disclosed1
473Eurizon Capital SGR S.p.A.— value not disclosed1
474Timmons Wealth Management, LLC— value not disclosed1
475Storgate, LLC— value not disclosed1
476TritonPoint Partners, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 377 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 TRI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TRI · financials and macro

Financials — as filed PLANNED

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