Public record / Tickers / TRU

TRU — TransUnion†

Both disclosure regimes on one name: who in Congress filed about TRU, 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
10
all PTR rows naming TRU
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-06
filed 2023-06-06
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

Zoe Lofgren · $1.0K–$15.0K

SELL · traded 2023-05-25 → filed 2023-06-06. Ranked over every TRU row by the provable lower bound, never a point estimate.

No member disclosed TRU 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 TRU 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 TRU · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TRU
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-06-06Zoe Lofgren D–CA-18SELL SP (spouse-owned)Traded 05-25 +12d$1K–$15K
2022-12-29Susie Lee D–NV-3SELL JT (jointly owned)Traded 11-30 +29d$1K–$15K
2021-10-07Zoe Lofgren D–CA-18BUY SP (spouse-owned)Traded 09-02 +35d$1K–$15K
2021-03-16Peter Meijer R–MI-3SELLTraded 02-16 +28d$1K–$15K
2021-03-11Susie Lee D–NV-3BUY JT (jointly owned)Traded 02-25 +14d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 10 ↗

Members active in TRU

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

No member disclosed TRU in the trailing 12 months.

Congress ↔ notable managers · TRU

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
0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on TRU
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FTRIM−10,793 sh
2026-05-15Gotham Asset Management 13FTRIM−20,020 sh
2026-05-01Markel Group 13FEXIT−2,000 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 TRU for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.6B1
2BlackRock, Inc.$1.3B1
3DODGE & COX$1.1B1
4Independent Franchise Partners LLP$839M1
5WELLINGTON MANAGEMENT GROUP LLP$758M1
6FMR LLC$664M1
7VANGUARD CAPITAL MANAGEMENT LLC$597M1
8VANGUARD PORTFOLIO MANAGEMENT LLC$573M1
9STATE STREET CORP$480M1
10MORGAN STANLEY$479M1
11Invesco Ltd.$284M1
12Janus Henderson Group Ltd.$259M1
13Meritage Group LP$251M1
14GEODE CAPITAL MANAGEMENT, LLC$249M1
15CITADEL ADVISORS LLC$217M1
16WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$200M1
17Capital International Investors$196M1
18DIMENSIONAL FUND ADVISORS LP$173M1
19Theleme Partners LLP$160M1
20NORTHERN TRUST CORP$123M1
21AQR CAPITAL MANAGEMENT LLC$110M1
22Bank of New York Mellon Corp$103M1
23BANK OF AMERICA CORP /DE/$100M1
24Pictet Asset Management Holding SA$99.9M1
25MANNING & NAPIER ADVISORS LLC$87.0M1
26VANGUARD FIDUCIARY TRUST CO$82.6M1
27UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$78.7M1
28Amundi$67.8M1
29UBS Group AG$65.5M1
30Ilex Capital Partners (UK) LLP$62.9M1
31AMERIPRISE FINANCIAL INC$62.8M1
32PARNASSUS INVESTMENTS, LLC$61.6M1
33Meridiem Capital Partners LP$58.7M1
34Legal & General Group Plc$56.5M1
35CHARLES SCHWAB INVESTMENT MANAGEMENT INC$54.3M1
36MILLENNIUM MANAGEMENT LLC$51.6M1
37DEUTSCHE BANK AG\$46.9M1
38MANUFACTURERS LIFE INSURANCE COMPANY, THE$45.1M1
39BAMCO INC /NY/$44.4M1
40Orbis Allan Gray Ltd$40.5M1
41Danica Pension, Livsforsikringsaktieselskab$40.3M1
42Swiss National Bank$39.4M1
43TD ASSET MANAGEMENT INC$35.3M1
44DIAMOND HILL CAPITAL MANAGEMENT INC$34.0M1
45Quantinno Capital Management LP$33.0M1
46ENVESTNET ASSET MANAGEMENT INC$32.6M1
47Schonfeld Strategic Advisors LLC$32.5M1
48Nuveen, LLC$30.4M1
49PRINCIPAL FINANCIAL GROUP INC$29.7M1
50Heron Bay Capital Management$29.4M1
51Sumitomo Mitsui Trust Group, Inc.$27.2M1
52Copeland Capital Management, LLC$24.7M1
53Retirement Systems of Alabama$24.3M1
54HOMESTEAD ADVISERS CORP$24.1M1
55VANGUARD ASSET MANAGEMENT, Ltd$23.1M1
56Sunriver Management LLC$23.0M1
57CIBC Bancorp USA Inc.$22.8M1
58ALLIANCEBERNSTEIN L.P.$21.0M1
59UNTITLED INVESTMENTS LP$20.0M1
60WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$18.6M1
61CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$18.3M1
62SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$17.9M1
63SORA INVESTORS LLC$17.8M1
64NICHOLAS COMPANY, INC.$17.7M1
65CITIGROUP INC$17.1M1
66Holocene Advisors, LP$17.0M1
67Allspring Global Investments Holdings, LLC$16.9M1
68Distillate Capital Partners LLC$15.0M1
69Mitsubishi UFJ Asset Management Co., Ltd.$14.9M1
70ASSETMARK, INC$14.9M1
71RAYMOND JAMES FINANCIAL INC$14.5M1
72Lansing Management LP$14.4M1
73Swedbank AB$14.3M1
74Man Group plc$13.3M1
75BARCLAYS PLC$12.5M1
76WELLS FARGO & COMPANY/MN$12.4M1
77STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.7M1
78AVIVA PLC$11.6M1
79SEI INVESTMENTS CO$10.8M1
80THORNBURG INVESTMENT MANAGEMENT INC$10.5M1
81OMERS ADMINISTRATION Corp$9.9M1
82Aberdeen Group plc$9.6M1
83Brookstone Capital Management$9.5M1
84FRONTIER CAPITAL MANAGEMENT CO LLC$9.4M1
85Verition Fund Management LLC$9.4M1
86Addenda Capital Inc.$9.1M1
87FULLER & THALER ASSET MANAGEMENT, INC.$9.0M1
88Corient Private Wealth LLC$8.9M1
89KORNITZER CAPITAL MANAGEMENT INC /KS$8.9M1
90Select Equity Group, L.P.$8.7M1
91MILFORD FUNDS LTD$8.6M1
92Korea Investment CORP$8.2M1
93ICICI Prudential Asset Management Co Ltd$8.0M1
94NEW YORK STATE COMMON RETIREMENT FUND$7.9M1
95ZEVIN ASSET MANAGEMENT LLC$7.7M1
96Universal- Beteiligungs- und Servicegesellschaft mbH$7.6M1
97HSBC HOLDINGS PLC$7.3M1
98Zurcher Kantonalbank (Zurich Cantonalbank)$7.2M1
99STATE OF WISCONSIN INVESTMENT BOARD$7.0M1
100NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$6.9M1
101COMMONWEALTH EQUITY SERVICES, LLC$6.8M1
102APG Asset Management N.V.$6.7M1
103Vanguard Investments Australia, Ltd.$6.7M1
104Vanguard Global Advisers, LLC$6.6M1
105MetLife Investment Management, LLC$6.6M1
106SEGALL BRYANT & HAMILL, LLC$6.5M1
107TOTH FINANCIAL ADVISORY CORP$6.2M1
108ROYAL LONDON ASSET MANAGEMENT LTD$6.1M1
109GCM Grosvenor Holdings, LLC$6.1M1
110VICTORY CAPITAL MANAGEMENT INC$5.7M1
111Sienna Gestion$5.7M1
112FIRST TRUST ADVISORS LP$5.5M1
113Tredje AP-fonden$5.5M1
114Mitsubishi UFJ Trust & Banking Corp$5.4M1
115MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.3M1
116Asset Management One Co., Ltd.$5.3M1
117Cerity Partners LLC$5.1M1
118FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.9M1
119KLP KAPITALFORVALTNING AS$4.8M1
120Mariner, LLC$4.8M1
121State of New Jersey Common Pension Fund D$4.6M1
122Bridgewater Associates, LP$4.4M1
123Prana Capital Management, LP$4.4M1
124NOMURA ASSET MANAGEMENT CO LTD$4.4M1
125THREADGILL FINANCIAL, LLC$4.2M1
126YOUSIF CAPITAL MANAGEMENT, LLC$4.1M1
127GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$4.0M1
128Resona Asset Management Co.,Ltd.$4.0M1
129Lansforsakringar Fondforvaltning AB (publ)$4.0M1
130EQUITABLE TRUST CO$4.0M1
131Rockefeller Capital Management L.P.$3.9M1
132PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.9M1
133DANSKE BANK A/S$3.8M1
134FIFTH THIRD BANCORP$3.7M1
135LPL Financial LLC$3.7M1
136Arizona State Retirement System$3.7M1
137Gotham Asset Management, LLC$3.6M1
138Callan Family Office, LLC$3.4M1
139DnB Asset Management AS$3.3M1
140COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.3M1
141VOYA INVESTMENT MANAGEMENT LLC$3.3M1
142STATE OF MICHIGAN RETIREMENT SYSTEM$3.2M1
143Allianz Asset Management GmbH$3.1M1
144PLATINUM INVESTMENT MANAGEMENT LTD$3.1M1
145Interval Partners, LP$3.1M1
146IFM Investors Pty Ltd$3.0M1
147NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.0M1
148STIFEL FINANCIAL CORP$3.0M1
149Ensign Peak Advisors, Inc$2.9M1
150Henshaw Capital LLC$2.9M1
151EXENCIAL WEALTH ADVISORS, LLC$2.9M1
152Lighthouse Investment Partners, LLC$2.8M1
153MACKENZIE FINANCIAL CORP$2.8M1
154OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.7M1
155Morningstar Investment Management LLC$2.7M1
156SEB Asset Management AB$2.6M1
157AE Wealth Management LLC$2.6M1
158Swiss Life Asset Management Ltd$2.6M1
159BNP Paribas Asset Management Holding S.A.$2.6M1
160XPONANCE LLC$2.6M1
161Ameritas Investment Partners, Inc.$2.5M1
162DAVENPORT & Co LLC$2.4M1
163Creative Planning$2.4M1
164MERCER GLOBAL ADVISORS INC /ADV$2.4M1
165BRANDES INVESTMENT PARTNERS, LP$2.4M1
166Utah Retirement Systems$2.2M1
167WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.1M1
168IEQ CAPITAL, LLC$2.1M1
169Tidal Investments LLC$2.0M1
170FORA Capital, LLC$2.0M1
171Eurizon Capital SGR S.p.A.$2.0M1
172PDT Partners, LLC$2.0M1
173BANK OF MONTREAL /CAN/$2.0M1
174Cetera Investment Advisers$1.9M1
175CWM, LLC$1.9M1
176BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.9M1
177CANADA PENSION PLAN INVESTMENT BOARD$1.8M1
178TORONTO DOMINION BANK$1.8M1
179NISSAY ASSET MANAGEMENT CORP /JAPAN$1.7M1
180RBF Capital, LLC$1.7M1
181ASR Vermogensbeheer N.V.$1.7M1
182Daiwa Securities Group Inc.$1.7M1
183OSAIC HOLDINGS, INC.$1.7M1
184STOREBRAND ASSET MANAGEMENT AS$1.6M1
185BDF-GESTION$1.6M1
186Bleakley Financial Group, LLC$1.5M1
187TWO SIGMA INVESTMENTS, LP$1.5M1
188M&T BANK CORP$1.4M1
189OP Asset Management Ltd$1.4M1
190NORDEA INVESTMENT MANAGEMENT AB$1.4M1
191TT International Asset Management LTD$1.3M1
192Sumitomo Mitsui DS Asset Management Company, Ltd$1.3M1
193OPPENHEIMER ASSET MANAGEMENT INC.$1.3M1
194Summit Trail Advisors, LLC$1.3M1
195Vanguard Personalized Indexing Management, LLC$1.3M1
196Sivia Capital Partners, LLC$1.2M1
197INCEPTIONR LLC$1.2M1
198Candriam S.C.A.$1.2M1
199Squarepoint Ops LLC$1.2M1
200PRUDENTIAL PLC$1.1M1
201TRUIST FINANCIAL CORP$1.1M1
202FRANKLIN RESOURCES INC$1.1M1
203Dynamic Technology Lab Private Ltd$1.1M1
204CREDIT AGRICOLE S A$1.1M1
205Sepio Capital, LP$1.1M1
206FEDERATED HERMES, INC.$1.1M1
207Focus Partners Wealth$1.1M1
208XML Financial, LLC$1.0M1
209Avanza Fonder AB$994K1
210OFI INVEST ASSET MANAGEMENT$984K1
211SECURIAN ASSET MANAGEMENT, INC$979K1
212Vontobel Holding Ltd.$972K1
213Coronation Fund Managers Ltd.$966K1
214Investment Management Corp of Ontario$958K1
215Graham Capital Management, L.P.$955K1
216Knollwood Investment Advisory, LLC$948K1
217DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$936K1
218Vinva Investment Management Ltd$903K1
219BECKER CAPITAL MANAGEMENT INC$900K1
220ROYAL BANK OF CANADA$876K1
221Advocacy Wealth Management, LLC$864K1
222FJ Capital Management LLC$860K1
223Banque Cantonale Vaudoise$856K1
224Worthington Financial Partners, LLC$853K1
225EVERGREEN CAPITAL MANAGEMENT LLC$849K1
226SUSQUEHANNA INTERNATIONAL GROUP, LLP$845K1
227National Pension Service$826K1
228PRUDENTIAL FINANCIAL INC$808K1
229ABN AMRO INVESTMENT SOLUTIONS$802K1
230BLAIR WILLIAM & CO/IL$790K1
231Orion Porfolio Solutions, LLC$750K1
232Talon Private Wealth, LLC$738K1
233SCHRODER INVESTMENT MANAGEMENT GROUP$704K1
234ALPS ADVISORS INC$700K1
235Rakuten Investment Management, Inc.$695K1
236NISA INVESTMENT ADVISORS, LLC$695K1
237FIL Ltd$688K1
238Alesco Advisors, LLC, An ESL Co$686K1
239Merit Financial Group, LLC$685K1
240Pathstone Holdings, LLC$678K1
241TOKIO MARINE ASSET MANAGEMENT CO LTD$671K1
242Maryland State Retirement & Pension System$660K1
243Larson Financial Group LLC$646K1
244Aviso Financial Inc.$637K1
245B. Metzler seel. Sohn & Co. AG$634K1
246Federation des caisses Desjardins du Quebec$633K1
247Tower Research Capital LLC (TRC)$633K1
248CIBC Asset Management Inc$627K1
249Legacy Wealth Asset Management, LLC$612K1
250Assenagon Asset Management S.A.$576K1
251Sanctuary Advisors, LLC$568K1
252ProShare Advisors LLC$534K1
253COMMERCE BANK$533K1
254Cornerstone Investment Partners, LLC$530K1
255BENJAMIN EDWARDS INC$528K1
256Woodline Partners LP$526K1
257Ethic Inc.$524K1
258HB Wealth Management, LLC$519K1
259MACQUARIE GROUP LTD$514K1
260D. E. Shaw & Co., Inc.$499K1
261Saudi Central Bank$496K1
262&PARTNERS$494K1
263GREENLEAF TRUST$493K1
264Crossmark Global Holdings, Inc.$490K1
265E. Ohman J:or Asset Management AB$477K1
266Brooklyn Investment Group$469K1
267CHOREO, LLC$464K1
268Sterling Capital Management LLC$456K1
269Dai-ichi Life Insurance Company, Ltd$454K1
270OSSIAM$453K1
271MML INVESTORS SERVICES, LLC$443K1
272ROCKLAND TRUST CO$443K1
273SHELTON CAPITAL MANAGEMENT$435K1
274Atria Investments, Inc$422K1
275Chicago Partners Investment Group LLC$421K1
276Oakum Bay Capital LLC$412K1
277RMR Wealth Builders$410K1
278Sequoia Financial Advisors, LLC$408K1
279Vident Advisory, LLC$403K1
280Fifth Third Wealth Advisors LLC$397K1
281Osmosis Investment Management UK Ltd$397K1
282Procyon Advisors, LLC$395K1
283North Dakota State Investment Board$394K1
284EVOLVE PRIVATE WEALTH, LLC$394K1
285Sompo Asset Management Co., Ltd.$391K1
286DIVERSIFY WEALTH MANAGEMENT, LLC$383K1
287CIBC WORLD MARKET INC.$380K1
288O'SHAUGHNESSY ASSET MANAGEMENT, LLC$371K1
289Polymer Capital Management (US) LLC$369K1
290Wealthfront Advisers LLC$365K1
291OSLO PENSJONSFORSIKRING AS$363K1
292VAN ECK ASSOCIATES CORP$362K1
293Larry Mathis Financial Planning, LLC$360K1
294Meiji Yasuda Asset Management Co Ltd.$338K1
295US BANCORP \DE\$337K1
296Kera Capital Partners, Inc.$337K1
297WESTPAC BANKING CORP$329K1
298BANK OF NOVA SCOTIA$329K1
299Empowered Funds, LLC$327K1
300Lombard Odier Asset Management (Switzerland) SA$325K1
301Diversify Advisory Services, LLC$323K1
302XTX Topco Ltd$322K1
303Applied Finance Capital Management, LLC$317K1
304NATIONAL BANK OF CANADA /FI/$291K1
305Central Pacific Bank - Trust Division$291K1
306PROFUND ADVISORS LLC$289K1
307Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$275K1
308QUADRANT CAPITAL GROUP LLC$263K1
309Envestnet Portfolio Solutions, Inc.$262K1
310JANE STREET GROUP, LLC$260K1
311FOX RUN MANAGEMENT, L.L.C.$255K1
312Arax Advisory Partners$251K1
313Arlington Partners LLC$250K1
314Pallas Capital Advisors LLC$248K1
315QRG CAPITAL MANAGEMENT, INC.$242K1
316SYM FINANCIAL Corp$241K1
317Savant Capital, LLC$230K1
318Taikang Asset Management (Hong Kong) Co Ltd$230K1
319UniSuper Management Pty Ltd$228K1
320Dorsey & Whitney Trust CO LLC$223K1
321CITIZENS FINANCIAL GROUP INC/RI$222K1
322OXFORD ASSET MANAGEMENT LLP$217K1
323Allworth Financial LP$216K1
324Baker Avenue Asset Management, LP$216K1
325R Squared Ltd$209K1
326GC Wealth Management RIA, LLC$209K1
327Headlands Technologies LLC$207K1
328HighTower Advisors, LLC$204K1
329Oak Thistle LLC$201K1
330One Wealth Advisors, LLC$201K1
331TEACHER RETIREMENT SYSTEM OF TEXAS$201K1
332Cadent Capital Advisors, LLC$200K1
333Leonteq Securities AG$197K1
334Siemens Fonds Invest GmbH$189K1
335Dundas Partners LLP$171K1
336Caldwell Trust Co$138K1
337MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$137K1
338MAI Capital Management$122K1
339GROUP ONE TRADING LLC$107K1
340UMB Bank, n.a.$103K1
341Mirae Asset Global Investments Co., Ltd.$98.4K1
342Livforsakringsbolaget Skandia, Omsesidigt$96.9K1
343Blue Trust, Inc.$90.9K1
344SIMPLEX TRADING, LLC$87.5K1
345Annis Gardner Whiting Capital Advisors, LLC$82.2K1
346Aster Capital Management (DIFC) Ltd$73.4K1
347NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$73.0K1
348Ancora Advisors LLC$70.8K1
349Spire Wealth Management$64.9K1
350SIGNATUREFD, LLC$59.3K1
351Vanguard National Trust Co$50.2K1
352Smartleaf Asset Management LLC$45.5K1
353PRIVATE TRUST CO NA$35.6K1
354JONES FINANCIAL COMPANIES LLLP$32.4K1
355Physician Wealth Advisors, Inc.$31.1K1
356S-Bank Fund Management Ltd$27.5K1
357SJS Investment Consulting Inc.$27.2K1
358Opal Wealth Advisors, LLC$27.1K1
359VEGA INVESTMENT SOLUTIONS$20.1K1
360ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$17.4K1
361Global X Japan Co., Ltd.$17.4K1
362Cassaday & Co Wealth Management LLC$17.3K1
363CVA Family Office, LLC$17.0K1
364Measured Wealth Private Client Group, LLC$16.2K1
365Clearstead Advisors, LLC$14.7K1
366STANCE CAPITAL LLC$13.8K1
367Activest Wealth Management$12.8K1
368True Wealth Design, LLC$11.8K1
369FARMERS & MERCHANTS INVESTMENTS INC$11.6K1
370WPG Advisers, LLC$10.9K1
371Owl Creek Wealth Partners LLC$10.7K1
372KERR FINANCIAL PLANNING Corp$10.2K1
373CANADA LIFE ASSURANCE Co$9.4K1
374Gillson Capital LP$9.0K1
375TRUST CO OF TOLEDO NA /OH/$8.9K1
376C WorldWide Group Holding A/S$8.7K1
377GABLES CAPITAL MANAGEMENT INC.$8.0K1
378Salomon & Ludwin, LLC$8.0K1
379Parkside Financial Bank & Trust$7.5K1
380JFS WEALTH ADVISORS, LLC$7.5K1
381Quarry LP$7.1K1
382MEEDER ASSET MANAGEMENT INC$6.9K1
383Evelyn Partners Investment Management LLP$6.8K1
384Pinnacle Wealth Planning Services, Inc.$6.4K1
385AMALGAMATED BANK$6.0K1
386Treasurer of the State of North Carolina$5.8K1
387NATIXIS ADVISORS, LLC$5.3K1
388Mn Services Vermogensbeheer B.V.$5.2K1
389NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.9K1
390KBC Group NV$4.7K1
391JPL Wealth Management, LLC$4.6K1
392N.E.W. Advisory Services LLC$4.5K1
393DekaBank Deutsche Girozentrale$4.4K1
394Keating Financial Advisory Services, Inc.$4.4K1
395TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$4.2K1
396THRIVENT FINANCIAL FOR LUTHERANS$3.8K1
397Plato Investment Management Ltd$3.7K1
398CBIZ Investment Advisory Services, LLC$3.7K1
399Steward Partners Investment Advisory, LLC$3.2K1
400RMG Wealth Management LLC$3.2K1
401MATHER GROUP, LLC.$3.1K1
402Sachetta, LLC$3.0K1
403ELEVATION WEALTH PARTNERS, LLC$3.0K1
404MidFirst Bank$2.7K1
405Bell Investment Advisors, Inc$2.6K1
406Cromwell Holdings LLC$2.6K1
407Manchester Capital Management LLC$2.3K1
408Ilmarinen Mutual Pension Insurance Co$2.2K1
409Johnson Financial Group, Inc.$2.2K1
410Kingdom Financial Group LLC.$2.1K1
411Signature Resources Capital Management, LLC$2.0K1
412BROWN, LISLE/CUMMINGS, INC.$1.9K1
413MASECO LLP$1.7K1
414Marquette Asset Management, LLC$1.6K1
415Kilter Group LLC$1.6K1
416DiNuzzo Private Wealth, Inc.$1.5K1
417Quantitative Investment Management, LLC$1.5K1
418MV CAPITAL MANAGEMENT, INC.$1.5K1
419PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1.3K1
420State of Alaska, Department of Revenue$1.3K1
421Main Management ETF Advisors, LLC$1.2K1
422AMICA MUTUAL INSURANCE CO$1.1K1
423Signature Equity Partners, LLC$1.0K1
424SouthState Bank Corp$1.0K1
425Rialto Wealth Management, LLC$9691
426SBI Securities Co., Ltd.$8991
427INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8941
428Penserra Capital Management LLC$8691
429South Dakota Investment Council$7831
430FINANCIAL CONSULATE, INC$7621
431Clearstead Trust, LLC$7621
432MONTAG A & ASSOCIATES INC$7091
433HARBOR CAPITAL ADVISORS, INC.$7011
434Vermillion Wealth Management, Inc.$6921
435Private Wealth Management Group, LLC$6921
436American Capital Advisory, LLC$6921
437SHP Wealth Management$4841
438PARK AVENUE SECURITIES LLC$4761
439HFM Investment Advisors, LLC$4151
440iA Global Asset Management Inc.$3381
441Atlantic Union Bankshares Corp$2771
442Seneschal Advisors, LLC$2771
443Vestcor Inc$2611
444TopTier Wealth Management, LLC$2081
445Transamerica Financial Advisors, LLC$2071
446Quaker Wealth Management, LLC$1391
447Prestige Wealth Management Group LLC$1391
448NBT BANK, N.A.$1381
449TFC Financial Management, Inc.$701
450Centerpoint Advisors, LLC$181
451CX Institutional$131
452Capital Advisors, Ltd. LLC$21
453Harvest Fund Management Co., Ltd$11
454Avion Wealth$01
455Jefferies Financial Group Inc.— value not disclosed1
456VANGUARD GROUP INC— value not disclosed1
457HARBOUR INVESTMENTS, INC.— value not disclosed1
458COMERICA BANK— value not disclosed1
459CIBC WORLD MARKETS CORP— value not disclosed1
460ROVIN CAPITAL /UT/ /ADV— value not disclosed1
461COLDSTREAM CAPITAL MANAGEMENT INC— value not disclosed1
462MARKEL GROUP INC.— value not disclosed1
463GATEWAY INVESTMENT ADVISERS LLC— value not disclosed1
464LOGAN CAPITAL MANAGEMENT INC— value not disclosed1
465WESTFIELD CAPITAL MANAGEMENT CO LP— value not disclosed1
466SILVERCREST ASSET MANAGEMENT GROUP LLC— value not disclosed1
467Hilltop Holdings Inc.— value not disclosed1
468SCOPIA CAPITAL MANAGEMENT LP— value not disclosed1
469CIBC Private Wealth Group LLC— value not disclosed1
470NORGES BANK— value not disclosed1
471Walleye Trading LLC— value not disclosed1
472Rafferty Asset Management, LLC— value not disclosed1
473Robeco Institutional Asset Management B.V.— value not disclosed1
474Alberta Investment Management Corp— value not disclosed1
475Roundview Capital LLC— value not disclosed1
476Brevan Howard Capital Management LP— value not disclosed1
477Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
478HENGEHOLD CAPITAL MANAGEMENT LLC— value not disclosed1
479MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
480RWA WEALTH PARTNERS, LLC— value not disclosed1
481BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
482BW Gestao de Investimentos Ltda.— value not disclosed1
483Battery Global Advisors, LLC— value not disclosed1
484MYDA Advisors LLC— value not disclosed1
485Metis Global Partners, LLC— value not disclosed1
486Avior Wealth Management, LLC— value not disclosed1
487FORSTA AP-FONDEN— value not disclosed1
488Caprock Group, LLC— value not disclosed1
489CCLA Investment Management— value not disclosed1
490AlphaStar Capital Management, LLC— value not disclosed1
491Empire Life Investments Inc.— value not disclosed1
492KESTRA PRIVATE WEALTH SERVICES, LLC— value not disclosed1
493NS Partners Ltd— value not disclosed1
494Mirabaud Asset Management Ltd— value not disclosed1
495Centiva Capital, LP— value not disclosed1
496Hunting Hill Global Capital, LLC— value not disclosed1
497IHT Wealth Management, LLC— value not disclosed1
498Diametric Capital, LP— value not disclosed1
499Verdence Capital Advisors LLC— value not disclosed1
500Crewe Advisors LLC— value not disclosed1
Truncated by Public Filings. Every one of the 454 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 TRU

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TRU · financials and macro

Financials — as filed PLANNED

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