Public record / Tickers / TW

TW — Tradeweb Markets Inc.†

Both disclosure regimes on one name: who in Congress filed about TW, 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
14
all PTR rows naming TW
Members · 12m
2
2 buys · 1 sells · by trade date
Latest PTR
01-13
filed 2026-01-13
13F holders
481
top-481 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

Julia Letlow · $1.0K–$15.0K

SELL · traded 2025-10-01 → filed 2026-01-13. Ranked over every TW row by the provable lower bound, never a point estimate.

2 members · 2 buys / 1 sells

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

8 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. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TW
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-13Julia Letlow R–LA-5SELLTraded 2025-10-01 LATE·104d$1K–$15K
2026-01-13Julia Letlow R–LA-5BUYTraded 2025-07-29 LATE·168d$1K–$15K
2025-11-18Byron Donalds R–FL-19BUY SP (spouse-owned)Traded 10-09 +40d$1K–$15K
2025-11-18Byron Donalds R–FL-19BUYTraded 10-09 +40d$1K–$15K
2025-10-07Byron Donalds R–FL-19SELLTraded 09-04 +33d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 14 ↗

Members active in TW

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing TW 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.
Byron Donalds R–FL-192$2.0K to $30.0K2
Julia Letlow R–LA-51−$15.0K to −$1.0K2

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

Congress ↔ notable managers · TW

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

Trimming
1 Viking Global Investors $0 held

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

Merged timeline of congressional filings and notable-manager moves on TW
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+52,567 sh
2026-05-15Bridgewater Associates 13FNEW+3,226 sh
2026-05-15Viking Global Investors 13FEXIT−2,768,659 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 TW for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1WELLINGTON MANAGEMENT GROUP LLP$883M1
2BlackRock, Inc.$803M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$660M1
4VANGUARD CAPITAL MANAGEMENT LLC$611M1
5AQR CAPITAL MANAGEMENT LLC$341M1
6Linonia Partnership LP$328M1
7STATE STREET CORP$323M1
8Grantham, Mayo, Van Otterloo & Co. LLC$312M1
9CANTILLON CAPITAL MANAGEMENT LLC$279M1
10Capital World Investors$259M1
11MILLENNIUM MANAGEMENT LLC$232M1
12UBS Group AG$227M1
13MORGAN STANLEY$200M1
14NORDEA INVESTMENT MANAGEMENT AB$194M1
15Champlain Investment Partners, LLC$173M1
16FRANKLIN RESOURCES INC$160M1
17JUPITER ASSET MANAGEMENT LTD$131M1
18HARDING LOEVNER LP$128M1
19KENSICO CAPITAL MANAGEMENT CORP$119M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$116M1
21AMERICAN CENTURY COMPANIES INC$113M1
22Capital International Investors$109M1
23BANK OF AMERICA CORP /DE/$97.0M1
24FIL Ltd$92.7M1
25VANGUARD FIDUCIARY TRUST CO$84.6M1
26CITADEL ADVISORS LLC$82.4M1
27JANE STREET GROUP, LLC$81.9M1
28UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$81.8M1
29NORTHERN TRUST CORP$78.9M1
30NOMURA ASSET MANAGEMENT CO LTD$74.4M1
31Mawer Investment Management Ltd.$73.7M1
32FMR LLC$64.5M1
33Artisan Partners Limited Partnership$62.5M1
34Stephens Investment Management Group LLC$62.3M1
35Square Wave Capital, LLC$58.2M1
36DIMENSIONAL FUND ADVISORS LP$56.6M1
37HMI Capital Management, L.P.$54.6M1
38Focus Partners Wealth$52.8M1
39Junto Capital Management LP$50.3M1
40TD ASSET MANAGEMENT INC$49.8M1
41Engineers Gate Manager LP$49.3M1
42RENAISSANCE TECHNOLOGIES LLC$48.1M1
43Fiera Capital Corp$48.0M1
44D. E. Shaw & Co., Inc.$45.2M1
45RAYMOND JAMES FINANCIAL INC$45.0M1
46BAMCO INC /NY/$43.2M1
47CIBC Bancorp USA Inc.$40.2M1
48North Reef Capital Management LP$39.7M1
49PRIMECAP MANAGEMENT CO/CA/$38.6M1
50Fisher Funds Management LTD$35.7M1
51Vinva Investment Management Ltd$35.5M1
52TWO SIGMA INVESTMENTS, LP$35.4M1
53WORLDQUANT MILLENNIUM ADVISORS LLC$32.6M1
54RENAISSANCE GROUP LLC$32.2M1
55AustralianSuper Pty Ltd$31.8M1
56Legal & General Group Plc$31.7M1
57Qube Research & Technologies Ltd$27.8M1
58Gotham Asset Management, LLC$26.9M1
59CREDIT AGRICOLE S A$26.6M1
60Praesidium Investment Management Company, LLC$26.4M1
61DEUTSCHE BANK AG\$26.3M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$26.2M1
63Invesco Ltd.$25.8M1
64Nuveen, LLC$24.6M1
65Altshuler Shaham Ltd$24.1M1
66Norinchukin Bank, The$22.8M1
67Amundi$22.2M1
68SEI INVESTMENTS CO$21.7M1
69BNP Paribas Asset Management Holding S.A.$19.6M1
70Carnegie Investment Counsel$18.7M1
71VOYA INVESTMENT MANAGEMENT LLC$18.6M1
72WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$17.9M1
73Sumitomo Mitsui DS Asset Management Company, Ltd$17.5M1
74Robeco Institutional Asset Management B.V.$15.6M1
75CITIGROUP INC$14.8M1
76SUSQUEHANNA INTERNATIONAL GROUP, LLP$14.2M1
77Mitsubishi UFJ Asset Management Co., Ltd.$14.1M1
78IEQ CAPITAL, LLC$14.0M1
79Prana Capital Management, LP$13.5M1
80BALYASNY ASSET MANAGEMENT L.P.$13.2M1
81Korea Investment CORP$12.9M1
82Sone Capital Management, LLC$12.0M1
83PICTON MAHONEY ASSET MANAGEMENT$12.0M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.7M1
85Mariner, LLC$11.7M1
86WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$11.1M1
87Cornerstone Advisors, LLC$10.9M1
88Cerity Partners LLC$9.7M1
89GDS Wealth Management$9.2M1
90Moran Wealth Management, LLC$9.2M1
91Squarepoint Ops LLC$8.9M1
92AIA Group Ltd$8.9M1
93Creative Planning$8.8M1
94Walleye Capital LLC$8.5M1
95Trexquant Investment LP$8.4M1
96Asset Management One Co., Ltd.$8.3M1
97ENVESTNET ASSET MANAGEMENT INC$8.2M1
98Nutshell Asset Management Ltd$8.2M1
99CWM, LLC$8.1M1
100OMERS ADMINISTRATION Corp$8.1M1
101ASSETMARK, INC$8.0M1
102STATE OF WISCONSIN INVESTMENT BOARD$8.0M1
103Sequoia Financial Advisors, LLC$8.0M1
104Interval Partners, LP$7.9M1
105Universal- Beteiligungs- und Servicegesellschaft mbH$7.8M1
106SeaTown Holdings Pte. Ltd.$7.7M1
107AVIVA PLC$7.7M1
108Cresset Asset Management, LLC$7.4M1
109ExodusPoint Capital Management, LP$7.2M1
110Allspring Global Investments Holdings, LLC$7.2M1
111WELLS FARGO & COMPANY/MN$7.1M1
112Pinnacle Financial Partners, Inc.$7.1M1
113VANGUARD ASSET MANAGEMENT, Ltd$6.8M1
114FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.6M1
115MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.6M1
116Vanguard Investments Australia, Ltd.$6.4M1
117Quantinno Capital Management LP$6.4M1
118Montanaro Asset Management Ltd$6.3M1
119FIRST TRUST ADVISORS LP$6.0M1
120Tredje AP-fonden$5.9M1
121APG Asset Management N.V.$5.9M1
122PRUDENTIAL PLC$5.8M1
123Connor, Clark & Lunn Investment Management Ltd.$5.6M1
124Vanguard Global Advisers, LLC$5.6M1
125CANADA PENSION PLAN INVESTMENT BOARD$5.5M1
126Pictet Asset Management Holding SA$5.3M1
127Intrinsic Edge Capital Management LLC$5.3M1
128Cinctive Capital Management LP$5.2M1
129Meiji Yasuda Asset Management Co Ltd.$5.2M1
130Advisors Capital Management, LLC$5.2M1
131NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.1M1
132BLAIR WILLIAM & CO/IL$5.0M1
133Assenagon Asset Management S.A.$5.0M1
134ALLIANCEBERNSTEIN L.P.$5.0M1
135LAZARD ASSET MANAGEMENT LLC$4.9M1
136Zurcher Kantonalbank (Zurich Cantonalbank)$4.8M1
137ROYAL BANK OF CANADA$4.6M1
138BROWN ADVISORY INC$4.6M1
139Man Group plc$4.5M1
140State of New Jersey Common Pension Fund D$4.5M1
141Roberts Wealth Advisors, LLC$4.3M1
142MERCER GLOBAL ADVISORS INC /ADV$4.3M1
143Lansforsakringar Fondforvaltning AB (publ)$4.1M1
144CEERA INVESTMENTS, LLC$4.0M1
145Resona Asset Management Co.,Ltd.$3.9M1
146THORNBURG INVESTMENT MANAGEMENT INC$3.8M1
147Arizona State Retirement System$3.7M1
148Aquatic Capital Management LLC$3.7M1
149Alamar Capital Management, LLC$3.6M1
150LPL Financial LLC$3.6M1
151Wealthfront Advisers LLC$3.5M1
152Maven Securities LTD$3.4M1
153Jain Global LLC$3.4M1
154WBI INVESTMENTS, LLC$3.3M1
155Ensign Peak Advisors, Inc$3.3M1
156HSBC HOLDINGS PLC$3.3M1
157Vident Advisory, LLC$3.2M1
158Clear Harbor Asset Management, LLC$3.2M1
159Janus Henderson Group Ltd.$3.2M1
160MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.9M1
161Taylor Frigon Capital Management LLC$2.6M1
162IFM Investors Pty Ltd$2.6M1
163Seilern Investment Management Ltd$2.6M1
164SEB Asset Management AB$2.6M1
165GEORGE KAISER FAMILY FOUNDATION$2.6M1
166NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.6M1
167BLI - Banque de Luxembourg Investments$2.5M1
168Hennion & Walsh Asset Management, Inc.$2.5M1
169Northwest & Ethical Investments L.P.$2.4M1
170COMMERCE BANK$2.4M1
171OP Asset Management Ltd$2.3M1
172Mirae Asset Global Investments Co., Ltd.$2.3M1
173INTECH INVESTMENT MANAGEMENT LLC$2.3M1
174Maridea Wealth Management LLC$2.3M1
175Summit Trail Advisors, LLC$2.2M1
176Swedbank AB$2.1M1
177Allworth Financial LP$2.1M1
178Illumine Investment Management, LLC$2.0M1
179WESTPAC BANKING CORP$2.0M1
180BANK OF MONTREAL /CAN/$2.0M1
181Evolutionary Tree Capital Management, LLC$1.9M1
182Meiji Yasuda Life Insurance Co$1.9M1
183XPONANCE LLC$1.9M1
184Baird Financial Group, Inc.$1.9M1
185BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.9M1
186TORONTO DOMINION BANK$1.8M1
187NISSAY ASSET MANAGEMENT CORP /JAPAN$1.8M1
188Diversified Trust Co$1.8M1
189Knollwood Investment Advisory, LLC$1.8M1
190Vanguard Personalized Indexing Management, LLC$1.7M1
191Linden Thomas Advisory Services, LLC$1.7M1
192Merit Financial Group, LLC$1.6M1
193National Pension Service$1.6M1
194TD Waterhouse Canada Inc.$1.5M1
195Pathstone Holdings, LLC$1.5M1
196LECAP ASSET MANAGEMENT LTD$1.5M1
197Swiss Life Asset Management Ltd$1.5M1
198US BANCORP \DE\$1.5M1
199Centiva Capital, LP$1.4M1
200Cetera Investment Advisers$1.4M1
201BANK OF NOVA SCOTIA$1.4M1
202Osmosis Investment Management UK Ltd$1.4M1
203Oak Thistle LLC$1.4M1
2042Xideas AG$1.3M1
205Richard Bernstein Advisors LLC$1.3M1
206MACKENZIE FINANCIAL CORP$1.3M1
207Cumberland Partners Ltd$1.3M1
208TWO SIGMA SECURITIES, LLC$1.3M1
209Wealth Enhancement Trust Services, Inc.$1.2M1
210Focus Partners Advisor Solutions, LLC$1.2M1
211Candriam S.C.A.$1.2M1
212Daiwa Securities Group Inc.$1.2M1
213Acumen Wealth Advisors, LLC$1.2M1
214Vontobel Holding Ltd.$1.2M1
215OFI INVEST ASSET MANAGEMENT$1.2M1
216Retireful, LLC$1.2M1
217Tidal Investments LLC$1.2M1
218Sivia Capital Partners, LLC$1.1M1
219Atria Investments, Inc$1.1M1
220State of Wyoming$1.1M1
221Investment Management Corp of Ontario$983K1
222HB Wealth Management, LLC$954K1
223Krilogy Financial LLC$944K1
224Malaga Cove Capital, LLC$940K1
225Brevan Howard Capital Management LP$928K1
226Regal Investment Advisors LLC$915K1
227M&T BANK CORP$912K1
228HighTower Advisors, LLC$854K1
229STOREBRAND ASSET MANAGEMENT AS$824K1
230LGT Group Foundation$799K1
231Caitong International Asset Management Co., Ltd$796K1
232Pallas Capital Advisors LLC$777K1
233STIFEL FINANCIAL CORP$769K1
234Chicago Partners Investment Group LLC$755K1
235FOX RUN MANAGEMENT, L.L.C.$728K1
236DRW Securities, LLC$726K1
237Sanctuary Advisors, LLC$726K1
238Utah Retirement Systems$725K1
239Frank, Rimerman Advisors LLC$712K1
240GUGGENHEIM CAPITAL LLC$710K1
241Eurizon Capital SGR S.p.A.$702K1
242ABN AMRO Bank N.V.$699K1
243J. Safra Sarasin Holding AG$681K1
244Maryland State Retirement & Pension System$674K1
245Federation des caisses Desjardins du Quebec$666K1
246CIBC Asset Management Inc$651K1
247Walleye Trading LLC$626K1
248HORIZON KINETICS ASSET MANAGEMENT LLC$622K1
249Bull Harbor Capital LLC$621K1
250Allianz Asset Management GmbH$615K1
251FIDUCIARY TRUST CO$607K1
252ROYAL LONDON ASSET MANAGEMENT LTD$604K1
253PRINCIPAL SECURITIES, INC.$585K1
254one8zero8, LLC$582K1
255Venture Visionary Partners LLC$578K1
256Rockefeller Capital Management L.P.$577K1
257ASR Vermogensbeheer N.V.$572K1
258FIFTH THIRD BANCORP$569K1
259PRUDENTIAL FINANCIAL INC$568K1
260EVOLVE PRIVATE WEALTH, LLC$561K1
261CITIZENS FINANCIAL GROUP INC/RI$558K1
262O'SHAUGHNESSY ASSET MANAGEMENT, LLC$543K1
263Woodline Partners LP$537K1
264WADDELL & ASSOCIATES, LLC$534K1
265TOKIO MARINE ASSET MANAGEMENT CO LTD$530K1
266Sava Infond d.o.o.$524K1
267Polymer Capital Management (US) LLC$519K1
268NorthCrest Asset Manangement, LLC$508K1
269Lido Advisors, LLC$506K1
270Bangor Savings Bank$500K1
271OPPENHEIMER ASSET MANAGEMENT INC.$481K1
272MACQUARIE GROUP LTD$473K1
273Tower Research Capital LLC (TRC)$465K1
274MML INVESTORS SERVICES, LLC$460K1
275EVERGREEN CAPITAL MANAGEMENT LLC$453K1
276Dai-ichi Life Insurance Company, Ltd$435K1
277DUTCH ASSET Corp$432K1
278ABN AMRO INVESTMENT SOLUTIONS$422K1
279Lifestyle Asset Management, Inc.$418K1
280Steward Partners Investment Advisory, LLC$415K1
281Sompo Asset Management Co., Ltd.$413K1
282North Dakota State Investment Board$401K1
283Waverly Advisors, LLC$401K1
284QRG CAPITAL MANAGEMENT, INC.$397K1
285TRUIST FINANCIAL CORP$393K1
286PRINCIPAL FINANCIAL GROUP INC$391K1
287FLPUTNAM INVESTMENT MANAGEMENT CO$382K1
288Bridgewater Associates, LP$380K1
289Qtron Investments LLC$375K1
290Y-Intercept (Hong Kong) Ltd$375K1
291MAI Capital Management$366K1
292EXCHANGE TRADED CONCEPTS, LLC$361K1
293Dynamic Advisor Solutions LLC$361K1
294EVOKE WEALTH, LLC$359K1
295Sowell Financial Services LLC$355K1
296TFB Advisors LLC$354K1
297BANQUE PICTET & CIE SA$350K1
298STEPHENS INC /AR/$338K1
299Lombard Odier Asset Management (Switzerland) SA$337K1
300MITCHELL SINKLER & STARR/PA$327K1
301Laird Norton Wetherby Trust Company, LLC$323K1
302Traynor Capital Management, Inc.$321K1
303Curi Capital, LLC$321K1
304EP Wealth Advisors, LLC$319K1
305LIBERTY ONE INVESTMENT MANAGEMENT, LLC$318K1
306Parcion Private Wealth LLC$313K1
307NATIXIS$297K1
308PUREfi Wealth, LLC$288K1
309Calamos Advisors LLC$282K1
310Calamos Wealth Management LLC$282K1
311Edgestream Partners, L.P.$281K1
312PRELUDE CAPITAL MANAGEMENT, LLC$280K1
313NewEdge Advisors, LLC$278K1
314COLDSTREAM CAPITAL MANAGEMENT INC$274K1
315COMMONWEALTH EQUITY SERVICES, LLC$273K1
316Baker Avenue Asset Management, LP$273K1
317EntryPoint Capital, LLC$268K1
318NOMURA HOLDINGS INC$268K1
319Blueshift Asset Management, LLC$268K1
320Forza Wealth Management, LLC$267K1
321JACKSON THORNTON WEALTH MANAGEMENT, LLC$266K1
322Hunting Hill Global Capital, LLC$263K1
323Frec Markets, Inc.$259K1
324Empowered Funds, LLC$259K1
325Westerkirk Capital Inc.$259K1
326SIGNATUREFD, LLC$251K1
327QTR Family Wealth, LLC$251K1
328DAYMARK WEALTH PARTNERS, LLC$246K1
329Compound Planning, Inc.$244K1
330Orion Porfolio Solutions, LLC$243K1
331NewEdge Wealth, LLC$241K1
332Vise Technologies, Inc.$237K1
333UniSuper Management Pty Ltd$235K1
334UNITED CAPITAL FINANCIAL ADVISORS, LLC$231K1
335Fieldview Capital Management, LLC$228K1
336Ground Swell Capital, LLC$224K1
337Rothschild Wealth LLC$224K1
338SYM FINANCIAL Corp$220K1
339VestGen Advisors, LLC$216K1
340Metis Global Partners, LLC$215K1
341Clearstead Advisors, LLC$214K1
342AlphaCore Capital LLC$214K1
343Odyssean, LLC$214K1
344Jefferies Financial Group Inc.$212K1
345Caerus Investment Advisors, LLC$212K1
346Corient Private Wealth LLC$206K1
347KESTRA PRIVATE WEALTH SERVICES, LLC$205K1
348TEACHER RETIREMENT SYSTEM OF TEXAS$205K1
349Siemens Fonds Invest GmbH$188K1
350Quarry LP$170K1
351OSAIC HOLDINGS, INC.$161K1
352Bayforest Capital Ltd$120K1
353QUADRANT CAPITAL GROUP LLC$116K1
354Arax Advisory Partners$98.8K1
355GROUP ONE TRADING LLC$89.3K1
356True Wealth Design, LLC$86.4K1
357Blue Trust, Inc.$73.3K1
358S-Bank Fund Management Ltd$63.9K1
359Spire Wealth Management$56.8K1
360Larson Financial Group LLC$48.7K1
361BARRETT & COMPANY, INC.$35.3K1
362Aviso Financial Inc.$34.5K1
363Bank Julius Baer & Co. Ltd, Zurich$32.4K1
364SJS Investment Consulting Inc.$30.9K1
365Advisors Asset Management, Inc.$30.1K1
366Smartleaf Asset Management LLC$28.5K1
367NATIONAL BANK OF CANADA /FI/$27.4K1
368Andra AP-fonden$25.9K1
369TFC Financial Management, Inc.$24.7K1
370Bell Investment Advisors, Inc$22.7K1
371Activest Wealth Management$22.6K1
372Pinpoint Asset Management (Singapore) Pte. Ltd.$21.4K1
373Owl Creek Wealth Partners LLC$19.4K1
374Geneos Wealth Management Inc.$17.6K1
375CVA Family Office, LLC$16.5K1
376ARMSTRONG ADVISORY GROUP, INC$11.9K1
377Parkside Financial Bank & Trust$11.5K1
378Destiny Wealth Partners, LLC$10.4K1
379HRT FINANCIAL LP$9.4K1
380Crewe Advisors LLC$8.8K1
381JFS WEALTH ADVISORS, LLC$7.8K1
382JPL Wealth Management, LLC$7.1K1
383Pinnacle Wealth Planning Services, Inc.$6.8K1
384WPG Advisers, LLC$6.8K1
385Sachetta, LLC$6.0K1
386Lakehouse Capital Pty Ltd$5.9K1
387Treasurer of the State of North Carolina$5.9K1
388Legacy Wealth Managment, LLC/ID$5.8K1
389ELEVATION WEALTH PARTNERS, LLC$5.6K1
390Kemnay Advisory Services Inc.$5.4K1
391THRIVENT FINANCIAL FOR LUTHERANS$5.4K1
392MATHER GROUP, LLC.$4.5K1
393CANADA LIFE ASSURANCE Co$4.4K1
394UMB Bank, n.a.$3.6K1
395Physician Wealth Advisors, Inc.$2.5K1
396Cromwell Holdings LLC$2.5K1
397MCGUIRE CAPITAL ADVISORS INC$2.5K1
398Transamerica Financial Advisors, LLC$2.5K1
399Marquette Asset Management, LLC$2.4K1
400Leonteq Securities AG$2.4K1
401ACADIAN ASSET MANAGEMENT LLC$2.3K1
402MV CAPITAL MANAGEMENT, INC.$2.2K1
403DekaBank Deutsche Girozentrale$2.2K1
404KBC Group NV$1.8K1
405Prestige Wealth Management Group LLC$1.4K1
406Kilter Group LLC$1.3K1
407Intentional Wealth Strategies, LLC$1.2K1
408Private Wealth Management Group, LLC$9421
409Vermillion Wealth Management, Inc.$9411
410SHP Wealth Management$8241
411Rialto Wealth Management, LLC$7061
412C WorldWide Group Holding A/S$6831
413SouthState Bank Corp$5891
414FINANCIAL CONSULATE, INC$5891
415American Capital Advisory, LLC$5891
416HFM Investment Advisors, LLC$5881
417PARK AVENUE SECURITIES LLC$5381
418AMICA MUTUAL INSURANCE CO$5061
419GHP Investment Advisors, Inc.$4711
420Johnson Financial Group, Inc.$4711
421Quaker Wealth Management, LLC$4711
422GSA CAPITAL PARTNERS LLP$3971
423Vestcor Inc$2891
424Virtu Financial LLC$2401
425Seneschal Advisors, LLC$2361
426TopTier Wealth Management, LLC$2351
427Manchester Capital Management LLC$1181
428Penserra Capital Management LLC$871
429Capital Advisors, Ltd. LLC$101
430Avion Wealth$11
431VANGUARD GROUP INC— value not disclosed1
432HARBOUR INVESTMENTS, INC.— value not disclosed1
433CAISSE DE DEPOT ET PLACEMENT DU QUEBEC— value not disclosed1
434COMERICA BANK— value not disclosed1
435CIBC WORLD MARKETS CORP— value not disclosed1
436Capital International Sarl— value not disclosed1
437SCHRODER INVESTMENT MANAGEMENT GROUP— value not disclosed1
438VIKING GLOBAL INVESTORS LP— value not disclosed1
439CIBC Private Wealth Group LLC— value not disclosed1
440NORGES BANK— value not disclosed1
441PEAK6 LLC— value not disclosed1
442OXFORD ASSET MANAGEMENT LLP— value not disclosed1
443GAM Holding AG— value not disclosed1
444Verition Fund Management LLC— value not disclosed1
445Alberta Investment Management Corp— value not disclosed1
446TWO SIGMA ADVISERS, LP— value not disclosed1
447Voleon Capital Management LP— value not disclosed1
448Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
449Headlands Technologies LLC— value not disclosed1
450Perigon Wealth Management, LLC— value not disclosed1
451Point72 Asset Management, L.P.— value not disclosed1
452Compagnie Lombard Odier SCmA— value not disclosed1
453Numerai GP LLC— value not disclosed1
454Bridgefront Capital, LLC— value not disclosed1
455Elo Mutual Pension Insurance Co— value not disclosed1
456AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
457Machina Capital S.A.S.— value not disclosed1
458Global Retirement Partners, LLC— value not disclosed1
459Taikang Asset Management (Hong Kong) Co Ltd— value not disclosed1
460Qsemble Capital Management, LP— value not disclosed1
461Yarbrough Capital, LLC— value not disclosed1
462Munro Partners— value not disclosed1
463TWINBEECH CAPITAL LP— value not disclosed1
464waypoint wealth counsel— value not disclosed1
465INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC— value not disclosed1
466XTX Topco Ltd— value not disclosed1
467Kestra Advisory Services, LLC— value not disclosed1
468Capital Group Private Client Services, Inc.— value not disclosed1
469AlphaQuest LLC— value not disclosed1
470PharVision Advisers, LLC— value not disclosed1
471Forum Financial Management, LP— value not disclosed1
472SageView Advisory Group, LLC— value not disclosed1
473AXQ CAPITAL, LP— value not disclosed1
474Cape Investment Advisory, Inc.— value not disclosed1
475LBP AM SA— value not disclosed1
476Aster Capital Management (DIFC) Ltd— value not disclosed1
477Rakuten Investment Management, Inc.— value not disclosed1
478OPTIMA CAPITAL LLC— value not disclosed1
479EFG International AG— value not disclosed1
480Fideuram Asset Management (Ireland) dac— value not disclosed1
481Advocate Investing Services LLC— value not disclosed1
Truncated by Public Filings. Every one of the 430 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)2 buy / 1 sell
Congress net ($ bound)−$13.0K to $29.0K
Filers net (actions)not in build
Filers net ($ 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 TW

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TW · financials and macro

Financials — as filed PLANNED

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