Public record / Tickers / VMI

VMI — VALMONT INDUSTRIES INC†

Both disclosure regimes on one name: who in Congress filed about VMI, 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 VMI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-11
filed 2015-04-11
13F holders
484
top-484 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

Suzan K. DelBene · $15.0K–$50.0K

SELL · traded 2014-05-22 → filed 2014-06-12. Ranked over every VMI row by the provable lower bound, never a point estimate.

No member disclosed VMI 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.

Every row filed inside 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 VMI 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 VMI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning VMI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2015-04-11Thomas MacArthur R–NJ-3SELL JT (jointly owned)Traded 03-20 +22d$1K–$15K
2014-06-12Suzan K. DelBene D–WA-1SELL JT (jointly owned)Traded 05-22 +21d$15K–$50K
2014-06-12Suzan K. DelBene D–WA-1BUY JT (jointly owned)Traded 05-12 +31d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in VMI

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

No member disclosed VMI in the trailing 12 months.

Congress ↔ notable managers · VMI

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 $27.7M held

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

Merged timeline of congressional filings and notable-manager moves on VMI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+5,349 sh
2026-05-15Bridgewater Associates 13FTRIM−2,644 sh
2026-05-14Caxton Associates 13FEXIT−844 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 VMI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$756M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$345M1
3VANGUARD CAPITAL MANAGEMENT LLC$338M1
4STATE STREET CORP$258M1
5Invesco Ltd.$172M1
6FRANKLIN RESOURCES INC$160M1
7DIMENSIONAL FUND ADVISORS LP$156M1
8EARNEST PARTNERS LLC$155M1
9KING LUTHER CAPITAL MANAGEMENT CORP$145M1
10SEI INVESTMENTS CO$116M1
11BANK OF AMERICA CORP /DE/$109M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$102M1
13FMR LLC$90.7M1
14Greenhouse Funds LLLP$85.1M1
15Copeland Capital Management, LLC$82.1M1
16AQR CAPITAL MANAGEMENT LLC$82.1M1
17NORTHERN TRUST CORP$74.9M1
18BROWN ADVISORY INC$68.0M1
19MORGAN STANLEY$66.4M1
20Quantinno Capital Management LP$64.0M1
21FIRST TRUST ADVISORS LP$60.9M1
22VICTORY CAPITAL MANAGEMENT INC$60.0M1
23MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$58.0M1
24Allianz Asset Management GmbH$55.6M1
25Qube Research & Technologies Ltd$52.3M1
26Janus Henderson Group Ltd.$50.3M1
27JANE STREET GROUP, LLC$49.8M1
28VANGUARD FIDUCIARY TRUST CO$48.4M1
29Amundi$47.4M1
30ROYCE & ASSOCIATES LP$47.1M1
31STOREBRAND ASSET MANAGEMENT AS$44.1M1
32AMERICAN CENTURY COMPANIES INC$40.8M1
33HighTower Advisors, LLC$37.7M1
34SCHRODER INVESTMENT MANAGEMENT GROUP$37.0M1
35Gotham Asset Management, LLC$27.7M1
36CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$25.3M1
37Arbejdsmarkedets Tillaegspension$25.1M1
38Squarepoint Ops LLC$23.6M1
39PANAGORA ASSET MANAGEMENT INC$23.0M1
40Leeward Investments, LLC - MA$22.9M1
41UBS Group AG$22.9M1
42CWM, LLC$22.3M1
43UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$21.7M1
44Retirement Systems of Alabama$20.3M1
45RENAISSANCE TECHNOLOGIES LLC$20.1M1
46ENVESTNET ASSET MANAGEMENT INC$19.3M1
47Point72 Asset Management, L.P.$18.9M1
48PRINCIPAL FINANCIAL GROUP INC$17.7M1
49JUPITER ASSET MANAGEMENT LTD$17.7M1
50TRILLIUM ASSET MANAGEMENT, LLC$17.6M1
51Avalon Trust Co$16.0M1
52CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.7M1
53OP Asset Management Ltd$15.6M1
54Swiss National Bank$15.5M1
55Grantham, Mayo, Van Otterloo & Co. LLC$15.0M1
56STATE OF WISCONSIN INVESTMENT BOARD$15.0M1
57Allspring Global Investments Holdings, LLC$14.9M1
58OPPENHEIMER & CO INC$14.7M1
59BLAIR WILLIAM & CO/IL$14.1M1
60DUFF & PHELPS INVESTMENT MANAGEMENT CO$13.8M1
61D.A. DAVIDSON & CO.$13.5M1
62Robeco Schweiz AG$13.3M1
63Pennant Select, LLC$13.2M1
64MILLENNIUM MANAGEMENT LLC$12.9M1
65ALLIANCEBERNSTEIN L.P.$12.7M1
66CITADEL ADVISORS LLC$12.5M1
67Nuveen, LLC$12.3M1
68Pennant Investors, LP$12.0M1
69Legal & General Group Plc$11.1M1
70UniSuper Management Pty Ltd$10.3M1
71Tidal Investments LLC$10.3M1
72CRAWFORD INVESTMENT COUNSEL INC$9.9M1
73WealthPlan Investment Management, LLC$9.8M1
74NORDEA INVESTMENT MANAGEMENT AB$9.7M1
75IEQ CAPITAL, LLC$9.7M1
76Advisors Asset Management, Inc.$9.6M1
77Corient Private Wealth LLC$9.6M1
78Edgestream Partners, L.P.$9.4M1
79ROYAL BANK OF CANADA$9.3M1
80J. Safra Sarasin Holding AG$8.8M1
81Zurcher Kantonalbank (Zurich Cantonalbank)$8.7M1
82Covea Finance$8.5M1
83D. E. Shaw & Co., Inc.$8.0M1
84Montanaro Asset Management Ltd$7.8M1
85TEACHER RETIREMENT SYSTEM OF TEXAS$7.6M1
86OSAIC HOLDINGS, INC.$7.5M1
87EDENTREE ASSET MANAGEMENT Ltd$7.3M1
88VANGUARD ASSET MANAGEMENT, Ltd$7.3M1
89Vontobel Holding Ltd.$7.2M1
90SCOPUS ASSET MANAGEMENT, L.P.$7.0M1
91Mariner, LLC$6.6M1
92MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.6M1
93Nitorum Capital, L.P.$6.5M1
94Y-Intercept (Hong Kong) Ltd$6.4M1
95RAYMOND JAMES FINANCIAL INC$6.1M1
96L. Roy Papp & Associates, LLP$6.0M1
97Man Group plc$5.9M1
98STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.9M1
99FIFTH THIRD BANCORP$5.9M1
100Moran Wealth Management, LLC$5.8M1
101WELLS FARGO & COMPANY/MN$5.3M1
102Illinois Municipal Retirement Fund$4.9M1
103Creative Planning$4.8M1
104VOLORIDGE INVESTMENT MANAGEMENT, LLC$4.8M1
105Mirae Asset Global Investments Co., Ltd.$4.7M1
106Quadrature Capital Ltd$4.6M1
107STIFEL FINANCIAL CORP$4.6M1
108Universal- Beteiligungs- und Servicegesellschaft mbH$4.6M1
109ExodusPoint Capital Management, LP$4.6M1
110Security National Bank$4.5M1
111Cetera Investment Advisers$4.1M1
112Mitsubishi UFJ Trust & Banking Corp$4.0M1
113EFG International AG$3.9M1
114MetLife Investment Management, LLC$3.9M1
115Congruence Capital, LLC$3.9M1
116BNP Paribas Asset Management Holding S.A.$3.8M1
117BALYASNY ASSET MANAGEMENT L.P.$3.8M1
118HSBC HOLDINGS PLC$3.8M1
119BARCLAYS PLC$3.6M1
120CANADA PENSION PLAN INVESTMENT BOARD$3.6M1
121Oak Thistle LLC$3.6M1
122Holocene Advisors, LP$3.5M1
123HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.5M1
124Global Alpha Capital Management Ltd.$3.3M1
125US BANCORP \DE\$3.3M1
126Midwest Trust Co$3.3M1
127O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.3M1
128INTECH INVESTMENT MANAGEMENT LLC$3.2M1
129Vanguard Global Advisers, LLC$3.2M1
130Oliver Luxxe Assets LLC$3.1M1
131TWO SIGMA INVESTMENTS, LP$3.1M1
132DIVERSIFY WEALTH MANAGEMENT, LLC$3.0M1
133Bridgewater Associates, LP$3.0M1
134MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.0M1
135Engineers Gate Manager LP$2.9M1
136Arjuna Capital$2.9M1
137Schonfeld Strategic Advisors LLC$2.9M1
138Focus Partners Wealth$2.8M1
139LAZARD ASSET MANAGEMENT LLC$2.7M1
140Cerity Partners LLC$2.7M1
141MERCER GLOBAL ADVISORS INC /ADV$2.7M1
142TWINBEECH CAPITAL LP$2.6M1
143Cannell & Spears LLC$2.6M1
144Summit Trail Advisors, LLC$2.6M1
145MOODY NATIONAL BANK TRUST DIVISION$2.5M1
146CITIGROUP INC$2.5M1
147Magnetar Financial LLC$2.5M1
148Carmel Capital Partners, LLC$2.5M1
149State of New Jersey Common Pension Fund D$2.5M1
150Aptus Capital Advisors, LLC$2.5M1
151GUARDIAN WEALTH ADVISORS, LLC / NC$2.4M1
152LPL Financial LLC$2.4M1
153WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.4M1
154Silver Lake Advisory, LLC$2.3M1
155Vestmark Advisory Solutions, Inc.$2.3M1
156SummitTX Capital, L.P.$2.2M1
157Riverwater Partners LLC$2.2M1
158PRUDENTIAL FINANCIAL INC$2.2M1
159Arizona State Retirement System$2.2M1
160WORLDQUANT MILLENNIUM ADVISORS LLC$2.0M1
161Robeco Institutional Asset Management B.V.$2.0M1
162SMART Wealth LLC$2.0M1
163Caprock Group, LLC$2.0M1
164Nabity-Jensen Investment Management Inc$2.0M1
165COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
166Inspire Investing, LLC$2.0M1
167STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
168Vanguard Investments Australia, Ltd.$1.9M1
169SHELTON CAPITAL MANAGEMENT$1.9M1
170RITHOLTZ WEALTH MANAGEMENT$1.8M1
171PRUDENTIAL PLC$1.8M1
172Pinnacle Financial Partners, Inc.$1.8M1
173COMMONWEALTH EQUITY SERVICES, LLC$1.8M1
174Pathstone Holdings, LLC$1.8M1
175NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.8M1
176Callan Family Office, LLC$1.8M1
177FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.8M1
178NIA IMPACT ADVISORS, LLC$1.8M1
179AXON CAPITAL LP$1.7M1
180BANK OF MONTREAL /CAN/$1.7M1
181Vest Financial, LLC$1.7M1
182PICTON MAHONEY ASSET MANAGEMENT$1.6M1
183DEUTSCHE BANK AG\$1.6M1
184NATIXIS$1.6M1
185OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
186Perigon Wealth Management, LLC$1.5M1
187Dynamic Technology Lab Private Ltd$1.5M1
188CREDIT AGRICOLE S A$1.5M1
189DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.5M1
190TBH Global Asset Management, LLC$1.5M1
191OPPENHEIMER ASSET MANAGEMENT INC.$1.5M1
192Ameritas Investment Partners, Inc.$1.5M1
193Freestone Grove Partners LP$1.4M1
194Curi Capital, LLC$1.4M1
195Brevan Howard Capital Management LP$1.4M1
196Summit Financial, LLC$1.4M1
197Aquatic Capital Management LLC$1.3M1
198ALPS ADVISORS INC$1.3M1
199Inscription Capital, LLC$1.3M1
200Pictet Asset Management Holding SA$1.2M1
201Patriot Financial Group Insurance Agency, LLC$1.2M1
202IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.2M1
203Baird Financial Group, Inc.$1.1M1
204Rockefeller Capital Management L.P.$1.1M1
205NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.1M1
206Tradewinds Capital Management, LLC$1.1M1
207ESSEX INVESTMENT MANAGEMENT CO LLC$1.1M1
208MEEDER ASSET MANAGEMENT INC$1.1M1
209Vanguard Personalized Indexing Management, LLC$1.1M1
210CHESAPEAKE CAPITAL CORP /IL/$1.0M1
211&PARTNERS$1.0M1
212Federation des caisses Desjardins du Quebec$974K1
213FIRST NATIONAL BANK OF OMAHA$951K1
214VOYA INVESTMENT MANAGEMENT LLC$942K1
215XPONANCE LLC$939K1
216FIRST MANHATTAN CO. LLC.$892K1
217Chicago Partners Investment Group LLC$876K1
218Ensign Peak Advisors, Inc$874K1
219SANDLER CAPITAL MANAGEMENT$857K1
220HUB Investment Partners, LLC$835K1
221Avidian Wealth Enterprises, LLC$825K1
222INCEPTIONR LLC$816K1
223Union Bancaire Privee, UBP SA$811K1
224FOX RUN MANAGEMENT, L.L.C.$790K1
225CenterBook Partners LP$776K1
226FEDERATED HERMES, INC.$760K1
227CHOREO, LLC$756K1
228Gibbs Wealth Management$751K1
229QUADRANT CAPITAL GROUP LLC$751K1
230AZZAD ASSET MANAGEMENT INC /ADV$747K1
231Atria Investments, Inc$737K1
232NorthCrest Asset Manangement, LLC$722K1
233D.B. Root & Company, LLC$720K1
234Brooklyn Investment Group$709K1
235Shay Capital LLC$699K1
236Swiss Life Asset Management Ltd$696K1
237Orion Porfolio Solutions, LLC$679K1
238Gladstone Institutional Advisory LLC$664K1
239Beacon Pointe Advisors, LLC$660K1
240Alliance Wealth Advisors, LLC /UT$659K1
241Sanctuary Advisors, LLC$656K1
242Blue Trust, Inc.$649K1
243MQS Management LLC$629K1
244Vident Advisory, LLC$625K1
245MACKENZIE FINANCIAL CORP$619K1
246DELTA ASSET MANAGEMENT LLC/TN$608K1
247BOOTHBAY FUND MANAGEMENT, LLC$608K1
248LECAP ASSET MANAGEMENT LTD$604K1
249Portside Wealth Group, LLC$601K1
250Empowered Funds, LLC$591K1
251Savvy Advisors, Inc.$590K1
252Merit Financial Group, LLC$577K1
253SECURIAN ASSET MANAGEMENT, INC$574K1
254Kera Capital Partners, Inc.$573K1
255Jefferies Financial Group Inc.$559K1
256Dakota Wealth Management$559K1
257AVIVA PLC$557K1
258Banque Cantonale Vaudoise$554K1
259Focus Partners Advisor Solutions, LLC$549K1
260Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$544K1
261Crossmark Global Holdings, Inc.$538K1
262Aaron Wealth Advisors LLC$528K1
263HAMEL ASSOCIATES, INC.$527K1
264Blueshift Asset Management, LLC$509K1
265PERSONAL CFO SOLUTIONS, LLC$497K1
266CAPSTONE INVESTMENT ADVISORS, LLC$497K1
267Snowden Capital Advisors LLC$497K1
268Sequoia Financial Advisors, LLC$491K1
269EVERGREEN CAPITAL MANAGEMENT LLC$480K1
270HORIZON KINETICS ASSET MANAGEMENT LLC$480K1
271SHUFRO ROSE & CO LLC$479K1
272Baker Avenue Asset Management, LP$473K1
273NORDEN GROUP LLC$468K1
274ProShare Advisors LLC$454K1
275PITTENGER & ANDERSON INC$449K1
276Caitong International Asset Management Co., Ltd$448K1
277EP Wealth Advisors, LLC$443K1
278First Nebraska Trust Co$440K1
279MAI Capital Management$439K1
280Steward Partners Investment Advisory, LLC$434K1
281Mitsubishi UFJ Asset Management Co., Ltd.$427K1
282Quantum Portfolio Management LLC$419K1
283Utah Retirement Systems$414K1
284Blue Capital, Inc.$414K1
285K.J. Harrison & Partners Inc$400K1
286Beverly Hills Private Wealth, LLC$394K1
287Banque Transatlantique SA$384K1
288R Squared Ltd$378K1
289RWC Asset Management LLP$372K1
290Maryland State Retirement & Pension System$372K1
291Tower Research Capital LLC (TRC)$370K1
292Cyndeo Wealth Partners, LLC$368K1
293Morey & Quinn Wealth Partners, LLC$368K1
294Carnegie Lake Advisors LLC$360K1
295SAGESPRING WEALTH PARTNERS, LLC$354K1
296RHS Financial, LLC$352K1
297Koshinski Asset Management, Inc.$345K1
298Qsemble Capital Management, LP$336K1
299NewEdge Advisors, LLC$329K1
300Arax Advisory Partners$323K1
301AXQ CAPITAL, LP$322K1
302Pallas Capital Advisors LLC$320K1
303Chevy Chase Trust Holdings, LLC$320K1
304Diversified Trust Co$319K1
305Hiley Hunt Wealth Management$314K1
306XTX Topco Ltd$303K1
307RFG - Bristol Wealth Advisors, LLC$300K1
308BSW Wealth Partners$300K1
309M&T BANK CORP$295K1
310ABN AMRO Bank N.V.$294K1
311Polymer Capital Management (US) LLC$282K1
312Balefire, LLC$280K1
313Bull Harbor Capital LLC$276K1
314Wedmont Private Capital$274K1
315EVOLVE PRIVATE WEALTH, LLC$271K1
316HB Wealth Management, LLC$270K1
317COLDSTREAM CAPITAL MANAGEMENT INC$266K1
318CIBC Asset Management Inc$259K1
319CHILDRESS CAPITAL ADVISORS, LLC$253K1
320JMN Financial LLC$253K1
321Lighthouse Investment Partners, LLC$248K1
322Simplicity Wealth,LLC$241K1
323MGO ONE SEVEN LLC$241K1
324Waverly Advisors, LLC$241K1
325Lincoln Capital LLC$240K1
326RMR Wealth Builders$235K1
327Cresset Asset Management, LLC$232K1
328Krilogy Financial LLC$232K1
329Sendero Wealth Management, LLC$228K1
330Skandinaviska Enskilda Banken AB (publ)$228K1
331North Dakota State Investment Board$227K1
332Teza Capital Management LLC$225K1
333Knollwood Investment Advisory, LLC$222K1
334Penobscot Investment Management Company, Inc.$220K1
335ELCO Management Co., LLC$218K1
336Cambria Investment Management, L.P.$217K1
337denkapparat Operations GmbH$217K1
338Aristides Capital LLC$216K1
339Frec Markets, Inc.$210K1
340Brendel Financial Advisors LLC$203K1
341MML INVESTORS SERVICES, LLC$201K1
342Asset Management One Co., Ltd.$195K1
343Bank Julius Baer & Co. Ltd, Zurich$160K1
344EXCHANGE TRADED CONCEPTS, LLC$155K1
345Allworth Financial LP$133K1
346Parkside Financial Bank & Trust$131K1
347Quarry LP$128K1
348Walleye Trading LLC$127K1
349BEACON INVESTMENT ADVISORY SERVICES, INC.$95.9K1
350SIGNATUREFD, LLC$95.5K1
351Pflug Koory, LLC$87.9K1
352UMB Bank, n.a.$87.5K1
353Bayforest Capital Ltd$87.1K1
354State of Wyoming$67.5K1
355GROUP ONE TRADING LLC$62.7K1
356WEBSTER BANK, N. A.$59.9K1
357True Wealth Design, LLC$53.1K1
358NOMURA ASSET MANAGEMENT CO LTD$50.3K1
359Smartleaf Asset Management LLC$47.6K1
360Measured Wealth Private Client Group, LLC$42.0K1
361MONTAG A & ASSOCIATES INC$34.0K1
362Larson Financial Group LLC$33.2K1
363Leonteq Securities AG$28.4K1
364TD Waterhouse Canada Inc.$23.5K1
365Retirement Wealth Solutions LLC$20.4K1
366Eurizon Capital SGR S.p.A.$15.4K1
367SJS Investment Consulting Inc.$15.2K1
368F&V Capital Management, LLC$14.0K1
369NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12.8K1
370ASSETMARK, INC$11.6K1
371Annis Gardner Whiting Capital Advisors, LLC$10.8K1
372Treasurer of the State of North Carolina$10.7K1
373JONES FINANCIAL COMPANIES LLLP$10.4K1
374JFS WEALTH ADVISORS, LLC$10.0K1
375ELEVATION WEALTH PARTNERS, LLC$9.6K1
376WPG Advisers, LLC$9.2K1
377Wilmington Savings Fund Society, FSB$8.8K1
378WOLFF WIESE MAGANA LLC$8.8K1
379Private Wealth Management Group, LLC$8.8K1
380CVA Family Office, LLC$7.2K1
381CBIZ Investment Advisory Services, LLC$6.8K1
382Owl Creek Wealth Partners LLC$6.4K1
383Caitlin John, LLC$6.4K1
384DekaBank Deutsche Girozentrale$6.1K1
385CENTRAL TRUST Co$5.2K1
386Dogwood Wealth Management LLC$5.2K1
387CANADA LIFE ASSURANCE Co$4.8K1
388PFS Partners, LLC$4.4K1
389MidFirst Bank$4.4K1
390KBC Group NV$4.3K1
391Johnson Financial Group, Inc.$4.0K1
392Altshuler Shaham Ltd$4.0K1
393Clearstead Trust, LLC$4.0K1
394Keating Financial Advisory Services, Inc.$4.0K1
395United Financial Planning Group LLC$3.6K1
396Moisand Fitzgerald Tamayo, LLC$3.2K1
397THRIVENT FINANCIAL FOR LUTHERANS$3.1K1
398Aster Capital Management (DIFC) Ltd$2.9K1
399ACADIAN ASSET MANAGEMENT LLC$2.8K1
400Intentional Wealth Strategies, LLC$2.8K1
401Clearstead Advisors, LLC$2.4K1
402DiNuzzo Private Wealth, Inc.$2.4K1
403Sachetta, LLC$2.0K1
404Rialto Wealth Management, LLC$2.0K1
405Nicollet Investment Management, Inc.$2.0K1
406Signature Equity Partners, LLC$1.6K1
407Pinnacle Wealth Planning Services, Inc.$1.6K1
408Financial Network Wealth Advisors LLC$1.6K1
409Cromwell Holdings LLC$1.2K1
410TFC Financial Management, Inc.$1.2K1
411Vestcor Inc$1.1K1
412CX Institutional$9021
413Y.D. More Investments Ltd$8511
414Valued Wealth Advisors LLC$8011
415SouthState Bank Corp$8001
416Bell Investment Advisors, Inc$8001
417SHP Wealth Management$7991
418Rakuten Securities, Inc.$7991
419HFM Investment Advisors, LLC$7991
420State of Alaska, Department of Revenue$7881
421HRT FINANCIAL LP$6011
422Vermillion Wealth Management, Inc.$4001
423Physician Wealth Advisors, Inc.$4001
424Cassaday & Co Wealth Management LLC$4001
425Virtu Financial LLC$3491
426GSA CAPITAL PARTNERS LLP$2381
427NATURAL INVESTMENTS, LLC$2211
428Centerpoint Advisors, LLC$251
429Capital Advisors, Ltd. LLC$221
430Smithfield Trust Co$111
431Raleigh Capital Management Inc.$81
432PRINCIPAL SECURITIES, INC.— value not disclosed1
433TRUIST FINANCIAL CORP— value not disclosed1
434VANGUARD GROUP INC— value not disclosed1
435BAILARD, INC.— value not disclosed1
436HARBOUR INVESTMENTS, INC.— value not disclosed1
437JOHNSON INVESTMENT COUNSEL INC— value not disclosed1
438COMERICA BANK— value not disclosed1
439VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
440ING GROEP NV— value not disclosed1
441MARINER INVESTMENT GROUP LLC— value not disclosed1
442CASTLEARK MANAGEMENT LLC— value not disclosed1
443TRUST CO OF VERMONT— value not disclosed1
444Hilltop Holdings Inc.— value not disclosed1
445CIBC Private Wealth Group LLC— value not disclosed1
446NORGES BANK— value not disclosed1
447WBI INVESTMENTS, LLC— value not disclosed1
448Horizon Investment Services, LLC— value not disclosed1
449TWO SIGMA ADVISERS, LP— value not disclosed1
450SIMPLEX TRADING, LLC— value not disclosed1
451Robert B. Daugherty Foundation— value not disclosed1
452MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
453Capula Management Ltd— value not disclosed1
454King Wealth Management Group— value not disclosed1
455Segment Wealth Management, LLC— value not disclosed1
456Battery Global Advisors, LLC— value not disclosed1
457Allen Capital Group, LLC— value not disclosed1
458Trexquant Investment LP— value not disclosed1
459McIlrath & Eck, LLC— value not disclosed1
460Crewe Advisors LLC— value not disclosed1
461Ceredex Value Advisors LLC— value not disclosed1
462CreativeOne Wealth, LLC— value not disclosed1
463Global Retirement Partners, LLC— value not disclosed1
464Farringdon Capital, Ltd.— value not disclosed1
465Kingsview Wealth Management, LLC— value not disclosed1
466CERTUITY, LLC— value not disclosed1
467Kestra Advisory Services, LLC— value not disclosed1
468NewEdge Wealth, LLC— value not disclosed1
469Caerus Investment Advisors, LLC— value not disclosed1
470AlphaQuest LLC— value not disclosed1
471PharVision Advisers, LLC— value not disclosed1
472Forum Financial Management, LP— value not disclosed1
473SageView Advisory Group, LLC— value not disclosed1
474TRANSATLANTIQUE PRIVATE WEALTH LLC— value not disclosed1
475Kingdom Financial Group LLC.— value not disclosed1
476Redwood Wealth Management Group, LLC— value not disclosed1
477Impact Partnership Wealth, LLC— value not disclosed1
478Envestnet Portfolio Solutions, Inc.— value not disclosed1
479NDVR, Inc.— value not disclosed1
480Scientech Research LLC— value not disclosed1
481Diversify Advisory Services, LLC— value not disclosed1
482Massar Capital Management, LP— value not disclosed1
483CAXTON ASSOCIATES LLP— value not disclosed1
484OPTIMA CAPITAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 431 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 VMI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for VMI · financials and macro

Financials — as filed PLANNED

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