Public record / Tickers / WAL

WAL — WESTERN ALLIANCE BANCORPORATION†

Both disclosure regimes on one name: who in Congress filed about WAL, 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
8
all PTR rows naming WAL
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
415
top-415 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

Lance Gooden · $50.0K–$100K

SELL · traded 2024-11-15 → filed 2024-12-12. Ranked over every WAL row by the provable lower bound, never a point estimate.

No member disclosed WAL 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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WAL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WAL
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 07-22 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2024-12-12Lance Gooden R–TX-5SELLTraded 11-15 +27d$50K–$100K
2023-10-20Ricketts, John P —SELL SP (spouse-owned)Traded 09-21 +29d$50K–$100K
2023-04-17Daniel S. Goldman D–NY-10SELLTraded 03-06 +42d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in WAL

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

No member disclosed WAL in the trailing 12 months.

Congress ↔ notable managers · WAL

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 Miller Value Partners $3.9M held

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

Merged timeline of congressional filings and notable-manager moves on WAL
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13FADD+238,806 sh
2026-05-15Bridgewater Associates 13FNEW+190,800 sh
2026-05-15Miller Value Partners 13FTRIM−9,203 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 WAL for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$778M1
2Invesco Ltd.$370M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$369M1
4WELLINGTON MANAGEMENT GROUP LLP$333M1
5VANGUARD CAPITAL MANAGEMENT LLC$329M1
6STATE STREET CORP$298M1
7DIMENSIONAL FUND ADVISORS LP$270M1
8Davis Asset Management, L.P.$218M1
9FMR LLC$168M1
10BARROW HANLEY MEWHINNEY & STRAUSS LLC$167M1
11GEODE CAPITAL MANAGEMENT, LLC$150M1
12BANK OF MONTREAL /CAN/$132M1
13Janus Henderson Group Ltd.$97.2M1
14Smead Capital Management, Inc.$96.0M1
15ALLIANCEBERNSTEIN L.P.$84.8M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$69.7M1
17Bank of New York Mellon Corp$65.2M1
18MORGAN STANLEY$65.0M1
19AQR CAPITAL MANAGEMENT LLC$63.4M1
20AMERIPRISE FINANCIAL INC$63.2M1
21NORTHERN TRUST CORP$62.6M1
22TWO SIGMA INVESTMENTS, LP$56.2M1
23VICTORY CAPITAL MANAGEMENT INC$49.2M1
24MILLENNIUM MANAGEMENT LLC$48.4M1
25VANGUARD FIDUCIARY TRUST CO$45.7M1
26JANE STREET GROUP, LLC$45.2M1
27Nuveen, LLC$44.7M1
28CITADEL ADVISORS LLC$38.2M1
29UBS Group AG$30.7M1
30Squarepoint Ops LLC$29.8M1
31Stieven Capital Advisors, L.P.$27.9M1
32TUDOR INVESTMENT CORP ET AL$27.6M1
33FRANKLIN RESOURCES INC$26.2M1
34UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20.8M1
35BANK OF AMERICA CORP /DE/$20.3M1
36Qube Research & Technologies Ltd$17.9M1
37Quantinno Capital Management LP$17.6M1
38STATE OF WISCONSIN INVESTMENT BOARD$17.4M1
39PRINCIPAL FINANCIAL GROUP INC$16.3M1
40683 Capital Management, LLC$15.9M1
41FIRST TRUST ADVISORS LP$15.6M1
42BARCLAYS PLC$15.6M1
43DnB Asset Management AS$15.5M1
44CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$14.7M1
45Swiss National Bank$14.6M1
46Stanley Capital Management, LLC$13.6M1
47Bridgewater Associates, LP$13.5M1
48Focus Partners Wealth$13.3M1
49ROYAL BANK OF CANADA$13.0M1
50Man Group plc$11.4M1
51THORNBURG INVESTMENT MANAGEMENT INC$11.2M1
52Gator Capital Management, LLC$10.8M1
53ADAGE CAPITAL PARTNERS GP, L.L.C.$10.6M1
54Legal & General Group Plc$9.6M1
55BASSWOOD CAPITAL MANAGEMENT, L.L.C.$9.4M1
56D. E. Shaw & Co., Inc.$9.2M1
57Retirement Systems of Alabama$8.9M1
58ExodusPoint Capital Management, LP$8.4M1
59LHM, INC.$7.0M1
60VANGUARD ASSET MANAGEMENT, Ltd$6.9M1
61Amundi$6.7M1
62LPL Financial LLC$6.7M1
63STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.7M1
64STIFEL FINANCIAL CORP$6.6M1
65CITIGROUP INC$6.3M1
66AMERICAN CENTURY COMPANIES INC$6.3M1
67SEI INVESTMENTS CO$6.3M1
68Black Maple Capital Management LP$6.0M1
69Brevan Howard Capital Management LP$5.7M1
70Petiole USA ltd$5.6M1
71MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.5M1
72Tidal Investments LLC$5.3M1
73NORDEA INVESTMENT MANAGEMENT AB$5.3M1
74FARALLON CAPITAL MANAGEMENT, L.L.C.$5.2M1
75STRATEGIC VALUE BANK PARTNERS LLC$5.0M1
76GREAT LAKES ADVISORS, LLC$4.9M1
77ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4.9M1
78Quantbot Technologies LP$4.8M1
79Rafferty Asset Management, LLC$4.8M1
80Vanguard Global Advisers, LLC$4.7M1
81SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.7M1
82IEQ CAPITAL, LLC$4.7M1
83WELLS FARGO & COMPANY/MN$4.6M1
84Sequoia Financial Advisors, LLC$4.4M1
85MILLER VALUE PARTNERS, LLC$3.9M1
86SALZHAUER MICHAEL$3.8M1
87M&G Plc$3.7M1
88NEW YORK STATE COMMON RETIREMENT FUND$3.5M1
89JACOBS LEVY EQUITY MANAGEMENT, INC$3.5M1
90RAYMOND JAMES FINANCIAL INC$3.4M1
91Susquehanna Portfolio Strategies, LLC$3.4M1
92HSBC HOLDINGS PLC$3.4M1
93ENVESTNET ASSET MANAGEMENT INC$3.3M1
94Zurcher Kantonalbank (Zurich Cantonalbank)$3.0M1
95Mariner, LLC$2.9M1
96VOYA INVESTMENT MANAGEMENT LLC$2.8M1
97MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.8M1
98Livforsakringsbolaget Skandia, Omsesidigt$2.7M1
99WINTON GROUP Ltd$2.6M1
100Optiver Holding B.V.$2.5M1
101NICOLET BANKSHARES INC$2.5M1
102Corient Private Wealth LLC$2.3M1
103PEAK6 LLC$2.3M1
104Creative Planning$2.2M1
105COMMERCE BANK$2.2M1
106YOUSIF CAPITAL MANAGEMENT, LLC$2.2M1
107State of New Jersey Common Pension Fund D$2.2M1
108BLAIR WILLIAM & CO/IL$2.0M1
109Arizona State Retirement System$2.0M1
110HighTower Advisors, LLC$2.0M1
111ADVISORY RESEARCH INC$1.9M1
112Y-Intercept (Hong Kong) Ltd$1.8M1
113CIBC WORLD MARKET INC.$1.8M1
114COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.8M1
115Vanguard Investments Australia, Ltd.$1.8M1
116FIFTH THIRD BANCORP$1.8M1
117Centiva Capital, LP$1.8M1
118STATE OF MICHIGAN RETIREMENT SYSTEM$1.7M1
119NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.6M1
120KLP KAPITALFORVALTNING AS$1.6M1
121Universal- Beteiligungs- und Servicegesellschaft mbH$1.6M1
122LAZARD ASSET MANAGEMENT LLC$1.6M1
123TWINBEECH CAPITAL LP$1.5M1
124XTX Topco Ltd$1.5M1
125OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
126MAVERICK CAPITAL LTD$1.5M1
127MERCER GLOBAL ADVISORS INC /ADV$1.5M1
128HUSSMAN STRATEGIC ADVISORS, INC.$1.5M1
129CAPSTONE INVESTMENT ADVISORS, LLC$1.4M1
130Inspire Investing, LLC$1.4M1
131Graham Capital Management, L.P.$1.4M1
132SCOTIA CAPITAL INC.$1.4M1
133Walleye Capital LLC$1.4M1
134Cerity Partners LLC$1.4M1
135Ameritas Investment Partners, Inc.$1.3M1
136OSAIC HOLDINGS, INC.$1.3M1
137Engineers Gate Manager LP$1.3M1
138CWM, LLC$1.3M1
139Utah Retirement Systems$1.3M1
140Summit Trail Advisors, LLC$1.3M1
141SIH Partners, LLLP$1.2M1
142CANADA PENSION PLAN INVESTMENT BOARD$1.2M1
143Pictet Asset Management Holding SA$1.2M1
144Nicholas Investment Partners, LP$1.2M1
145XPONANCE LLC$1.2M1
146Vanguard Personalized Indexing Management, LLC$1.1M1
147INDEPENDENT FINANCIAL GROUP, LLC$1.1M1
148Atria Investments, Inc$1.1M1
149Parallax Volatility Advisers, L.P.$1.1M1
150SILVER OAK SECURITIES, INCORPORATED$1.1M1
151WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
152Harbor Advisors LLC$1.1M1
153Diametric Capital, LP$1.0M1
154Leonteq Securities AG$981K1
155Kestra Advisory Services, LLC$961K1
156Oak Thistle LLC$896K1
157AXQ CAPITAL, LP$877K1
158TEACHER RETIREMENT SYSTEM OF TEXAS$852K1
159Cetera Investment Advisers$850K1
160EP Wealth Advisors, LLC$820K1
161EMERALD MUTUAL FUND ADVISERS TRUST$813K1
162Focus Partners Advisor Solutions, LLC$798K1
163Sippican Capital Advisors$781K1
164MANGROVE PARTNERS IM, LLC$765K1
165NewEdge Advisors, LLC$752K1
166FEDERATED HERMES, INC.$712K1
167Pathstone Holdings, LLC$692K1
168AssuredPartners Investment Advisors, LLC$689K1
169NATIXIS$683K1
170Inspire Advisors, LLC$646K1
171O'SHAUGHNESSY ASSET MANAGEMENT, LLC$644K1
172iSAM Funds (UK) Ltd$584K1
173INCEPTIONR LLC$583K1
174EVOKE WEALTH, LLC$569K1
175WestHill Financial Advisors, Inc.$542K1
176DEUTSCHE BANK AG\$541K1
177VARCOV Co.$537K1
178SECURIAN ASSET MANAGEMENT, INC$533K1
179JACKSON SQUARE CAPITAL, LLC$531K1
180OneDigital Investment Advisors LLC$523K1
181Ensign Peak Advisors, Inc$513K1
182Headlands Technologies LLC$512K1
183CHOREO, LLC$503K1
184Qsemble Capital Management, LP$497K1
185Brady Martz Wealth Solutions, LLC$495K1
186AVIVA PLC$494K1
187Illinois Municipal Retirement Fund$493K1
188BALYASNY ASSET MANAGEMENT L.P.$480K1
189Blueshift Asset Management, LLC$479K1
190PAX Financial Group, LLC$478K1
191Sanctuary Advisors, LLC$478K1
192D.A. DAVIDSON & CO.$472K1
193Atom Investors LP$470K1
194Federation des caisses Desjardins du Quebec$467K1
195CIBC Bancorp USA Inc.$467K1
196WESTWOOD HOLDINGS GROUP INC$455K1
197Swiss Life Asset Management Ltd$454K1
198BROWN ADVISORY INC$454K1
199Wedmont Private Capital$444K1
200Ethic Inc.$439K1
201Brooklyn Investment Group$437K1
202Forum Financial Management, LP$429K1
203PRUDENTIAL FINANCIAL INC$427K1
204TTP Investments, Inc.$420K1
205CI INVESTMENTS INC.$409K1
206EJF Capital LP$406K1
207Maryland State Retirement & Pension System$392K1
208COMMONWEALTH EQUITY SERVICES, LLC$390K1
209Zhang Financial LLC$390K1
210Chicago Partners Investment Group LLC$390K1
211US BANCORP \DE\$383K1
212AIMZ Investment Advisors, LLC$373K1
213Stratos Wealth Partners, LTD.$370K1
214NLB Skladi, upravljanje premozenja, d.o.o.$364K1
215Palogic Value Management, L.P.$354K1
216AIGEN INVESTMENT MANAGEMENT, LP$352K1
217Prospera Financial Services Inc$343K1
218Destiny Capital Corp/CO$341K1
219PRELUDE CAPITAL MANAGEMENT, LLC$332K1
220BFSG, LLC$330K1
221Crossmark Global Holdings, Inc.$329K1
222M&T BANK CORP$326K1
223Tower Research Capital LLC (TRC)$318K1
224Rockefeller Capital Management L.P.$315K1
225GTS SECURITIES LLC$310K1
226Legato Capital Management LLC$301K1
227Integrated Quantitative Investments LLC$301K1
228ProShare Advisors LLC$292K1
229VICTORY FINANCIAL GROUP, LLC$270K1
230Yorktown Management & Research Co Inc$262K1
231GFG Capital, LLC$253K1
232SHELTON CAPITAL MANAGEMENT$248K1
233CIBC Asset Management Inc$245K1
234INFRASTRUCTURE CAPITAL ADVISORS, LLC$237K1
235HB Wealth Management, LLC$235K1
236PROFUND ADVISORS LLC$231K1
237Perpetual Ltd$229K1
238Jefferies Financial Group Inc.$225K1
239North Dakota State Investment Board$223K1
240Holocene Advisors, LP$222K1
241TRUIST FINANCIAL CORP$217K1
242Sterling Capital Management LLC$212K1
243111 Capital$210K1
244Vise Technologies, Inc.$208K1
245Pinnacle Wealth Planning Services, Inc.$182K1
246Mitsubishi UFJ Trust & Banking Corp$151K1
247Bank of New Hampshire$144K1
248BNP Paribas Asset Management Holding S.A.$142K1
249State of Wyoming$139K1
250SIGNATUREFD, LLC$127K1
251GROUP ONE TRADING LLC$127K1
252QUADRANT CAPITAL GROUP LLC$121K1
253MAI Capital Management$119K1
254NOMURA ASSET MANAGEMENT CO LTD$95.6K1
255Palouse Capital Management, Inc.$89.3K1
256UMB Bank, n.a.$79.1K1
257Allworth Financial LP$72.7K1
258Trask Adam Roland$70.9K1
259Eurizon Capital SGR S.p.A.$67.7K1
260Steward Partners Investment Advisory, LLC$67.4K1
261Arax Advisory Partners$53.8K1
262NATIONAL BANK OF CANADA /FI/$47.0K1
263ASSETMARK, INC$39.7K1
264Smartleaf Asset Management LLC$33.8K1
265Quarry LP$32.9K1
266NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$32.4K1
267Salomon & Ludwin, LLC$22.3K1
268SBI Securities Co., Ltd.$22.0K1
269Rakuten Securities, Inc.$21.3K1
270ALGERT GLOBAL LLC$20.7K1
271TOTH FINANCIAL ADVISORY CORP$20.1K1
272Acumen Wealth Advisors, LLC$19.8K1
273HRT FINANCIAL LP$19.0K1
274Larson Financial Group LLC$18.6K1
275TD Waterhouse Canada Inc.$17.7K1
276Parkside Financial Bank & Trust$16.8K1
277DANSKE BANK A/S$14.2K1
278Cassaday & Co Wealth Management LLC$13.5K1
279Signature Equity Partners, LLC$13.1K1
280ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$11.5K1
281MATHER GROUP, LLC.$10.7K1
282CVA Family Office, LLC$10.1K1
283NISA INVESTMENT ADVISORS, LLC$9.7K1
284Elevated Capital Advisors, LLC$9.4K1
285Annis Gardner Whiting Capital Advisors, LLC$8.9K1
286Mitsubishi UFJ Asset Management Co., Ltd.$8.9K1
287JFS WEALTH ADVISORS, LLC$8.6K1
288SJS Investment Consulting Inc.$8.3K1
289Activest Wealth Management$7.7K1
290AMERIFLEX GROUP, INC.$7.7K1
291South Dakota Investment Council$7.3K1
292FARMERS & MERCHANTS INVESTMENTS INC$6.7K1
293Crewe Advisors LLC$6.5K1
294Bell Investment Advisors, Inc$6.4K1
295Basecamp Wealth Advisors LLC$5.9K1
296CANADA LIFE ASSURANCE Co$5.2K1
297THOMPSON SIEGEL & WALMSLEY LLC$5.0K1
298True Wealth Design, LLC$4.8K1
299NFSG Corp$3.6K1
300Triumph Capital Management$3.5K1
301CALDWELL SUTTER CAPITAL, INC.$3.4K1
302AMALGAMATED BANK$3.3K1
303United Financial Planning Group LLC$3.3K1
304Treasurer of the State of North Carolina$3.2K1
305THRIVENT FINANCIAL FOR LUTHERANS$3.1K1
306Rialto Wealth Management, LLC$3.1K1
307Keating Financial Advisory Services, Inc.$2.6K1
308JPL Wealth Management, LLC$2.5K1
309Clearstead Advisors, LLC$2.4K1
310TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.2K1
311Sachetta, LLC$2.2K1
312Private Wealth Management Group, LLC$2.1K1
313Wealth Enhancement Trust Services, Inc.$2.1K1
314ELEVATION WEALTH PARTNERS, LLC$1.8K1
315NATIXIS ADVISORS, LLC$1.6K1
316DiNuzzo Private Wealth, Inc.$1.6K1
317NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.6K1
318BROWN, LISLE/CUMMINGS, INC.$1.6K1
319WPG Advisers, LLC$1.4K1
320MidFirst Bank$1.3K1
321Cromwell Holdings LLC$1.1K1
322Physician Wealth Advisors, Inc.$9921
323GSA CAPITAL PARTNERS LLP$9321
324Transamerica Financial Advisors, LLC$8501
325PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$7761
326State of Alaska, Department of Revenue$7261
327American Capital Advisory, LLC$7091
328Vermillion Wealth Management, Inc.$6381
329Scarborough Advisors, LLC$6381
330Retirement Wealth Solutions LLC$5671
331Marquette Asset Management, LLC$4961
332HFM Investment Advisors, LLC$4961
333Virtu Financial LLC$4321
334DecisionPoint Financial, LLC$3551
335TopTier Wealth Management, LLC$2831
336KBC Group NV$2441
337Valued Wealth Advisors LLC$2201
338EVERMAY WEALTH MANAGEMENT LLC$2131
339Prestige Wealth Management Group LLC$2131
340Cambridge Investment Research Advisors, Inc.$2071
341CENTAURUS FINANCIAL, INC.$1881
342MV CAPITAL MANAGEMENT, INC.$711
343Quaker Wealth Management, LLC$711
344TFC Financial Management, Inc.$711
345Beacon Capital Management, Inc.$231
346Raleigh Capital Management Inc.$71
347Avion Wealth$11
348VANGUARD GROUP INC— value not disclosed1
349GLENMEDE TRUST CO NA— value not disclosed1
350Laird Norton Wetherby Trust Company, LLC— value not disclosed1
351PEREGRINE CAPITAL MANAGEMENT LLC— value not disclosed1
352HARBOUR INVESTMENTS, INC.— value not disclosed1
353Brandywine Global Investment Management, LLC— value not disclosed1
354PANAGORA ASSET MANAGEMENT INC— value not disclosed1
355COMERICA BANK— value not disclosed1
356TORONTO DOMINION BANK— value not disclosed1
357EMERALD ADVISERS, LLC— value not disclosed1
358POLEN CAPITAL MANAGEMENT LLC— value not disclosed1
359MALTESE CAPITAL MANAGEMENT LLC— value not disclosed1
360PEAPACK GLADSTONE FINANCIAL CORP— value not disclosed1
361TD ASSET MANAGEMENT INC— value not disclosed1
362INTECH INVESTMENT MANAGEMENT LLC— value not disclosed1
363BRANT POINT INVESTMENT MANAGEMENT LLC— value not disclosed1
364CIBC Private Wealth Group LLC— value not disclosed1
365Equitable Holdings, Inc.— value not disclosed1
366Weiss Asset Management LP— value not disclosed1
367NORGES BANK— value not disclosed1
368Walleye Trading LLC— value not disclosed1
369Penobscot Investment Management Company, Inc.— value not disclosed1
370MidWestOne Financial Group, Inc.— value not disclosed1
371Ruffer LLP— value not disclosed1
372JCSD Capital, LLC— value not disclosed1
373SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
374TWO SIGMA SECURITIES, LLC— value not disclosed1
375DekaBank Deutsche Girozentrale— value not disclosed1
376EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
377TWO SIGMA ADVISERS, LP— value not disclosed1
378DRW Securities, LLC— value not disclosed1
379Savant Capital, LLC— value not disclosed1
380SIMPLEX TRADING, LLC— value not disclosed1
381FineMark National Bank & Trust— value not disclosed1
382BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
383Private Advisor Group, LLC— value not disclosed1
384FJ Capital Management LLC— value not disclosed1
385Point72 Asset Management, L.P.— value not disclosed1
386Caprock Group, LLC— value not disclosed1
387Angel Oak Capital Advisors, LLC— value not disclosed1
388WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC— value not disclosed1
389Stone House Investment Management, LLC— value not disclosed1
390Meridian Wealth Management, LLC— value not disclosed1
391RITHOLTZ WEALTH MANAGEMENT— value not disclosed1
392Clearstead Trust, LLC— value not disclosed1
393DV Trading LLC— value not disclosed1
394Buckley Wealth Management, LLC— value not disclosed1
395FORA Capital, LLC— value not disclosed1
396Global Retirement Partners, LLC— value not disclosed1
397Cresset Asset Management, LLC— value not disclosed1
398Cynosure Group, LLC— value not disclosed1
399BELLEVUE ASSET MANAGEMENT, LLC— value not disclosed1
400Everhart Financial Group, Inc.— value not disclosed1
401Riverwater Partners LLC— value not disclosed1
402Private Wealth Asset Management, LLC— value not disclosed1
403AlphaQuest LLC— value not disclosed1
404SageView Advisory Group, LLC— value not disclosed1
405Tradewinds, LLC.— value not disclosed1
406Dunhill Financial, LLC— value not disclosed1
407Compound Global Advisors, LLC— value not disclosed1
408Caitong International Asset Management Co., Ltd— value not disclosed1
409Compound Planning, Inc.— value not disclosed1
410EntryPoint Capital, LLC— value not disclosed1
411Concurrent Investment Advisors, LLC— value not disclosed1
412Generate Investment Management Ltd— value not disclosed1
413Havemeyer Place LP— value not disclosed1
414Aster Capital Management (DIFC) Ltd— value not disclosed1
415Elevated Private Wealth, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 347 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 WAL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WAL · financials and macro

Financials — as filed PLANNED

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