Public record / Tickers / WMS

WMS — ADVANCED DRAINAGE SYSTEMS, INC.†

Both disclosure regimes on one name: who in Congress filed about WMS, 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
7
all PTR rows naming WMS
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
475
top-475 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 2016-02-02 → filed 2016-03-11. Ranked over every WMS row by the provable lower bound, never a point estimate.

No member disclosed WMS 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.

2 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

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 WMS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WMS
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSELL JT (jointly owned)Traded 2024-05-07 LATE·820d$1K–$15Kamendment pending
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-02-13Robert P. Bresnahan, Jr. R–PA-8SELL JT (jointly owned)Traded 01-13 +31d$1K–$15K
2023-11-16Tommy Tuberville R–ALBUY JT (jointly owned)Traded 10-17 +30d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in WMS

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

No member disclosed WMS in the trailing 12 months.

Congress ↔ notable managers · WMS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
1 Tommy Tuberville R–AL $1K–$15K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ADVANCED DRAIN SYS INC DEL

Merged timeline of congressional filings and notable-manager moves on WMS
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSELL$1K–$15K
2026-05-15Gotham Asset Management 13FADD+54,936 sh
2026-05-15Bridgewater Associates 13FADD+12,363 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 WMS for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.0B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$496M1
3VANGUARD CAPITAL MANAGEMENT LLC$469M1
4STATE STREET CORP$341M1
5UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$336M1
6Pictet Asset Management Holding SA$302M1
7FIRST TRUST ADVISORS LP$280M1
8AMERICAN CENTURY COMPANIES INC$227M1
9MORGAN STANLEY$183M1
10Amundi$177M1
11DIMENSIONAL FUND ADVISORS LP$163M1
12WELLINGTON MANAGEMENT GROUP LLP$146M1
13Invesco Ltd.$135M1
14Impactive Capital LP$117M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$96.4M1
16WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$89.9M1
17Capital International Investors$87.6M1
18Mirova US LLC$86.2M1
19Janus Henderson Group Ltd.$81.3M1
20NORTHERN TRUST CORP$80.8M1
21MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$80.3M1
22WESTWOOD HOLDINGS GROUP INC$75.9M1
23ADAGE CAPITAL PARTNERS GP, L.L.C.$75.4M1
24Qube Research & Technologies Ltd$74.9M1
25Triodos Investment Management BV$73.6M1
26SCHRODER INVESTMENT MANAGEMENT GROUP$69.1M1
27Schonfeld Strategic Advisors LLC$67.1M1
28VANGUARD FIDUCIARY TRUST CO$61.7M1
29BANK OF AMERICA CORP /DE/$60.3M1
30Interval Partners, LP$53.3M1
31Allianz Asset Management GmbH$52.3M1
32Hill City Capital, LP$50.7M1
33Corient Private Wealth LLC$46.9M1
34STIFEL FINANCIAL CORP$43.7M1
35Robeco Schweiz AG$42.3M1
36FRANKLIN RESOURCES INC$41.0M1
37Gotham Asset Management, LLC$40.4M1
38BAMCO INC /NY/$39.9M1
39TD ASSET MANAGEMENT INC$37.3M1
40Owls Nest Partners IA, LLC$36.2M1
41Capital World Investors$36.0M1
42Alyeska Investment Group, L.P.$35.4M1
43Legal & General Group Plc$32.2M1
44MILLENNIUM MANAGEMENT LLC$30.7M1
45AQR CAPITAL MANAGEMENT LLC$30.1M1
46UBS Group AG$29.9M1
47Quantinno Capital Management LP$29.3M1
48MACKENZIE FINANCIAL CORP$28.4M1
49Aberdeen Group plc$28.2M1
50Grantham, Mayo, Van Otterloo & Co. LLC$27.1M1
51SEI INVESTMENTS CO$24.7M1
52MASSACHUSETTS FINANCIAL SERVICES CO /MA/$23.2M1
53Swedbank AB$22.6M1
54STOREBRAND ASSET MANAGEMENT AS$22.4M1
55PRINCIPAL FINANCIAL GROUP INC$21.9M1
56Epoch Investment Partners, Inc.$21.8M1
57ROYAL BANK OF CANADA$21.2M1
58J. Safra Sarasin Holding AG$20.9M1
59Nuveen, LLC$20.6M1
60JUPITER ASSET MANAGEMENT LTD$20.0M1
61Swiss National Bank$20.0M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$19.2M1
63DUFF & PHELPS INVESTMENT MANAGEMENT CO$19.1M1
64Zurcher Kantonalbank (Zurich Cantonalbank)$18.8M1
65OP Asset Management Ltd$18.4M1
66WELLS FARGO & COMPANY/MN$17.4M1
67ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$17.0M1
68CRAMER ROSENTHAL MCGLYNN LLC$16.4M1
69ABN AMRO Bank N.V.$15.9M1
70EXCHANGE TRADED CONCEPTS, LLC$15.5M1
71DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$15.3M1
72Lombard Odier Asset Management (Europe) Ltd$15.2M1
73WCM INVESTMENT MANAGEMENT, LLC$15.0M1
74Distillate Capital Partners LLC$14.6M1
75JANE STREET GROUP, LLC$13.5M1
76ALLIANCEBERNSTEIN L.P.$13.2M1
77Man Group plc$13.1M1
78FMR LLC$12.7M1
79CITADEL ADVISORS LLC$12.2M1
80Retirement Systems of Alabama$12.0M1
81ENVESTNET ASSET MANAGEMENT INC$11.8M1
82RAYMOND JAMES FINANCIAL INC$11.7M1
83CANADA PENSION PLAN INVESTMENT BOARD$11.2M1
84Candriam S.C.A.$11.2M1
85NOMURA ASSET MANAGEMENT CO LTD$11.1M1
86DEUTSCHE BANK AG\$11.0M1
87Perpetual Ltd$10.9M1
88Bridgewater Associates, LP$10.0M1
89FIFTH THIRD BANCORP$10.0M1
90ArrowMark Colorado Holdings LLC$9.5M1
91VANGUARD ASSET MANAGEMENT, Ltd$9.2M1
92Verition Fund Management LLC$8.9M1
93FIL Ltd$8.6M1
94NORDEA INVESTMENT MANAGEMENT AB$8.6M1
95Channing Capital Management, LLC$8.4M1
96NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$8.1M1
97Archon Partners LLC$8.1M1
98SCOPUS ASSET MANAGEMENT, L.P.$7.9M1
99ExodusPoint Capital Management, LP$7.6M1
100EDENTREE ASSET MANAGEMENT Ltd$7.5M1
101Rockefeller Capital Management L.P.$7.5M1
102Mawer Investment Management Ltd.$7.4M1
103STATE OF WISCONSIN INVESTMENT BOARD$7.3M1
104MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.1M1
105Azimuth Capital Investment Management LLC$7.0M1
106STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.9M1
107Cercano Management LLC$6.9M1
108Vest Financial, LLC$6.7M1
109CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$6.4M1
110PDT Partners, LLC$6.3M1
111TWINBEECH CAPITAL LP$6.1M1
112PRENTISS SMITH & CO INC$6.0M1
113LPL Financial LLC$5.9M1
114ESSEX INVESTMENT MANAGEMENT CO LLC$5.6M1
115WINTON GROUP Ltd$5.5M1
116Vontobel Holding Ltd.$5.3M1
117Squarepoint Ops LLC$5.3M1
118OPPENHEIMER & CO INC$5.2M1
119Weiss Asset Management LP$5.2M1
120HSBC HOLDINGS PLC$5.1M1
121Mitsubishi UFJ Trust & Banking Corp$5.0M1
122Crossmark Global Holdings, Inc.$4.8M1
123SG Capital Management LLC$4.7M1
124Advisors Capital Management, LLC$4.3M1
125Vanguard Global Advisers, LLC$4.3M1
126Alpine Peaks Capital, LP$4.2M1
127Elo Mutual Pension Insurance Co$4.2M1
128HighTower Advisors, LLC$4.2M1
129BLI - Banque de Luxembourg Investments$4.1M1
130Vision Capital Management, Inc.$4.1M1
131VICTORY CAPITAL MANAGEMENT INC$4.0M1
132BARCLAYS PLC$4.0M1
133Universal- Beteiligungs- und Servicegesellschaft mbH$3.8M1
134Capital Investment Counsel, LLC$3.8M1
135MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.8M1
136Gryphon Financial Partners LLC$3.8M1
137Future Fund LLC$3.7M1
138Ensign Peak Advisors, Inc$3.6M1
139State of New Jersey Common Pension Fund D$3.4M1
1401832 Asset Management L.P.$3.4M1
141Creative Planning$3.4M1
142Eurizon Capital SGR S.p.A.$3.3M1
143Oxbow Advisors, LLC$3.2M1
144RIK SAYLOR FINANCIAL, INC.$3.1M1
145Daiwa Securities Group Inc.$3.0M1
146B. Metzler seel. Sohn & Co. AG$2.9M1
147PRUDENTIAL FINANCIAL INC$2.9M1
148Arizona State Retirement System$2.8M1
149Asset Management One Co., Ltd.$2.8M1
150Connor, Clark & Lunn Investment Management Ltd.$2.7M1
151Baird Financial Group, Inc.$2.7M1
152FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.7M1
153Cerity Partners LLC$2.6M1
154XTX Topco Ltd$2.6M1
155Calamos Advisors LLC$2.6M1
156Vanguard Investments Australia, Ltd.$2.5M1
157COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.5M1
158ICON ADVISERS INC/CO$2.4M1
159STATE OF MICHIGAN RETIREMENT SYSTEM$2.4M1
160BANK OF MONTREAL /CAN/$2.3M1
161Focus Partners Wealth$2.3M1
162Union Bancaire Privee, UBP SA$2.3M1
163NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.2M1
164Inspire Investing, LLC$2.2M1
165Brevan Howard Capital Management LP$2.2M1
166SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.1M1
167CITIGROUP INC$2.1M1
168Bell Asset Management Ltd$2.1M1
169OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.0M1
170Vestmark Advisory Solutions, Inc.$1.9M1
171Mariner, LLC$1.8M1
172Dynamic Technology Lab Private Ltd$1.8M1
173&PARTNERS$1.8M1
174Dynamic Advisor Solutions LLC$1.8M1
175Ameritas Investment Partners, Inc.$1.8M1
176Atom Investors LP$1.8M1
177Dayah Capital LLC$1.8M1
178Orion Porfolio Solutions, LLC$1.7M1
179PICTON MAHONEY ASSET MANAGEMENT$1.7M1
180Trexquant Investment LP$1.6M1
181Y-Intercept (Hong Kong) Ltd$1.6M1
182INTECH INVESTMENT MANAGEMENT LLC$1.5M1
183Montanaro Asset Management Ltd$1.5M1
184Richard Bernstein Advisors LLC$1.4M1
185AA Financial Advisors, LLC$1.4M1
186TEACHER RETIREMENT SYSTEM OF TEXAS$1.4M1
187MERCER GLOBAL ADVISORS INC /ADV$1.4M1
188Kovack Advisors, Inc.$1.3M1
189Northwest & Ethical Investments L.P.$1.2M1
190Assenagon Asset Management S.A.$1.2M1
191Summit Trail Advisors, LLC$1.2M1
192XPONANCE LLC$1.2M1
193Tidal Investments LLC$1.2M1
194O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.2M1
195BNP Paribas Asset Management Holding S.A.$1.2M1
196Cetera Investment Advisers$1.2M1
197Kingsview Wealth Management, LLC$1.2M1
198NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.2M1
199CREDIT AGRICOLE S A$1.2M1
200CIBC WORLD MARKET INC.$1.1M1
201Atria Investments, Inc$1.1M1
202Vanguard Personalized Indexing Management, LLC$1.1M1
203D. E. Shaw & Co., Inc.$1.1M1
204CASTLEARK MANAGEMENT LLC$986K1
205BENJAMIN EDWARDS INC$983K1
206NISSAY ASSET MANAGEMENT CORP /JAPAN$983K1
207M&T BANK CORP$978K1
208WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$977K1
209LAZARD ASSET MANAGEMENT LLC$977K1
210Illinois Municipal Retirement Fund$922K1
211ABSHER WEALTH MANAGEMENT, LLC$921K1
212Y.D. More Investments Ltd$917K1
213FEDERATED HERMES, INC.$910K1
214Swiss Life Asset Management Ltd$894K1
215Skandinaviska Enskilda Banken AB (publ)$893K1
216Independent Advisor Alliance$886K1
217PFG Investments, LLC$872K1
218CenterBook Partners LP$871K1
219QUADRANT CAPITAL GROUP LLC$858K1
220Advisors Asset Management, Inc.$851K1
221Bridgefront Capital, LLC$822K1
222Foresight Group Ltd Liability Partnership$785K1
223NICOLET BANKSHARES INC$770K1
224Brooklyn Investment Group$741K1
225First Eagle Investment Management, LLC$730K1
226Oak Thistle LLC$727K1
227SECURIAN ASSET MANAGEMENT, INC$724K1
228TRUIST FINANCIAL CORP$723K1
229OFI INVEST ASSET MANAGEMENT$721K1
230VOYA INVESTMENT MANAGEMENT LLC$706K1
231EXENCIAL WEALTH ADVISORS, LLC$704K1
232Apollon Wealth Management, LLC$702K1
233Stone House Investment Management, LLC$696K1
234Pathstone Holdings, LLC$665K1
235QRG CAPITAL MANAGEMENT, INC.$664K1
236Gibbs Wealth Management$661K1
237BROWN ADVISORY INC$658K1
238Aquatic Capital Management LLC$646K1
239INCEPTIONR LLC$625K1
240Henshaw Capital LLC$607K1
241Perigon Wealth Management, LLC$588K1
242BLAIR WILLIAM & CO/IL$571K1
243Federation des caisses Desjardins du Quebec$568K1
244ODDO BHF ASSET MANAGEMENT SAS$566K1
245D.B. Root & Company, LLC$556K1
246Sanctuary Advisors, LLC$554K1
247Caprock Group, LLC$550K1
248TWO SIGMA INVESTMENTS, LP$523K1
249Utah Retirement Systems$518K1
250VARCOV Co.$512K1
251DIVERSIFY WEALTH MANAGEMENT, LLC$512K1
252Freestone Grove Partners LP$500K1
253Graver Capital Management, LLC$500K1
254Journey Advisory Group, LLC$497K1
255ALPS ADVISORS INC$494K1
256Laird Norton Wetherby Trust Company, LLC$494K1
257BRAVE ASSET MANAGEMENT INC$494K1
258FOX RUN MANAGEMENT, L.L.C.$476K1
259KESTRA PRIVATE WEALTH SERVICES, LLC$475K1
260Maryland State Retirement & Pension System$449K1
261SCOTIA CAPITAL INC.$448K1
262RWC Asset Management LLP$443K1
263Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$437K1
264Balance Wealth Partners LLC$433K1
265US BANCORP \DE\$433K1
266State of Wyoming$428K1
267CWM, LLC$421K1
268BALYASNY ASSET MANAGEMENT L.P.$421K1
269NOMURA HOLDINGS INC$406K1
270Focus Financial Network, Inc.$405K1
271Fieldview Capital Management, LLC$404K1
272Portside Wealth Group, LLC$401K1
273Concentric Capital Strategies, LP$397K1
274ProShare Advisors LLC$394K1
275Baker Avenue Asset Management, LP$380K1
276Outlook Wealth Advisors, LLC$379K1
27717 CAPITAL PARTNERS, LLC$377K1
278NORDEN GROUP LLC$375K1
279EntryPoint Capital, LLC$374K1
280OPPENHEIMER ASSET MANAGEMENT INC.$371K1
281INTRUST BANK NA$371K1
282Guinness Asset Management LTD$371K1
283COMMONWEALTH EQUITY SERVICES, LLC$370K1
284Walleye Trading LLC$357K1
285Cetera Trust Company, N.A$357K1
286Vident Advisory, LLC$354K1
287Lombard Odier Asset Management (Switzerland) SA$348K1
288Institute for Wealth Management, LLC.$346K1
289CIBC Asset Management Inc$334K1
290Aaron Wealth Advisors LLC$334K1
291CHESAPEAKE CAPITAL CORP /IL/$330K1
292Accredited Investors Inc.$330K1
293SHELTON CAPITAL MANAGEMENT$327K1
294Ballentine Partners, LLC$321K1
295Walleye Capital LLC$308K1
296M&G Plc$304K1
297Trueblood Wealth Management, LLC$303K1
298Callan Family Office, LLC$299K1
299Compound Planning, Inc.$289K1
300North Dakota State Investment Board$283K1
301Inscription Capital, LLC$282K1
302JB Capital LLC$275K1
303Bank Julius Baer & Co. Ltd, Zurich$274K1
304Hartree Partners, LP$274K1
305Welch Financial Planning, LLC$274K1
306LECAP ASSET MANAGEMENT LTD$267K1
307Envestnet Portfolio Solutions, Inc.$264K1
308MML INVESTORS SERVICES, LLC$261K1
309HB Wealth Management, LLC$257K1
310OSAIC HOLDINGS, INC.$252K1
311Marshall Financial Group, LLC$246K1
312MOODY ALDRICH PARTNERS LLC$245K1
313Centiva Capital, LP$243K1
314Chicago Partners Investment Group LLC$241K1
315Steward Partners Investment Advisory, LLC$239K1
316RFG Advisory, LLC$237K1
317CHOREO, LLC$230K1
318Meiji Yasuda Asset Management Co Ltd.$227K1
319Private Advisor Group, LLC$221K1
320PROFUND ADVISORS LLC$216K1
321Phoenix Financial Ltd.$213K1
322Sepio Capital, LP$210K1
323UMB Bank, n.a.$154K1
324Quarry LP$130K1
325KBC Group NV$126K1
326Spire Wealth Management$113K1
327Leonteq Securities AG$103K1
328SIGNATUREFD, LLC$97.4K1
329Caitong International Asset Management Co., Ltd$80.9K1
330MAI Capital Management$72.7K1
331Larson Financial Group LLC$57.6K1
332Blue Trust, Inc.$55.3K1
333IFG Advisory, LLC$52.1K1
334Bayforest Capital Ltd$44.0K1
335NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$43.9K1
336VEGA INVESTMENT SOLUTIONS$37.6K1
337Avalon Trust Co$37.0K1
338SJS Investment Consulting Inc.$33.5K1
339Allworth Financial LP$32.8K1
340WPG Advisers, LLC$30.9K1
341Arax Advisory Partners$28.5K1
342THRIVENT FINANCIAL FOR LUTHERANS$28.0K1
343MATHER GROUP, LLC.$27.9K1
344Manchester Capital Management LLC$27.4K1
345Geneos Wealth Management Inc.$24.4K1
346Mitsubishi UFJ Asset Management Co., Ltd.$20.7K1
347Measured Wealth Private Client Group, LLC$18.7K1
348Annis Gardner Whiting Capital Advisors, LLC$17.8K1
349Smartleaf Asset Management LLC$16.3K1
350True Wealth Design, LLC$15.8K1
351TD Waterhouse Canada Inc.$13.8K1
352GROUP ONE TRADING LLC$13.7K1
353Hickory Point Bank & Trust$13.7K1
354Pinnacle Wealth Planning Services, Inc.$13.4K1
355Transamerica Financial Advisors, LLC$13.3K1
356ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$12.6K1
357FINANCIAL CONSULATE, INC$12.5K1
358CVA Family Office, LLC$11.9K1
359State of Alaska, Department of Revenue$10.8K1
360Triumph Capital Management$10.6K1
361Parkside Financial Bank & Trust$9.5K1
362Addison Advisors LLC$8.9K1
363CANADA LIFE ASSURANCE Co$7.6K1
364TOTH FINANCIAL ADVISORY CORP$7.3K1
365EASTERN BANK$6.9K1
366JFS WEALTH ADVISORS, LLC$6.9K1
367Treasurer of the State of North Carolina$6.1K1
368ASSETMARK, INC$5.6K1
369Itau Unibanco Holding S.A.$5.5K1
370CENTRAL TRUST Co$5.1K1
371Asset Dedication, LLC$4.7K1
372AMALGAMATED BANK$4.5K1
373Financial Network Wealth Advisors LLC$4.1K1
374Owl Creek Wealth Partners LLC$4.1K1
375NATIXIS ADVISORS, LLC$3.8K1
376Cranbrook Wealth Management, LLC$3.7K1
377Valued Wealth Advisors LLC$3.4K1
378JPL Wealth Management, LLC$3.4K1
379Clearstead Advisors, LLC$2.7K1
380ELEVATION WEALTH PARTNERS, LLC$2.5K1
381DekaBank Deutsche Girozentrale$2.5K1
382Clearstead Trust, LLC$2.3K1
383Three Bearings Fiduciary Advisors, Inc.$2.2K1
384Raleigh Capital Management Inc.$2.1K1
385Cromwell Holdings LLC$1.9K1
386Bell Investment Advisors, Inc$1.5K1
387DiNuzzo Private Wealth, Inc.$1.5K1
388BROWN, LISLE/CUMMINGS, INC.$1.4K1
389Rialto Wealth Management, LLC$1.1K1
390South Dakota Investment Council$9601
391Retirement Wealth Solutions LLC$9601
392MONTAG A & ASSOCIATES INC$9251
393Vestcor Inc$8911
394Vermillion Wealth Management, Inc.$8231
395Virtu Financial LLC$7941
396SouthState Bank Corp$6861
397Sachetta, LLC$6861
398NATIXIS$5491
399Marquette Asset Management, LLC$5491
400Physician Wealth Advisors, Inc.$5491
401HFM Investment Advisors, LLC$5491
402DecisionPoint Financial, LLC$4121
403American Capital Advisory, LLC$4121
404PARK AVENUE SECURITIES LLC$2831
405MV CAPITAL MANAGEMENT, INC.$2751
406Quaker Wealth Management, LLC$2751
407Activest Wealth Management$2741
408Claret Asset Management Corp$2711
409TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2701
410Cambridge Investment Research Advisors, Inc.$2291
411ACADIAN ASSET MANAGEMENT LLC$2021
412GHP Investment Advisors, Inc.$1381
413TFC Financial Management, Inc.$1381
4143 FACTOR INDEXING, LLC$1381
415Signature Equity Partners, LLC$1371
416Penserra Capital Management LLC$511
417Avion Wealth$11
418Capital Advisors, Ltd. LLC$01
419VANGUARD GROUP INC— value not disclosed1
420MEEDER ASSET MANAGEMENT INC— value not disclosed1
421HARBOUR INVESTMENTS, INC.— value not disclosed1
422COMERICA BANK— value not disclosed1
423VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
424Capital International Sarl— value not disclosed1
425ARISTEIA CAPITAL, L.L.C.— value not disclosed1
426SILVER OAK SECURITIES, INCORPORATED— value not disclosed1
427SIG BROKERAGE, LP— value not disclosed1
428TRUST CO OF VERMONT— value not disclosed1
429CIBC Private Wealth Group LLC— value not disclosed1
430Graham Capital Management, L.P.— value not disclosed1
431Equitable Holdings, Inc.— value not disclosed1
432Magnetar Financial LLC— value not disclosed1
433NORGES BANK— value not disclosed1
434PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
435MIG Capital, LLC— value not disclosed1
436Savant Capital, LLC— value not disclosed1
437SIMPLEX TRADING, LLC— value not disclosed1
438AIA Group Ltd— value not disclosed1
439Tower Research Capital LLC (TRC)— value not disclosed1
440LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
441New England Research & Management, Inc.— value not disclosed1
442Sequoia Financial Advisors, LLC— value not disclosed1
443Lighthouse Investment Partners, LLC— value not disclosed1
444Engineers Gate Manager LP— value not disclosed1
445Tredje AP-fonden— value not disclosed1
446Versor Investments LP— value not disclosed1
447Mirabaud Asset Management Ltd— value not disclosed1
448RITHOLTZ WEALTH MANAGEMENT— value not disclosed1
449Diametric Capital, LP— value not disclosed1
450DV Trading LLC— value not disclosed1
451Global Retirement Partners, LLC— value not disclosed1
452Yaupon Capital Management LP— value not disclosed1
453Cynosure Group, LLC— value not disclosed1
454Qsemble Capital Management, LP— value not disclosed1
455NICOLET ADVISORY SERVICES, LLC— value not disclosed1
456Fortis Group Advisors, LLC— value not disclosed1
457Kestra Advisory Services, LLC— value not disclosed1
458F/m Investments LLC— value not disclosed1
459Ewing Morris & Co. Investment Partners Ltd.— value not disclosed1
460Capital Group Private Client Services, Inc.— value not disclosed1
461AlphaQuest LLC— value not disclosed1
462Allspring Global Investments Holdings, LLC— value not disclosed1
463PharVision Advisers, LLC— value not disclosed1
464Forum Financial Management, LP— value not disclosed1
465SageView Advisory Group, LLC— value not disclosed1
466iSAM Funds (UK) Ltd— value not disclosed1
467Hutchens & Kramer Investment Management Group, LLC— value not disclosed1
468Dunhill Financial, LLC— value not disclosed1
469ELEVATUS WELATH MANAGEMENT— value not disclosed1
470Turning Point Benefit Group, Inc.— value not disclosed1
471Diversify Advisory Services, LLC— value not disclosed1
472Kera Capital Partners, Inc.— value not disclosed1
473Navigoe, LLC— value not disclosed1
474MASTERINVEST Kapitalanlage GmbH— value not disclosed1
475Turas Capital Management LP— value not disclosed1
Truncated by Public Filings. Every one of the 418 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 WMS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WMS · financials and macro

Financials — as filed PLANNED

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