Public record / Tickers / WU

WU — Western Union CO†

Both disclosure regimes on one name: who in Congress filed about WU, 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
11
all PTR rows naming WU
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
07-06
filed 2024-07-06
13F holders
440
top-440 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

Greg Gianforte · $15.0K–$50.0K

SELL · traded 2017-12-15 → filed 2018-01-04. Ranked over every WU row by the provable lower bound, never a point estimate.

No member disclosed WU 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 WU 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 WU · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WU
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-07-06Kathy E. Manning D–NC-6SELL SP (spouse-owned)Traded 06-13 +23d$1K–$15K
2024-05-15Tommy Tuberville R–ALSELL JT (jointly owned)Traded 04-04 +41d$1K–$15K
2023-11-16Tommy Tuberville R–ALBUY JT (jointly owned)Traded 10-17 +30d$1K–$15K
2021-03-16Peter Meijer R–MI-3SELLTraded 02-16 +28d$1K–$15K
2019-05-21Lois Frankel D–FL-22SELL partial (partial sale)Traded 05-09 +12d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in WU

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

No member disclosed WU in the trailing 12 months.

Congress ↔ notable managers · WU

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 $27.3M held

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

Merged timeline of congressional filings and notable-manager moves on WU
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+416,539 sh
2026-05-15Bridgewater Associates 13FTRIM−853,985 sh
2026-05-14Caxton Associates 13FTRIM−14,975 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 WU for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$217M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$158M1
3SCHRODER INVESTMENT MANAGEMENT GROUP$147M1
4Capital Research Global Investors$128M1
5VANGUARD CAPITAL MANAGEMENT LLC$124M1
6STATE STREET CORP$98.5M1
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$95.7M1
8AQR CAPITAL MANAGEMENT LLC$93.4M1
9Allianz Asset Management GmbH$90.0M1
10MORGAN STANLEY$69.5M1
11DIMENSIONAL FUND ADVISORS LP$69.0M1
12NORTHERN TRUST CORP$57.5M1
13TWO SIGMA INVESTMENTS, LP$43.8M1
14Ranmore Fund Management Ltd$43.7M1
15FRANKLIN RESOURCES INC$40.3M1
16FIRST TRUST ADVISORS LP$34.6M1
17BANK OF AMERICA CORP /DE/$33.5M1
18MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$32.2M1
19Discerene Group LP$32.1M1
20Gotham Asset Management, LLC$27.3M1
21Squarepoint Ops LLC$25.5M1
22NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$25.0M1
23Invesco Ltd.$24.3M1
24MACQUARIE GROUP LTD$24.0M1
25UBS Group AG$23.8M1
26J. Goldman & Co LP$19.7M1
27ALPS ADVISORS INC$18.8M1
28VANGUARD FIDUCIARY TRUST CO$17.2M1
29ROYAL BANK OF CANADA$16.8M1
30STOREBRAND ASSET MANAGEMENT AS$13.9M1
31PRINCIPAL FINANCIAL GROUP INC$13.4M1
32BALYASNY ASSET MANAGEMENT L.P.$12.6M1
33Focus Partners Wealth$11.9M1
34HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$11.7M1
35CONTINENTAL ADVISORS LLC$11.6M1
36SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.4M1
37SCHWARTZ INVESTMENT COUNSEL INC$11.3M1
38Point72 Asset Management, L.P.$10.9M1
39PUBLIC SECTOR PENSION INVESTMENT BOARD$9.9M1
40TSP Capital Management Group, LLC$9.5M1
41UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$9.1M1
42Cambria Investment Management, L.P.$8.9M1
43VICTORY CAPITAL MANAGEMENT INC$8.7M1
44Connor, Clark & Lunn Investment Management Ltd.$8.6M1
45SEI INVESTMENTS CO$8.0M1
46ALLIANCEBERNSTEIN L.P.$7.4M1
47Legal & General Group Plc$7.2M1
48OLD NATIONAL BANCORP /IN/$7.1M1
49FMR LLC$7.0M1
50Gilman Hill Asset Management, LLC$7.0M1
51FEDERATED HERMES, INC.$6.7M1
52Quantinno Capital Management LP$5.7M1
53MILLENNIUM MANAGEMENT LLC$5.7M1
54Swiss National Bank$5.5M1
55Nuveen, LLC$5.2M1
56CITADEL ADVISORS LLC$5.1M1
57Amundi$5.0M1
58Mitsubishi UFJ Trust & Banking Corp$4.9M1
59CITIGROUP INC$4.8M1
60Brevan Howard Capital Management LP$4.8M1
61Robeco Institutional Asset Management B.V.$4.7M1
62Universal- Beteiligungs- und Servicegesellschaft mbH$4.2M1
63Grantham, Mayo, Van Otterloo & Co. LLC$4.2M1
64SummitTX Capital, L.P.$4.2M1
651834 INVESTMENT ADVISORS CO$4.1M1
66AMERICAN CENTURY COMPANIES INC$4.0M1
67BARCLAYS PLC$3.9M1
68COMMONWEALTH EQUITY SERVICES, LLC$3.4M1
69Pathstone Holdings, LLC$3.3M1
70WELLS FARGO & COMPANY/MN$3.0M1
71STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.8M1
72VANGUARD ASSET MANAGEMENT, Ltd$2.8M1
73Brooklyn Investment Group$2.7M1
74Engineers Gate Manager LP$2.6M1
75PRUDENTIAL FINANCIAL INC$2.6M1
76Rockefeller Capital Management L.P.$2.5M1
77LAZARD ASSET MANAGEMENT LLC$2.5M1
78Kestra Investment Management, LLC$2.5M1
79GUGGENHEIM CAPITAL LLC$2.5M1
80Optimist Retirement Group LLC$2.5M1
81O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.4M1
82Arnhold LLC$2.4M1
83CWA Asset Management Group, LLC$2.3M1
84Oak Thistle LLC$2.3M1
85CLARK ESTATES INC/NY$2.1M1
86WELLINGTON MANAGEMENT GROUP LLP$2.1M1
87QRG CAPITAL MANAGEMENT, INC.$2.1M1
88OSAIC HOLDINGS, INC.$2.1M1
89Cetera Investment Advisers$2.0M1
90Mirae Asset Global Investments Co., Ltd.$1.9M1
91LPL Financial LLC$1.9M1
92JUPITER ASSET MANAGEMENT LTD$1.8M1
93GROUP ONE TRADING LLC$1.8M1
94Range Financial Group LLC$1.8M1
95D.A. DAVIDSON & CO.$1.7M1
96Orion Porfolio Solutions, LLC$1.7M1
97BROWN ADVISORY INC$1.7M1
98MERCER GLOBAL ADVISORS INC /ADV$1.7M1
99PICTON MAHONEY ASSET MANAGEMENT$1.7M1
100Y-Intercept (Hong Kong) Ltd$1.5M1
101EXCHANGE TRADED CONCEPTS, LLC$1.5M1
102HSBC HOLDINGS PLC$1.5M1
103IMC-Chicago, LLC$1.5M1
104WBI INVESTMENTS, LLC$1.5M1
105CANADA PENSION PLAN INVESTMENT BOARD$1.4M1
106Baird Financial Group, Inc.$1.4M1
107Vanguard Global Advisers, LLC$1.4M1
108Illinois Municipal Retirement Fund$1.4M1
109Summit Trail Advisors, LLC$1.4M1
110STATE OF WISCONSIN INVESTMENT BOARD$1.3M1
111Janus Henderson Group Ltd.$1.3M1
112Longaeva Partners L.P.$1.3M1
113Holocene Advisors, LP$1.1M1
114Beacon Pointe Advisors, LLC$1.1M1
115Zurcher Kantonalbank (Zurich Cantonalbank)$1.1M1
116Friedenthal Financial$1.1M1
117MIRABELLA FINANCIAL SERVICES LLP$1.1M1
118Dynamic Technology Lab Private Ltd$1.0M1
119PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$960K1
120Waycross Investment Management Co$937K1
121Bridgewater Associates, LP$936K1
122Vanguard Personalized Indexing Management, LLC$924K1
123HUSSMAN STRATEGIC ADVISORS, INC.$917K1
124PARK CIRCLE Co$899K1
125Crossmark Global Holdings, Inc.$892K1
126Mork Capital Management, LLC$873K1
127DRW Securities, LLC$768K1
128Arizona State Retirement System$762K1
129FOX RUN MANAGEMENT, L.L.C.$750K1
130WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$744K1
131INTECH INVESTMENT MANAGEMENT LLC$724K1
132RITHOLTZ WEALTH MANAGEMENT$722K1
133Cerity Partners LLC$714K1
134Vanguard Investments Australia, Ltd.$697K1
135Walleye Trading LLC$694K1
136COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$686K1
137TRED AVON FAMILY WEALTH, LLC$669K1
138FIFTH THIRD BANCORP$639K1
139OREGON PUBLIC EMPLOYEES RETIREMENT FUND$635K1
140MANUFACTURERS LIFE INSURANCE COMPANY, THE$594K1
141Odyssean, LLC$584K1
142RAYMOND JAMES FINANCIAL INC$584K1
143ROYCE & ASSOCIATES LP$582K1
144Impact Partnership Wealth, LLC$576K1
145Ascent Group, LLC$574K1
146Counterpoint Mutual Funds LLC$554K1
147Bridgefront Capital, LLC$551K1
148Maryland State Retirement & Pension System$546K1
149Elevated Capital Advisors, LLC$523K1
150SILVERLAKE WEALTH MANAGEMENT LLC$520K1
151Hennion & Walsh Asset Management, Inc.$519K1
152Fideuram Asset Management (Ireland) dac$506K1
153Krane Funds Advisors LLC$504K1
154Empowered Funds, LLC$503K1
155TEACHER RETIREMENT SYSTEM OF TEXAS$502K1
156Dakota Wealth Management$497K1
157Essex Financial Services, Inc.$484K1
158HighTower Advisors, LLC$476K1
159Vise Technologies, Inc.$473K1
160Pictet Asset Management Holding SA$467K1
161Walleye Capital LLC$464K1
162BENJAMIN EDWARDS INC$460K1
163DEUTSCHE BANK AG\$459K1
164Weiss Asset Management LP$437K1
165PARSONS CAPITAL MANAGEMENT INC/RI$432K1
166denkapparat Operations GmbH$416K1
167Meeder Advisory Services, Inc.$416K1
168INFRASTRUCTURE CAPITAL ADVISORS, LLC$405K1
169BOOTHBAY FUND MANAGEMENT, LLC$380K1
170MML INVESTORS SERVICES, LLC$367K1
171Moors & Cabot, Inc.$365K1
172MACKENZIE FINANCIAL CORP$365K1
173Michels Family Financial, LLC$362K1
174World Investment Advisors$354K1
175MSH Capital Advisors LLC$353K1
176VOYA INVESTMENT MANAGEMENT LLC$349K1
177Corient Private Wealth LLC$346K1
178Fieldview Capital Management, LLC$342K1
179BANK OF MONTREAL /CAN/$324K1
180MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$318K1
181Swiss Life Asset Management Ltd$314K1
182SIMPLEX TRADING, LLC$311K1
183Sanctuary Advisors, LLC$311K1
184LMR Partners LLP$302K1
185Clearstead Advisors, LLC$301K1
186Creative Planning$295K1
187Vontobel Holding Ltd.$280K1
188Outlook Wealth Advisors, LLC$280K1
189Provenance Wealth Advisors, LLC$279K1
190BURNEY CO/$274K1
191CIBC Asset Management Inc$270K1
192Tidal Investments LLC$260K1
193JMN Financial LLC$257K1
194Ritter Alpha, LP$248K1
195Kestra Advisory Services, LLC$241K1
196PEAK6 LLC$235K1
197EVERGREEN CAPITAL MANAGEMENT LLC$231K1
198STIFEL FINANCIAL CORP$228K1
199JANE STREET GROUP, LLC$227K1
200CWM, LLC$224K1
201CHICAGO TRUST Co NA$217K1
202Centiva Capital, LP$212K1
203Regal Investment Advisors LLC$208K1
204Farringdon Capital, Ltd.$207K1
205Caption Management, LLC$205K1
206XPONANCE LLC$204K1
207PFG Investments, LLC$204K1
208Abel Hall, LLC$203K1
209Mutual Advisors, LLC$200K1
210Delta Investment Management, LLC$199K1
211Compound Planning, Inc.$198K1
212Atria Investments, Inc$195K1
213OXFORD ASSET MANAGEMENT LLP$193K1
214Arax Advisory Partners$189K1
215Ensign Peak Advisors, Inc$188K1
216FOUNDATIONS INVESTMENT ADVISORS, LLC$186K1
217Accurate Wealth Management, LLC$182K1
218Samalin Investment Counsel, LLC$180K1
219Schonfeld Strategic Advisors LLC$180K1
220Park Capital Management, LLC / WI$177K1
221EDMP, INC.$175K1
222National Philanthropic Trust$175K1
223Baron Wealth Management LLC$175K1
224Merit Financial Group, LLC$167K1
225Sagewood Asset Management LP$167K1
226BLAIR WILLIAM & CO/IL$163K1
227William B. Walkup & Associates, Inc.$159K1
228SAGE RHINO CAPITAL LLC$156K1
229Principle Wealth Partners LLC$153K1
230Ashton Thomas Private Wealth, LLC$153K1
231Morningstar Investment Management LLC$150K1
232Utah Retirement Systems$149K1
233CIBC Bancorp USA Inc.$148K1
234LECAP ASSET MANAGEMENT LTD$148K1
235Parvin Asset Management, LLC$145K1
236UNITED CAPITAL FINANCIAL ADVISORS, LLC$145K1
237DAYMARK WEALTH PARTNERS, LLC$143K1
238VestGen Advisors, LLC$143K1
239Chicago Partners Investment Group LLC$142K1
240Pinnacle Wealth Planning Services, Inc.$141K1
241DIVERSIFY WEALTH MANAGEMENT, LLC$139K1
242TOWNSQUARE CAPITAL LLC$135K1
243Resonant Capital Advisors, LLC$133K1
244PRINCIPAL SECURITIES, INC.$128K1
245Frec Markets, Inc.$126K1
246Net Worth Advisory Group$126K1
247Vident Advisory, LLC$124K1
248SCOTIA CAPITAL INC.$123K1
249JOURNEY STRATEGIC WEALTH LLC$122K1
250Quotient Wealth Partners, LLC$118K1
251AE Wealth Management LLC$112K1
252Occidental Asset Management, LLC$112K1
253TCTC Holdings, LLC$110K1
254AIRE ADVISORS, LLC$108K1
255CIDEL ASSET MANAGEMENT INC$108K1
256NOMURA ASSET MANAGEMENT CO LTD$107K1
257GeoWealth Management, LLC$106K1
258Siemens Fonds Invest GmbH$105K1
259SILVER OAK SECURITIES, INCORPORATED$105K1
260Strategies Wealth Advisors, LLC$105K1
261Ifrah Financial Services, Inc.$104K1
262Claro Advisors Inc.$103K1
263HB Wealth Management, LLC$103K1
264PROFUND ADVISORS LLC$103K1
265COLDSTREAM CAPITAL MANAGEMENT INC$100K1
266TRUIST FINANCIAL CORP$99.8K1
267CAXTON ASSOCIATES LLP$99.1K1
268Jain Global LLC$96.5K1
269Curat Global, LLC$95.8K1
270SHELTON CAPITAL MANAGEMENT$95.7K1
271Perigon Wealth Management, LLC$93.9K1
272Avidian Wealth Enterprises, LLC$92.1K1
273Qtron Investments LLC$91.7K1
274Peak Wealth Management LLC$91.7K1
275Caitong International Asset Management Co., Ltd$90.0K1
276Quarry LP$80.2K1
277Annis Gardner Whiting Capital Advisors, LLC$79.3K1
278US BANCORP \DE\$68.7K1
279State of Wyoming$64.5K1
280BNP Paribas Asset Management Holding S.A.$61.0K1
281Tower Research Capital LLC (TRC)$57.2K1
282Salomon & Ludwin, LLC$43.4K1
283Larson Financial Group LLC$41.2K1
284Able Wealth Management LLC$37.2K1
285Caldwell Trust Co$36.9K1
286MAI Capital Management$36.7K1
287Federation des caisses Desjardins du Quebec$30.8K1
288Wilmington Savings Fund Society, FSB$28.5K1
289WPG Advisers, LLC$27.8K1
290Steward Partners Investment Advisory, LLC$25.7K1
291WealthCollab, LLC$25.1K1
292Allworth Financial LP$24.1K1
293Investors Research Corp$23.6K1
294Hickory Point Bank & Trust$21.8K1
295GHP Investment Advisors, Inc.$21.6K1
296MATHER GROUP, LLC.$21.3K1
297Avalon Trust Co$21.0K1
298UMB Bank, n.a.$19.8K1
299Parkside Financial Bank & Trust$19.1K1
300Blue Trust, Inc.$17.5K1
301Destiny Wealth Partners, LLC$16.9K1
302GABLES CAPITAL MANAGEMENT INC.$16.7K1
303Bell Investment Advisors, Inc$14.6K1
304NATIONAL BANK OF CANADA /FI/$14.0K1
305Smallwood Wealth Investment Management, LLC$14.0K1
306FINANCIAL CONSULATE, INC$13.1K1
307TD Waterhouse Canada Inc.$12.7K1
308BROWN, LISLE/CUMMINGS, INC.$12.6K1
309Triumph Capital Management$12.2K1
310NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.0K1
311True Wealth Design, LLC$8.9K1
312Cassaday & Co Wealth Management LLC$8.7K1
313INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8.2K1
314TOTH FINANCIAL ADVISORY CORP$7.0K1
315Manchester Capital Management LLC$6.6K1
316Bayforest Capital Ltd$5.8K1
317Medallion Wealth Advisors, LLC$4.8K1
318Keating Financial Advisory Services, Inc.$4.1K1
319Crewe Advisors LLC$4.1K1
320Mitsubishi UFJ Asset Management Co., Ltd.$3.7K1
321Godfrey Financial Associates, Inc.$3.7K1
322MV CAPITAL MANAGEMENT, INC.$3.7K1
323CVA Family Office, LLC$3.4K1
324Intentional Wealth Strategies, LLC$3.4K1
325Signature Resources Capital Management, LLC$2.9K1
326THRIVENT FINANCIAL FOR LUTHERANS$2.6K1
327CANADA LIFE ASSURANCE Co$2.6K1
328Kilter Group LLC$2.4K1
329West Branch Capital LLC$2.4K1
330Penserra Capital Management LLC$2.3K1
331Wall Street Financial Group, Inc.$2.2K1
332JFS WEALTH ADVISORS, LLC$2.1K1
333Signature Equity Partners, LLC$2.1K1
334Dogwood Wealth Management LLC$2.0K1
335Investors Portfolio Services LLC$2.0K1
336Atlantic Union Bankshares Corp$1.9K1
337WEBSTER BANK, N. A.$1.7K1
338Darwin Wealth Management, LLC$1.7K1
339ASSETMARK, INC$1.7K1
340DekaBank Deutsche Girozentrale$1.7K1
341Smartleaf Asset Management LLC$1.5K1
342CALDWELL SUTTER CAPITAL, INC.$1.5K1
343Transamerica Financial Advisors, LLC$1.5K1
344State of Alaska, Department of Revenue$1.5K1
345Retirement Wealth Solutions LLC$1.4K1
346Rialto Wealth Management, LLC$1.4K1
347Treasurer of the State of North Carolina$1.2K1
348Clearstead Trust, LLC$1.2K1
349Spire Wealth Management$9951
350QUADRANT CAPITAL GROUP LLC$9431
351Moisand Fitzgerald Tamayo, LLC$8731
352TFC Financial Management, Inc.$8731
353Kentucky Retirement Systems$7871
354ELEVATION WEALTH PARTNERS, LLC$7861
355Ankerstar Wealth, LLC$7251
356Virginia Estate & Retirement Planning Advisors Inc.$6991
357Frazier Financial Advisors, LLC$6471
358Hilton Head Capital Partners, LLC$5851
359DiNuzzo Private Wealth, Inc.$5771
360NATIXIS ADVISORS, LLC$5751
361Breakwater Investment Management$5591
362Cromwell Holdings LLC$4891
363GILPIN WEALTH MANAGEMENT, LLC$4631
364SJS Investment Consulting Inc.$3761
365PARK AVENUE SECURITIES LLC$3661
366Vestcor Inc$2351
367GSA CAPITAL PARTNERS LLP$2331
368Prestige Wealth Management Group LLC$2101
369HFM Investment Advisors, LLC$1921
370Vermillion Wealth Management, Inc.$1831
371Greenwich Wealth Management LLC$1251
372KBC Group NV$1111
373Altshuler Shaham Ltd$91
374Raleigh Capital Management Inc.$21
375Avion Wealth$11
376Capital Advisors, Ltd. LLC$01
377VANGUARD GROUP INC— value not disclosed1
378&PARTNERS— value not disclosed1
379HARBOUR INVESTMENTS, INC.— value not disclosed1
380DELTA ASSET MANAGEMENT LLC/TN— value not disclosed1
381PANAGORA ASSET MANAGEMENT INC— value not disclosed1
382COMERICA BANK— value not disclosed1
383VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
384D. E. Shaw & Co., Inc.— value not disclosed1
385BARR E S & CO— value not disclosed1
386ICON ADVISERS INC/CO— value not disclosed1
387SIG BROKERAGE, LP— value not disclosed1
388CSS LLC/IL— value not disclosed1
389NOMURA HOLDINGS INC— value not disclosed1
390NATIXIS— value not disclosed1
391FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.— value not disclosed1
392CIBC Private Wealth Group LLC— value not disclosed1
393Baker Ellis Asset Management LLC— value not disclosed1
394NORGES BANK— value not disclosed1
395J.W. COLE ADVISORS, INC.— value not disclosed1
396CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
397Sigma Planning Corp— value not disclosed1
398Verition Fund Management LLC— value not disclosed1
399HRT FINANCIAL LP— value not disclosed1
400TWO SIGMA ADVISERS, LP— value not disclosed1
401Leonteq Securities AG— value not disclosed1
402EP Wealth Advisors, LLC— value not disclosed1
403Sequoia Financial Advisors, LLC— value not disclosed1
404KESTRA PRIVATE WEALTH SERVICES, LLC— value not disclosed1
405Numerai GP LLC— value not disclosed1
406OneDigital Investment Advisors LLC— value not disclosed1
407McIlrath & Eck, LLC— value not disclosed1
408DV Trading LLC— value not disclosed1
409ExodusPoint Capital Management, LP— value not disclosed1
410Semanteon Capital Management, LP— value not disclosed1
411Elo Mutual Pension Insurance Co— value not disclosed1
412Global Retirement Partners, LLC— value not disclosed1
413Qsemble Capital Management, LP— value not disclosed1
414TWINBEECH CAPITAL LP— value not disclosed1
415Deseret Mutual Benefit Administrators— value not disclosed1
416Physician Wealth Advisors, Inc.— value not disclosed1
417Fourth Sail Capital LP— value not disclosed1
418Aquatic Capital Management LLC— value not disclosed1
419OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
420XTX Topco Ltd— value not disclosed1
421DV EQUITIES, LLC— value not disclosed1
422Y.D. More Investments Ltd— value not disclosed1
423Activest Wealth Management— value not disclosed1
424AlphaQuest LLC— value not disclosed1
425SageView Advisory Group, LLC— value not disclosed1
426ParaFi Capital LP— value not disclosed1
427iSAM Funds (UK) Ltd— value not disclosed1
428Dunhill Financial, LLC— value not disclosed1
429Envestnet Portfolio Solutions, Inc.— value not disclosed1
430Freestone Grove Partners LP— value not disclosed1
431LB Partners LLC— value not disclosed1
432Turning Point Benefit Group, Inc.— value not disclosed1
433NDVR, Inc.— value not disclosed1
434Scientech Research LLC— value not disclosed1
435Diversify Advisory Services, LLC— value not disclosed1
436Meridiem Capital Partners LP— value not disclosed1
437Massar Capital Management, LP— value not disclosed1
438Aster Capital Management (DIFC) Ltd— value not disclosed1
439FLORIDA FINANCIAL ADVISORS, LLC— value not disclosed1
440North Dakota State Investment Board— value not disclosed1
Truncated by Public Filings. Every one of the 376 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 WU

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WU · financials and macro

Financials — as filed PLANNED

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