Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

SERVICE CORP INTL · common stock · Q1 2026 · 6 members disclosed SCI ↗

13F filers reporting this class for the quarter ended 2026-03-31: 413
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $8.4B
holders whose share count rose or who opened the position (new + add), by shares: 182
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 54

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of SCI ranked by reported value, 1–25 of 476 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.2B	14,248,303	+243,026	ADD
2	BAILLIE GIFFORD & CO	$710M	8,605,439	−555,970	TRIM
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$577M	6,997,939	—	NO PRIOR
4	Select Equity Group, L.P.	$504M	6,113,751	−312,834	TRIM
5	FMR LLC	$496M	6,011,549	−699,156	TRIM
6	VANGUARD CAPITAL MANAGEMENT LLC	$495M	5,999,374	—	NO PRIOR
7	STATE STREET CORP	$363M	4,401,510	+4,626	ADD
8	Swedbank AB	$344M	4,168,096	+474,392	ADD
9	Invesco Ltd.	$299M	3,625,765	+3,246,964	ADD
10	MORGAN STANLEY	$286M	3,464,763	+184,510	ADD
11	DIMENSIONAL FUND ADVISORS LP	$189M	2,287,873	+102,023	ADD
12	FIL Ltd	$173M	2,094,893	−11,137	TRIM
13	ALLIANCEBERNSTEIN L.P.	$161M	2,068,807	−22,228	TRIM
14	Capital International Investors	$135M	1,630,975	+3,092	ADD
15	NORDEA INVESTMENT MANAGEMENT AB	$132M	1,617,269	+538,413	ADD
16	HighTower Advisors, LLC	$122M	1,473,006	+1,160	ADD
17	BANK OF AMERICA CORP /DE/	$114M	1,376,924	+30,878	ADD
18	NORTHERN TRUST CORP	$111M	1,340,117	+25,564	ADD
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$103M	1,246,343	−353,262	TRIM
20	FIRST MANHATTAN CO. LLC.	$96.0M	1,162,964	−23,917	TRIM
21	DEUTSCHE BANK AG\	$87.1M	1,055,520	+45,149	ADD
22	UBS Group AG	$83.7M	1,014,965	−50,693	TRIM
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$81.2M	984,255	+21,878	ADD
24	VANGUARD FIDUCIARY TRUST CO	$70.9M	858,942	—	NO PRIOR
25	PRINCIPAL FINANCIAL GROUP INC	$59.6M	722,372	−88,955	TRIM

Show all 476 holders

13F holders of SCI ranked by reported value, 26–476 of 476 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	AQR CAPITAL MANAGEMENT LLC	$54.9M	666,556	−306,855	TRIM
27	TWO SIGMA INVESTMENTS, LP	$52.0M	629,861	+382,512	ADD
28	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$51.8M	627,713	+627,713	NEW
29	FEDERATED HERMES, INC.	$51.6M	625,642	+143,093	ADD
30	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$46.2M	559,856	+88,545	ADD
31	WELLINGTON MANAGEMENT GROUP LLP	$39.2M	475,571	−2,487	TRIM
32	D. E. Shaw & Co., Inc.	$35.1M	425,680	+180,656	ADD
33	COMGEST GLOBAL INVESTORS S.A.S.	$34.2M	414,572	−92,800	TRIM
34	RFG Advisory, LLC	$33.8M	409,838	−1,589	TRIM
35	TD ASSET MANAGEMENT INC	$32.5M	394,268	+77,068	ADD
36	Nuveen, LLC	$31.7M	384,024	−3,010	TRIM
37	Candriam S.C.A.	$29.7M	360,195	+360,195	NEW
38	Norinchukin Bank, The	$29.3M	355,014	−16,000	TRIM
39	Global Alpha Capital Management Ltd.	$28.7M	347,647	+347,647	NEW
40	Gotham Asset Management, LLC	$27.6M	334,340	+81,574	ADD
41	Retirement Systems of Alabama	$27.1M	327,883	+2,442	ADD
42	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$26.6M	322,038	−36,360	TRIM
43	ProShare Advisors LLC	$26.2M	317,970	+312,349	ADD
44	CWM, LLC	$24.8M	301,173	−13,056	TRIM
45	Amundi	$24.6M	297,819	−108,829	TRIM
46	Swiss National Bank	$22.9M	277,500	0	NO CHANGE
47	FRANKLIN RESOURCES INC	$22.7M	275,007	+243,691	ADD
48	RAYMOND JAMES FINANCIAL INC	$20.9M	253,277	+5,639	ADD
49	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$20.3M	246,311	+246,311	NEW
50	Sequoia Financial Advisors, LLC	$17.3M	210,263	−2,740	TRIM
51	Legal & General Group Plc	$16.4M	198,762	−20,061	TRIM
52	ALPS ADVISORS INC	$15.4M	186,393	−9,044	TRIM
53	ENVESTNET ASSET MANAGEMENT INC	$15.1M	183,359	+63,856	ADD
54	Perpetual Ltd	$15.1M	183,096	+2,818	ADD
55	Universal- Beteiligungs- und Servicegesellschaft mbH	$13.9M	168,512	+11,560	ADD
56	GROUPAMA ASSET MANAGMENT	$13.7M	166,382	+37,037	ADD
57	PANAGORA ASSET MANAGEMENT INC	$13.6M	165,130	+136,173	ADD
58	BARCLAYS PLC	$13.3M	161,626	+57,530	ADD
59	LPL Financial LLC	$13.2M	159,553	+2,081	ADD
60	WELLS FARGO & COMPANY/MN	$12.8M	154,651	+3,838	ADD
61	ASSETMARK, INC	$12.4M	150,485	+119,674	ADD
62	STATE OF WISCONSIN INVESTMENT BOARD	$12.3M	148,776	+43,611	ADD
63	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$10.7M	129,886	−47	TRIM
64	Fisher Asset Management, LLC	$10.5M	127,093	−3,904	TRIM
65	VANGUARD ASSET MANAGEMENT, Ltd	$10.3M	124,342	—	NO PRIOR
66	Aptus Capital Advisors, LLC	$10.2M	123,572	+1,582	ADD
67	Trexquant Investment LP	$9.4M	114,430	−108,771	TRIM
68	ROYAL BANK OF CANADA	$8.9M	108,128	+27,875	ADD
69	SEI INVESTMENTS CO	$8.9M	107,315	−2,492	TRIM
70	CIBC Bancorp USA Inc.	$8.5M	103,224	—	NO PRIOR
71	AMF Tjanstepension AB	$8.2M	99,465	+9,749	ADD
72	Rockefeller Capital Management L.P.	$8.1M	97,599	−5,763	TRIM
73	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$8.0M	97,243	−2,828	TRIM
74	Quantinno Capital Management LP	$7.7M	93,452	+15,530	ADD
75	JGP Wealth Management, LLC	$7.2M	87,760	−14,110	TRIM
76	NEW YORK STATE COMMON RETIREMENT FUND	$6.5M	78,621	+1,400	ADD
77	Nordwand Advisors, LLC	$6.2M	75,100	+100	ADD
78	GATEWAY INVESTMENT ADVISERS LLC	$5.9M	72,050	+1,556	ADD
79	Janus Henderson Group Ltd.	$5.1M	61,527	0	NO CHANGE
80	Vanguard Global Advisers, LLC	$4.9M	58,983	—	NO PRIOR
81	New Age Alpha Advisors, LLC	$4.8M	57,655	−2,239	TRIM
82	Castlefield Investment Partners LLP	$4.4M	53,696	+53,557	ADD
83	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.4M	53,354	−4,986	TRIM
84	JLB & ASSOCIATES INC	$4.4M	52,968	−1,167	TRIM
85	Zurcher Kantonalbank (Zurich Cantonalbank)	$4.2M	50,963	+50,963	NEW
86	Bell Asset Management Ltd	$4.2M	50,816	−5,116	TRIM
87	Pathstone Holdings, LLC	$3.9M	46,781	−1,320	TRIM
88	FIRST TRUST ADVISORS LP	$3.8M	46,422	+5,024	ADD
89	Connor, Clark & Lunn Investment Management Ltd.	$3.7M	44,617	+35,767	ADD
90	YOUSIF CAPITAL MANAGEMENT, LLC	$3.5M	42,450	−2,457	TRIM
91	Southeast Asset Advisors, LLC	$3.5M	42,142	−1,764	TRIM
92	CITIGROUP INC	$3.4M	41,296	−1,463	TRIM
93	Allianz Asset Management GmbH	$3.4M	40,855	−17,106	TRIM
94	Aristotle Capital Boston, LLC	$3.3M	40,187	+553	ADD
95	Cerity Partners LLC	$3.3M	39,563	−717	TRIM
96	FIFTH THIRD BANCORP	$3.3M	39,556	+38,005	ADD
97	State of New Jersey Common Pension Fund D	$3.2M	39,061	−706	TRIM
98	Consolidated Investment Group LLC	$3.2M	38,635	+1,190	ADD
99	Arizona State Retirement System	$3.2M	38,528	−810	TRIM
100	AE Wealth Management LLC	$3.1M	37,881	+31,739	ADD
101	Stanley-Laman Group, Ltd.	$3.0M	36,338	+1,156	ADD
102	PRUDENTIAL FINANCIAL INC	$2.9M	35,437	−32,313	TRIM
103	Holocene Advisors, LP	$2.9M	35,387	+35,387	NEW
104	Vanguard Investments Australia, Ltd.	$2.9M	35,192	—	NO PRIOR
105	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.9M	34,883	−196	TRIM
106	AMERICAN CENTURY COMPANIES INC	$2.8M	34,343	−935	TRIM
107	PALISADE CAPITAL MANAGEMENT, LP	$2.8M	34,312	−7,759	TRIM
108	STATE OF MICHIGAN RETIREMENT SYSTEM	$2.8M	33,462	+300	ADD
109	Creative Planning	$2.7M	33,098	+1,668	ADD
110	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$2.7M	33,020	−1,530	TRIM
111	Linden Thomas Advisory Services, LLC	$2.7M	32,992	+892	ADD
112	D.A. DAVIDSON & CO.	$2.7M	32,562	+32,562	NEW
113	2Xideas AG	$2.6M	31,850	−4,524	TRIM
114	CLOUGH CAPITAL PARTNERS L P	$2.6M	31,659	+973	ADD
115	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.6M	31,190	−174	TRIM
116	OSAIC HOLDINGS, INC.	$2.4M	29,588	−8,125	TRIM
117	Compagnie Lombard Odier SCmA	$2.4M	29,210	−2,132	TRIM
118	TEACHER RETIREMENT SYSTEM OF TEXAS	$2.4M	28,639	+4,324	ADD
119	CREDIT AGRICOLE S A	$2.4M	28,628	0	NO CHANGE
120	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.4M	28,609	+28,609	NEW
121	Westerkirk Capital Inc.	$2.3M	27,500	0	NO CHANGE
122	TRUIST FINANCIAL CORP	$2.2M	27,014	−8,805	TRIM
123	INTECH INVESTMENT MANAGEMENT LLC	$2.2M	26,878	+5,079	ADD
124	Federation des caisses Desjardins du Quebec	$2.2M	26,245	+7,155	ADD
125	COLDSTREAM CAPITAL MANAGEMENT INC	$2.2M	26,130	−3,146	TRIM
126	LRT Capital Management, LLC	$2.2M	26,100	+26,100	NEW
127	Capital International, Inc./CA/	$2.1M	26,010	−5,320	TRIM
128	Ameritas Investment Partners, Inc.	$2.1M	25,691	0	NO CHANGE
129	BANK OF MONTREAL /CAN/	$2.1M	25,073	−54	TRIM
130	NATIONAL BANK OF CANADA /FI/	$2.0M	24,089	+278	ADD
131	Pictet Asset Management Holding SA	$1.9M	23,422	+1,944	ADD
132	CITADEL ADVISORS LLC	$1.9M	23,109	−277,257	TRIM
133	OLD NATIONAL BANCORP /IN/	$1.9M	22,979	+22,979	NEW
134	Utah Retirement Systems	$1.8M	22,161	−1,026	TRIM
135	Summit Trail Advisors, LLC	$1.8M	22,030	+5,955	ADD
136	VICTORY CAPITAL MANAGEMENT INC	$1.8M	21,765	+1,061	ADD
137	Asset Management One Co., Ltd.	$1.8M	21,793	−1,283	TRIM
138	Vanguard Personalized Indexing Management, LLC	$1.7M	21,064	+2,958	ADD
139	Henshaw Capital LLC	$1.7M	20,729	—	NO PRIOR
140	RBF Capital, LLC	$1.7M	20,000	−20,000	TRIM
141	GREAT LAKES ADVISORS, LLC	$1.6M	19,258	+1,383	ADD
142	MML INVESTORS SERVICES, LLC	$1.6M	19,237	+8,306	ADD
143	COMMONWEALTH EQUITY SERVICES, LLC	$1.6M	19,024	−261	TRIM
144	Cetera Investment Advisers	$1.5M	18,115	+1,155	ADD
145	HOWLAND CAPITAL MANAGEMENT LLC	$1.5M	17,814	0	NO CHANGE
146	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.5M	17,613	−29,824	TRIM
147	Quintet Private Bank (Europe) S.A.	$1.4M	17,133	−7,283	TRIM
148	NewEdge Advisors, LLC	$1.4M	17,123	+17,123	NEW
149	XPONANCE LLC	$1.4M	17,011	+3,778	ADD
150	LGT Fund Management Co Ltd.	$1.4M	17,000	0	NO CHANGE
151	ONTARIO TEACHERS PENSION PLAN BOARD	$1.4M	16,604	−9,620	TRIM
152	Callan Family Office, LLC	$1.4M	16,555	−3,136	TRIM
153	Walleye Trading LLC	$1.3M	16,320	+13,859	ADD
154	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.3M	16,191	+3,852	ADD
155	PRINCIPAL SECURITIES, INC.	$1.3M	15,908	+13,184	ADD
156	AlTi Global, Inc.	$1.3M	15,836	−25	TRIM
157	LEAVELL INVESTMENT MANAGEMENT, INC.	$1.2M	15,024	0	NO CHANGE
158	BANK OF NOVA SCOTIA	$1.2M	14,764	+9,705	ADD
159	Lee Financial Co	$1.2M	14,553	−76	TRIM
160	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.2M	13,683	−6,177	TRIM
161	Northwest & Ethical Investments L.P.	$1.1M	13,899	−258	TRIM
162	M&T BANK CORP	$1.1M	13,873	−413	TRIM
163	IAMS WEALTH MANAGEMENT, LLC	$1.1M	13,628	+439	ADD
164	Prospera Financial Services Inc	$1.1M	13,486	+1,320	ADD
165	Monument Capital Management	$1.0M	12,465	−206	TRIM
166	Empowered Funds, LLC	$1.0M	12,357	+12,357	NEW
167	Perbak Capital Partners LLP	$1.0M	12,296	+6,854	ADD
168	PINNACLE ASSOCIATES LTD	$1.0M	12,121	0	NO CHANGE
169	Mirabaud Asset Management Ltd	$994K	12,188	−4,703	TRIM
170	VOYA INVESTMENT MANAGEMENT LLC	$980K	11,882	−253	TRIM
171	Maia Wealth LLC	$980K	11,873	0	NO CHANGE
172	EXCHANGE TRADED CONCEPTS, LLC	$962K	11,654	−942	TRIM
173	Crossmark Global Holdings, Inc.	$950K	11,518	—	NO PRIOR
174	Sanctuary Advisors, LLC	$933K	11,313	−73	TRIM
175	Union Bancaire Privee, UBP SA	$928K	10,846	−3,295	TRIM
176	OPPENHEIMER & CO INC	$908K	11,005	0	NO CHANGE
177	LETSON INVESTMENT MANAGEMENT, INC.	$907K	10,997	0	NO CHANGE
178	Centiva Capital, LP	$907K	10,996	+10,996	NEW
179	TCM Advisors, LLC	$876K	10,618	+500	ADD
180	SECURIAN ASSET MANAGEMENT, INC	$843K	10,216	0	NO CHANGE
181	Aquatic Capital Management LLC	$834K	10,102	+781	ADD
182	Aurdan Capital Management, LLC	$824K	9,984	−3,356	TRIM
183	FIDUCIARY TRUST CO	$812K	9,845	0	NO CHANGE
184	MERCER GLOBAL ADVISORS INC /ADV	$805K	9,760	−1,321	TRIM
185	Lighthouse Investment Partners, LLC	$798K	9,670	+5,070	ADD
186	Capital Investment Advisory Services, LLC	$796K	9,652	−44	TRIM
187	Chevy Chase Trust Holdings, LLC	$796K	9,651	+9,651	NEW
188	MACKENZIE FINANCIAL CORP	$767K	9,290	−1,557	TRIM
189	Procyon Advisors, LLC	$737K	8,937	−40	TRIM
190	Compound Planning, Inc.	$735K	8,908	−859	TRIM
191	COMMERCE BANK	$731K	8,857	+145	ADD
192	Swiss Life Asset Management Ltd	$713K	8,639	+1,904	ADD
193	RITHOLTZ WEALTH MANAGEMENT	$686K	8,318	+517	ADD
194	HBK Sorce Advisory LLC	$686K	8,821	−712	TRIM
195	&PARTNERS	$670K	8,114	−871	TRIM
196	GUGGENHEIM CAPITAL LLC	$659K	7,981	+7,981	NEW
197	Merit Financial Group, LLC	$629K	7,626	−26,914	TRIM
198	Ensign Peak Advisors, Inc	$602K	7,293	−7,207	TRIM
199	Ascent Wealth Partners, LLC	$598K	7,248	−345	TRIM
200	US BANCORP \DE\	$592K	7,180	−163	TRIM
201	WADDELL & ASSOCIATES, LLC	$582K	7,057	−369	TRIM
202	HB Wealth Management, LLC	$573K	6,944	−1,405	TRIM
203	Global Trust Asset Management, LLC	$570K	6,905	−75	TRIM
204	Tranquility Partners, LLC	$567K	6,872	−227	TRIM
205	Waverly Advisors, LLC	$551K	6,681	+3,121	ADD
206	FORA Capital, LLC	$548K	6,642	+6,642	NEW
207	Larson Financial Group LLC	$547K	6,629	−786	TRIM
208	Maryland State Retirement & Pension System	$542K	6,570	0	NO CHANGE
209	Focus Partners Wealth	$542K	6,565	−3,987	TRIM
210	HSBC HOLDINGS PLC	$537K	6,508	−147,062	TRIM
211	Baird Financial Group, Inc.	$535K	6,481	+6,481	NEW
212	Brooklyn Investment Group	$534K	6,476	+2,760	ADD
213	Sepio Capital, LP	$533K	6,464	+1,973	ADD
214	JANE STREET GROUP, LLC	$523K	6,338	+1,290	ADD
215	MASTERINVEST Kapitalanlage GmbH	$510K	6,181	+6,181	NEW
216	Corient Private Wealth LLC	$509K	6,251	−100,857	TRIM
217	CRAWFORD INVESTMENT COUNSEL INC	$498K	6,040	−1	TRIM
218	CIBC WORLD MARKET INC.	$495K	6,005	−528	TRIM
219	Modern Wealth Management, LLC	$494K	5,961	+5,961	NEW
220	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$493K	5,976	+5,976	NEW
221	Empirical Finance, LLC	$489K	5,931	0	NO CHANGE
222	STEPHENS INC /AR/	$485K	5,875	+875	ADD
223	BUCKHEAD CAPITAL MANAGEMENT LLC	$465K	5,635	0	NO CHANGE
224	BBR PARTNERS, LLC	$463K	5,608	+5,608	NEW
225	AIRE ADVISORS, LLC	$454K	5,500	0	NO CHANGE
226	LONDON CO OF VIRGINIA	$447K	5,416	0	NO CHANGE
227	LWM Advisory Services, LLC	$438K	5,303	−11	TRIM
228	STIFEL FINANCIAL CORP	$433K	5,254	−400	TRIM
229	FINANCIAL MANAGEMENT NETWORK INC	$431K	5,171	+825	ADD
230	CIBC Asset Management Inc	$417K	5,049	0	NO CHANGE
231	Concurrent Investment Advisors, LLC	$416K	5,040	+1,429	ADD
232	nVerses Capital, LLC	$409K	4,960	+4,960	NEW
233	Cadent Capital Advisors, LLC	$389K	4,715	+14	ADD
234	Allspring Global Investments Holdings, LLC	$389K	4,695	+340	ADD
235	QUADRANT CAPITAL GROUP LLC	$384K	4,655	−5,161	TRIM
236	Kestra Advisory Services, LLC	$377K	4,569	−149	TRIM
237	SHELTON CAPITAL MANAGEMENT	$375K	4,539	−206	TRIM
238	Tower Research Capital LLC (TRC)	$374K	4,538	−1,165	TRIM
239	Allworth Financial LP	$369K	4,475	+127	ADD
240	Engineers Gate Manager LP	$362K	4,391	−10,752	TRIM
241	Private Advisor Group, LLC	$351K	4,258	−802	TRIM
242	Vise Technologies, Inc.	$348K	4,460	0	NO CHANGE
243	Laird Norton Wetherby Trust Company, LLC	$347K	4,210	−634	TRIM
244	Indie Asset Partners, LLC	$343K	4,161	0	NO CHANGE
245	ABN AMRO INVESTMENT SOLUTIONS	$334K	4,050	+4,050	NEW
246	Corient IA LLC	$333K	4,040	−960	TRIM
247	Lombard Odier Asset Management (USA) Corp	$333K	4,035	+4,035	NEW
248	EVERGREEN CAPITAL MANAGEMENT LLC	$331K	4,009	+4,009	NEW
249	North Dakota State Investment Board	$329K	3,987	−939	TRIM
250	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$327K	3,958	+3,958	NEW
251	Tidal Investments LLC	$325K	3,933	+31	ADD
252	CANADA PENSION PLAN INVESTMENT BOARD	$322K	3,900	+3,900	NEW
253	Geneos Wealth Management Inc.	$321K	3,889	+2,022	ADD
254	Steward Partners Investment Advisory, LLC	$315K	3,821	+289	ADD
255	JOURNEY STRATEGIC WEALTH LLC	$311K	3,766	+37	ADD
256	Summit Financial, LLC	$306K	3,710	+210	ADD
257	Ashton Thomas Private Wealth, LLC	$306K	3,706	+553	ADD
258	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$305K	3,700	+3,700	NEW
259	MGO ONE SEVEN LLC	$304K	3,689	+113	ADD
260	Compass Advisory Group LLC	$299K	3,623	0	NO CHANGE
261	Empower Advisory Group, LLC	$292K	3,544	−2,799	TRIM
262	Atria Investments, Inc	$288K	3,492	+425	ADD
263	Vident Advisory, LLC	$286K	3,467	−95	TRIM
264	Proficio Capital Partners LLC	$283K	3,432	−5	TRIM
265	Delta Investment Management, LLC	$282K	3,418	0	NO CHANGE
266	WORLDQUANT MILLENNIUM ADVISORS LLC	$281K	3,407	−11,173	TRIM
267	Truvestments Capital LLC	$280K	3,390	0	NO CHANGE
268	SNS Financial Group, LLC	$278K	3,366	−7,908	TRIM
269	Kingsview Wealth Management, LLC	$274K	3,326	+3,326	NEW
270	Marks Group Wealth Management, Inc	$270K	3,273	+461	ADD
271	Ethic Inc.	$268K	3,254	+25	ADD
272	UNIVERSITY OF CHICAGO	$268K	3,250	0	NO CHANGE
273	BNP Paribas Asset Management Holding S.A.	$266K	3,225	+954	ADD
274	Meiji Yasuda Asset Management Co Ltd.	$265K	3,212	−5	TRIM
275	Lido Advisors, LLC	$265K	3,206	−254	TRIM
276	SEEDS INVESTOR LLC	$260K	3,162	+201	ADD
277	Fairfield Financial Advisors, LTD	$259K	3,137	−239	TRIM
278	PROFUND ADVISORS LLC	$251K	3,039	+45	ADD
279	S Harris Financial Group, LLC	$250K	3,030	+13	ADD
280	JACOBSON & SCHMITT ADVISORS, LLC	$248K	3,000	0	NO CHANGE
281	InTrack Investment Management Inc	$248K	3,000	0	NO CHANGE
282	Savvy Advisors, Inc.	$247K	2,994	−381	TRIM
283	Point Windward Advisors Inc.	$246K	2,982	0	NO CHANGE
284	Horst & Graben Wealth Management LLC	$245K	2,839	0	NO CHANGE
285	PATRON PARTNERS, LLC	$239K	2,900	0	NO CHANGE
286	PLIMOTH TRUST CO LLC	$236K	2,860	0	NO CHANGE
287	Beacon Pointe Advisors, LLC	$236K	2,854	+2,854	NEW
288	Man Group plc	$233K	2,829	+2,829	NEW
289	Stratos Wealth Partners, LTD.	$231K	2,798	−536	TRIM
290	Legacy Capital Wealth Partners, LLC	$229K	2,775	−1,499	TRIM
291	SIGNATUREFD, LLC	$229K	2,771	−33	TRIM
292	Eurizon Capital SGR S.p.A.	$223K	2,717	+579	ADD
293	KESTRA PRIVATE WEALTH SERVICES, LLC	$220K	2,668	−4	TRIM
294	Advisors Capital Management, LLC	$218K	2,638	+5	ADD
295	Orion Porfolio Solutions, LLC	$217K	2,626	+47	ADD
296	Walleye Capital LLC	$214K	2,592	+2,592	NEW
297	Global Financial Private Client, LLC	$213K	2,579	+2,579	NEW
298	Caerus Investment Advisors, LLC	$212K	2,573	−522	TRIM
299	Graves Light Lenhart Wealth, Inc.	$211K	2,553	+2,553	NEW
300	Barnes Wealth Management Group, Inc	$209K	2,536	+2,536	NEW
301	Sargent Investment Group, LLC	$208K	2,523	+2,523	NEW
302	Tranquilli Financial Advisor LLC	$208K	2,523	+2,523	NEW
303	Brookmont Capital Management	$207K	2,509	−238	TRIM
304	CADINHA & CO LLC	$206K	2,495	+2,495	NEW
305	Founders Capital Management	$149K	1,800	0	NO CHANGE
306	UMB Bank, n.a.	$139K	1,689	−97	TRIM
307	GROUP ONE TRADING LLC	$138K	1,674	+1,598	ADD
308	Clearstead Advisors, LLC	$112K	1,362	−521	TRIM
309	Smartleaf Asset Management LLC	$108K	1,330	+160	ADD
310	NOMURA ASSET MANAGEMENT CO LTD	$99.8K	1,210	+420	ADD
311	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$87.7K	1,063	−5,819	TRIM
312	Avalon Trust Co	$82.5K	1,000	0	NO CHANGE
313	Spire Wealth Management	$77.0K	933	+114	ADD
314	Destiny Wealth Partners, LLC	$71.9K	871	+871	NEW
315	TD Waterhouse Canada Inc.	$71.4K	862	−58	TRIM
316	STEPH & CO	$69.7K	845	−80	TRIM
317	GABLES CAPITAL MANAGEMENT INC.	$67.0K	812	0	NO CHANGE
318	MAI Capital Management	$64.5K	782	+42	ADD
319	VISION FINANCIAL MARKETS LLC	$54.3K	659	+3	ADD
320	TRUST CO OF TOLEDO NA /OH/	$48.8K	591	0	NO CHANGE
321	Asset Dedication, LLC	$48.4K	586	0	NO CHANGE
322	Annis Gardner Whiting Capital Advisors, LLC	$47.0K	570	+70	ADD
323	Premier Fund Managers Ltd	$44.5K	545,761	−102,629	TRIM
324	NFSG Corp	$39.0K	473	+2	ADD
325	Aster Capital Management (DIFC) Ltd	$37.0K	461	+461	NEW
326	Parkside Financial Bank & Trust	$35.2K	427	−51	TRIM
327	Blue Trust, Inc.	$33.4K	405	−82	TRIM
328	ACADIAN ASSET MANAGEMENT LLC	$33.0K	400,369	−56,057	TRIM
329	Maj Invest Holding A/S	$30.9K	374,929	−2,650	TRIM
330	Mitsubishi UFJ Asset Management Co., Ltd.	$21.8K	264	0	NO CHANGE
331	N.E.W. Advisory Services LLC	$21.7K	263	+1	ADD
332	C WorldWide Group Holding A/S	$18.9K	229,430	−16,998	TRIM
333	Lavaca Capital LLC	$16.8K	203	0	NO CHANGE
334	Axiom Investment Management LLC	$16.5K	200	—	NO PRIOR
335	HOEY INVESTMENTS, INC	$16.0K	194	0	NO CHANGE
336	Investment Research & Advisory Group, Inc.	$13.1K	159	+1	ADD
337	CVA Family Office, LLC	$12.6K	153	+153	NEW
338	Center for Financial Planning, Inc.	$12.3K	149	0	NO CHANGE
339	Financial Freedom, LLC	$10.4K	126	+126	NEW
340	HRT FINANCIAL LP	$10.3K	124,637	+85,708	ADD
341	GHP Investment Advisors, Inc.	$10.2K	124	+2	ADD
342	CHILTON CAPITAL MANAGEMENT LLC	$10.1K	122	0	NO CHANGE
343	SJS Investment Consulting Inc.	$10.0K	121	−18	TRIM
344	Leonteq Securities AG	$9.9K	120	−49	TRIM
345	Caitlin John, LLC	$9.9K	120	0	NO CHANGE
346	FARMERS & MERCHANTS INVESTMENTS INC	$9.5K	115	0	NO CHANGE
347	Arax Advisory Partners	$9.3K	113	−90	TRIM
348	SHP Wealth Management	$9.2K	112	0	NO CHANGE
349	Clearstead Trust, LLC	$9.0K	109	−10	TRIM
350	Bayforest Capital Ltd	$9.0K	109	−1,267	TRIM
351	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$8.2K	98	−3	TRIM
352	WPG Advisers, LLC	$8.0K	97	0	NO CHANGE
353	HFM Investment Advisors, LLC	$7.8K	95	0	NO CHANGE
354	Owl Creek Wealth Partners LLC	$7.0K	85	—	NO PRIOR
355	CANADA LIFE ASSURANCE Co	$6.8K	82,661	−267	TRIM
356	Keating Financial Advisory Services, Inc.	$6.8K	82	+82	NEW
357	BELLEVUE ASSET MANAGEMENT, LLC	$6.2K	75	+1	ADD
358	NATIXIS ADVISORS, LLC	$6.2K	75,094	+4,712	ADD
359	Johnson Financial Group, Inc.	$6.1K	74	0	NO CHANGE
360	JFS WEALTH ADVISORS, LLC	$6.0K	73	−5	TRIM
361	Transamerica Financial Advisors, LLC	$5.5K	67	+5	ADD
362	Pinnacle Wealth Planning Services, Inc.	$5.0K	61	+2	ADD
363	MBM WEALTH CONSULTANTS, LLC	$5.0K	60	+60	NEW
364	Treasurer of the State of North Carolina	$4.8K	58,378	+1,242	ADD
365	American Capital Advisory, LLC	$4.6K	55	−2	TRIM
366	KBC Group NV	$4.6K	55,237	+51,535	ADD
367	EFG International AG	$4.5K	55	+55	NEW
368	Frazier Financial Advisors, LLC	$4.4K	53	0	NO CHANGE
369	CALDWELL SUTTER CAPITAL, INC.	$4.2K	51	0	NO CHANGE
370	Strategic Investment Solutions, Inc. /IL	$4.2K	51	0	NO CHANGE
371	Avion Wealth	$3.9K	47,089	+617	ADD
372	CENTRAL TRUST Co	$3.9K	47	0	NO CHANGE
373	AMICA MUTUAL INSURANCE CO	$3.8K	45,607	+25,604	ADD
374	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$3.7K	45,056	0	NO CHANGE
375	State of Alaska, Department of Revenue	$3.5K	42,137	0	NO CHANGE
376	THRIVENT FINANCIAL FOR LUTHERANS	$3.4K	41,056	−198	TRIM
377	Triumph Capital Management	$3.3K	40	+1	ADD
378	MATHER GROUP, LLC.	$3.2K	39	+39	NEW
379	Sachetta, LLC	$2.8K	34	+24	ADD
380	South Dakota Investment Council	$2.6K	31,109	−2,000	TRIM
381	Prestige Wealth Management Group LLC	$2.3K	28	0	NO CHANGE
382	DiNuzzo Private Wealth, Inc.	$2.1K	26	0	NO CHANGE
383	SWAN Capital LLC	$2.1K	25	0	NO CHANGE
384	Valued Wealth Advisors LLC	$2.0K	24	0	NO CHANGE
385	Cromwell Holdings LLC	$1.8K	22	0	NO CHANGE
386	Rialto Wealth Management, LLC	$1.7K	21	0	NO CHANGE
387	EVERMAY WEALTH MANAGEMENT LLC	$1.7K	20	0	NO CHANGE
388	ATWOOD & PALMER INC	$1.5K	18	0	NO CHANGE
389	Marquette Asset Management, LLC	$1.5K	18	+18	NEW
390	Crewe Advisors LLC	$1.5K	18	0	NO CHANGE
391	Bell Investment Advisors, Inc	$1.4K	17	−3	TRIM
392	True Wealth Design, LLC	$1.4K	17	−9	TRIM
393	SALEM INVESTMENT COUNSELORS INC	$1.3K	16	+16	NEW
394	Manchester Capital Management LLC	$1.2K	15	+12	ADD
395	Sunrise Financial Services, LLC	$990	12	0	NO CHANGE
396	ALBION FINANCIAL GROUP /UT	$908	11	+11	NEW
397	Vermillion Wealth Management, Inc.	$825	10	+10	NEW
398	Orion Capital Management LLC	$743	9	0	NO CHANGE
399	Kilter Group LLC	$661	8	+8	NEW
400	HERITAGE INVESTORS MANAGEMENT CORP	$654	7,930	0	NO CHANGE
401	Intentional Wealth Strategies, LLC	$495	6	—	NO PRIOR
402	Salomon & Ludwin, LLC	$424	5	−92	TRIM
403	Quaker Wealth Management, LLC	$331	4	+2	ADD
404	DecisionPoint Financial, LLC	$331	4	0	NO CHANGE
405	Seneschal Advisors, LLC	$331	4	−1	TRIM
406	Claret Asset Management Corp	$231	2,803	0	NO CHANGE
407	Smithfield Trust Co	$212	2,558	0	NO CHANGE
408	MV CAPITAL MANAGEMENT, INC.	$166	2	+2	NEW
409	Signature Equity Partners, LLC	$165	2	+2	NEW
410	Employees Retirement System of Texas	$112	1,352	0	NO CHANGE
411	Rakuten Securities, Inc.	$83	1	+1	NEW
412	HAZLETT, BURT & WATSON, INC.	$33	400	0	NO CHANGE
413	Raleigh Capital Management Inc.	$14	0	0	NO CHANGE
414	VANGUARD GROUP INC	—	—	—	n/c
415	Brandywine Global Investment Management, LLC	—	—	—	n/c
416	COMERICA BANK	—	—	—	n/c
417	TRUST CO OF VERMONT	—	—	—	n/c
418	CIBC Private Wealth Group LLC	—	—	—	n/c
419	Alpha Cubed Investments, LLC	—	—	—	n/c
420	Global Retirement Partners, LLC	—	—	—	n/c
421	TUCKER ASSET MANAGEMENT LLC	—	—	—	n/c
422	SageView Advisory Group, LLC	—	—	—	n/c
423	Jefferies Financial Group Inc.	—	—	−16,000	EXIT
424	HARBOUR INVESTMENTS, INC.	—	—	−336	EXIT
425	JONES FINANCIAL COMPANIES LLLP	—	—	−12	EXIT
426	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	—	—	−2,591	EXIT
427	DAVENPORT & Co LLC	—	—	−3,914	EXIT
428	Banco Santander, S.A.	—	—	−35,350	EXIT
429	NBT BANK, N.A.	—	—	−100	EXIT
430	PRUDENTIAL PLC	—	—	−7,355	EXIT
431	BALYASNY ASSET MANAGEMENT L.P.	—	—	−484,616	EXIT
432	SILVERCREST ASSET MANAGEMENT GROUP LLC	—	—	−566,877	EXIT
433	MILLENNIUM MANAGEMENT LLC	—	—	−149,931	EXIT
434	BROWN ADVISORY INC	—	—	−6,241	EXIT
435	Magnetar Financial LLC	—	—	−6,617	EXIT
436	NORGES BANK	—	—	−1,446,420	EXIT
437	Hudson Bay Capital Management LP	—	—	−85,577	EXIT
438	WBI INVESTMENTS, LLC	—	—	−2,899	EXIT
439	Verition Fund Management LLC	—	—	−5,400	EXIT
440	TWO SIGMA ADVISERS, LP	—	—	−44,208	EXIT
441	Edgestream Partners, L.P.	—	—	−10,064	EXIT
442	DT Investment Partners, LLC	—	—	−94	EXIT
443	BOOTHBAY FUND MANAGEMENT, LLC	—	—	−5,133	EXIT
444	Arete Wealth Advisors, LLC	—	—	−3,874	EXIT
445	ARMISTICE CAPITAL, LLC	—	—	−4,624	EXIT
446	Maven Securities LTD	—	—	−24,860	EXIT
447	Krilogy Financial LLC	—	—	−2,753	EXIT
448	Numerai GP LLC	—	—	−3,478	EXIT
449	McIlrath & Eck, LLC	—	—	−327	EXIT
450	Garner Asset Management Corp	—	—	−350	EXIT
451	Qube Research & Technologies Ltd	—	—	−34,807	EXIT
452	ExodusPoint Capital Management, LP	—	—	−3,298	EXIT
453	West Branch Capital LLC	—	—	−93	EXIT
454	Atom Investors LP	—	—	−21,221	EXIT
455	Oak Thistle LLC	—	—	−14,892	EXIT
456	MQS Management LLC	—	—	−4,106	EXIT
457	TWINBEECH CAPITAL LP	—	—	−66,471	EXIT
458	Banque Cantonale Vaudoise	—	—	−15,000	EXIT
459	INCEPTIONR LLC	—	—	−11,059	EXIT
460	XTX Topco Ltd	—	—	−39,959	EXIT
461	Coppell Advisory Solutions LLC	—	—	−9,981	EXIT
462	Focus Partners Advisor Solutions, LLC	—	—	−4,322	EXIT
463	CenterBook Partners LP	—	—	−7,873	EXIT
464	AlphaQuest LLC	—	—	−7,533	EXIT
465	Forum Financial Management, LP	—	—	−2,892	EXIT
466	iSAM Funds (UK) Ltd	—	—	−3,679	EXIT
467	Cape Investment Advisory, Inc.	—	—	−32	EXIT
468	Dunhill Financial, LLC	—	—	−3	EXIT
469	Caitong International Asset Management Co., Ltd	—	—	−1,303	EXIT
470	Quarry LP	—	—	−719	EXIT
471	EntryPoint Capital, LLC	—	—	−14,814	EXIT
472	Freestone Grove Partners LP	—	—	−73,573	EXIT
473	Central Pacific Bank - Trust Division	—	—	−575	EXIT
474	BCS Private Wealth Management, Inc.	—	—	−4,040	EXIT
475	Worthington Financial Partners, LLC	—	—	−5,817	EXIT
476	46 Peaks LLC	—	—	−3,075	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · SCI

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 April McClain Delaney D–MD-6 $58K–$220K

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $27.6M held
Trimming: 0 — $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · SERVICE CORP INTL

Merged timeline of congressional filings and notable-manager moves on SCI
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	SELL	$50K–$100K
2026-09-09	April McClain Delaney Congress	SELL	$1K–$15K
2026-09-09	April McClain Delaney Congress	SELL	$1K–$15K
2026-08-03	April McClain Delaney Congress	SELL	$1K–$15K
2026-08-03	April McClain Delaney Congress	SELL	$1K–$15K
2026-08-03	April McClain Delaney Congress	SELL	$1K–$15K
2026-08-03	April McClain Delaney Congress	SELL	$1K–$15K
2026-08-03	April McClain Delaney Congress	SELL	$1K–$15K
2026-08-03	April McClain Delaney Congress	SELL	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+81,574 sh

10 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.