Public record / Tickers / AFRM

AFRM — Affirm Holdings, Inc.

Both disclosure regimes on one name: who in Congress filed about AFRM, 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
6
all PTR rows naming AFRM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-19
filed 2023-05-19
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Thomas R. Suozzi · $15.0K–$50.0K

Purchase · traded 2021-10-13 → filed 2021-11-05. Ranked over every AFRM row by the provable lower bound, never a point estimate.

No member disclosed AFRM 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

No dated AFRM 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 AFRM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AFRM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-05-19Daniel S. Goldman D–NY-10PurchaseTraded 04-10 +39d$1K–$15K
2022-05-20Thomas R. Suozzi D–NY-3SaleTraded 03-04 LATE·77d$1K–$15K
2022-03-18Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 02-11 +35d$1K–$15K
2022-01-10Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 2021-12-28 +13d$1K–$15K
2021-11-15Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 10-12 +34d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in AFRM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed AFRM in the trailing 12 months.

Congress ↔ notable managers · AFRM

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

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · AFFIRM HLDGS INC

Merged timeline of congressional filings and notable-manager moves on AFRM
DateWhoChangeSize
2026-05-15D1 Capital Partners 13Fadd+1,116,900 sh
2026-05-15Gotham Asset Management 13Fadd+64,301 sh
2026-05-15Lone Pine Capital 13Fexit−3,817,170 sh
2026-05-15Moore Capital Management 13Fexit−323,872 sh
2026-05-14Caxton Associates 13Fnew+12,000 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · 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 AFRM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital Research Global Investors$1.1B1
2Capital World Investors$1.0B1
3MORGAN STANLEY$995M1
4BlackRock, Inc.$858M1
5FMR LLC$792M1
6VANGUARD CAPITAL MANAGEMENT LLC$557M1
7VANGUARD PORTFOLIO MANAGEMENT LLC$532M1
8STATE STREET CORP$276M1
9Durable Capital Partners LP$259M1
10CITADEL ADVISORS LLC$187M1
11BANK OF AMERICA CORP /DE/$127M1
12WELLINGTON MANAGEMENT GROUP LLP$126M1
13UBS Group AG$105M1
14Foxhaven Asset Management, LP$101M1
15D1 Capital Partners L.P.$88.7M1
16VANGUARD FIDUCIARY TRUST CO$83.1M1
17NORTHERN TRUST CORP$80.8M1
18Spyglass Capital Management LLC$76.2M1
19Qube Research & Technologies Ltd$72.2M1
20DIMENSIONAL FUND ADVISORS LP$72.1M1
21Allspring Global Investments Holdings, LLC$71.8M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$67.3M1
23TREMBLANT CAPITAL GROUP$64.0M1
24MILLENNIUM MANAGEMENT LLC$63.3M1
25Atreides Management, LP$54.7M1
26BALYASNY ASSET MANAGEMENT L.P.$52.7M1
27WESTFIELD CAPITAL MANAGEMENT CO LP$49.5M1
28UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$48.8M1
29SUSQUEHANNA INTERNATIONAL GROUP, LLP$47.7M1
30JANE STREET GROUP, LLC$47.5M1
31GILDER GAGNON HOWE & CO LLC$43.9M1
32Leo Wealth, LLC$42.4M1
33AMERICAN CENTURY COMPANIES INC$41.4M1
34ThornTree Capital Partners LP$38.2M1
35Swiss National Bank$37.0M1
36Amundi$33.7M1
37ALLEN OPERATIONS LLC$33.1M1
38CITIGROUP INC$32.7M1
39Artemis Investment Management LLP$31.4M1
40PACIFIC HEIGHTS ASSET MANAGEMENT LLC$30.9M1
41Nuveen, LLC$29.2M1
42Legal & General Group Plc$28.2M1
43AustralianSuper Pty Ltd$28.1M1
44Ardmore Road Asset Management LP$27.5M1
45Islander Capital Partners, L.P.$26.1M1
4612 West Capital Management LP$24.5M1
47Quantinno Capital Management LP$23.9M1
48Glendon Capital Management LP$23.6M1
49Invesco Ltd.$22.8M1
50Capital International Investors$22.6M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$22.5M1
52Mitsubishi UFJ Asset Management Co., Ltd.$20.9M1
53Ilex Capital Partners (UK) LLP$20.8M1
54DIVERSIFY WEALTH MANAGEMENT, LLC$20.5M1
55AQR CAPITAL MANAGEMENT LLC$19.5M1
56DEUTSCHE BANK AG\$19.1M1
57Diversify Advisory Services, LLC$17.8M1
58Polar Capital Holdings Plc$17.4M1
59NZS Capital, LLC$16.8M1
60ENVESTNET ASSET MANAGEMENT INC$15.7M1
61Bienville Capital Management, LLC$15.0M1
62ROYAL BANK OF CANADA$14.6M1
63Schonfeld Strategic Advisors LLC$14.6M1
64Longaeva Partners L.P.$13.1M1
65PEAK6 LLC$12.7M1
66NORDEA INVESTMENT MANAGEMENT AB$12.4M1
67MANE GLOBAL CAPITAL MANAGEMENT LP$12.2M1
68Walleye Trading LLC$11.3M1
69STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.2M1
70LPL Financial LLC$10.7M1
71INTERCAPITAL, LLC$10.7M1
72ALLEN HOLDING INC /NY$10.5M1
73SEI INVESTMENTS CO$10.1M1
74RAYMOND JAMES FINANCIAL INC$9.7M1
75AVIVA PLC$9.5M1
76WELLS FARGO & COMPANY/MN$9.0M1
77Gotham Asset Management, LLC$8.6M1
78D. E. Shaw & Co., Inc.$8.5M1
79Militia Capital Management LLC$8.3M1
80VOYA INVESTMENT MANAGEMENT LLC$8.3M1
81LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$8.2M1
82Eurizon Capital SGR S.p.A.$8.2M1
83FIL Ltd$8.2M1
84Holocene Advisors, LP$7.8M1
85Allianz Asset Management GmbH$7.5M1
86ALLIANCEBERNSTEIN L.P.$7.5M1
87HSBC HOLDINGS PLC$7.5M1
88FIRST TRUST ADVISORS LP$7.0M1
89BNP Paribas Asset Management Holding S.A.$6.9M1
90OCO Capital Partners, L.P.$6.9M1
91Steadview Capital Management LLC$6.6M1
92Prana Capital Management, LP$6.6M1
93STATE OF WISCONSIN INVESTMENT BOARD$6.6M1
94Karl Kapital LLC$6.4M1
95Zurcher Kantonalbank (Zurich Cantonalbank)$6.4M1
96VANGUARD ASSET MANAGEMENT, Ltd$6.3M1
97Abdiel Capital Advisors, LP$6.2M1
98WINTON GROUP Ltd$5.9M1
99Vanguard Investments Australia, Ltd.$5.8M1
100Interval Partners, LP$5.8M1
101CATALYST PRIVATE WEALTH, LLC$5.7M1
102Vanguard Global Advisers, LLC$5.5M1
103IMC-Chicago, LLC$5.2M1
104Dilation Capital Management LP$5.1M1
105MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.0M1
106FARALLON CAPITAL MANAGEMENT, L.L.C.$4.9M1
107Vontobel Holding Ltd.$4.9M1
108Korea Investment CORP$4.9M1
109PFA Pension, Forsikringsaktieselskab$4.9M1
110Omega Financial Group, LLC$4.7M1
111a16z Perennial Management, L.P.$4.7M1
112Asset Management One Co., Ltd.$4.7M1
113FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.5M1
114Pictet Asset Management Holding SA$4.4M1
115State of New Jersey Common Pension Fund D$4.3M1
116Clear Street Group Inc.$4.3M1
117Tredje AP-fonden$4.3M1
118Point72 Asset Management, L.P.$4.1M1
119Lansforsakringar Fondforvaltning AB (publ)$4.1M1
120NOMURA ASSET MANAGEMENT CO LTD$4.0M1
121Walleye Capital LLC$3.7M1
122Weiss Asset Management LP$3.7M1
123Resona Asset Management Co.,Ltd.$3.7M1
124Arizona State Retirement System$3.4M1
125Robeco Institutional Asset Management B.V.$3.2M1
126Liberty Mutual Group Asset Management Inc.$3.2M1
127Ballentine Partners, LLC$3.2M1
128Optiver Holding B.V.$3.1M1
129Faithward Advisors, LLC$3.1M1
130Centiva Capital, LP$3.0M1
131READYSTATE ASSET MANAGEMENT LP$2.9M1
132OSTERWEIS CAPITAL MANAGEMENT INC$2.8M1
133Universal- Beteiligungs- und Servicegesellschaft mbH$2.8M1
134Creative Planning$2.7M1
135Cetera Investment Advisers$2.7M1
136XTX Topco Ltd$2.6M1
137BLAIR WILLIAM & CO/IL$2.6M1
138NLB Skladi, upravljanje premozenja, d.o.o.$2.6M1
139ZACKS INVESTMENT MANAGEMENT$2.6M1
140Jefferies Financial Group Inc.$2.5M1
141IFM Investors Pty Ltd$2.5M1
142Blueshift Asset Management, LLC$2.5M1
143XPONANCE LLC$2.5M1
144SEB Asset Management AB$2.4M1
145Mariner, LLC$2.4M1
146BIT Capital GmbH$2.4M1
147TD ASSET MANAGEMENT INC$2.3M1
148Ensign Peak Advisors, Inc$2.3M1
149Jain Global LLC$2.2M1
150TRUIST FINANCIAL CORP$2.2M1
151BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.2M1
152Linden Thomas Advisory Services, LLC$2.1M1
153Empowered Funds, LLC$2.1M1
154Wakefield Asset Management LLLP$2.0M1
155Compound Planning, Inc.$2.0M1
156Baird Financial Group, Inc.$1.9M1
157NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.9M1
158Federation des caisses Desjardins du Quebec$1.9M1
159Institute for Wealth Management, LLC.$1.8M1
160General Equity Holdings LP$1.8M1
161STIFEL FINANCIAL CORP$1.8M1
162Freestone Grove Partners LP$1.8M1
163Jasper Ridge Partners, L.P.$1.7M1
164BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.7M1
165BloombergSen Inc.$1.7M1
166Silvant Capital Management LLC$1.7M1
167Moran Wealth Management, LLC$1.6M1
168J. Safra Sarasin Holding AG$1.6M1
169PRELUDE CAPITAL MANAGEMENT, LLC$1.6M1
170NISSAY ASSET MANAGEMENT CORP /JAPAN$1.6M1
171Vanguard Personalized Indexing Management, LLC$1.6M1
172TORONTO DOMINION BANK$1.6M1
173OSAIC HOLDINGS, INC.$1.5M1
174Royal Fund Management, LLC$1.5M1
175National Pension Service$1.5M1
176COMMONWEALTH EQUITY SERVICES, LLC$1.5M1
177World Investment Advisors$1.5M1
178G2 Investment Partners Management LLC$1.5M1
179Integris Wealth Management, LLC$1.4M1
180MERCER GLOBAL ADVISORS INC /ADV$1.4M1
181Advisory Resource Group$1.4M1
182NewEdge Advisors, LLC$1.3M1
183OP Asset Management Ltd$1.3M1
184Paloma Partners Management Co$1.3M1
185Polymer Capital Management (US) LLC$1.3M1
186Sumitomo Mitsui DS Asset Management Company, Ltd$1.2M1
187Swiss Life Asset Management Ltd$1.2M1
188STOREBRAND ASSET MANAGEMENT AS$1.2M1
189Laird Norton Wetherby Trust Company, LLC$1.2M1
190OPPENHEIMER ASSET MANAGEMENT INC.$1.2M1
191Cerity Partners LLC$1.2M1
192BANK OF MONTREAL /CAN/$1.2M1
193HERBST GROUP, LLC$1.1M1
194Osmosis Investment Management UK Ltd$1.1M1
195M&T BANK CORP$1.1M1
196Summit Trail Advisors, LLC$1.1M1
197Daiwa Securities Group Inc.$1.1M1
198Evolutionary Tree Capital Management, LLC$1.1M1
199MML INVESTORS SERVICES, LLC$1.1M1
200HighTower Advisors, LLC$1.1M1
201Parallax Volatility Advisers, L.P.$1.1M1
202Janus Henderson Group Ltd.$1.0M1
203Capula Management Ltd$1.0M1
204Man Group plc$1.0M1
205Financiere des Professionnels - Fonds d'investissement inc.$1.0M1
206O'SHAUGHNESSY ASSET MANAGEMENT, LLC$989K1
207US BANCORP \DE\$976K1
208Hudson Bay Capital Management LP$962K1
209Fortune Financial Advisors, LLC$948K1
210SteelPeak Wealth, LLC$935K1
211Pathstone Holdings, LLC$919K1
212MACKENZIE FINANCIAL CORP$917K1
213OpenArc Corporate Advisory, LLC$913K1
214MISSION WEALTH MANAGEMENT, LP$901K1
215Investment Management Corp of Ontario$901K1
216Simplicity Wealth,LLC$891K1
217RFG Advisory, LLC$878K1
218Savant Capital, LLC$862K1
219Candriam S.C.A.$849K1
220Odyssean, LLC$843K1
221Fieldview Capital Management, LLC$842K1
222GATEWAY INVESTMENT ADVISERS LLC$825K1
223Gladstone Institutional Advisory LLC$818K1
224CREDIT AGRICOLE S A$812K1
225Biltmore Family Office, LLC$810K1
226Marex Group Ltd$781K1
227Sequoia Financial Advisors, LLC$778K1
228Prospera Financial Services Inc$774K1
229REX Advisers, LLC$765K1
230INDEPENDENT FINANCIAL GROUP, LLC$757K1
231Vident Advisory, LLC$716K1
232MANUFACTURERS LIFE INSURANCE COMPANY, THE$675K1
233&PARTNERS$671K1
234Utah Retirement Systems$668K1
235Independent Advisor Alliance$642K1
236MYECFO, LLC$638K1
237Pacific Sage Partners, LLC$632K1
238Swedbank AB$631K1
239Maryland State Retirement & Pension System$625K1
240Baker Avenue Asset Management, LP$622K1
241CSS LLC/IL$620K1
242Bleakley Financial Group, LLC$613K1
243FRANKLIN RESOURCES INC$611K1
244Corient Private Wealth LLC$601K1
245CIBC Asset Management Inc$598K1
246Rockefeller Capital Management L.P.$596K1
247Rakuten Investment Management, Inc.$591K1
248Orion Porfolio Solutions, LLC$589K1
249Atom Investors LP$583K1
250GROUP ONE TRADING LLC$580K1
251INTECH INVESTMENT MANAGEMENT LLC$577K1
252CIBC Bancorp USA Inc.$570K1
253Caprock Group, LLC$560K1
254Baltimore-Washington Financial Advisors, Inc.$550K1
255CAXTON ASSOCIATES LLP$550K1
256Tower Research Capital LLC (TRC)$549K1
257NOMURA HOLDINGS INC$539K1
258BBR PARTNERS, LLC$521K1
259RHODES INVESTMENT ADVISORS INC /ADV$520K1
260Wedmont Private Capital$515K1
261Focus Partners Wealth$515K1
262PCM Encore, LLC$503K1
263ABN AMRO INVESTMENT SOLUTIONS$501K1
264PRINCIPAL FINANCIAL GROUP INC$497K1
265MACQUARIE GROUP LTD$497K1
266Paragon Capital Management Ltd$493K1
267Woodline Partners LP$493K1
268TD Waterhouse Canada Inc.$484K1
269Geneos Wealth Management Inc.$470K1
270MAI Capital Management$468K1
271ROYAL LONDON ASSET MANAGEMENT LTD$460K1
272QRG CAPITAL MANAGEMENT, INC.$444K1
273WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$439K1
274BOOTHBAY FUND MANAGEMENT, LLC$434K1
275Cravens & Co Advisors, LLC$425K1
276Mason & Associates Inc$420K1
277PICTON MAHONEY ASSET MANAGEMENT$420K1
278IEQ CAPITAL, LLC$415K1
279INCEPTIONR LLC$405K1
280PRUDENTIAL FINANCIAL INC$404K1
281Quadcap Wealth Management, LLC$398K1
282Cresset Asset Management, LLC$394K1
283Oak Thistle LLC$393K1
284White Lighthouse Investment Management Inc.$370K1
285North Dakota State Investment Board$368K1
286Aspire Capital Advisors LLC$360K1
287Central Pacific Bank - Trust Division$359K1
288SCHRODER INVESTMENT MANAGEMENT GROUP$347K1
289Vise Technologies, Inc.$342K1
290UNITED CAPITAL FINANCIAL ADVISORS, LLC$341K1
291SIGNATUREFD, LLC$332K1
292Graham Capital Management, L.P.$323K1
293Shearwater Capital LLC$321K1
294NATIONAL BANK OF CANADA /FI/$317K1
295GC Wealth Management RIA, LLC$312K1
296Oder Investment Management, LLC$305K1
297DRW Securities, LLC$303K1
298Chicago Partners Investment Group LLC$296K1
299Dana Investment Advisors, Inc.$293K1
300GABLES CAPITAL MANAGEMENT INC.$289K1
301Meeder Advisory Services, Inc.$285K1
302Huntleigh Advisors, Inc.$285K1
303B. Metzler seel. Sohn & Co. AG$283K1
304PFG Investments, LLC$281K1
305HB Wealth Management, LLC$279K1
306Bluebird Wealth Management LLC$272K1
307RENAISSANCE TECHNOLOGIES LLC$270K1
308Wealthfront Advisers LLC$269K1
309KESTRA PRIVATE WEALTH SERVICES, LLC$263K1
310FIFTH THIRD BANCORP$261K1
311CWM, LLC$260K1
312Banco Santander, S.A.$256K1
313Focus Partners Advisor Solutions, LLC$254K1
314Kera Capital Partners, Inc.$252K1
315Avior Wealth Management, LLC$246K1
316Rareview Capital LLC$245K1
317PERSONAL CFO SOLUTIONS, LLC$245K1
318Aaron Wealth Advisors LLC$244K1
319Apollon Wealth Management, LLC$242K1
320Vann Equity Management LLC$238K1
321ASR Vermogensbeheer N.V.$237K1
322Choate Investment Advisors$235K1
323CHOREO, LLC$225K1
324PRUDENTIAL PLC$223K1
325Brooklyn Investment Group$222K1
326Holistic Financial Partners$220K1
327Andina Capital Management, LLC$219K1
328Private Advisor Group, LLC$218K1
329POLEN CAPITAL MANAGEMENT LLC$218K1
330Kestra Advisory Services, LLC$218K1
331CAPITAL ADVISORS INC/OK$215K1
332UniSuper Management Pty Ltd$211K1
333Savvy Advisors, Inc.$210K1
334Bayesian Capital Management, LP$206K1
335State of Wyoming$205K1
336BANK OF NOVA SCOTIA$203K1
337Diversified Trust Co$201K1
338COMMERCE BANK$201K1
339Rakuten Securities, Inc.$190K1
340Advisors Asset Management, Inc.$180K1
341Siemens Fonds Invest GmbH$171K1
342Mirae Asset Global Investments Co., Ltd.$153K1
343Quarry LP$135K1
344OSSIAM$128K1
345Spire Wealth Management$117K1
346Smartleaf Asset Management LLC$113K1
347NFSG Corp$105K1
348Allworth Financial LP$89.5K1
349Twin Lakes Capital Management, LLC$83.0K1
350Steward Partners Investment Advisory, LLC$79.7K1
351Larson Financial Group LLC$57.7K1
352QUADRANT CAPITAL GROUP LLC$46.6K1
353UMB Bank, n.a.$35.4K1
354Blume Capital Management, Inc.$34.6K1
355FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$34.1K1
356Transamerica Financial Advisors, LLC$29.8K1
357TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$27.5K1
358Blue Trust, Inc.$26.5K1
359Arax Advisory Partners$21.0K1
360Triumph Capital Management$19.6K1
361MATHER GROUP, LLC.$19.2K1
362SWAN Capital LLC$18.3K1
363CVA Family Office, LLC$16.9K1
364Purpose Unlimited Inc.$16.4K1
365Garden State Investment Advisory Services LLC$16.2K1
366Gillson Capital LP$15.1K1
367ASSETMARK, INC$14.0K1
368Trask Adam Roland$13.7K1
369Owl Creek Wealth Partners LLC$13.3K1
370Private Wealth Management Group, LLC$11.5K1
371MCGUIRE CAPITAL ADVISORS INC$11.5K1
372Bell Investment Advisors, Inc$9.4K1
373Tacita Capital Inc$9.2K1
374Penserra Capital Management LLC$9.0K1
375CENTRAL TRUST Co$8.6K1
376Ankerstar Wealth, LLC$8.6K1
377Sachetta, LLC$7.7K1
378HM PAYSON & CO$7.5K1
379Pinnacle Wealth Planning Services, Inc.$7.2K1
380Treasurer of the State of North Carolina$5.4K1
381JFS WEALTH ADVISORS, LLC$4.9K1
382BFSG, LLC$4.6K1
383Physician Wealth Advisors, Inc.$4.3K1
384Rachor Investment Advisory Services, LLC$4.0K1
385SJS Investment Consulting Inc.$4.0K1
386SouthState Bank Corp$3.5K1
387ELEVATION WEALTH PARTNERS, LLC$3.4K1
388JPL Wealth Management, LLC$3.3K1
389ARMSTRONG ADVISORY GROUP, INC$3.0K1
390MEEDER ASSET MANAGEMENT INC$2.7K1
391Elequin Capital, LP$2.7K1
392True Wealth Design, LLC$2.6K1
393Cromwell Holdings LLC$2.4K1
394Gordian Capital Singapore Pte Ltd$2.3K1
395Clearstead Trust, LLC$2.2K1
396SHP Wealth Management$2.1K1
397Parkside Financial Bank & Trust$2.0K1
398KBC Group NV$1.9K1
399Employees Retirement System of Texas$1.6K1
400Retirement Wealth Solutions LLC$1.6K1
401Intentional Wealth Strategies, LLC$1.4K1
402THRIVENT FINANCIAL FOR LUTHERANS$1.4K1
403PayPay Securities Corp$1.3K1
404Signature Equity Partners, LLC$1.2K1
405DiNuzzo Private Wealth, Inc.$1.1K1
406Asset Dedication, LLC$1.0K1
407MCF Advisors LLC$8711
408Vermillion Wealth Management, Inc.$7791
409Tradewinds Capital Management, LLC$6881
410American Capital Advisory, LLC$6881
411Raleigh Capital Management Inc.$5961
412Cassaday & Co Wealth Management LLC$4591
413PARK AVENUE SECURITIES LLC$4411
414MV CAPITAL MANAGEMENT, INC.$4131
415HFM Investment Advisors, LLC$3211
416Quaker Wealth Management, LLC$2751
417Seneschal Advisors, LLC$2751
418Vestcor Inc$2451
419Rialto Wealth Management, LLC$2301
420GSA CAPITAL PARTNERS LLP$2221
421FINANCIAL CONSULATE, INC$1841
422DecisionPoint Financial, LLC$1841
423Harel Insurance Investments & Financial Services Ltd.$1431
424Manchester Capital Management LLC$1381
425GHP Investment Advisors, Inc.$921
426Beaird Harris Wealth Management, LLC$671
427TFC Financial Management, Inc.$461
428VALLEY NATIONAL ADVISERS INC$451
429Capital Advisors, Ltd. LLC$221
430Avion Wealth$61
431JENNISON ASSOCIATES LLC$01
432VANGUARD GROUP INC$01
433TEACHER RETIREMENT SYSTEM OF TEXAS$01
434HARBOUR INVESTMENTS, INC.$01
435Clearstead Advisors, LLC$01
436TOTH FINANCIAL ADVISORY CORP$01
437Atlantic Union Bankshares Corp$01
438CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$01
439ARDSLEY ADVISORY PARTNERS LP$01
440COMERICA BANK$01
441ACADIAN ASSET MANAGEMENT LLC$01
442MAVERICK CAPITAL LTD$01
4431832 Asset Management L.P.$01
444LEIGH BALDWIN & CO., LLC$01
445CIBC WORLD MARKETS CORP$01
446LONE PINE CAPITAL LLC$01
447COLDSTREAM CAPITAL MANAGEMENT INC$01
448TWO SIGMA INVESTMENTS, LP$01
449LAZARD ASSET MANAGEMENT LLC$01
450EVERGREEN CAPITAL MANAGEMENT LLC$01
451CIBC Private Wealth Group LLC$01
452Allen Investment Management, LLC$01
453Polar Asset Management Partners Inc.$01
454HighVista Strategies LLC$01
455NORGES BANK$01
456Nicholas Investment Partners, LP$01
457Laurion Capital Management LP$01
458MOORE CAPITAL MANAGEMENT, LP$01
459TWO SIGMA SECURITIES, LLC$01
460Verition Fund Management LLC$01
461Mitsubishi UFJ Trust & Banking Corp$01
462Alberta Investment Management Corp$01
463Freestone Capital Holdings, LLC$01
464Brevan Howard Capital Management LP$01
465Jericho Capital Asset Management L.P.$01
466Skandinaviska Enskilda Banken AB (publ)$01
467Dynamic Technology Lab Private Ltd$01
468Twin Tree Management, LP$01
469Atria Investments, Inc$01
470Leonteq Securities AG$01
471PDT Partners, LLC$01
472F&V Capital Management, LLC$01
473Metis Global Partners, LLC$01
474Connor, Clark & Lunn Investment Management Ltd.$01
475Tidal Investments LLC$01
476Lighthouse Investment Partners, LLC$01
477Capital Impact Advisors, LLC$01
478OGBORNE CAPITAL MANAGEMENT, LLC$01
479Engineers Gate Manager LP$01
480Trexquant Investment LP$01
481Squarepoint Ops LLC$01
482Lido Advisors, LLC$01
483Intellectus Partners, LLC$01
484PFG Advisors$01
485Dai-ichi Life Insurance Company, Ltd$01
486Woodson Capital Management, LP$01
487RITHOLTZ WEALTH MANAGEMENT$01
488Maytus Capital Management, LLC$01
489DV Trading LLC$01
490SeaCrest Wealth Management, LLC$01
491Congress Park Capital LLC$01
492MGO ONE SEVEN LLC$01
493Vestmark Advisory Solutions, Inc.$01
494CreativeOne Wealth, LLC$01
495FOUNDATIONS INVESTMENT ADVISORS, LLC$01
496Global Retirement Partners, LLC$01
497Truvestments Capital LLC$01
498Yarbrough Capital, LLC$01
499Y-Intercept (Hong Kong) Ltd$01
500Sanctuary Advisors, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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 AFRM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AFRM · financials and macro

Financials — as filed PLANNED

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