Public record / Tickers / BCS

BCS — BARCLAYS PLC

Both disclosure regimes on one name: who in Congress filed about BCS, 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
18
all PTR rows naming BCS
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
442
top-442 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

Greg Gianforte · $50.0K–$100K

Purchase · traded 2020-11-13 → filed 2020-12-02. Ranked over every BCS row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

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

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BCS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BCS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-05-12Bruce Westerman R–AR-4SaleTraded 04-21 +21d$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 18 ↗

Members active in BCS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing BCS in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · BCS

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

Adding
1 Bridgewater Associates $5.6M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BARCLAYS PLC

Merged timeline of congressional filings and notable-manager moves on BCS
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fnew+265,167 sh

1 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 BCS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1MORGAN STANLEY$244M1
2FMR LLC$194M1
3BANK OF AMERICA CORP /DE/$184M1
4DIMENSIONAL FUND ADVISORS LP$137M1
5NORTHERN TRUST CORP$113M1
6ROYAL BANK OF CANADA$109M1
7AMERICAN CENTURY COMPANIES INC$97.2M1
8RAYMOND JAMES FINANCIAL INC$97.1M1
9CAUSEWAY CAPITAL MANAGEMENT LLC$86.2M1
10RENAISSANCE TECHNOLOGIES LLC$81.8M1
11JANE STREET GROUP, LLC$78.4M1
12BlackRock, Inc.$74.0M1
13SEI INVESTMENTS CO$73.7M1
14WELLS FARGO & COMPANY/MN$67.1M1
15TODD ASSET MANAGEMENT LLC$61.3M1
16Qube Research & Technologies Ltd$53.9M1
17Connor, Clark & Lunn Investment Management Ltd.$53.5M1
18ENVESTNET ASSET MANAGEMENT INC$53.2M1
19Clark Capital Management Group, Inc.$44.4M1
20CITADEL ADVISORS LLC$44.3M1
21ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$35.5M1
22VOLORIDGE INVESTMENT MANAGEMENT, LLC$31.9M1
23Lighthouse Investment Partners, LLC$25.3M1
24AQR CAPITAL MANAGEMENT LLC$24.8M1
25O'SHAUGHNESSY ASSET MANAGEMENT, LLC$22.5M1
26JPMORGAN CHASE & CO$21.8M1
27MASTERS CAPITAL MANAGEMENT LLC$21.2M1
28TWO SIGMA INVESTMENTS, LP$20.0M1
29Capital Wealth Planning, LLC$19.2M1
30MASSACHUSETTS FINANCIAL SERVICES CO /MA/$18.1M1
31Main Street Research LLC$18.0M1
32COOKSON PEIRCE & CO INC$17.4M1
33Pathstone Holdings, LLC$17.0M1
34Invesco Ltd.$17.0M1
35Quantinno Capital Management LP$16.9M1
36Y-Intercept (Hong Kong) Ltd$15.8M1
37CAMBIAR INVESTORS LLC$14.8M1
38MILLENNIUM MANAGEMENT LLC$14.5M1
39Allspring Global Investments Holdings, LLC$14.4M1
40NATIONAL BANK OF CANADA /FI/$13.8M1
41UBS Group AG$12.6M1
42Trexquant Investment LP$12.2M1
43BANK OF MONTREAL /CAN/$12.0M1
44CHARLES SCHWAB INVESTMENT MANAGEMENT INC$11.9M1
45Aquatic Capital Management LLC$11.3M1
46Gator Capital Management, LLC$10.6M1
47Creative Planning$10.0M1
48LPL Financial LLC$9.8M1
49ACR Alpine Capital Research, LLC$9.6M1
50QRG CAPITAL MANAGEMENT, INC.$8.9M1
51STIFEL FINANCIAL CORP$8.8M1
52CONTRAVISORY INVESTMENT MANAGEMENT, INC.$8.5M1
53RBF Capital, LLC$8.5M1
54Campbell & CO Investment Adviser LLC$7.7M1
55Focus Partners Wealth$7.5M1
56Cerity Partners LLC$6.8M1
57HighTower Advisors, LLC$6.7M1
58Point72 Asset Management, L.P.$6.6M1
59MERCER GLOBAL ADVISORS INC /ADV$6.5M1
60Callan Family Office, LLC$6.4M1
61Curi Capital, LLC$6.1M1
62LAZARD ASSET MANAGEMENT LLC$5.9M1
63Bridgewater Associates, LP$5.6M1
64Squarepoint Ops LLC$5.6M1
65Crossmark Global Holdings, Inc.$5.5M1
66Mariner, LLC$5.5M1
67EAGLE GLOBAL ADVISORS LLC$5.4M1
68RITHOLTZ WEALTH MANAGEMENT$5.3M1
69Vestmark Advisory Solutions, Inc.$5.2M1
70OPPENHEIMER ASSET MANAGEMENT INC.$4.9M1
71Orion Porfolio Solutions, LLC$4.8M1
72US BANCORP \DE\$4.6M1
73Cetera Investment Advisers$4.6M1
74Gradient Investments LLC$4.5M1
75ASSETMARK, INC$4.5M1
76Federation des caisses Desjardins du Quebec$4.4M1
77MML INVESTORS SERVICES, LLC$4.3M1
78Militia Capital Management LLC$4.2M1
79FIRST NATIONAL TRUST CO$4.2M1
80Triasima Portfolio Management inc.$4.0M1
81Rockefeller Capital Management L.P.$3.9M1
82NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.9M1
83PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$3.7M1
84GeoWealth Management, LLC$3.6M1
85Vanguard Personalized Indexing Management, LLC$3.6M1
86GC Wealth Management RIA, LLC$3.5M1
87LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$3.4M1
88DIVERSIFY WEALTH MANAGEMENT, LLC$3.2M1
89Advisors Asset Management, Inc.$3.2M1
90QUADRANT CAPITAL GROUP LLC$3.2M1
91Engineers Gate Manager LP$3.2M1
92EVOLVE PRIVATE WEALTH, LLC$3.1M1
93Stamos Capital Partners, L.P.$3.1M1
94Brooklyn Investment Group$3.1M1
95Redhawk Wealth Advisors, Inc.$3.0M1
96GKV Capital Management Co., Inc.$3.0M1
97Vise Technologies, Inc.$3.0M1
98Limestone Investment Advisors LP$2.9M1
99Vident Advisory, LLC$2.8M1
100OSAIC HOLDINGS, INC.$2.6M1
101WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.5M1
102Russell Investments Group, Ltd.$2.5M1
103XTX Topco Ltd$2.4M1
104ALLIANCEBERNSTEIN L.P.$2.3M1
105Laird Norton Wetherby Trust Company, LLC$2.3M1
106PVG ASSET MANAGEMENT CORP$2.3M1
107Diversified Trust Co$2.3M1
108EVERGREEN CAPITAL MANAGEMENT LLC$2.3M1
109SCOTIA CAPITAL INC.$2.3M1
110BTC Capital Management, Inc.$2.2M1
111IEQ CAPITAL, LLC$2.2M1
112Illumine Investment Management, LLC$2.2M1
113Bluebird Wealth Management LLC$2.2M1
114MARIETTA INVESTMENT PARTNERS LLC$2.2M1
115CITIGROUP INC$2.1M1
116Headlands Technologies LLC$2.1M1
117Atria Investments, Inc$2.1M1
118EJF Capital LP$2.0M1
119ELEVATION POINT WEALTH PARTNERS, LLC$2.0M1
120Walleye Capital LLC$2.0M1
121NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.9M1
122EARNEST PARTNERS LLC$1.7M1
123SIGNATUREFD, LLC$1.7M1
124UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.7M1
125NewEdge Wealth, LLC$1.7M1
126Compound Planning, Inc.$1.6M1
127SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M1
128Integrated Quantitative Investments LLC$1.6M1
129Naviter Wealth, LLC$1.5M1
130GUGGENHEIM CAPITAL LLC$1.5M1
131Senator Investment Group LP$1.4M1
132FIRST TRUST ADVISORS LP$1.4M1
133Schonfeld Strategic Advisors LLC$1.4M1
134DRW Securities, LLC$1.4M1
135Merit Financial Group, LLC$1.4M1
136IMC-Chicago, LLC$1.3M1
137CSS LLC/IL$1.3M1
138&PARTNERS$1.3M1
139Qtron Investments LLC$1.2M1
140Smartleaf Asset Management LLC$1.2M1
141PRINCIPAL SECURITIES, INC.$1.2M1
142Rehmann Capital Advisory Group$1.2M1
143Graham Capital Management, L.P.$1.1M1
144FIFTH THIRD BANCORP$1.1M1
145TWO SIGMA SECURITIES, LLC$1.1M1
146Kathmere Capital Management, LLC$1.1M1
147Sequoia Financial Advisors, LLC$1.0M1
148CHOREO, LLC$1.0M1
149Aaron Wealth Advisors LLC$1.0M1
150Blue Trust, Inc.$1.0M1
151PRELUDE CAPITAL MANAGEMENT, LLC$952K1
152KEYBANK NATIONAL ASSOCIATION/OH$929K1
153CIBC WORLD MARKET INC.$925K1
154Landmark Wealth Management, LLC$904K1
155KESTRA PRIVATE WEALTH SERVICES, LLC$901K1
156Legacy Wealth Asset Management, LLC$888K1
157Legacy Capital Group California, Inc.$881K1
158UNITED CAPITAL FINANCIAL ADVISORS, LLC$873K1
159OPPENHEIMER & CO INC$871K1
160Concurrent Investment Advisors, LLC$864K1
161Sivia Capital Partners, LLC$857K1
162WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$854K1
163Private Advisor Group, LLC$853K1
164NewEdge Advisors, LLC$849K1
165Pinnacle Wealth Planning Services, Inc.$844K1
166SHEETS SMITH WEALTH MANAGEMENT$835K1
167CWM, LLC$822K1
168COMMONWEALTH EQUITY SERVICES, LLC$806K1
169Summit Trail Advisors, LLC$804K1
170D'Orazio & Associates, Inc.$790K1
171Jain Global LLC$780K1
172DAVENPORT & Co LLC$779K1
173RWA WEALTH PARTNERS, LLC$763K1
174Beacon Pointe Advisors, LLC$763K1
175Manske Wealth Management$757K1
176Baron Wealth Management LLC$747K1
177Prospera Financial Services Inc$738K1
178FRANKLIN RESOURCES INC$735K1
179Ballentine Partners, LLC$723K1
180Havemeyer Place LP$717K1
181TRUIST FINANCIAL CORP$691K1
182Dynasty Wealth Management, LLC$667K1
183BKM Wealth Management, LLC$667K1
184PERSONAL CFO SOLUTIONS, LLC$663K1
185Clearstead Advisors, LLC$662K1
186Dorsey & Whitney Trust CO LLC$656K1
187Jefferies Financial Group Inc.$638K1
188Envestnet Portfolio Solutions, Inc.$628K1
189Farringdon Capital, Ltd.$621K1
190CHANNING GLOBAL ADVISORS, LLC$612K1
191WCG Wealth Advisors LLC$600K1
192Bridgewater Advisors Inc.$584K1
193M&T BANK CORP$581K1
194Pekin Hardy Strauss, Inc.$572K1
195HB Wealth Management, LLC$565K1
196Savant Capital, LLC$551K1
197Gallacher Capital Management LLC$545K1
198PDS Planning, Inc$542K1
199PROFUND ADVISORS LLC$525K1
200SAGESPRING WEALTH PARTNERS, LLC$523K1
201NOMURA HOLDINGS INC$488K1
202Bleakley Financial Group, LLC$479K1
203HUB Investment Partners, LLC$461K1
204Diversified Enterprises, LLC$458K1
205Grantham, Mayo, Van Otterloo & Co. LLC$439K1
206Aprio Wealth Management, LLC$439K1
207OLD NATIONAL BANCORP /IN/$437K1
208Strategic Global Advisors, LLC$437K1
209Blueshift Asset Management, LLC$434K1
210Waverly Advisors, LLC$428K1
211Arax Advisory Partners$428K1
212Ashton Thomas Private Wealth, LLC$418K1
213Paladin Partners, LLC$408K1
214FOX RUN MANAGEMENT, L.L.C.$403K1
215Checchi Capital Advisers, LLC$398K1
216KING LUTHER CAPITAL MANAGEMENT CORP$395K1
217Apollon Wealth Management, LLC$392K1
218STATE STREET CORP$382K1
219Pure Financial Advisors, LLC$380K1
220PZENA INVESTMENT MANAGEMENT LLC$379K1
221EP Wealth Advisors, LLC$366K1
222Twin Tree Management, LP$362K1
223Independent Advisor Alliance$356K1
224COLDSTREAM CAPITAL MANAGEMENT INC$351K1
225Ariadne Wealth Management, LP$348K1
226Hardy Reed LLC$347K1
227COMMERCE BANK$337K1
228ACADIAN ASSET MANAGEMENT LLC$334K1
229SAGE RHINO CAPITAL LLC$328K1
230Gateway Wealth Partners, LLC$323K1
231Five Oceans Advisors$322K1
232QP WEALTH MANAGEMENT, LLC$320K1
233WINTON GROUP Ltd$315K1
234Cornerstone Wealth Group, LLC$307K1
235Caitong International Asset Management Co., Ltd$305K1
236OXFORD ASSET MANAGEMENT LLP$303K1
237DRIVE WEALTH MANAGEMENT, LLC$302K1
238Kestra Advisory Services, LLC$283K1
239Syverson Strege & Co$282K1
240Genus Capital Management Inc.$279K1
241Wedmont Private Capital$271K1
242EntryPoint Capital, LLC$270K1
243Greenspring Advisors, LLC$270K1
244Scientech Research LLC$269K1
245S.E.E.D. Planning Group LLC$265K1
246FULTON BANK, N.A.$264K1
247Abel Hall, LLC$262K1
248Sowell Financial Services LLC$259K1
249SYM FINANCIAL Corp$256K1
250Mattson Financial Services, LLC$254K1
251AXQ CAPITAL, LP$254K1
252SummitTX Capital, L.P.$252K1
253Lido Advisors, LLC$247K1
254ARWA LLC$246K1
255OpenArc Corporate Advisory, LLC$246K1
256Moors & Cabot, Inc.$245K1
257Argos Wealth Advisors, LLC$245K1
258Freestone Capital Holdings, LLC$243K1
259Modera Wealth Management, LLC$243K1
260Brown Financial Advisors$240K1
261Ameritas Advisory Services, LLC$239K1
262LEVEL FOUR ADVISORY SERVICES, LLC$233K1
263World Investment Advisors$228K1
264Snowden Capital Advisors LLC$227K1
265Cromwell Holdings LLC$226K1
266ANCHYRA PARTNERS LLC$225K1
267DENALI ADVISORS LLC$225K1
268Hilltop National Bank$225K1
269JOURNEY STRATEGIC WEALTH LLC$217K1
270Beverly Hills Private Wealth, LLC$216K1
271Brucke Financial, Inc.$216K1
272SHRIER WEALTH MANAGEMENT, LLC$212K1
273Csenge Advisory Group$212K1
274Frec Markets, Inc.$212K1
275May Hill Capital, LLC$204K1
276Perigon Wealth Management, LLC$202K1
277Stratos Wealth Partners, LTD.$202K1
278Tranquilli Financial Advisor LLC$202K1
279WRAPMANAGER INC$202K1
280Allworth Financial LP$188K1
281TD Waterhouse Canada Inc.$176K1
282Transamerica Financial Advisors, LLC$167K1
283Steward Partners Investment Advisory, LLC$149K1
284Grove Bank & Trust$130K1
285MCGUIRE CAPITAL ADVISORS INC$106K1
286Bayforest Capital Ltd$93.2K1
287Bank of New Hampshire$82.1K1
288Owl Creek Wealth Partners LLC$76.9K1
289BNP Paribas Asset Management Holding S.A.$75.6K1
290MAI Capital Management$70.5K1
291State of Wyoming$63.5K1
292EDMOND DE ROTHSCHILD HOLDING S.A.$57.1K1
293True Wealth Design, LLC$56.2K1
294Parkside Financial Bank & Trust$53.5K1
295Dogwood Wealth Management LLC$53.1K1
296Activest Wealth Management$52.8K1
297UMB Bank, n.a.$46.3K1
298MATHER GROUP, LLC.$46.0K1
299TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$39.8K1
300First Pacific Financial$36.5K1
301JFS WEALTH ADVISORS, LLC$35.5K1
302Addison Advisors LLC$30.7K1
303Opal Wealth Advisors, LLC$29.5K1
304WPG Advisers, LLC$28.4K1
305Advocate Investing Services LLC$27.5K1
306SJS Investment Consulting Inc.$25.6K1
307Larson Financial Group LLC$25.1K1
308AlphaCore Capital LLC$20.0K1
309Triumph Capital Management$19.0K1
310Bell Investment Advisors, Inc$18.9K1
311SHP Wealth Management$18.9K1
312Itau Unibanco Holding S.A.$18.3K1
313CENTRAL TRUST Co$18.1K1
314FINANCIAL CONSULATE, INC$16.3K1
315Abound Wealth Management$16.0K1
316TFC Financial Management, Inc.$15.3K1
317VISION FINANCIAL MARKETS LLC$15.1K1
318Crewe Advisors LLC$15.1K1
319Acumen Wealth Advisors, LLC$14.5K1
320WealthCollab, LLC$14.1K1
321HHM Wealth Advisors, LLC$13.2K1
322Spire Wealth Management$13.0K1
323Fairman Group, LLC$12.7K1
324Retirement Wealth Solutions LLC$11.9K1
325MARK SHEPTOFF FINANCIAL PLANNING, LLC$11.4K1
326Signature Equity Partners, LLC$10.4K1
327Annis Gardner Whiting Capital Advisors, LLC$9.7K1
328Bravera Wealth$9.0K1
329Truvestments Capital LLC$8.5K1
330DecisionPoint Financial, LLC$8.5K1
331ALBION FINANCIAL GROUP /UT$8.1K1
332BROWN, LISLE/CUMMINGS, INC.$7.3K1
333Kilter Group LLC$6.6K1
334Key FInancial Inc$6.6K1
335SUMMIT SECURITIES GROUP LLC$6.3K1
336Burk Holdings LLC$6.1K1
337Greenwich Wealth Management LLC$5.8K1
338American Capital Advisory, LLC$5.7K1
339Johnson Financial Group, Inc.$5.4K1
340Physician Wealth Advisors, Inc.$5.2K1
341JPL Wealth Management, LLC$4.6K1
342FEDERATED HERMES, INC.$4.5K1
343Atlantic Edge Private Wealth Management, LLC$4.2K1
344NFJ INVESTMENT GROUP, LLC$4.1K1
345HighMark Wealth Management LLC$4.1K1
346TD Capital Management LLC$3.4K1
347JNBA Financial Advisors$3.1K1
348PARK AVENUE SECURITIES LLC$3.0K1
349Decker Retirement Planning Inc.$2.9K1
350Geneos Wealth Management Inc.$2.7K1
351MBM WEALTH CONSULTANTS, LLC$2.6K1
352GHP Investment Advisors, Inc.$2.3K1
353ARMSTRONG ADVISORY GROUP, INC$2.2K1
354Intentional Wealth Strategies, LLC$2.0K1
355Ankerstar Wealth, LLC$2.0K1
356MidFirst Bank$1.4K1
357Godfrey Financial Associates, Inc.$1.4K1
358Rakuten Securities, Inc.$1.3K1
359EASTERN BANK$1.2K1
360PITTENGER & ANDERSON INC$1.2K1
361Asset Dedication, LLC$7201
362Frazier Financial Advisors, LLC$6991
363Elevated Capital Advisors, LLC$6141
364Cambridge Investment Research Advisors, Inc.$5331
365Cassaday & Co Wealth Management LLC$4031
366MCF Advisors LLC$2121
367Smithfield Trust Co$341
368Avion Wealth$21
369NOMURA ASSET MANAGEMENT CO LTD$01
370BARCLAYS PLC$01
371GLENMEDE TRUST CO NA$01
372STEPHENS INC /AR/$01
373HARBOUR INVESTMENTS, INC.$01
374TOTH FINANCIAL ADVISORY CORP$01
375PANAGORA ASSET MANAGEMENT INC$01
376BLAIR WILLIAM & CO/IL$01
3771832 Asset Management L.P.$01
378OSTERWEIS CAPITAL MANAGEMENT INC$01
379PARADIGM ASSET MANAGEMENT CO LLC$01
380VOYA INVESTMENT MANAGEMENT LLC$01
381CASTLEARK MANAGEMENT LLC$01
382CIBC Private Wealth Group LLC$01
383Covenant Partners, LLC$01
384NORGES BANK$01
385Keel Point, LLC$01
386Walleye Trading LLC$01
387Nicholas Investment Partners, LP$01
388Manchester Capital Management LLC$01
389J.W. COLE ADVISORS, INC.$01
390MidWestOne Financial Group, Inc.$01
391Calamos Wealth Management LLC$01
392OLD MISSION CAPITAL LLC$01
393FLOW TRADERS U.S. LLC$01
394HRT FINANCIAL LP$01
395TWO SIGMA ADVISERS, LP$01
396Tower Research Capital LLC (TRC)$01
397West Family Investments, Inc.$01
398New England Research & Management, Inc.$01
399Caprock Group, LLC$01
400Wealth Architects, LLC$01
401MV CAPITAL MANAGEMENT, INC.$01
402Wealthspire Advisors, LLC$01
403Quadrature Capital Ltd$01
404Clarius Group, LLC$01
405Ausdal Financial Partners, Inc.$01
406FLC Capital Advisors$01
407Investors Research Corp$01
408Quaker Wealth Management, LLC$01
409CreativeOne Wealth, LLC$01
410Global Retirement Partners, LLC$01
411MQS Management LLC$01
412Kingsview Wealth Management, LLC$01
413CERTUITY, LLC$01
414Optas, LLC$01
415Intelligence Driven Advisers, LLC$01
416Sage Mountain Advisors LLC$01
417Militia Capital Partners, LP$01
418DV EQUITIES, LLC$01
419Veery Capital, LLC$01
420Optiver Holding B.V.$01
421TUCKER ASSET MANAGEMENT LLC$01
422NFSG Corp$01
423Independent Wealth Network Inc.$01
424EARNED WEALTH ADVISORS, LLC$01
425Hedges Asset Management LLC$01
426Forum Financial Management, LP$01
427Nilsine Partners, LLC$01
428SageView Advisory Group, LLC$01
429Cape Investment Advisory, Inc.$01
430Corient Private Wealth LLC$01
431Dunhill Financial, LLC$01
432Stephens Consulting, LLC$01
433TrueMark Investments, LLC$01
434New Republic Capital, LLC$01
435Diversify Advisory Services, LLC$01
436Wealth Watch Advisors, INC$01
437Murphy & Mullick Capital Management Corp$01
438ABC ARBITRAGE SA$01
439Persistent Asset Partners Ltd$01
440Themes Management Co LLC$01
441MATTERS CAPITAL LLC$01
442LAUREL OAK WEALTH MANAGEMENT, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 442 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)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ 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 BCS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for BCS · financials and macro

Financials — as filed PLANNED

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