Public record / Tickers / BEN

BEN — FRANKLIN TEMPLETON INC

Both disclosure regimes on one name: who in Congress filed about BEN, 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
42
all PTR rows naming BEN
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Richard L. Hanna · $100K–$250K

Purchase · traded 2014-11-19 → filed 2014-12-12. Ranked over every BEN row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BEN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BEN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-10-14Thomas H. Kean, Jr. R–NJ-7SaleTraded 09-03 +41d$15K–$50K
2025-05-15Thomas H. Kean, Jr. R–NJ-7Sale · partial (partial sale)Traded 04-28 +17d$1K–$15K
2025-01-22Thomas H. Kean, Jr. R–NJ-7Sale · partial (partial sale)Traded 2024-12-16 +37d$1K–$15K
2022-02-18Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 01-26 +23d$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 42 ↗

Members active in BEN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing BEN 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.
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · BEN

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on BEN
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Ftrim−1,581 sh
2026-05-15Bridgewater Associates 13Ftrim−30,325 sh

3 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

full holders view ↗
Top institutional holders of BEN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Power Corp of Canada$745M1
2BlackRock, Inc.$679M1
3VANGUARD CAPITAL MANAGEMENT LLC$474M1
4STATE STREET CORP$470M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$327M1
6Invesco Ltd.$320M1
7CITADEL ADVISORS LLC$267M1
8DIMENSIONAL FUND ADVISORS LP$256M1
9GEODE CAPITAL MANAGEMENT, LLC$184M1
10ProShare Advisors LLC$155M1
11Azora Capital LP$120M1
12MORGAN STANLEY$116M1
13Artemis Investment Management LLP$115M1
14Bank of New York Mellon Corp$108M1
15NORTHERN TRUST CORP$86.7M1
16Kopernik Global Investors, LLC$83.2M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$76.3M1
18Verition Fund Management LLC$71.4M1
19BARCLAYS PLC$66.5M1
20JUPITER ASSET MANAGEMENT LTD$63.1M1
21Squarepoint Ops LLC$61.9M1
22UBS Group AG$57.7M1
23Freestone Grove Partners LP$50.7M1
24Vest Financial, LLC$48.0M1
25BANK OF AMERICA CORP /DE/$46.4M1
26FIRST TRUST ADVISORS LP$43.5M1
27VANGUARD FIDUCIARY TRUST CO$40.9M1
28BALYASNY ASSET MANAGEMENT L.P.$37.5M1
29NOMURA ASSET MANAGEMENT CO LTD$35.6M1
30TWO SIGMA INVESTMENTS, LP$34.2M1
31Gallagher Fiduciary Advisors, LLC$33.3M1
32Allianz Asset Management GmbH$31.9M1
33VICTORY CAPITAL MANAGEMENT INC$31.0M1
34WEDGE CAPITAL MANAGEMENT L L P/NC$29.5M1
35DEUTSCHE BANK AG\$29.0M1
36ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$27.4M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$26.9M1
38AQR CAPITAL MANAGEMENT LLC$26.3M1
39KETTLE HILL CAPITAL MANAGEMENT, LLC$22.0M1
40Quantinno Capital Management LP$21.7M1
41Holocene Advisors, LP$21.0M1
42HANCOCK WHITNEY CORP$21.0M1
43ROYAL BANK OF CANADA$20.9M1
44Nuveen, LLC$20.8M1
45Longaeva Partners L.P.$20.4M1
46CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$19.5M1
47HSBC HOLDINGS PLC$18.1M1
48Swiss Life Asset Management Ltd$17.8M1
49Vanguard Global Advisers, LLC$16.0M1
50Legal & General Group Plc$14.5M1
51SEB Asset Management AB$14.0M1
52FRANKLIN RESOURCES INC$13.9M1
53Swiss National Bank$13.4M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$13.4M1
55FIRST CITIZENS BANK & TRUST CO$13.1M1
56Mitsubishi UFJ Asset Management Co., Ltd.$12.3M1
57Meiji Yasuda Asset Management Co Ltd.$12.3M1
58Envestnet Portfolio Solutions, Inc.$12.0M1
59CITIGROUP INC$11.6M1
60COMMONWEALTH EQUITY SERVICES, LLC$11.2M1
61MILLENNIUM MANAGEMENT LLC$10.9M1
62HUNTINGTON NATIONAL BANK$9.9M1
63MACKENZIE FINANCIAL CORP$9.7M1
64Modern Wealth Management, LLC$9.7M1
65AMERIPRISE FINANCIAL INC$9.6M1
66ALLIANCEBERNSTEIN L.P.$9.0M1
67Cambria Investment Management, L.P.$8.9M1
68STATE OF WISCONSIN INVESTMENT BOARD$8.8M1
69LPL Financial LLC$8.5M1
70Jain Global LLC$8.1M1
71PRINCIPAL FINANCIAL GROUP INC$8.1M1
72PUBLIC SECTOR PENSION INVESTMENT BOARD$7.6M1
73YOUSIF CAPITAL MANAGEMENT, LLC$7.6M1
74Prana Capital Management, LP$7.1M1
75Bastion Asset Management Inc.$6.7M1
76WELLS FARGO & COMPANY/MN$6.7M1
77Connor, Clark & Lunn Investment Management Ltd.$6.6M1
78STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.6M1
79Y-Intercept (Hong Kong) Ltd$6.3M1
80Creative Planning$6.2M1
81VANGUARD ASSET MANAGEMENT, Ltd$6.1M1
82RAYMOND JAMES FINANCIAL INC$6.0M1
83NATIONAL BANK OF CANADA /FI/$5.9M1
84Point72 Asset Management, L.P.$5.9M1
85Cresset Asset Management, LLC$5.6M1
86MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.5M1
87MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.3M1
88MERCER GLOBAL ADVISORS INC /ADV$5.2M1
89Focus Partners Wealth$5.2M1
90CHATHAM CAPITAL GROUP, INC.$5.2M1
91SEI INVESTMENTS CO$5.1M1
92BANK OF MONTREAL /CAN/$5.0M1
93STIFEL FINANCIAL CORP$4.9M1
94Sumitomo Mitsui Trust Group, Inc.$4.9M1
95Robeco Institutional Asset Management B.V.$4.2M1
96Fire Capital Management LLC$4.1M1
97FIFTH THIRD BANCORP$4.0M1
98NEW YORK STATE COMMON RETIREMENT FUND$3.9M1
99Uncommon Cents Investing LLC$3.9M1
100Kinloch Capital, LLC$3.8M1
101PRUDENTIAL FINANCIAL INC$3.7M1
102Cinctive Capital Management LP$3.6M1
103Chevy Chase Trust Holdings, LLC$3.6M1
104Twelve Points Wealth Management LLC$3.5M1
105GUGGENHEIM CAPITAL LLC$3.5M1
106Ruffer LLP$3.5M1
107Ally Financial Inc.$3.3M1
108CIBC Bancorp USA Inc.$3.2M1
109Hilton Capital Management, LLC$3.2M1
110Grantham, Mayo, Van Otterloo & Co. LLC$3.1M1
111Janus Henderson Group Ltd.$3.0M1
112Cetera Investment Advisers$3.0M1
113Systematic Alpha Investments, LLC$3.0M1
114APG Asset Management N.V.$3.0M1
115HighTower Advisors, LLC$3.0M1
116ExodusPoint Capital Management, LP$2.9M1
117Gotham Asset Management, LLC$2.8M1
118SummitTX Capital, L.P.$2.8M1
119AMERICAN FINANCIAL GROUP INC$2.8M1
120NISA INVESTMENT ADVISORS, LLC$2.8M1
121SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.8M1
122AE Wealth Management LLC$2.8M1
123Unison Advisors LLC$2.7M1
124Mirae Asset Global Investments Co., Ltd.$2.7M1
125COMMERCE BANK$2.6M1
126WELLINGTON MANAGEMENT GROUP LLP$2.6M1
127AMERICAN CENTURY COMPANIES INC$2.5M1
128Keystone Financial Planning, Inc.$2.5M1
129CANADA PENSION PLAN INVESTMENT BOARD$2.5M1
130Summit Trail Advisors, LLC$2.4M1
131ENVESTNET ASSET MANAGEMENT INC$2.4M1
132CIBC WORLD MARKET INC.$2.4M1
133Amundi$2.3M1
134Man Group plc$2.3M1
135Zurcher Kantonalbank (Zurich Cantonalbank)$2.3M1
136Cerity Partners LLC$2.2M1
137XPONANCE LLC$2.2M1
138BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.1M1
139Sterling Capital Management LLC$2.0M1
140MALTESE CAPITAL MANAGEMENT LLC$2.0M1
141Alexander Randolph Advisory, Inc.$2.0M1
142PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.0M1
143State of New Jersey Common Pension Fund D$2.0M1
144Czech National Bank$2.0M1
145TORONTO DOMINION BANK$1.9M1
146Resona Asset Management Co.,Ltd.$1.9M1
147STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
148Asset Management One Co., Ltd.$1.9M1
149NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.9M1
150Pathstone Holdings, LLC$1.9M1
151Arizona State Retirement System$1.9M1
152Merit Financial Group, LLC$1.8M1
153AIMZ Investment Advisors, LLC$1.8M1
154CIBC Asset Management Inc$1.8M1
155FMR LLC$1.8M1
156Rafferty Asset Management, LLC$1.8M1
157Vanguard Investments Australia, Ltd.$1.8M1
158Genus Capital Management Inc.$1.7M1
159SCHRODER INVESTMENT MANAGEMENT GROUP$1.7M1
160Tidal Investments LLC$1.7M1
161COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
162MetLife Investment Management, LLC$1.7M1
163AXQ CAPITAL, LP$1.7M1
164PICTON MAHONEY ASSET MANAGEMENT$1.6M1
165Blackhawk Capital Partners, LLC$1.6M1
166Sigma Planning Corp$1.6M1
167Legend Capital Advisors LLC$1.6M1
168Forty-three Eighteen Advisors, LLC$1.6M1
169Schonfeld Strategic Advisors LLC$1.5M1
170Retirement Systems of Alabama$1.5M1
171Beacon Pointe Advisors, LLC$1.5M1
172KLP KAPITALFORVALTNING AS$1.5M1
173Board of the Pension Protection Fund$1.5M1
174Sumitomo Mitsui DS Asset Management Company, Ltd$1.5M1
175Pictet Asset Management Holding SA$1.5M1
176FIL Ltd$1.4M1
177UniSuper Management Pty Ltd$1.4M1
178VOYA INVESTMENT MANAGEMENT LLC$1.4M1
179TD ASSET MANAGEMENT INC$1.3M1
180FOUNDATIONS INVESTMENT ADVISORS, LLC$1.2M1
181Ethic Inc.$1.2M1
182AUXIER ASSET MANAGEMENT LLC$1.2M1
183D. E. Shaw & Co., Inc.$1.2M1
184Numerai GP LLC$1.1M1
185TRUIST FINANCIAL CORP$1.1M1
186LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.1M1
187Universal- Beteiligungs- und Servicegesellschaft mbH$1.1M1
188Kestra Investment Management, LLC$1.1M1
189New Age Alpha Advisors, LLC$1.1M1
190Walleye Capital LLC$1.1M1
191NEOS Investment Management LLC$1.1M1
192Abundance Wealth Counselors$1.0M1
193Ironwood Investment Counsel, LLC$1.0M1
194Gold Investment Management Ltd.$1.0M1
195FIRST COMMONWEALTH FINANCIAL CORP /PA/$992K1
196San Luis Wealth Advisors LLC$981K1
197Weaver C. Barksdale & Associates, Inc.$979K1
198Bridgewater Associates, LP$961K1
199WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$950K1
200CWM, LLC$944K1
201Quantum Portfolio Management LLC$941K1
202Sovran Advisors, LLC$924K1
203Vanguard Personalized Indexing Management, LLC$887K1
204Atria Investments, Inc$874K1
205Corient Private Wealth LLC$864K1
206OREGON PUBLIC EMPLOYEES RETIREMENT FUND$832K1
207Americana Partners, LLC$831K1
208Aster Capital Management (DIFC) Ltd$826K1
209TEACHER RETIREMENT SYSTEM OF TEXAS$815K1
210O'SHAUGHNESSY ASSET MANAGEMENT, LLC$808K1
211Elo Mutual Pension Insurance Co$775K1
212MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$772K1
213XTX Topco Ltd$769K1
214QUADRANT CAPITAL GROUP LLC$753K1
215NATIXIS$737K1
216OSAIC HOLDINGS, INC.$729K1
217Abel Hall, LLC$720K1
218CONTRAVISORY INVESTMENT MANAGEMENT, INC.$706K1
219Mirador Capital Partners LP$704K1
220Rakuten Investment Management, Inc.$693K1
221Sequoia Financial Advisors, LLC$682K1
222D.A. DAVIDSON & CO.$671K1
223Invst, LLC$665K1
224GATEWAY INVESTMENT ADVISERS LLC$649K1
225Capital Investment Advisory Services, LLC$633K1
226Farmers & Merchants Trust Co of Long Beach$625K1
227Arax Advisory Partners$624K1
228Steward Partners Investment Advisory, LLC$620K1
229LBP AM SA$618K1
230MGO ONE SEVEN LLC$612K1
231Index Technologies Group LLC$611K1
232BANK OF NOVA SCOTIA$605K1
233Guinness Asset Management LTD$598K1
234Daiwa Securities Group Inc.$592K1
235ACORN FINANCIAL ADVISORY SERVICES INC /ADV$571K1
236Ensign Peak Advisors, Inc$569K1
237Aberdeen Group plc$566K1
238Global X Japan Co., Ltd.$557K1
239OXFORD ASSET MANAGEMENT LLP$552K1
240Brevan Howard Capital Management LP$549K1
241SHEPHERD KAPLAN KROCHUK, LLC$548K1
242INCEPTIONR LLC$547K1
243TWINBEECH CAPITAL LP$536K1
244Kestra Advisory Services, LLC$509K1
245Cherry Creek Investment Advisors, Inc.$486K1
246Independent Advisor Alliance$484K1
247Wakefield Asset Management LLLP$483K1
248Freestone Capital Holdings, LLC$479K1
249US BANCORP \DE\$475K1
250Empowered Funds, LLC$472K1
251BENJAMIN EDWARDS INC$472K1
252FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$470K1
253Machina Capital S.A.S.$470K1
254PARK NATIONAL CORP /OH/$461K1
255OPPENHEIMER & CO INC$459K1
256HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$456K1
257WRIGHT INVESTORS SERVICE INC$456K1
258Jefferies Financial Group Inc.$451K1
259FIRST NATIONAL TRUST CO$446K1
260Norinchukin Bank, The$445K1
261Crossmark Global Holdings, Inc.$444K1
262WHITENER CAPITAL MANAGEMENT, INC.$443K1
263Federation des caisses Desjardins du Quebec$442K1
264MIZUHO SECURITIES USA LLC$439K1
265Cornerstone Wealth Management, LLC$431K1
266Wagner Wealth Management, Corp$429K1
267Capital Investment Counsel, Inc$419K1
268DnB Asset Management AS$413K1
269Allspring Global Investments Holdings, LLC$411K1
270HARTFORD INVESTMENT MANAGEMENT CO$405K1
271ASSOCIATED BANC-CORP$404K1
272BNP Paribas Asset Management Holding S.A.$392K1
273Hardy Reed LLC$381K1
274KEYBANK NATIONAL ASSOCIATION/OH$378K1
275UNITED CAPITAL FINANCIAL ADVISORS, LLC$376K1
276State of Wyoming$373K1
277ROCKLAND TRUST CO$372K1
278STEPHENS INC /AR/$370K1
279NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$347K1
280Maryland State Retirement & Pension System$344K1
281Ascentis Independent Advisors$343K1
282NorthRock Partners, LLC$343K1
283iSAM Funds (UK) Ltd$338K1
284Utah Retirement Systems$337K1
285MONETA GROUP INVESTMENT ADVISORS LLC$335K1
286Mariner, LLC$332K1
287ING GROEP NV$330K1
288MIRABELLA FINANCIAL SERVICES LLP$328K1
289Concurrent Investment Advisors, LLC$322K1
290Atlantic Union Bankshares Corp$312K1
291HUB Investment Partners, LLC$308K1
292MOODY NATIONAL BANK TRUST DIVISION$301K1
293Oak Thistle LLC$299K1
294Mutual Advisors, LLC$299K1
295MUFG Securities EMEA plc$297K1
296Jacobi Capital Management LLC$291K1
297OMERS ADMINISTRATION Corp$291K1
298Revisor Wealth Management LLC$288K1
299&PARTNERS$288K1
300LGT Group Foundation$288K1
301Annis Gardner Whiting Capital Advisors, LLC$284K1
302JANE STREET GROUP, LLC$283K1
303NewEdge Advisors, LLC$283K1
304ICON ADVISERS INC/CO$281K1
305Sowell Financial Services LLC$279K1
306DRW Securities, LLC$277K1
307Savvy Advisors, Inc.$276K1
308MML INVESTORS SERVICES, LLC$273K1
309NORTH STAR ASSET MANAGEMENT INC$271K1
310Polymer Capital Management (US) LLC$267K1
311AlphaCore Capital LLC$266K1
312Brooklyn Investment Group$262K1
313Ashton Thomas Private Wealth, LLC$261K1
314Wealthfront Advisers LLC$260K1
315ANGELES WEALTH MANAGEMENT, LLC$258K1
316Sound Financial Strategies Group, LLC$255K1
317Manske Wealth Management$251K1
318Stratos Wealth Partners, LTD.$250K1
319Linden Thomas Advisory Services, LLC$250K1
320PFG Investments, LLC$246K1
321Empirical Finance, LLC$246K1
322Paragon Capital Management Ltd$245K1
323Lido Advisors, LLC$244K1
324Simplicity Wealth,LLC$243K1
325PATTON FUND MANAGEMENT, INC.$241K1
326MACQUARIE GROUP LTD$239K1
327NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$232K1
328M&T BANK CORP$231K1
329Brand Asset Management Group, Inc.$229K1
330IRON Financial LLC$223K1
331EXCHANGE TRADED CONCEPTS, LLC$221K1
332SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$217K1
333Vident Advisory, LLC$217K1
334BOOTHBAY FUND MANAGEMENT, LLC$215K1
335GLENMEDE TRUST CO NA$215K1
336Apollon Wealth Management, LLC$214K1
337Orion Porfolio Solutions, LLC$214K1
338Investment Research Partners LLC$213K1
339CREDIT AGRICOLE S A$212K1
340North Dakota State Investment Board$210K1
341Composition Wealth, LLC$208K1
342Herold Advisors, Inc.$207K1
343Leonteq Securities AG$201K1
344MUFG SECURITIES AMERICAS INC.$201K1
345DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$200K1
346MATHER GROUP, LLC.$199K1
347SECURIAN ASSET MANAGEMENT, INC$195K1
348Korea Investment CORP$191K1
349GROUP ONE TRADING LLC$180K1
350SBI Securities Co., Ltd.$175K1
351Walleye Trading LLC$174K1
352Canada Post Corp Registered Pension Plan$170K1
353FEDERATED HERMES, INC.$148K1
354Rockefeller Capital Management L.P.$146K1
355Allworth Financial LP$142K1
356SIGNATUREFD, LLC$138K1
357Tower Research Capital LLC (TRC)$132K1
358TEMA ETFS LLC$123K1
359TD Waterhouse Canada Inc.$112K1
360Elevated Capital Advisors, LLC$109K1
361Catherine Avery Investment Management LLC$90.8K1
362Geneos Wealth Management Inc.$86.7K1
363Caldwell Trust Co$71.1K1
364Ameritas Investment Partners, Inc.$65.9K1
365ASSETMARK, INC$54.9K1
366Kingdom Financial Group LLC.$54.4K1
367CNB Bank$53.6K1
368Deseret Mutual Benefit Administrators$53.4K1
369Larson Financial Group LLC$49.2K1
370STOREBRAND ASSET MANAGEMENT AS$46.5K1
371CALDWELL SUTTER CAPITAL, INC.$44.9K1
372Beaird Harris Wealth Management, LLC$36.6K1
373Hilton Head Capital Partners, LLC$35.4K1
374Manchester Capital Management LLC$33.5K1
375Investors Research Corp$33.1K1
376CONSULTIVA WEALTH MANAGEMENT, CORP.$31.5K1
377Smartleaf Asset Management LLC$30.8K1
378INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$30.0K1
379ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$28.4K1
380Parkside Financial Bank & Trust$26.5K1
381Key Capital Management, INC$26.0K1
382Hickory Point Bank & Trust$23.6K1
383MAI Capital Management$23.4K1
384CYBER HORNET ETFs LLC$19.9K1
385UMB Bank, n.a.$18.0K1
386CVA Family Office, LLC$16.0K1
387Global Trust Asset Management, LLC$15.9K1
388PRIVATE TRUST CO NA$15.0K1
389Generali Asset Management SPA SGR$14.6K1
390TRUST CO OF TOLEDO NA /OH/$14.2K1
391True Wealth Design, LLC$14.0K1
392Clearstead Trust, LLC$13.4K1
393Owl Creek Wealth Partners LLC$12.3K1
394Cromwell Holdings LLC$12.2K1
395EASTERN BANK$11.8K1
396Axiom Investment Management LLC$11.8K1
397Millstone Evans Group, LLC$11.5K1
398JFS WEALTH ADVISORS, LLC$10.8K1
399Quarry LP$10.5K1
400Pinnacle Wealth Planning Services, Inc.$10.1K1
401AMERIFLEX GROUP, INC.$9.8K1
402Rakuten Securities, Inc.$8.3K1
403Legacy Wealth Managment, LLC/ID$7.7K1
404NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.1K1
405Key FInancial Inc$6.9K1
406Decker Retirement Planning Inc.$6.6K1
407Addison Advisors LLC$6.1K1
408TOMPKINS FINANCIAL CORP$5.9K1
409Blue Trust, Inc.$5.4K1
410FARMERS & MERCHANTS INVESTMENTS INC$5.1K1
411Triumph Capital Management$4.8K1
412CENTRAL TRUST Co$4.7K1
413POM Investment Strategies, LLC$4.5K1
414Quest 10 Wealth Builders, Inc.$4.3K1
415Clark Wealth Partners$3.8K1
416Physician Wealth Advisors, Inc.$3.7K1
417Greenwich Wealth Management LLC$3.4K1
418CANADA LIFE ASSURANCE Co$3.3K1
419ALGERT GLOBAL LLC$3.2K1
420Clearstead Advisors, LLC$3.0K1
421BARTLETT & CO. WEALTH MANAGEMENT LLC$2.7K1
422Treasurer of the State of North Carolina$2.7K1
423Rialto Wealth Management, LLC$2.4K1
424DANSKE BANK A/S$2.4K1
425ELEVATION WEALTH PARTNERS, LLC$2.3K1
426Cassaday & Co Wealth Management LLC$2.2K1
427Sachetta, LLC$2.2K1
428Inspire Investing, LLC$2.2K1
429SJS Investment Consulting Inc.$2.0K1
430DiNuzzo Private Wealth, Inc.$1.9K1
431GILPIN WEALTH MANAGEMENT, LLC$1.8K1
432Jackson Creek Investment Advisors LLC$1.8K1
433DekaBank Deutsche Girozentrale$1.7K1
434Spire Wealth Management$1.6K1
435SHP Wealth Management$1.5K1
436SouthState Bank Corp$1.4K1
437Destiny Wealth Partners, LLC$1.4K1
438SUMMIT SECURITIES GROUP LLC$1.2K1
439THRIVENT FINANCIAL FOR LUTHERANS$1.1K1
440Grove Bank & Trust$1.1K1
441Caitlin John, LLC$1.1K1
442Kilter Group LLC$9931
443Truvestments Capital LLC$8981
444Clayton Financial Group LLC$8741
445FOSTER & MOTLEY INC$8731
446MV CAPITAL MANAGEMENT, INC.$8511
447Vermillion Wealth Management, Inc.$8501
448Activest Wealth Management$8501
449TFC Financial Management, Inc.$7331
450Synergy Investment Management, LLC$7321
451State of Alaska, Department of Revenue$7201
452West Financial Advisors, LLC$7181
453HFM Investment Advisors, LLC$7091
454SlateStone Wealth, LLC$7011
455PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$6701
456Bell Investment Advisors, Inc$6381
457Caitong International Asset Management Co., Ltd$6381
458TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$5721
459NATIXIS ADVISORS, LLC$5621
460S&CO INC$5491
461FINANCIAL CONSULATE, INC$4731
462BROWN, LISLE/CUMMINGS, INC.$4721
463SWAN Capital LLC$4721
464KBC Group NV$4381
465MCGUIRE CAPITAL ADVISORS INC$4181
466Quaker Wealth Management, LLC$4021
467iA Global Asset Management Inc.$3911
468Vestcor Inc$3781
469Y.D. More Investments Ltd$3591
470Abound Wealth Management$2871
471American Capital Advisory, LLC$2841
472Dogwood Wealth Management LLC$2361
473Signature Equity Partners, LLC$2131
474Transamerica Financial Advisors, LLC$1911
475VAN ECK ASSOCIATES CORP$1861
476Private Wealth Management Group, LLC$1661
477MidFirst Bank$1421
478Capital Analysts, LLC$1311
4793 FACTOR INDEXING, LLC$951
480South Dakota Investment Council$931
481HAZLETT, BURT & WATSON, INC.$121
482Capital Advisors, Ltd. LLC$121
483Smithfield Trust Co$111
484Avion Wealth$01
485VANGUARD GROUP INC$01
486HARBOUR INVESTMENTS, INC.$01
487HOWARD HUGHES MEDICAL INSTITUTE$01
488ROYAL LONDON ASSET MANAGEMENT LTD$01
489FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$01
490COMERICA BANK$01
491RENAISSANCE TECHNOLOGIES LLC$01
492CIBC WORLD MARKETS CORP$01
493AVIVA PLC$01
494NOMURA HOLDINGS INC$01
495ADAGE CAPITAL PARTNERS GP, L.L.C.$01
496EVERGREEN CAPITAL MANAGEMENT LLC$01
497Hilltop Holdings Inc.$01
498CIBC Private Wealth Group LLC$01
499Cadence Bank$01
500Magnetar Financial 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)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ 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 BEN

RETAINED WINDOW · ACTIVE HITS
Signal hits naming BEN
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for BEN · financials and macro

Financials — as filed PLANNED

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