Public record / Tickers / BP

BP — BP PLC

Both disclosure regimes on one name: who in Congress filed about BP, 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
67
all PTR rows naming BP
Members · 12m
2
3 buys · 2 sells · by trade date
Latest PTR
04-08
filed 2026-04-08
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

Virginia Foxx · $100K–$250K

Sale · traded 2021-12-23 → filed 2022-01-05. Ranked over every BP row by the provable lower bound, never a point estimate.

2 members · 3 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.

14 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

10 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. 10 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-08Jonathan L. Jackson D–IL-1PurchaseTraded 03-20 +19d$1K–$15K
2026-04-08Jonathan L. Jackson D–IL-1Purchase · JT (jointly owned)Traded 03-19 +20d$15K–$50K
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
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 67 ↗

Members active in BP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing BP 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
Jonathan L. Jackson D–IL-12$16.0K to $65.0K2

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

Congress ↔ notable managers · BP

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 Tudor Investment Corp $14.6M held

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

Merged timeline of congressional filings and notable-manager moves on BP
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+120,971 sh
2026-05-15Bridgewater Associates 13Ftrim−472,160 sh
2026-05-15Moore Capital Management 13Fexit−200,000 sh
2026-05-14Caxton Associates 13Fexit−10,409,750 sh

4 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 BP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Fisher Asset Management, LLC$3.1B1
2DIMENSIONAL FUND ADVISORS LP$842M1
3STATE STREET CORP$762M1
4Capital World Investors$748M1
5ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$602M1
6MORGAN STANLEY$472M1
7BlackRock, Inc.$460M1
8MILLENNIUM MANAGEMENT LLC$367M1
9GQG Partners LLC$257M1
10Point72 Asset Management, L.P.$252M1
11ROYAL BANK OF CANADA$233M1
12CITADEL ADVISORS LLC$220M1
13BANK OF MONTREAL /CAN/$217M1
14RAYMOND JAMES FINANCIAL INC$200M1
15ALTRINSIC GLOBAL ADVISORS LLC$175M1
16LMR Partners LLP$170M1
17Merewether Investment Management, LP$166M1
18BANK OF AMERICA CORP /DE/$166M1
19NORTHERN TRUST CORP$127M1
20VOLORIDGE INVESTMENT MANAGEMENT, LLC$127M1
21DEUTSCHE BANK AG\$126M1
22Freestone Grove Partners LP$124M1
23SEI INVESTMENTS CO$121M1
24UBS Group AG$109M1
25AMERICAN CENTURY COMPANIES INC$104M1
26FMR LLC$102M1
27WELLS FARGO & COMPANY/MN$101M1
28Ruffer LLP$98.9M1
29FRANKLIN RESOURCES INC$94.7M1
30Qube Research & Technologies Ltd$91.7M1
31Alyeska Investment Group, L.P.$89.4M1
32NATIONAL BANK OF CANADA /FI/$73.7M1
33RENAISSANCE TECHNOLOGIES LLC$72.1M1
34LPL Financial LLC$68.2M1
35CITIGROUP INC$63.5M1
36MANUFACTURERS LIFE INSURANCE COMPANY, THE$56.9M1
37Castle Hook Partners LP$52.8M1
38Engineers Gate Manager LP$50.0M1
39NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$49.4M1
40Verition Fund Management LLC$48.0M1
41ENVESTNET ASSET MANAGEMENT INC$48.0M1
42CAUSEWAY CAPITAL MANAGEMENT LLC$46.9M1
43Yaupon Capital Management LP$44.6M1
44STIFEL FINANCIAL CORP$36.5M1
45Walleye Trading LLC$33.3M1
46Assenagon Asset Management S.A.$30.4M1
47Rockefeller Capital Management L.P.$29.4M1
48Cetera Investment Advisers$28.2M1
49Goodlander Investment Management, LLC$27.3M1
50Jain Global LLC$27.2M1
51Huber Capital Management LLC$26.7M1
52Generate Investment Management Ltd$26.5M1
53Invesco Ltd.$25.3M1
54Cerity Partners LLC$25.1M1
55TWO SIGMA INVESTMENTS, LP$24.4M1
56Quadrature Capital Ltd$23.9M1
57Connor, Clark & Lunn Investment Management Ltd.$23.3M1
58Calamos Advisors LLC$22.3M1
59DRW Securities, LLC$22.3M1
60COMMONWEALTH EQUITY SERVICES, LLC$21.8M1
61US BANCORP \DE\$21.7M1
62Aquatic Capital Management LLC$20.6M1
63Nan Shan Life Insurance Co., Ltd.$19.6M1
64Tower Research Capital LLC (TRC)$19.5M1
65CHARLES SCHWAB INVESTMENT MANAGEMENT INC$19.3M1
66Mariner, LLC$18.6M1
67ADAGE CAPITAL PARTNERS GP, L.L.C.$18.3M1
68BALYASNY ASSET MANAGEMENT L.P.$17.4M1
69OSAIC HOLDINGS, INC.$17.1M1
70SPX Gestao de Recursos Ltda$16.7M1
71PACIFIC HEIGHTS ASSET MANAGEMENT LLC$16.5M1
72Sagefield Capital LP$16.3M1
73OLD MISSION CAPITAL LLC$16.0M1
74Walleye Capital LLC$15.9M1
75Focus Partners Wealth$15.8M1
76Waverly Advisors, LLC$15.7M1
77Creative Planning$15.7M1
78Trexquant Investment LP$15.1M1
79FIRST TRUST ADVISORS LP$15.0M1
80COMMERCE BANK$15.0M1
81TUDOR INVESTMENT CORP ET AL$14.6M1
82M&T BANK CORP$14.3M1
83Dupree Financial Group, LLC$14.0M1
84O'SHAUGHNESSY ASSET MANAGEMENT, LLC$13.7M1
85Willis Johnson & Associates, Inc.$13.7M1
86HighTower Advisors, LLC$13.1M1
87Quantinno Capital Management LP$12.8M1
88Americana Partners, LLC$12.3M1
89Curi Capital, LLC$12.1M1
90OPPENHEIMER & CO INC$11.7M1
91WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$11.3M1
92Baird Financial Group, Inc.$11.2M1
93Pathstone Holdings, LLC$10.7M1
94ASSETMARK, INC$10.7M1
95Empyrean Capital Partners, LP$10.3M1
96NewEdge Advisors, LLC$9.8M1
97BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$9.2M1
98BROWN ADVISORY INC$8.9M1
99LAZARI CAPITAL MANAGEMENT, INC.$8.8M1
100Kestra Advisory Services, LLC$8.4M1
101Steward Partners Investment Advisory, LLC$8.4M1
102CI INVESTMENTS INC.$8.2M1
103HENNESSY ADVISORS INC$7.8M1
104CLIFFORD SWAN INVESTMENT COUNSEL LLC$7.6M1
105Financial Sense Advisors, Inc.$7.5M1
106Lighthouse Investment Partners, LLC$7.3M1
107TRUIST FINANCIAL CORP$7.3M1
108Bleakley Financial Group, LLC$7.2M1
109Hudson Bay Capital Management LP$7.1M1
110DAVENPORT & Co LLC$7.1M1
111Brooklyn Investment Group$7.0M1
112READYSTATE ASSET MANAGEMENT LP$6.9M1
113TODD ASSET MANAGEMENT LLC$6.8M1
114IMC-Chicago, LLC$6.8M1
115Yarbrough Capital, LLC$6.6M1
116Larson Financial Group LLC$6.5M1
117AQR CAPITAL MANAGEMENT LLC$6.4M1
118Vestmark Advisory Solutions, Inc.$6.3M1
119QRG CAPITAL MANAGEMENT, INC.$6.2M1
120MERCER GLOBAL ADVISORS INC /ADV$6.2M1
121ADVOCATE GROUP LLC$6.2M1
122Columbia Asset Management$6.1M1
123Crossmark Global Holdings, Inc.$6.1M1
124Corient Private Wealth LLC$6.0M1
125Covalis Capital LLP$5.9M1
126NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.8M1
127Transmarket Holdings LP$5.7M1
128BLAIR WILLIAM & CO/IL$5.6M1
129Parallax Volatility Advisers, L.P.$5.6M1
130Private Advisor Group, LLC$5.6M1
131Clearbridge Investments, LLC$5.6M1
132Y-Intercept (Hong Kong) Ltd$5.5M1
133Blackstone Inc.$5.3M1
134Jackson Hole Capital Partners, LLC$5.3M1
135KESTRA PRIVATE WEALTH SERVICES, LLC$5.3M1
136Corigliano Investment Advisers, LLC$5.3M1
137MML INVESTORS SERVICES, LLC$5.2M1
138Aventail Capital Group, LP$5.2M1
139Optiver Holding B.V.$5.2M1
140Ashton Thomas Private Wealth, LLC$5.2M1
141Stamos Capital Partners, L.P.$5.2M1
142RITHOLTZ WEALTH MANAGEMENT$5.1M1
143D. E. Shaw & Co., Inc.$5.1M1
144ExodusPoint Capital Management, LP$5.0M1
145J.W. COLE ADVISORS, INC.$5.0M1
146Baker Ellis Asset Management LLC$4.9M1
147Diversified Trust Co$4.8M1
148BBR PARTNERS, LLC$4.8M1
149Prospera Financial Services Inc$4.8M1
150D.A. DAVIDSON & CO.$4.6M1
151BFSG, LLC$4.6M1
152CWM, LLC$4.5M1
153OPPENHEIMER ASSET MANAGEMENT INC.$4.4M1
154Encore Global Management, LP$4.4M1
155MEYER HANDELMAN CO$4.4M1
156Tidal Investments LLC$4.4M1
157Vanguard Personalized Indexing Management, LLC$4.3M1
158SCOTIA CAPITAL INC.$4.2M1
159BNP Paribas Asset Management Holding S.A.$4.0M1
160HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.9M1
161TrueMark Investments, LLC$3.9M1
162OPAL CAPITAL LLC$3.9M1
163Capital International Sarl$3.8M1
164EVERGREEN CAPITAL MANAGEMENT LLC$3.7M1
165Murphy, Middleton, Hinkle & Parker, Inc.$3.6M1
166&PARTNERS$3.5M1
167Immersion Capital LLP$3.3M1
168Quotient Wealth Partners, LLC$3.2M1
169Choate Investment Advisors$3.2M1
170NewEdge Wealth, LLC$3.0M1
17144 WEALTH MANAGEMENT LLC$2.9M1
172B. Riley Wealth Advisors, Inc.$2.9M1
173CIBC Bancorp USA Inc.$2.9M1
174SHARPEPOINT LLC$2.8M1
175Callan Family Office, LLC$2.8M1
176Caprock Group, LLC$2.7M1
177Smith Group Asset Management, LLC$2.7M1
178IEQ CAPITAL, LLC$2.7M1
179WELLINGTON MANAGEMENT GROUP LLP$2.6M1
180Harvest Portfolios Group Inc.$2.6M1
181Beacon Pointe Advisors, LLC$2.5M1
182Vident Advisory, LLC$2.5M1
183Capital Investment Advisory Services, LLC$2.5M1
184Insight Inv LLC$2.5M1
185Naviter Wealth, LLC$2.5M1
186Mutual Advisors, LLC$2.4M1
187Graham Capital Management, L.P.$2.4M1
188RFG - Bristol Wealth Advisors, LLC$2.4M1
189Sequoia Financial Advisors, LLC$2.4M1
190RWA WEALTH PARTNERS, LLC$2.4M1
191MERIDIAN INVESTMENT COUNSEL INC.$2.4M1
192Phoenix Financial Ltd.$2.4M1
193SANDERS MORRIS HARRIS LLC$2.3M1
194INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$2.3M1
195Cyndeo Wealth Partners, LLC$2.3M1
196UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.3M1
197NOMURA HOLDINGS INC$2.2M1
198Orion Porfolio Solutions, LLC$2.2M1
199Autumn Glory Partners, LLC$2.2M1
200Aviso Financial Inc.$2.2M1
201ELEVATION POINT WEALTH PARTNERS, LLC$2.2M1
202CHOREO, LLC$2.2M1
203Merit Financial Group, LLC$2.1M1
204KAVAR CAPITAL PARTNERS GROUP, LLC$2.1M1
205Allworth Financial LP$2.1M1
206PFG Investments, LLC$2.1M1
207Focus Partners Advisor Solutions, LLC$2.1M1
208Moors & Cabot, Inc.$2.1M1
209Avior Wealth Management, LLC$2.1M1
210PINNACLE ASSOCIATES LTD$2.1M1
211ALLIANCEBERNSTEIN L.P.$2.1M1
212MGO ONE SEVEN LLC$2.0M1
213Hardin Capital Partners, LLC$2.0M1
214KENNEDY INVESTMENT GROUP, INC.$2.0M1
215Laird Norton Wetherby Trust Company, LLC$2.0M1
216Vise Technologies, Inc.$1.9M1
217SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.9M1
218Savant Capital, LLC$1.8M1
219Wealthstar Advisors, LLC$1.8M1
220Concurrent Investment Advisors, LLC$1.8M1
221GC Wealth Management RIA, LLC$1.8M1
222HB Wealth Management, LLC$1.8M1
223Cresset Asset Management, LLC$1.8M1
224Kingsview Wealth Management, LLC$1.8M1
225UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.8M1
226COMPASS CAPITAL MANAGEMENT, INC$1.8M1
227Prosperity Consulting Group, LLC$1.7M1
228TOCQUEVILLE ASSET MANAGEMENT L.P.$1.7M1
229CSS LLC/IL$1.7M1
230GeoWealth Management, LLC$1.7M1
231Ausdal Financial Partners, Inc.$1.7M1
232Apollon Wealth Management, LLC$1.7M1
233REGIONS FINANCIAL CORP$1.6M1
234FIRST NATIONAL TRUST CO$1.6M1
235Lido Advisors, LLC$1.6M1
236BURNEY CO/$1.6M1
237LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$1.6M1
238BENJAMIN EDWARDS INC$1.5M1
239SIGNATUREFD, LLC$1.5M1
240CAPITAL INTERNATIONAL LTD /CA/$1.5M1
241Abundance Wealth Counselors$1.5M1
242Independent Advisor Alliance$1.5M1
243Clearstead Advisors, LLC$1.4M1
244Rossmore Private Capital$1.4M1
245Templeton & Phillips Capital Management, LLC$1.4M1
246GREAT VALLEY ADVISOR GROUP, INC.$1.4M1
247Avidian Wealth Enterprises, LLC$1.4M1
248Lantz Financial LLC$1.4M1
249VERUS CAPITAL PARTNERS, LLC$1.4M1
250Malaga Cove Capital, LLC$1.4M1
251Modern Wealth Management, LLC$1.4M1
252STEPHENS INC /AR/$1.4M1
253Parrish Capital LLC$1.4M1
254Stratos Wealth Partners, LTD.$1.4M1
255UMB Bank, n.a.$1.3M1
256Allspring Global Investments Holdings, LLC$1.3M1
257Pinnacle Financial Partners, Inc.$1.3M1
258Compound Planning, Inc.$1.3M1
259INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.3M1
260QUADRANT CAPITAL GROUP LLC$1.3M1
261Snowden Capital Advisors LLC$1.3M1
262HANCOCK WHITNEY CORP$1.3M1
263Manske Wealth Management$1.3M1
264LEVIN CAPITAL STRATEGIES, L.P.$1.3M1
265CURA WEALTH ADVISORS, LLC$1.3M1
266Solstein Capital, LLC$1.3M1
267AE Wealth Management LLC$1.3M1
268Sigma Planning Corp$1.3M1
269World Investment Advisors$1.3M1
270Aptus Capital Advisors, LLC$1.3M1
271MOODY NATIONAL BANK TRUST DIVISION$1.3M1
272Venture Visionary Partners LLC$1.3M1
273Aaron Wealth Advisors LLC$1.3M1
274Chicago Capital, LLC$1.2M1
275MITCHELL & PAHL PRIVATE WEALTH, LLC$1.2M1
2761ST SOURCE BANK$1.2M1
277Smartleaf Asset Management LLC$1.2M1
278GREENWOOD CAPITAL ASSOCIATES LLC$1.2M1
279AWM CAPITAL, LLC$1.2M1
280Wealth Alliance Advisory Group, LLC$1.2M1
281HSBC HOLDINGS PLC$1.2M1
282Argyle Capital Management, LLC$1.2M1
283MISSION WEALTH MANAGEMENT, LP$1.2M1
284Cornerstone Wealth Management, LLC$1.2M1
285VestGen Advisors, LLC$1.2M1
286Bridgewater Associates, LP$1.2M1
287Dynasty Wealth Management, LLC$1.2M1
288CENTRAL TRUST Co$1.2M1
289Intrua Financial, LLC$1.2M1
290Oak Harvest Investment Services$1.2M1
291SAXON INTERESTS, INC.$1.2M1
292MAI Capital Management$1.1M1
293Herold Advisors, Inc.$1.1M1
294Purkiss Capital Advisors LLC$1.1M1
295Summit Trail Advisors, LLC$1.1M1
296SIH Partners, LLLP$1.1M1
297Caitong International Asset Management Co., Ltd$1.1M1
298Future Fund LLC$1.1M1
299Kovack Advisors, Inc.$1.1M1
300WESTWOOD HOLDINGS GROUP INC$1.1M1
301GUGGENHEIM CAPITAL LLC$1.0M1
302WCG Wealth Advisors LLC$1.0M1
303Wilmington Savings Fund Society, FSB$1.0M1
304ASSOCIATED BANC-CORP$1.0M1
305Horizon Investment Services, LLC$1.0M1
306MATHER GROUP, LLC.$1.0M1
307CHESAPEAKE CAPITAL CORP /IL/$1.0M1
308Empowered Funds, LLC$998K1
309Gallacher Capital Management LLC$987K1
310SCS Capital Management LLC$973K1
311Harbour Capital Advisors, LLC$971K1
312Avantra Family Wealth, Inc.$969K1
313Cherokee Insurance Co$933K1
314EP Wealth Advisors, LLC$919K1
315Western Wealth Management, LLC$909K1
316TOWNSQUARE CAPITAL LLC$908K1
317DENALI ADVISORS LLC$908K1
318Atria Investments, Inc$908K1
319NICOLET BANKSHARES INC$899K1
320Capital International, Inc./CA/$898K1
321Bank Julius Baer & Co. Ltd, Zurich$891K1
322EASTERN BANK$888K1
323INSIGNEO ADVISORY SERVICES, LLC$881K1
324Ameritas Advisory Services, LLC$875K1
325Permanent Capital Management, LP$873K1
326Texas Yale Capital Corp.$867K1
327PROFUND ADVISORS LLC$864K1
328Regal Investment Advisors LLC$859K1
329Northstar Financial Companies, Inc.$857K1
330Checchi Capital Advisers, LLC$856K1
331U.S. Capital Wealth Advisors, LLC$856K1
332SAPIENT CAPITAL LLC$856K1
333Csenge Advisory Group$853K1
334R Squared Ltd$851K1
335PARSONS CAPITAL MANAGEMENT INC/RI$840K1
336ACADIAN ASSET MANAGEMENT LLC$838K1
337Red Door Wealth Management, LLC$806K1
338PARTNERS WEALTH MANAGEMENT, LLC$794K1
339COURIER CAPITAL LLC$794K1
340CAPITAL ADVISORS INC/OK$789K1
341Lebenthal Global Advisors, LLC$788K1
342Left Brain Wealth Management, LLC$787K1
343Abel Hall, LLC$786K1
344Vertex Planning Partners, LLC$786K1
345Pure Financial Advisors, LLC$785K1
346SILVIA MCCOLL WEALTH MANAGEMENT, LLC$783K1
347Gibbs Wealth Management$781K1
348ARS Investment Partners, LLC$780K1
349Mesirow Financial Investment Management, Inc.$778K1
350JOHNSON INVESTMENT COUNSEL INC$770K1
351MONARCH CAPITAL MANAGEMENT INC$769K1
352BEESE FULMER INVESTMENT MANAGEMENT, INC.$748K1
353Arax Advisory Partners$741K1
354FIFTH THIRD BANCORP$741K1
355Bellevue Group AG$735K1
356SAGESPRING WEALTH PARTNERS, LLC$735K1
357Dynamic Advisor Solutions LLC$734K1
358Summit Financial, LLC$727K1
359GRANDFIELD & DODD, LLC$725K1
360BURRUS FINANCIAL SERVICES, INC.$725K1
361Mill Capital Management, LLC$725K1
362Winning Points Advisors, LLC$723K1
363MONECO ADVISORS, LLC$719K1
364Legacy Wealth Asset Management, LLC$717K1
365Geneos Wealth Management Inc.$716K1
366Advisors Asset Management, Inc.$712K1
367Alessandra Capital Management, LLC$711K1
368ClearAlpha Technologies LP$707K1
369Straight Path Wealth Management$705K1
370BCS Private Wealth Management, Inc.$703K1
371Ascentis Independent Advisors$701K1
372Fort Point Capital Partners LLC$698K1
373Landmark Wealth Management, LLC$696K1
374DV Trading LLC$694K1
375INDEPENDENT FINANCIAL GROUP, LLC$692K1
376West Family Investments, Inc.$690K1
377Glenview Trust Co$685K1
378BAXTER BROS INC$680K1
379FOUNDATIONS INVESTMENT ADVISORS, LLC$680K1
380WRIGHT INVESTORS SERVICE INC$675K1
381Equitable Holdings, Inc.$674K1
382ARK & TLK INVESTMENTS, LLC$669K1
383Pinnacle Wealth Planning Services, Inc.$665K1
384MidFirst Bank$663K1
385PCM Encore, LLC$662K1
386HM PAYSON & CO$658K1
387Blue Trust, Inc.$655K1
388SeaCrest Wealth Management, LLC$650K1
389PRINCIPAL SECURITIES, INC.$646K1
390Van Diest Capital, LLC$632K1
391Balboa Wealth Partners$631K1
392Sowell Financial Services LLC$630K1
393Burford Brothers, Inc.$628K1
394Cooper Financial Group$625K1
395CANTOR FITZGERALD, L. P.$617K1
396AlphaCore Capital LLC$613K1
397Jacobi Capital Management LLC$613K1
398Bay Rivers Group$611K1
399COWA, LLC$611K1
400Edge Wealth Management LLC$610K1
401Sovran Advisors, LLC$605K1
402Aegis Wealth Management LLC$603K1
403Capital Investment Advisors, LLC$603K1
404Composition Wealth, LLC$596K1
405OLD NATIONAL BANCORP /IN/$596K1
406Capital Investment Counsel, Inc$594K1
407Frank, Rimerman Advisors LLC$593K1
408Prospect Financial Services LLC$588K1
409FIDUCIARY TRUST CO$587K1
410Aull & Monroe Investment Management Corp$586K1
411WELCH & FORBES LLC$583K1
412Baker Avenue Asset Management, LP$583K1
413PEDDOCK CAPITAL ADVISORS, LLC$580K1
414WealthTrust Axiom LLC$579K1
415Permanens Capital L.P.$577K1
416Zurcher Kantonalbank (Zurich Cantonalbank)$576K1
417COLDSTREAM CAPITAL MANAGEMENT INC$573K1
418Tannin Capital LLC$565K1
419Hilltop National Bank$564K1
420Oxinas Partners, LLC$563K1
421Kathmere Capital Management, LLC$563K1
422GRIMES & Co WEALTH MANAGEMENT, LLC$560K1
423Chicago Partners Investment Group LLC$560K1
424JANE STREET GROUP, LLC$557K1
425Elgethun Capital Management$554K1
426DAYMARK WEALTH PARTNERS, LLC$549K1
427Carnegie Investment Counsel$544K1
428Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$543K1
429Pettinga Financial Advisors LLC$542K1
430FIRST MANHATTAN CO. LLC.$540K1
431KLCM Advisors, Inc.$533K1
432ASHTON THOMAS SECURITIES, LLC$532K1
433Advocate Investing Services LLC$532K1
434Southeast Asset Advisors, LLC$527K1
435Investors Research Corp$526K1
436Accurate Wealth Management, LLC$524K1
437Capital International Investors$522K1
438Founders Financial Alliance, LLC$517K1
439Brookstone Capital Management$515K1
440Sentry LLC$510K1
441SCP Investment, LP$508K1
442Pekin Hardy Strauss, Inc.$503K1
443AlTi Global, Inc.$498K1
444Atlas Legacy Advisors, LLC$497K1
445Keating Financial Advisory Services, Inc.$495K1
446Asset Advisory Group, Inc.$493K1
447Uniting Wealth Partners, LLC$493K1
448SHAYNE & JACOBS, LLC$491K1
449SAGE RHINO CAPITAL LLC$490K1
450LEVEL FOUR ADVISORY SERVICES, LLC$487K1
451HBK Sorce Advisory LLC$481K1
452BancFirst Trust & Investment Management$480K1
453FIDELIS CAPITAL PARTNERS, LLC$475K1
454Wealthspire Advisors, LLC$474K1
455LAZARD ASSET MANAGEMENT LLC$473K1
456American Trust Investment Advisors, LLC$472K1
457Savvy Advisors, Inc.$470K1
458KANAWHA CAPITAL MANAGEMENT LLC$468K1
459Titan Wealth (CI) Ltd$463K1
460Aprio Wealth Management, LLC$459K1
461KEB ASSET MANAGEMENT, LLC$456K1
462FSA Advisors, Inc.$456K1
463SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$450K1
464Qtron Investments LLC$449K1
465LOWE BROCKENBROUGH & CO INC$447K1
466CHICAGO TRUST Co NA$446K1
467HORIZON KINETICS ASSET MANAGEMENT LLC$445K1
468Sivia Capital Partners, LLC$439K1
469Soltis Investment Advisors LLC$435K1
470May Hill Capital, LLC$434K1
471PERKINS CAPITAL MANAGEMENT INC$432K1
472Caption Management, LLC$432K1
473EXENCIAL WEALTH ADVISORS, LLC$432K1
474KING LUTHER CAPITAL MANAGEMENT CORP$431K1
475OneAscent Financial Services LLC$429K1
476Weinberger Asset Management, Inc$428K1
477CHIRON CAPITAL MANAGEMENT, LLC$427K1
478EAGLE ROCK INVESTMENT COMPANY, LLC$427K1
479Game Creek Capital, LP$423K1
480OneDigital Investment Advisors LLC$422K1
481Iron Gate Global Advisors LLC$419K1
482Dorsey & Whitney Trust CO LLC$416K1
483Forvis Mazars Wealth Advisors, LLC$415K1
484Greenline Partners, LLC$415K1
485DONALDSON CAPITAL MANAGEMENT, LLC$413K1
486HOLDERNESS INVESTMENTS CO$411K1
487TD Waterhouse Canada Inc.$410K1
488INTEGRITY ALLIANCE, LLC.$407K1
489AVALON CAPITAL MANAGEMENT$407K1
490Retirement Planning Co of New England, Inc.$404K1
491Palogic Value Management, L.P.$402K1
492WEALTHSPAN PARTNERS, LLC$401K1
493MANCHESTER FINANCIAL INC$400K1
494PERSONAL CFO SOLUTIONS, LLC$400K1
495Crewe Advisors LLC$400K1
496Net Worth Advisory Group$398K1
497Wedmont Private Capital$398K1
498WP Advisors, LLC$396K1
499ROBERTS GLORE & CO INC /IL/$393K1
500NLB Skladi, upravljanje premozenja, d.o.o.$392K1
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)3 buy / 2 sell
Congress net ($ bound)−$13.0K to $78.0K
Filers net (actions)not in build
Filers net ($ 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 BP

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for BP · financials and macro

Financials — as filed PLANNED

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