Public record / Tickers / BR

BR — BROADRIDGE FINANCIAL SOLUTIONS, INC.

Both disclosure regimes on one name: who in Congress filed about BR, 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
29
all PTR rows naming BR
Members · 12m
4
4 buys · 2 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

Alan Armstrong · $1.0K–$15.0K

Purchase · traded 2026-03-27 → filed 2026-07-21. Ranked over every BR row by the provable lower bound, never a point estimate.

4 members · 4 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.

2 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

11 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. 11 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 06-16 +16d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 05-15 +24d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 04-14 +24d$1K–$15K
2026-04-15Rick Larsen D–WA-2SaleTraded 04-07 +8d$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 29 ↗

Members active in BR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing BR 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.
Gilbert Ray Cisneros, Jr. D–CA-313−$13.0K to $29.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Dan Newhouse R–WA-41$1.0K to $15.0K3
Rick Larsen D–WA-21−$15.0K to −$1.0K1

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

Congress ↔ notable managers · BR

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

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Broadridge Financial Solutions Inc - US

Merged timeline of congressional filings and notable-manager moves on BR
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Tudor Investment Corp 13Fadd+107,136 sh
2026-05-15Gotham Asset Management 13Fadd+35,210 sh
2026-05-15Bridgewater Associates 13Fexit−21,352 sh
2026-05-14Caxton Associates 13Fnew+22,592 sh

6 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 BR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B1
4STATE STREET CORP$900M1
5ALLIANCEBERNSTEIN L.P.$829M1
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC$549M1
7Janus Henderson Group Ltd.$404M1
8BARCLAYS PLC$341M1
9MORGAN STANLEY$329M1
10Invesco Ltd.$328M1
11NORTHERN TRUST CORP$292M1
12AQR CAPITAL MANAGEMENT LLC$263M1
13STIFEL FINANCIAL CORP$232M1
14WELLS FARGO & COMPANY/MN$173M1
15Amundi$172M1
16Navera Investment Management Ltd.$170M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$168M1
18DIMENSIONAL FUND ADVISORS LP$165M1
19Mitsubishi UFJ Asset Management Co., Ltd.$160M1
20MILLENNIUM MANAGEMENT LLC$155M1
21UBS Group AG$134M1
22Legal & General Group Plc$132M1
23NORDEA INVESTMENT MANAGEMENT AB$114M1
24APG Asset Management N.V.$109M1
25VANGUARD FIDUCIARY TRUST CO$109M1
26NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$98.8M1
27BANK OF AMERICA CORP /DE/$92.3M1
28DEUTSCHE BANK AG\$92.0M1
29Qube Research & Technologies Ltd$84.6M1
30ENVESTNET ASSET MANAGEMENT INC$83.6M1
31CIBC Bancorp USA Inc.$74.2M1
32CANADA PENSION PLAN INVESTMENT BOARD$73.7M1
33BNP Paribas Asset Management Holding S.A.$69.4M1
34Corient Private Wealth LLC$64.8M1
35MANUFACTURERS LIFE INSURANCE COMPANY, THE$62.8M1
36Nuveen, LLC$62.1M1
37RAYMOND JAMES FINANCIAL INC$60.2M1
38TWO SIGMA INVESTMENTS, LP$58.9M1
39LPL Financial LLC$57.4M1
40Swiss National Bank$55.6M1
41Baird Financial Group, Inc.$53.7M1
42SCHWARTZ INVESTMENT COUNSEL INC$51.3M1
43EARNEST PARTNERS LLC$48.4M1
44Capital International Investors$48.4M1
45Man Group plc$45.5M1
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$44.5M1
47PARNASSUS INVESTMENTS, LLC$42.1M1
48HSBC HOLDINGS PLC$41.6M1
49Vanguard Global Advisers, LLC$41.6M1
50FRANKLIN RESOURCES INC$39.7M1
51Vinva Investment Management Ltd$39.5M1
52ROYAL BANK OF CANADA$39.0M1
53VANGUARD ASSET MANAGEMENT, Ltd$37.7M1
54CITADEL ADVISORS LLC$37.6M1
55FIRST TRUST ADVISORS LP$37.0M1
56National Pension Service$35.9M1
57TEACHER RETIREMENT SYSTEM OF TEXAS$31.5M1
58BENJAMIN EDWARDS INC$27.5M1
59ANCHOR CAPITAL ADVISORS LLC$27.3M1
60Pictet Asset Management Holding SA$26.8M1
61Engineers Gate Manager LP$26.5M1
62FMR LLC$26.0M1
63VICTORY CAPITAL MANAGEMENT INC$26.0M1
64ASR Vermogensbeheer N.V.$25.9M1
65TUDOR INVESTMENT CORP ET AL$25.1M1
66PRINCIPAL FINANCIAL GROUP INC$24.4M1
67CITIGROUP INC$23.2M1
68Aberdeen Group plc$23.1M1
69AMERICAN CENTURY COMPANIES INC$22.9M1
70ZACKS INVESTMENT MANAGEMENT$22.6M1
71Focus Partners Wealth$22.5M1
72Assenagon Asset Management S.A.$21.6M1
73MACKENZIE FINANCIAL CORP$19.7M1
74NATIXIS$19.6M1
75BANK OF MONTREAL /CAN/$19.4M1
76Universal- Beteiligungs- und Servicegesellschaft mbH$18.9M1
77Zurcher Kantonalbank (Zurich Cantonalbank)$18.9M1
78OSAIC HOLDINGS, INC.$18.9M1
79Eurizon Capital SGR S.p.A.$18.6M1
80ROYAL LONDON ASSET MANAGEMENT LTD$18.2M1
81EP Wealth Advisors, LLC$18.2M1
82Mirae Asset Global Investments Co., Ltd.$17.5M1
83Korea Investment CORP$17.5M1
84TD ASSET MANAGEMENT INC$17.0M1
85VOLORIDGE INVESTMENT MANAGEMENT, LLC$16.8M1
86Gotham Asset Management, LLC$16.8M1
87STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$16.8M1
88STOREBRAND ASSET MANAGEMENT AS$15.0M1
89COMMERCE BANK$14.5M1
90Distillate Capital Partners LLC$14.4M1
91Andra AP-fonden$14.1M1
92EULAV Asset Management$14.0M1
93Aptus Capital Advisors, LLC$13.7M1
94FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$13.6M1
95SEI INVESTMENTS CO$13.4M1
96Quantinno Capital Management LP$13.4M1
97ADAGE CAPITAL PARTNERS GP, L.L.C.$13.4M1
98Allianz Asset Management GmbH$13.2M1
99Swiss Life Asset Management Ltd$12.7M1
100ASSETMARK, INC$12.6M1
101Running Oak Capital LLC$12.5M1
102Hendershot Investments Inc.$11.7M1
103MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$11.5M1
104Squarepoint Ops LLC$11.4M1
105Aware Super Pty Ltd as trustee of Aware Super$11.4M1
106VOYA INVESTMENT MANAGEMENT LLC$11.2M1
107Addenda Capital Inc.$11.1M1
108Moran Wealth Management, LLC$11.1M1
109STATE OF WISCONSIN INVESTMENT BOARD$10.8M1
110CIBC Asset Management Inc$10.8M1
111FIFTH THIRD BANCORP$10.5M1
112Mariner, LLC$10.4M1
113MCRAE CAPITAL MANAGEMENT INC$10.2M1
114MATTERN CAPITAL MANAGEMENT, LLC$10.2M1
115TRUIST FINANCIAL CORP$10.1M1
116Cerity Partners LLC$10.0M1
117TWINBEECH CAPITAL LP$10.0M1
118SUSQUEHANNA INTERNATIONAL GROUP, LLP$9.9M1
119LBP AM SA$9.8M1
120Vanguard Investments Australia, Ltd.$9.5M1
121KING LUTHER CAPITAL MANAGEMENT CORP$9.4M1
122Chevy Chase Trust Holdings, LLC$9.3M1
123ProShare Advisors LLC$9.1M1
124FIRST NATIONAL BANK OF OMAHA$9.1M1
125PRUDENTIAL FINANCIAL INC$9.0M1
126ICICI Prudential Asset Management Co Ltd$8.9M1
127Crossmark Global Holdings, Inc.$8.9M1
128Asset Management One Co., Ltd.$8.9M1
129Qsemble Capital Management, LP$8.7M1
130Tidal Investments LLC$8.6M1
131ExodusPoint Capital Management, LP$8.5M1
132GHP Investment Advisors, Inc.$8.5M1
133Creative Planning$8.4M1
134Varma Mutual Pension Insurance Co$8.3M1
135UNIVEST FINANCIAL Corp$8.2M1
136Advisors Asset Management, Inc.$8.2M1
137Investment Management Corp of Ontario$8.1M1
138Empowered Funds, LLC$7.9M1
139Tredje AP-fonden$7.3M1
140US BANCORP \DE\$7.1M1
141NOVARE CAPITAL MANAGEMENT LLC$6.8M1
142Danica Pension, Livsforsikringsaktieselskab$6.6M1
143Signal Advisors Wealth, LLC$6.6M1
144Y-Intercept (Hong Kong) Ltd$6.5M1
145NOMURA ASSET MANAGEMENT CO LTD$6.4M1
146Crown Oak Advisors, LLC$6.2M1
147Resona Asset Management Co.,Ltd.$6.2M1
148State of New Jersey Common Pension Fund D$6.2M1
149Vision Capital Management, Inc.$6.2M1
150Lansforsakringar Fondforvaltning AB (publ)$6.1M1
151Cetera Investment Advisers$6.0M1
152XTX Topco Ltd$5.8M1
153New Age Alpha Advisors, LLC$5.8M1
154EFG International AG$5.8M1
155SEB Asset Management AB$5.7M1
156HighTower Advisors, LLC$5.7M1
157Northstar Group, Inc.$5.7M1
158TORONTO DOMINION BANK$5.6M1
159WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.6M1
160XPONANCE LLC$5.4M1
161LEVEL FOUR ADVISORY SERVICES, LLC$5.4M1
162NATIONAL BANK OF CANADA /FI/$5.3M1
163MML INVESTORS SERVICES, LLC$5.3M1
164CWM, LLC$5.3M1
165Marks Group Wealth Management, Inc$5.2M1
166Swedbank AB$5.2M1
167Czech National Bank$5.2M1
168Arizona State Retirement System$5.2M1
169EVEXIA WEALTH LLC$5.1M1
170Rockefeller Capital Management L.P.$5.1M1
171Berger Financial Group, Inc$5.1M1
172WESTPAC BANKING CORP$5.0M1
173CITIZENS FINANCIAL GROUP INC/RI$5.0M1
174STATE OF MICHIGAN RETIREMENT SYSTEM$4.9M1
175O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.9M1
176Bryn Mawr Trust Advisors, LLC$4.7M1
177KESTRA PRIVATE WEALTH SERVICES, LLC$4.7M1
178USS Investment Management Ltd$4.7M1
179BROWN ADVISORY INC$4.6M1
180BRADY FAMILY WEALTH, LLC$4.5M1
181MAI Capital Management$4.5M1
182COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.4M1
183Walleye Capital LLC$4.4M1
184IEQ CAPITAL, LLC$4.4M1
185IFM Investors Pty Ltd$4.4M1
186Mitsubishi UFJ Trust & Banking Corp$4.2M1
187Counterpoint Mutual Funds LLC$4.2M1
188MERCER GLOBAL ADVISORS INC /ADV$4.2M1
189CREDIT AGRICOLE S A$4.1M1
190Daiwa Securities Group Inc.$4.1M1
191Retirement Systems of Alabama$4.0M1
192Robeco Institutional Asset Management B.V.$4.0M1
193M&T BANK CORP$4.0M1
194Pathstone Holdings, LLC$4.0M1
195FIRST FOUNDATION ADVISORS$3.8M1
196Occidental Asset Management, LLC$3.8M1
197Tactive Advisors, LLC$3.8M1
198Hamilton Point Investment Advisors, LLC$3.8M1
199BLAIR WILLIAM & CO/IL$3.7M1
200Woodline Partners LP$3.7M1
201Oak Thistle LLC$3.7M1
202CAXTON ASSOCIATES LLP$3.7M1
203HORIZON KINETICS ASSET MANAGEMENT LLC$3.6M1
204BONTEMPO OHLY CAPITAL MGMT LLC$3.5M1
205GRIFFIN ASSET MANAGEMENT, INC.$3.5M1
206Bell Asset Management Ltd$3.4M1
207COMMONWEALTH EQUITY SERVICES, LLC$3.4M1
208Stratos Wealth Partners, LTD.$3.1M1
209BURNEY CO/$3.1M1
210Utah Retirement Systems$3.1M1
211Voleon Capital Management LP$3.1M1
212PUBLIC SECTOR PENSION INVESTMENT BOARD$3.0M1
213Suncoast Equity Management$3.0M1
214Vanguard Personalized Indexing Management, LLC$3.0M1
215OCCUDO QUANTITATIVE STRATEGIES LP$3.0M1
216BANK OF NOVA SCOTIA$2.9M1
217NORTHSTAR ASSET MANAGEMENT INC$2.9M1
218Wilmington Savings Fund Society, FSB$2.9M1
219Ensign Peak Advisors, Inc$2.9M1
220Rakuten Investment Management, Inc.$2.9M1
221Railway Pension Investments Ltd$2.9M1
222PARSONS CAPITAL MANAGEMENT INC/RI$2.9M1
223&PARTNERS$2.8M1
224Steward Partners Investment Advisory, LLC$2.8M1
225NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.8M1
226Bleakley Financial Group, LLC$2.8M1
227Callan Family Office, LLC$2.8M1
228Security National Bank$2.8M1
229Strong Retirement Solutions LLC$2.7M1
230NEOS Investment Management LLC$2.7M1
231FORA Capital, LLC$2.6M1
232BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.6M1
233Merit Financial Group, LLC$2.6M1
234Candriam S.C.A.$2.6M1
235Sanctuary Advisors, LLC$2.6M1
236Atria Investments, Inc$2.6M1
237NISSAY ASSET MANAGEMENT CORP /JAPAN$2.5M1
238CVFG LLC$2.5M1
239Elo Mutual Pension Insurance Co$2.5M1
240Sumitomo Mitsui DS Asset Management Company, Ltd$2.5M1
241HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.4M1
242NewEdge Advisors, LLC$2.4M1
243GUARDIAN WEALTH ADVISORS, LLC / NC$2.4M1
244Birch Hill Investment Advisors LLC$2.4M1
245SCHRODER INVESTMENT MANAGEMENT GROUP$2.4M1
246OPPENHEIMER ASSET MANAGEMENT INC.$2.3M1
247UniSuper Management Pty Ltd$2.3M1
248Edgestream Partners, L.P.$2.2M1
249Modern Wealth Management, LLC$2.2M1
250Concurrent Investment Advisors, LLC$2.2M1
251COLDSTREAM CAPITAL MANAGEMENT INC$2.2M1
252OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.2M1
253INTRUST BANK NA$2.2M1
254CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$2.1M1
255First National Advisers, LLC$2.1M1
256R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$2.1M1
257QUADRANT CAPITAL GROUP LLC$2.1M1
258United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$2.1M1
259MACQUARIE GROUP LTD$2.1M1
260MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.0M1
261OP Asset Management Ltd$2.0M1
262PINNACLE ASSOCIATES LTD$2.0M1
263DAVENPORT & Co LLC$1.9M1
264Roundview Capital LLC$1.9M1
265Summit Trail Advisors, LLC$1.9M1
266HBK Sorce Advisory LLC$1.9M1
267FLPUTNAM INVESTMENT MANAGEMENT CO$1.9M1
268AXQ CAPITAL, LP$1.8M1
269FEDERATED HERMES, INC.$1.8M1
270Kestra Advisory Services, LLC$1.8M1
271Siemens Fonds Invest GmbH$1.8M1
272FIDUCIARY TRUST CO$1.8M1
273Apollon Wealth Management, LLC$1.8M1
274WEALTHEDGE INVESTMENT ADVISORS, LLC$1.8M1
275Kintegral Advisory, LLC$1.7M1
276QRG CAPITAL MANAGEMENT, INC.$1.7M1
277PANAGORA ASSET MANAGEMENT INC$1.7M1
278Machina Capital S.A.S.$1.7M1
279Mraz, Amerine & Associates, Inc.$1.7M1
280NAPLES GLOBAL ADVISORS, LLC$1.7M1
281Tower Research Capital LLC (TRC)$1.6M1
282ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$1.6M1
283AIGEN INVESTMENT MANAGEMENT, LP$1.6M1
284REGIONS FINANCIAL CORP$1.6M1
285Lido Advisors, LLC$1.6M1
286Sivia Capital Partners, LLC$1.6M1
287Millington Financial Advisors, LLC$1.5M1
288WELLINGTON MANAGEMENT GROUP LLP$1.5M1
289Schonfeld Strategic Advisors LLC$1.5M1
290Equitable Holdings, Inc.$1.5M1
291TWO SIGMA SECURITIES, LLC$1.5M1
292Avanza Fonder AB$1.5M1
293PRUDENTIAL PLC$1.4M1
294Fideuram Asset Management (Ireland) dac$1.4M1
295Prospera Financial Services Inc$1.4M1
296Lantz Financial LLC$1.4M1
297Zurich Insurance Group Ltd/FI$1.4M1
298Bank Julius Baer & Co. Ltd, Zurich$1.4M1
299PRINCIPAL SECURITIES, INC.$1.4M1
300Lee Financial Co$1.4M1
301Norinchukin Bank, The$1.4M1
302ALPS ADVISORS INC$1.3M1
303Generali Asset Management SPA SGR$1.3M1
304Kesler, Norman & Wride, LLC$1.3M1
305SummitTX Capital, L.P.$1.3M1
306Nicholson Wealth Management Group, LLC$1.3M1
307Wealthfront Advisers LLC$1.3M1
308Simplicity Wealth,LLC$1.3M1
309HUB Investment Partners, LLC$1.3M1
310Bridgefront Capital, LLC$1.3M1
311Koshinski Asset Management, Inc.$1.2M1
312Rafferty Asset Management, LLC$1.2M1
313Sentry LLC$1.2M1
314ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.2M1
315World Investment Advisors$1.2M1
316JOHNSON INVESTMENT COUNSEL INC$1.2M1
317Knollwood Investment Advisory, LLC$1.2M1
3181832 Asset Management L.P.$1.2M1
319STEPHENS INC /AR/$1.2M1
320FIRST NATIONAL TRUST CO$1.2M1
321Sierra Legacy Group$1.2M1
322INTECH INVESTMENT MANAGEMENT LLC$1.2M1
323LAZARD ASSET MANAGEMENT LLC$1.2M1
324MIZUHO SECURITIES USA LLC$1.1M1
325BOYAR ASSET MANAGEMENT INC.$1.1M1
326Atlantic Union Bankshares Corp$1.1M1
327RWA WEALTH PARTNERS, LLC$1.1M1
328Dai-ichi Life Insurance Company, Ltd$1.1M1
329ABN AMRO INVESTMENT SOLUTIONS$1.1M1
330Trueblood Wealth Management, LLC$1.1M1
331Brevan Howard Capital Management LP$1.0M1
332Jacobi Capital Management LLC$1.0M1
333Investors Research Corp$1.0M1
334BOOTHBAY FUND MANAGEMENT, LLC$1.0M1
335JANE STREET GROUP, LLC$995K1
336Aquatic Capital Management LLC$992K1
337Metis Global Partners, LLC$992K1
338Board of the Pension Protection Fund$975K1
339HB Wealth Management, LLC$965K1
340Western Wealth Management, LLC$959K1
341Summit Financial, LLC$957K1
342Cannell & Spears LLC$956K1
343CRAWFORD INVESTMENT COUNSEL INC$956K1
344DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$955K1
345SNS Financial Group, LLC$949K1
346Allspring Global Investments Holdings, LLC$942K1
347OSSIAM$935K1
348Brooklyn Investment Group$933K1
349Federation des caisses Desjardins du Quebec$932K1
350Advocacy Wealth Management, LLC$931K1
351NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$921K1
352Maryland State Retirement & Pension System$920K1
353TCTC Holdings, LLC$909K1
354Beacon Pointe Advisors, LLC$909K1
355Vident Advisory, LLC$908K1
356INCEPTIONR LLC$906K1
357OMERS ADMINISTRATION Corp$900K1
358Ashton Thomas Private Wealth, LLC$878K1
359Illinois Municipal Retirement Fund$874K1
360Vise Technologies, Inc.$862K1
361UNITED CAPITAL FINANCIAL ADVISORS, LLC$855K1
362Laird Norton Wetherby Trust Company, LLC$841K1
363Curi Capital, LLC$832K1
364Biltmore Family Office, LLC$830K1
365BHK Investment Advisors, LLC$813K1
366Independent Advisor Alliance$813K1
367OFI INVEST ASSET MANAGEMENT$810K1
368iSAM Funds (UK) Ltd$796K1
369MUFG Securities EMEA plc$777K1
370FIRST CITIZENS BANK & TRUST CO$774K1
371XXI WEALTH, LLC$767K1
372Envestnet Portfolio Solutions, Inc.$764K1
373Union Bancaire Privee, UBP SA$763K1
374Osmosis Investment Management UK Ltd$759K1
375Buttonwood Financial Advisors Inc.$746K1
376PFG Investments, LLC$745K1
377Savant Capital, LLC$740K1
378Quadrature Capital Ltd$731K1
379Sequoia Financial Advisors, LLC$723K1
380East Coast Asset Management, LLC.$721K1
381Waverly Advisors, LLC$717K1
382Orion Porfolio Solutions, LLC$711K1
383TOKIO MARINE ASSET MANAGEMENT CO LTD$694K1
384Ballentine Partners, LLC$693K1
385Vestmark Advisory Solutions, Inc.$673K1
386Focus Partners Advisor Solutions, LLC$672K1
387Morningstar Investment Management LLC$668K1
388Bank OZK$650K1
389Vanguard National Trust Co$650K1
390NOMURA HOLDINGS INC$649K1
391Polymer Capital Management (US) LLC$649K1
392Coastal Bridge Advisors, LLC$646K1
393RITHOLTZ WEALTH MANAGEMENT$641K1
394Empirical Finance, LLC$639K1
395Larson Financial Group LLC$638K1
396Nordwand Advisors, LLC$634K1
397WELCH & FORBES LLC$634K1
398ABLE Financial Group, LLC$630K1
399DT Investment Partners, LLC$629K1
400Lord & Richards Wealth Management, LLC$617K1
401OPPENHEIMER & CO INC$612K1
402KEYBANK NATIONAL ASSOCIATION/OH$609K1
403NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$607K1
404BUCKHEAD CAPITAL MANAGEMENT LLC$585K1
405Cynosure Group, LLC$584K1
406Accredited Investors Inc.$583K1
407BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$582K1
408United Advisor Group, LLC$581K1
409Atlas Legacy Advisors, LLC$574K1
410Meiji Yasuda Asset Management Co Ltd.$567K1
411MISSION WEALTH MANAGEMENT, LP$553K1
412North Dakota State Investment Board$547K1
413Smallwood Wealth Investment Management, LLC$547K1
414Graham Capital Management, L.P.$546K1
415Mirabaud Asset Management Ltd$546K1
416EXCHANGE TRADED CONCEPTS, LLC$544K1
417Meeder Advisory Services, Inc.$540K1
418CHOREO, LLC$537K1
419D.B. Root & Company, LLC$536K1
420MCF Advisors LLC$535K1
421CWS Financial Advisors, LLC$534K1
422Triangle Securities Wealth Management$531K1
423JACOBS LEVY EQUITY MANAGEMENT, INC$527K1
424Caprock Group, LLC$520K1
425Bridgewater Advisors Inc.$511K1
426SECURIAN ASSET MANAGEMENT, INC$510K1
427EVOLVE PRIVATE WEALTH, LLC$493K1
428Legacy Capital Wealth Partners, LLC$490K1
429Blueshift Asset Management, LLC$483K1
430Mutual Advisors, LLC$471K1
431Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$458K1
432Premier Path Wealth Partners, LLC$458K1
433Rehmann Capital Advisory Group$457K1
434Gibbs Wealth Management$457K1
435Vontobel Holding Ltd.$455K1
436Clarus Group, Inc.$452K1
437Gallacher Capital Management LLC$448K1
438EVERGREEN CAPITAL MANAGEMENT LLC$441K1
439First Heartland Consultants, Inc.$437K1
440WealthTrust Axiom LLC$436K1
441Brown Miller Wealth Management, LLC$432K1
442Jefferies Financial Group Inc.$425K1
443Allworth Financial LP$421K1
444GATEWAY INVESTMENT ADVISERS LLC$418K1
445NewEdge Wealth, LLC$418K1
446ARWA LLC$411K1
447SWMG, LLC$401K1
448Tyche Wealth Partners LLC$399K1
449NorthCrest Asset Manangement, LLC$398K1
450Segment Wealth Management, LLC$394K1
451Composition Wealth, LLC$392K1
452Sunburst Financial Group, LLC$388K1
453Baker Avenue Asset Management, LP$386K1
454MIRABELLA FINANCIAL SERVICES LLP$385K1
455CHICAGO TRUST Co NA$384K1
456SeaBridge Investment Advisors LLC$381K1
457Walleye Trading LLC$379K1
458ROCKLAND TRUST CO$378K1
459MATHER GROUP, LLC.$377K1
460DIVIDEND ASSETS CAPITAL, LLC$376K1
461SILVER OAK SECURITIES, INCORPORATED$368K1
462SIGNATUREFD, LLC$365K1
463Compound Planning, Inc.$359K1
464Chicago Partners Investment Group LLC$359K1
465Compass Ion Advisors, LLC$355K1
466Arax Advisory Partners$355K1
467Sowell Financial Services LLC$353K1
468Tailwinds Wealth, LLC$349K1
469Sompo Asset Management Co., Ltd.$348K1
4706th Street Advisors, LLC$346K1
471Baker Ellis Asset Management LLC$346K1
472Advisory Alpha, LLC$345K1
473Wedmont Private Capital$340K1
474Wellington Grp LLC$339K1
475D.A. DAVIDSON & CO.$339K1
476E6 Portfolios, LLC$333K1
477J. Safra Sarasin Holding AG$330K1
478111 Capital$329K1
479Pure Financial Advisors, LLC$328K1
480Capital International, Inc./CA/$328K1
481ELEVATION POINT WEALTH PARTNERS, LLC$327K1
482Qtron Investments LLC$326K1
483Leeward Financial Partners, LLC$325K1
484Spire Wealth Management$324K1
485PATTON FUND MANAGEMENT, INC.$322K1
486GROUPAMA ASSET MANAGMENT$317K1
487Maridea Wealth Management LLC$314K1
488EntryPoint Capital, LLC$313K1
489CHILDRESS CAPITAL ADVISORS, LLC$312K1
490Brookstone Capital Management$310K1
491NORDEN GROUP LLC$310K1
492Diversified Enterprises, LLC$310K1
493Baron Wealth Management LLC$309K1
494KFG WEALTH MANAGEMENT, LLC$308K1
495MONECO ADVISORS, LLC$304K1
496Smith Group Asset Management, LLC$301K1
497Verition Fund Management LLC$300K1
498DAYMARK WEALTH PARTNERS, LLC$299K1
499U.S. Capital Wealth Advisors, LLC$298K1
500Texas Capital Bank Wealth Management Services Inc$297K1
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)4 buy / 2 sell
Congress net ($ bound)−$26.0K to $58.0K
Filers net (actions)not in build
Filers net ($ 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 BR

RETAINED WINDOW · ACTIVE HITS
Signal hits naming BR
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 BR · financials and macro

Financials — as filed PLANNED

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