Public record / Tickers / CBSH

CBSH — COMMERCE BANCSHARES INC /MO/

Both disclosure regimes on one name: who in Congress filed about CBSH, 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
4
all PTR rows naming CBSH
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
420
top-420 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

Tommy Tuberville · $1.0K–$15.0K

Sale · traded 2024-05-03 → filed 2026-08-05. Ranked over every CBSH row by the provable lower bound, never a point estimate.

No member disclosed CBSH in the trailing 12 months

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

1 row filed past the 45-day window

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

Congress · disclosure timeline

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

No dated CBSH rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CBSH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CBSH
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2024-05-15Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 04-05 +40d$1K–$15K
2023-11-16Tommy Tuberville R–ALSale · JT (jointly owned)Traded 10-16 +31d$1K–$15K
2023-05-12Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 04-03 +39d$1K–$15Kamendment pending
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in CBSH

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

No member disclosed CBSH in the trailing 12 months.

Congress ↔ notable managers · CBSH

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

Congress · last 90 days

Buyers
0
Sellers
1 Tommy Tuberville R–AL $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on CBSH
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSale$1K–$15K

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 CBSH for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$636M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$433M1
3STATE STREET CORP$348M1
4COMMERCE BANK$345M1
5VANGUARD CAPITAL MANAGEMENT LLC$306M1
6AMERICAN CENTURY COMPANIES INC$306M1
7DIMENSIONAL FUND ADVISORS LP$194M1
8GEODE CAPITAL MANAGEMENT, LLC$146M1
9FIRST TRUST ADVISORS LP$128M1
10MORGAN STANLEY$113M1
11Champlain Investment Partners, LLC$111M1
12WELLS FARGO & COMPANY/MN$102M1
13AQR CAPITAL MANAGEMENT LLC$91.4M1
14UBS Group AG$64.2M1
15VICTORY CAPITAL MANAGEMENT INC$62.3M1
16NORTHERN TRUST CORP$60.8M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$58.8M1
18RENAISSANCE TECHNOLOGIES LLC$50.9M1
19BANK OF AMERICA CORP /DE/$50.8M1
20COOKE & BIELER LP$49.5M1
21Bank of New York Mellon Corp$49.2M1
22VANGUARD FIDUCIARY TRUST CO$41.9M1
23CITADEL ADVISORS LLC$36.8M1
24STRATEGIC VALUE BANK PARTNERS LLC$35.1M1
25D. E. Shaw & Co., Inc.$33.2M1
26MILLENNIUM MANAGEMENT LLC$31.9M1
27Point72 Asset Management, L.P.$30.1M1
28ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$30.1M1
29Qube Research & Technologies Ltd$29.1M1
30Arbejdsmarkedets Tillaegspension$25.7M1
31Mutual Advisors, LLC$24.2M1
32TWO SIGMA INVESTMENTS, LP$24.0M1
33ProShare Advisors LLC$23.1M1
34VOLORIDGE INVESTMENT MANAGEMENT, LLC$22.8M1
35UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20.4M1
36AMERIPRISE FINANCIAL INC$19.6M1
37Invesco Ltd.$18.3M1
38River Road Asset Management, LLC$16.7M1
39Fisher Asset Management, LLC$15.8M1
40PRINCIPAL FINANCIAL GROUP INC$15.1M1
41Creative Planning$14.9M1
42BASSWOOD CAPITAL MANAGEMENT, L.L.C.$14.4M1
43SEI INVESTMENTS CO$13.8M1
44ALLIANCEBERNSTEIN L.P.$13.4M1
45Swiss National Bank$13.0M1
46Nuveen, LLC$12.3M1
47MONETA GROUP INVESTMENT ADVISORS LLC$12.3M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.0M1
49UMB Bank, n.a.$11.6M1
50Schonfeld Strategic Advisors LLC$11.5M1
51VOYA INVESTMENT MANAGEMENT LLC$10.8M1
52Quantinno Capital Management LP$10.2M1
53Legal & General Group Plc$9.0M1
54ExodusPoint Capital Management, LP$8.7M1
55Holocene Advisors, LP$8.5M1
56Retirement Systems of Alabama$8.3M1
57MATTERN CAPITAL MANAGEMENT, LLC$8.0M1
58Verition Fund Management LLC$7.9M1
59STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.4M1
60RAYMOND JAMES FINANCIAL INC$7.3M1
61Midwest Trust Co$7.1M1
62BALYASNY ASSET MANAGEMENT L.P.$7.0M1
63Mariner, LLC$6.9M1
64Numerai GP LLC$6.9M1
65Waterfront Wealth Inc.$6.8M1
66CITIGROUP INC$6.7M1
67Vest Financial, LLC$6.2M1
68OCCUDO QUANTITATIVE STRATEGIES LP$6.2M1
69BARCLAYS PLC$6.2M1
70US BANCORP \DE\$5.9M1
71VANGUARD ASSET MANAGEMENT, Ltd$5.8M1
72LPL Financial LLC$5.6M1
73IFG Advisory, LLC$5.3M1
74MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.9M1
75OPPENHEIMER & CO INC$4.9M1
76Rafferty Asset Management, LLC$4.8M1
77HSBC HOLDINGS PLC$4.7M1
78Connor, Clark & Lunn Investment Management Ltd.$4.7M1
79Edgestream Partners, L.P.$4.7M1
80MTM Investment Management, LLC$4.3M1
81Quantbot Technologies LP$4.3M1
82Bayview Asset Management, LLC$4.2M1
83Clark & Stuart, Inc$4.1M1
84AXQ CAPITAL, LP$4.1M1
85Focus Partners Wealth$4.0M1
86Stonebridge Financial Group, LLC$3.8M1
87FRANKLIN RESOURCES INC$3.8M1
88Y-Intercept (Hong Kong) Ltd$3.7M1
89Cerity Partners LLC$3.6M1
90Cetera Investment Advisers$3.5M1
91ATWOOD & PALMER INC$3.5M1
92ROYAL BANK OF CANADA$3.4M1
93Hilton Capital Management, LLC$3.4M1
94MetLife Investment Management, LLC$3.3M1
95STIFEL FINANCIAL CORP$3.1M1
96JACOBS ASSET MANAGEMENT, LLC$3.1M1
97Janus Henderson Group Ltd.$3.0M1
98Plancorp, LLC$2.7M1
99Vanguard Global Advisers, LLC$2.7M1
100Man Group plc$2.7M1
101Summit Trail Advisors, LLC$2.7M1
102FMR LLC$2.7M1
103SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.6M1
104Tidal Investments LLC$2.6M1
105XTX Topco Ltd$2.6M1
106Waterford Advisors, LLC$2.6M1
107MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.6M1
108NEW YORK STATE COMMON RETIREMENT FUND$2.6M1
109Summit Financial, LLC$2.6M1
110Zurcher Kantonalbank (Zurich Cantonalbank)$2.4M1
111FIFTH THIRD BANCORP$2.4M1
112Ameritas Investment Partners, Inc.$2.3M1
113MERCER GLOBAL ADVISORS INC /ADV$2.3M1
114Concurrent Investment Advisors, LLC$2.2M1
115WEDGE CAPITAL MANAGEMENT L L P/NC$2.2M1
116CENTRAL TRUST Co$2.2M1
117State of New Jersey Common Pension Fund D$2.1M1
118Paragon Capital Management LLC$2.1M1
119SALZHAUER MICHAEL$2.1M1
120COMMONWEALTH EQUITY SERVICES, LLC$2.1M1
121ENVESTNET ASSET MANAGEMENT INC$2.0M1
122PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.0M1
123YOUSIF CAPITAL MANAGEMENT, LLC$2.0M1
124COLDSTREAM CAPITAL MANAGEMENT INC$1.9M1
125BANK OF MONTREAL /CAN/$1.8M1
126OSAIC HOLDINGS, INC.$1.8M1
127Arizona State Retirement System$1.8M1
128Baird Financial Group, Inc.$1.8M1
129COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
130Equitable Holdings, Inc.$1.7M1
131Steward Partners Investment Advisory, LLC$1.7M1
132Diversified Trust Co$1.6M1
133&PARTNERS$1.6M1
134STATE OF MICHIGAN RETIREMENT SYSTEM$1.6M1
135Nicholson Wealth Management Group, LLC$1.6M1
136Vanguard Investments Australia, Ltd.$1.6M1
137MEYER HANDELMAN CO$1.5M1
138FIRST NATIONAL BANK OF OMAHA$1.5M1
139NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.5M1
140MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$1.5M1
141HighTower Advisors, LLC$1.5M1
142KENNEDY CAPITAL MANAGEMENT LLC$1.4M1
143HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.4M1
144United Advisor Group, LLC$1.4M1
145Pathstone Holdings, LLC$1.4M1
146OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
147Universal- Beteiligungs- und Servicegesellschaft mbH$1.3M1
148CWM, LLC$1.3M1
149Peregrine Asset Advisers, Inc.$1.3M1
150Boxwood Ventures, Inc.$1.2M1
151NOVEM GROUP$1.1M1
152WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
153PFW Advisors LLC$1.1M1
154Pictet Asset Management Holding SA$1.0M1
155Marshall Financial Group, LLC$967K1
156FAS Wealth Partners, Inc.$945K1
157Prospera Financial Services Inc$935K1
158Sanctuary Advisors, LLC$904K1
159Modern Wealth Management, LLC$866K1
160Beacon Pointe Advisors, LLC$854K1
161MSH Capital Advisors LLC$835K1
162GLENMEDE TRUST CO NA$815K1
163XPONANCE LLC$786K1
164Apollon Wealth Management, LLC$770K1
165KESTRA PRIVATE WEALTH SERVICES, LLC$749K1
166Cornerstone Wealth Management, LLC$747K1
167FORA Capital, LLC$718K1
168DEUTSCHE BANK AG\$715K1
169WCG Wealth Advisors LLC$706K1
170REGIONS FINANCIAL CORP$704K1
171Allworth Financial LP$690K1
172Forvis Mazars Wealth Advisors, LLC$680K1
173Vanguard Personalized Indexing Management, LLC$650K1
174Jefferies Financial Group Inc.$640K1
175STATE OF WISCONSIN INVESTMENT BOARD$631K1
176VestGen Advisors, LLC$608K1
177TEACHER RETIREMENT SYSTEM OF TEXAS$596K1
178BENJAMIN EDWARDS INC$582K1
179Orion Investment Co$581K1
180Private Advisor Group, LLC$578K1
181Lido Advisors, LLC$571K1
182Rockefeller Capital Management L.P.$569K1
183Amundi$558K1
184Detalus Advisors, LLC$556K1
185Ethic Inc.$555K1
186CAPSTONE INVESTMENT ADVISORS, LLC$551K1
187SummitTX Capital, L.P.$549K1
188JAG CAPITAL MANAGEMENT, LLC$546K1
189Dakota Wealth Management$539K1
190FEDERATED HERMES, INC.$536K1
191Syntegra Private Wealth Group, LLC$533K1
192Brooklyn Investment Group$528K1
193ICW Investment Advisors LLC$521K1
194Cushing Capital Partners, LLC$519K1
195ALPS ADVISORS INC$512K1
196CRAWFORD INVESTMENT COUNSEL INC$499K1
197Cresset Asset Management, LLC$499K1
198Federation des caisses Desjardins du Quebec$499K1
199SECURIAN ASSET MANAGEMENT, INC$497K1
200MQS Management LLC$493K1
201Corient Private Wealth LLC$492K1
202Cauble & Harre Wealth Management, Inc.$484K1
203Focus Partners Advisor Solutions, LLC$482K1
204FULTON BANK, N.A.$475K1
205Daiwa Securities Group Inc.$474K1
206MIRABELLA FINANCIAL SERVICES LLP$472K1
207UNITED CAPITAL FINANCIAL ADVISORS, LLC$461K1
208Chicago Partners Investment Group LLC$454K1
209QUADRANT CAPITAL GROUP LLC$448K1
210Frec Markets, Inc.$443K1
211FIRST MANHATTAN CO. LLC.$422K1
212M&T BANK CORP$420K1
213CALIBER WEALTH MANAGEMENT, LLC / KS$402K1
214PRUDENTIAL FINANCIAL INC$398K1
215Crossmark Global Holdings, Inc.$397K1
216Advisors Capital Management, LLC$394K1
217EVERGREEN CAPITAL MANAGEMENT LLC$394K1
218O'SHAUGHNESSY ASSET MANAGEMENT, LLC$393K1
219ISTHMUS PARTNERS, LLC$379K1
220Merit Financial Group, LLC$376K1
221Swiss Life Asset Management Ltd$375K1
222Convergence Financial, LLC$374K1
223CLARIS ADVISORS, LLC / MO /$370K1
224Laurion Capital Management LP$369K1
225STEPHENS INC /AR/$365K1
226Aristotle Capital Management, LLC$362K1
227HB Wealth Management, LLC$358K1
228COOKSON PEIRCE & CO INC$355K1
229Utah Retirement Systems$354K1
230Wealth Alliance Advisory Group, LLC$344K1
231DUNCKER STREETT & CO INC$338K1
232Heartland Bank & Trust Co$335K1
233CITIZENS FINANCIAL GROUP INC/RI$326K1
234STRATEGY ASSET MANAGERS LLC$312K1
235CIBC Bancorp USA Inc.$308K1
236GTS SECURITIES LLC$306K1
237MCF Advisors LLC$305K1
238Vident Advisory, LLC$304K1
239TRUIST FINANCIAL CORP$300K1
240Maryland State Retirement & Pension System$298K1
241CWA Asset Management Group, LLC$297K1
242PANAGORA ASSET MANAGEMENT INC$294K1
243Outlook Wealth Advisors, LLC$291K1
244Ensign Peak Advisors, Inc$289K1
245JONES FINANCIAL COMPANIES LLLP$286K1
246Squarepoint Ops LLC$286K1
247Tower Research Capital LLC (TRC)$282K1
248WINTON GROUP Ltd$280K1
249Atom Investors LP$278K1
250KAVAR CAPITAL PARTNERS GROUP, LLC$274K1
251MML INVESTORS SERVICES, LLC$264K1
252Curi Capital, LLC$256K1
253CAPITAL ADVISORS INC/OK$250K1
254Krilogy Financial LLC$239K1
255EVOLVE PRIVATE WEALTH, LLC$236K1
256HANCOCK WHITNEY CORP$234K1
257Arax Advisory Partners$233K1
258PRUDENTIAL PLC$232K1
259CIBC Asset Management Inc$228K1
260WADDELL & ASSOCIATES, LLC$224K1
261Sterling Capital Management LLC$224K1
262Elser Financial Planning, Inc$222K1
263PROFUND ADVISORS LLC$221K1
264Madison Wealth Partners, Inc$216K1
265Western Wealth Management, LLC$215K1
266ARMISTICE CAPITAL, LLC$210K1
267Archford Capital Strategies, LLC$210K1
268Gibraltar Capital Management, Inc.$207K1
269Frank, Rimerman Advisors LLC$206K1
270SHELTON CAPITAL MANAGEMENT$206K1
271Sequoia Financial Advisors, LLC$202K1
272Missouri Trust & Investment Co$149K1
273Aquatic Capital Management LLC$141K1
274EXCHANGE TRADED CONCEPTS, LLC$133K1
275BNP Paribas Asset Management Holding S.A.$118K1
276MAI Capital Management$97.8K1
277DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$97.7K1
278SIGNATUREFD, LLC$96.3K1
279Parkside Financial Bank & Trust$84.5K1
280NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$78.9K1
281CoreFirst Bank & Trust$75.7K1
282Private Wealth Asset Management, LLC$73.6K1
283BITTERROOT CAPITAL ADVISORS LLC$65.8K1
284NATIXIS$59.1K1
285Elevated Capital Advisors, LLC$57.7K1
286SIMPLEX TRADING, LLC$53.3K1
287HHM Wealth Advisors, LLC$53.1K1
288Blue Trust, Inc.$47.0K1
289MONETARY MANAGEMENT GROUP INC$43.8K1
290NOMURA ASSET MANAGEMENT CO LTD$43.3K1
291Meramec Financial Planners, LLC$40.3K1
292Virginia Estate & Retirement Planning Advisors Inc.$34.6K1
293MARSHALL INVESTMENT MANAGEMENT, LLC$33.0K1
294Clarity Asset Management, Inc.$30.2K1
295Asset Dedication, LLC$25.1K1
296Atlantic Union Bankshares Corp$23.1K1
297Keating Financial Advisory Services, Inc.$22.7K1
298Smartleaf Asset Management LLC$22.1K1
299ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$18.5K1
300Mitsubishi UFJ Asset Management Co., Ltd.$18.2K1
301SPEECE THORSON CAPITAL GROUP INC$16.7K1
302Miller Capital Partners, Inc.$15.0K1
303Owl Creek Wealth Partners LLC$14.8K1
304TD Waterhouse Canada Inc.$12.4K1
305Salomon & Ludwin, LLC$11.7K1
306Basecamp Wealth Advisors LLC$10.0K1
307CVA Family Office, LLC$9.8K1
308S&T BANK/PA$8.2K1
309SJS Investment Consulting Inc.$7.9K1
310ASSETMARK, INC$7.9K1
311WPG Advisers, LLC$6.8K1
312True Wealth Design, LLC$6.4K1
313FARMERS & MERCHANTS INVESTMENTS INC$5.4K1
314Geneos Wealth Management Inc.$4.4K1
315NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.1K1
316ELEVATION WEALTH PARTNERS, LLC$3.8K1
317CANADA LIFE ASSURANCE Co$3.8K1
318JFS WEALTH ADVISORS, LLC$3.5K1
319CNB Bank$3.3K1
320AMALGAMATED BANK$3.0K1
321Pinnacle Wealth Planning Services, Inc.$3.0K1
322Activest Wealth Management$2.9K1
323Treasurer of the State of North Carolina$2.9K1
324Bell Investment Advisors, Inc$2.5K1
325Sachetta, LLC$2.5K1
326SBI Securities Co., Ltd.$2.4K1
327Truvestments Capital LLC$2.4K1
328Physician Wealth Advisors, Inc.$2.2K1
329POM Investment Strategies, LLC$2.1K1
330TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.0K1
331THRIVENT FINANCIAL FOR LUTHERANS$1.8K1
332PRIVATE TRUST CO NA$1.7K1
333NATIXIS ADVISORS, LLC$1.7K1
334Kilter Group LLC$1.6K1
335Clearstead Advisors, LLC$1.5K1
336Rialto Wealth Management, LLC$1.5K1
337JPL Wealth Management, LLC$1.4K1
338Transamerica Financial Advisors, LLC$1.4K1
339Manchester Capital Management LLC$1.3K1
340Granite FO LLC$1.3K1
341DiNuzzo Private Wealth, Inc.$1.2K1
342Private Wealth Management Group, LLC$1.1K1
343American Capital Advisory, LLC$1.1K1
344Larson Financial Group LLC$9591
345PICTON MAHONEY ASSET MANAGEMENT$8861
346Cromwell Holdings LLC$8861
347Marquette Asset Management, LLC$8371
348NBT BANK, N.A.$8361
349BROWN, LISLE/CUMMINGS, INC.$7871
350PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$6671
351State of Alaska, Department of Revenue$6661
352Vermillion Wealth Management, Inc.$5901
353Advocate Investing Services LLC$5901
354ROYAL LONDON ASSET MANAGEMENT LTD$4891
355Fairman Group, LLC$4431
356Intentional Wealth Strategies, LLC$3941
357Tradewinds Capital Management, LLC$2961
358HFM Investment Advisors, LLC$2951
359Warburton Capital Management, LLC$2671
360KBC Group NV$1881
361BARTLETT & CO. WEALTH MANAGEMENT LLC$1551
362Employees Retirement System of Texas$541
363TFC Financial Management, Inc.$501
364Destiny Wealth Partners, LLC$371
365Raleigh Capital Management Inc.$271
366Smithfield Trust Co$71
367Capital Advisors, Ltd. LLC$21
368Avion Wealth$01
369VANGUARD GROUP INC$01
370SouthState Bank Corp$01
371HARBOUR INVESTMENTS, INC.$01
372Brandywine Global Investment Management, LLC$01
373COMERICA BANK$01
374ACADIAN ASSET MANAGEMENT LLC$01
375SCHRODER INVESTMENT MANAGEMENT GROUP$01
376MENDON CAPITAL ADVISORS CORP$01
377LAZARD ASSET MANAGEMENT LLC$01
378GUGGENHEIM CAPITAL LLC$01
379CIBC Private Wealth Group LLC$01
380Weiss Asset Management LP$01
381NORGES BANK$01
382Apriem Advisors$01
383OXFORD ASSET MANAGEMENT LLP$01
384TWO SIGMA ADVISERS, LP$01
385Voleon Capital Management LP$01
386Brevan Howard Capital Management LP$01
387Atria Investments, Inc$01
388DT Investment Partners, LLC$01
389Illinois Municipal Retirement Fund$01
390JANE STREET GROUP, LLC$01
391Engineers Gate Manager LP$01
392FINANCIAL CONSULATE, INC$01
393NorthCoast Asset Management LLC$01
394AIGEN INVESTMENT MANAGEMENT, LP$01
395Global Retirement Partners, LLC$01
396Laurel Wealth Advisors LLC$01
397TWINBEECH CAPITAL LP$01
398INCEPTIONR LLC$01
399Kestra Advisory Services, LLC$01
400NFJ INVESTMENT GROUP, LLC$01
401AlphaQuest LLC$01
402PharVision Advisers, LLC$01
403Snowden Capital Advisors LLC$01
404AXXCESS WEALTH MANAGEMENT, LLC$01
405Forum Financial Management, LP$01
406SageView Advisory Group, LLC$01
407Dunhill Financial, LLC$01
408Caitong International Asset Management Co., Ltd$01
409Quarry LP$01
410Sound Stewardship, LLC$01
411denkapparat Operations GmbH$01
412Turning Point Benefit Group, Inc.$01
413Diversify Advisory Services, LLC$01
414Jain Global LLC$01
415Bayforest Capital Ltd$01
416Centerpoint Advisory Group$01
417Dogwood Wealth Management LLC$01
418North Dakota State Investment Board$01
419Maxele Advisors, LLC$01
420Clark Wealth Partners$01
Truncated by Public Filings. The published aggregate ranks the top 420 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CBSH

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CBSH · financials and macro

Financials — as filed PLANNED

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