Public record / Tickers / CFR

CFR — CULLEN/FROST BANKERS, INC.

Both disclosure regimes on one name: who in Congress filed about CFR, 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 CFR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-05
filed 2020-04-05
13F holders
475
top-475 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

Mikie Sherrill · $1.0K–$15.0K

Sale · traded 2020-02-20 → filed 2020-04-05. Ranked over every CFR row by the provable lower bound, never a point estimate.

No member disclosed CFR 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.

Every row filed inside 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 CFR 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 CFR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CFR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-04-05Mikie Sherrill D–NJ-11SaleTraded 02-20 +45d$1K–$15K
2019-04-15Van Taylor R–TX-3Sale · SP (spouse-owned)Traded 03-25 +21d$1K–$15K
2019-01-08Susan M. Collins R–MESale · SP (spouse-owned)Traded 2018-12-21 +18d$1K–$15K
2017-07-12Susan M. Collins R–MEPurchase · SP (spouse-owned)Traded 06-15 +27d$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 4 ↗

Members active in CFR

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

No member disclosed CFR in the trailing 12 months.

Congress ↔ notable managers · CFR

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
0 $0 held
Trimming
1 Bridgewater Associates $12.7M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CULLEN FROST BANKERS INC

Merged timeline of congressional filings and notable-manager moves on CFR
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Ftrim−60,607 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CFR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$971M1
2Aristotle Capital Management, LLC$653M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$442M1
4STATE STREET CORP$425M1
5VANGUARD CAPITAL MANAGEMENT LLC$371M1
6First Eagle Investment Management, LLC$311M1
7DIMENSIONAL FUND ADVISORS LP$210M1
8GEODE CAPITAL MANAGEMENT, LLC$182M1
9KING LUTHER CAPITAL MANAGEMENT CORP$182M1
10BANK OF AMERICA CORP /DE/$166M1
11NORTHERN TRUST CORP$130M1
12Champlain Investment Partners, LLC$117M1
13MORGAN STANLEY$117M1
14FIRST TRUST ADVISORS LP$108M1
15WESTWOOD HOLDINGS GROUP INC$102M1
16PRINCIPAL FINANCIAL GROUP INC$90.8M1
17TWO SIGMA INVESTMENTS, LP$90.5M1
18Janus Henderson Group Ltd.$88.7M1
19WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$83.9M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$75.8M1
21Bank of New York Mellon Corp$74.5M1
22SEI INVESTMENTS CO$71.0M1
23MANUFACTURERS LIFE INSURANCE COMPANY, THE$70.8M1
24WELLINGTON MANAGEMENT GROUP LLP$68.6M1
25Artemis Investment Management LLP$57.2M1
26ROYAL BANK OF CANADA$56.6M1
27Alberta Investment Management Corp$54.8M1
28VANGUARD FIDUCIARY TRUST CO$53.2M1
29Madison Asset Management, LLC$46.0M1
30DEPRINCE RACE & ZOLLO INC$45.0M1
31Fiera Capital Corp$44.0M1
32FMR LLC$42.0M1
33JACOBS LEVY EQUITY MANAGEMENT, INC$37.7M1
34ENVESTNET ASSET MANAGEMENT INC$37.0M1
35UBS Group AG$34.8M1
36TCTC Holdings, LLC$30.1M1
37PALISADE CAPITAL MANAGEMENT, LP$30.1M1
38D. E. Shaw & Co., Inc.$28.6M1
39AQR CAPITAL MANAGEMENT LLC$27.7M1
40SEGALL BRYANT & HAMILL, LLC$25.8M1
41ProShare Advisors LLC$24.8M1
42NEW YORK STATE COMMON RETIREMENT FUND$22.8M1
43Retirement Systems of Alabama$22.2M1
44AMERIPRISE FINANCIAL INC$21.7M1
45Lido Advisors, LLC$20.6M1
46RAYMOND JAMES FINANCIAL INC$20.3M1
47WELLS FARGO & COMPANY/MN$20.0M1
48UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$19.5M1
49Invesco Ltd.$18.0M1
50BARTLETT & CO. WEALTH MANAGEMENT LLC$16.9M1
51Swiss National Bank$16.5M1
52CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.8M1
53Ceredex Value Advisors LLC$13.9M1
54BARCLAYS PLC$13.1M1
55Bridgewater Associates, LP$12.7M1
56M&T BANK CORP$12.6M1
57RENAISSANCE TECHNOLOGIES LLC$12.6M1
58COMMONWEALTH EQUITY SERVICES, LLC$12.2M1
59CITADEL ADVISORS LLC$11.4M1
60Legal & General Group Plc$11.2M1
61Nuveen, LLC$11.1M1
62Cerity Partners LLC$9.9M1
63ALLIANCEBERNSTEIN L.P.$9.9M1
64FRANKLIN RESOURCES INC$9.8M1
65Hilton Capital Management, LLC$8.9M1
66LPL Financial LLC$8.8M1
67STIFEL FINANCIAL CORP$8.4M1
68LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$7.4M1
69Vest Financial, LLC$7.3M1
70Greenfield Seitz Capital Management, LLC$7.3M1
71VANGUARD ASSET MANAGEMENT, Ltd$7.3M1
72AMERICAN CENTURY COMPANIES INC$6.8M1
73Oak Harvest Investment Services$6.6M1
74Quantinno Capital Management LP$5.9M1
75MAIRS & POWER INC$5.9M1
76CITIGROUP INC$5.7M1
77Universal- Beteiligungs- und Servicegesellschaft mbH$5.6M1
78FIRST NATIONAL BANK OF OMAHA$5.5M1
79EFG International AG$5.3M1
80JB Capital LLC$5.1M1
81FIFTH THIRD BANCORP$5.0M1
82Rafferty Asset Management, LLC$4.8M1
83DEUTSCHE BANK AG\$4.8M1
84Man Group plc$4.6M1
85Edgestream Partners, L.P.$4.5M1
86Glass Wealth Management Co LLC$4.5M1
87CIBC Bancorp USA Inc.$4.5M1
88NISA INVESTMENT ADVISORS, LLC$4.4M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.3M1
90MILLENNIUM MANAGEMENT LLC$4.3M1
91MetLife Investment Management, LLC$4.3M1
92Numerai GP LLC$4.1M1
93Carlson Capital, L.P.$4.0M1
94Ameritas Investment Partners, Inc.$3.9M1
95Vanguard Global Advisers, LLC$3.7M1
96TRB Wealth Management, LLC$3.7M1
97WealthPlan Investment Management, LLC$3.5M1
98HOMESTEAD ADVISERS CORP$3.5M1
99Tidal Investments LLC$3.5M1
100SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.4M1
101MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.3M1
102Callahan Advisors, LLC$3.3M1
103Riverwater Partners LLC$3.2M1
104Mariner, LLC$3.0M1
105VOYA INVESTMENT MANAGEMENT LLC$2.9M1
106TRUIST FINANCIAL CORP$2.9M1
107Concurrent Investment Advisors, LLC$2.8M1
108Orion Porfolio Solutions, LLC$2.8M1
109VARCOV Co.$2.7M1
110Creative Planning$2.7M1
111Cardinal Capital Management$2.6M1
112YOUSIF CAPITAL MANAGEMENT, LLC$2.5M1
113State of New Jersey Common Pension Fund D$2.5M1
114Covea Finance$2.4M1
115Pathstone Holdings, LLC$2.3M1
116Arizona State Retirement System$2.3M1
117Corient Private Wealth LLC$2.3M1
118WealthPLAN Partners, LLC$2.2M1
119Summit Trail Advisors, LLC$2.2M1
120COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.2M1
121Vanguard Investments Australia, Ltd.$2.2M1
122Trexquant Investment LP$2.1M1
123STATE OF MICHIGAN RETIREMENT SYSTEM$2.1M1
124WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.1M1
125CANADA PENSION PLAN INVESTMENT BOARD$2.1M1
126Zurcher Kantonalbank (Zurich Cantonalbank)$2.0M1
127&PARTNERS$2.0M1
128Sanctuary Advisors, LLC$2.0M1
129SANDERS MORRIS HARRIS LLC$2.0M1
130NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.9M1
131HighTower Advisors, LLC$1.9M1
132KLP KAPITALFORVALTNING AS$1.8M1
133Cetera Investment Advisers$1.8M1
134DB&C Advisors, LLC$1.8M1
135Diversified Trust Co$1.8M1
136OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.8M1
137Aspen Wealth Management LLC$1.7M1
138Beacon Pointe Advisors, LLC$1.7M1
139Mitsubishi UFJ Trust & Banking Corp$1.7M1
140OSAIC HOLDINGS, INC.$1.6M1
141COMMERCE BANK$1.6M1
142XTX Topco Ltd$1.6M1
143Pinnacle Financial Partners, Inc.$1.6M1
144First National Advisers, LLC$1.6M1
145MERCER GLOBAL ADVISORS INC /ADV$1.6M1
146Zurich Insurance Group Ltd/FI$1.5M1
147Holocene Advisors, LP$1.5M1
148OPPENHEIMER ASSET MANAGEMENT INC.$1.4M1
149Schonfeld Strategic Advisors LLC$1.4M1
150Atria Investments, Inc$1.4M1
151Utah Retirement Systems$1.3M1
152ABN AMRO INVESTMENT SOLUTIONS$1.3M1
153Pictet Asset Management Holding SA$1.3M1
154VICTORY CAPITAL MANAGEMENT INC$1.3M1
155CAPSTONE INVESTMENT ADVISORS, LLC$1.3M1
156Beck Bode, LLC$1.3M1
157Marshall Financial Group, LLC$1.3M1
1581900 WEALTH MANAGEMENT LLC$1.2M1
159Centennial Bank/AR/$1.2M1
160Illinois Municipal Retirement Fund$1.2M1
161CWM, LLC$1.2M1
162EIGHT 31 FINANCIAL, LLC$1.2M1
163STEPHENS INC /AR/$1.2M1
164M.E. ALLISON & CO., INC.$1.2M1
165Carnegie Investment Counsel$1.2M1
166BANK OF MONTREAL /CAN/$1.2M1
167Pathway Financial Advisers, LLC$1.2M1
168New Age Alpha Advisors, LLC$1.2M1
169FIRST MANHATTAN CO. LLC.$1.1M1
170Squarepoint Ops LLC$1.1M1
171Brevan Howard Capital Management LP$1.1M1
172ASSETMARK, INC$1.1M1
173Vanguard Personalized Indexing Management, LLC$1.0M1
174Rockefeller Capital Management L.P.$1.0M1
175XPONANCE LLC$1.0M1
176Roehl & Yi Investment Advisors, LLC$988K1
177QUADRANT CAPITAL GROUP LLC$985K1
17817 CAPITAL PARTNERS, LLC$975K1
179COLDSTREAM CAPITAL MANAGEMENT INC$965K1
180Sigma Planning Corp$955K1
181Verition Fund Management LLC$952K1
182Belpointe Asset Management LLC$948K1
183Fortis Capital Advisors, LLC$948K1
184NorthRock Partners, LLC$912K1
185FULLER & THALER ASSET MANAGEMENT, INC.$879K1
186BURNEY CO/$853K1
187MMBG INVESTMENT ADVISORS CO.$841K1
188SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$830K1
189GUGGENHEIM CAPITAL LLC$827K1
190Atom Investors LP$826K1
191FULTON BANK, N.A.$813K1
192BENJAMIN EDWARDS INC$812K1
193STATE OF WISCONSIN INVESTMENT BOARD$805K1
194Polar Asset Management Partners Inc.$789K1
195GLENMEDE TRUST CO NA$789K1
196Allianz Asset Management GmbH$787K1
197Financial Planning Hawaii, Inc.$782K1
198Swiss Life Asset Management Ltd$754K1
199O'SHAUGHNESSY ASSET MANAGEMENT, LLC$714K1
200TEACHER RETIREMENT SYSTEM OF TEXAS$713K1
201FEDERATED HERMES, INC.$689K1
202MOODY NATIONAL BANK TRUST DIVISION$687K1
203VIRTUS ADVISERS, LLC$685K1
204Pallas Capital Advisors LLC$669K1
205Hilltop Holdings Inc.$666K1
206Cannell & Spears LLC$664K1
207Tributary Capital Management, LLC$658K1
208BALYASNY ASSET MANAGEMENT L.P.$649K1
209SECURIAN ASSET MANAGEMENT, INC$641K1
210HB Wealth Management, LLC$615K1
211GREAT LAKES ADVISORS, LLC$610K1
212EVERGREEN CAPITAL MANAGEMENT LLC$587K1
213CHOREO, LLC$575K1
214Kestra Advisory Services, LLC$551K1
215US BANCORP \DE\$548K1
216NewEdge Advisors, LLC$546K1
217BOYAR ASSET MANAGEMENT INC.$534K1
218MML INVESTORS SERVICES, LLC$530K1
219PICTON MAHONEY ASSET MANAGEMENT$517K1
220Diesslin Group, Inc.$507K1
221PRUDENTIAL FINANCIAL INC$497K1
222Federation des caisses Desjardins du Quebec$491K1
223GREENWOOD CAPITAL ASSOCIATES LLC$490K1
224Ethic Inc.$487K1
225Symphony Financial, Ltd. Co.$468K1
226SFMG, LLC$466K1
227Frec Markets, Inc.$463K1
228BRADLEY FOSTER & SARGENT INC/CT$462K1
229Sovran Advisors, LLC$458K1
230Fearless Solutions, LLC dba Best Invest$458K1
231Snowden Capital Advisors LLC$451K1
232First Dallas Securities Inc.$449K1
233Arax Advisory Partners$448K1
234Private Advisor Group, LLC$446K1
235UNITED CAPITAL FINANCIAL ADVISORS, LLC$437K1
236Round Rock Advisors LLC$436K1
237JANE STREET GROUP, LLC$429K1
238OCCUDO QUANTITATIVE STRATEGIES LP$428K1
239Ensign Peak Advisors, Inc$419K1
240Curi Capital, LLC$412K1
241Hodges Capital Management Inc.$411K1
242Amundi$405K1
243Probity Advisors, Inc.$402K1
244Granite Investment Partners, LLC$399K1
245Brooklyn Investment Group$398K1
246Maryland State Retirement & Pension System$377K1
247Qsemble Capital Management, LP$369K1
248OneDigital Investment Advisors LLC$362K1
249DnB Asset Management AS$358K1
250Advisor Resource Council$357K1
251Avidian Wealth Enterprises, LLC$353K1
252National Philanthropic Trust$349K1
253Perbak Capital Partners LLP$348K1
254Callan Family Office, LLC$347K1
255Mach-1 Financial Group, LLC$342K1
256Tower Research Capital LLC (TRC)$333K1
257GREENLEAF TRUST$323K1
258SHELTON CAPITAL MANAGEMENT$317K1
259MQS Management LLC$313K1
260RITHOLTZ WEALTH MANAGEMENT$312K1
261Garrett Wealth Advisory Group, LLC$310K1
262HUB Investment Partners, LLC$309K1
263Rydar Equities, Inc.$303K1
264D.A. DAVIDSON & CO.$297K1
265Ballentine Partners, LLC$295K1
266NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$293K1
267GTS SECURITIES LLC$293K1
268KEYBANK NATIONAL ASSOCIATION/OH$293K1
269PROFUND ADVISORS LLC$286K1
270Texas Capital Bank Wealth Management Services Inc$284K1
271Third View Private Wealth, LLC$284K1
272CIBC Asset Management Inc$283K1
273Abel Hall, LLC$282K1
274GC Wealth Management RIA, LLC$281K1
275GATEWAY INVESTMENT ADVISERS LLC$281K1
276Warwick Investment Management, Inc.$277K1
277PRINCETON CAPITAL MANAGEMENT LLC$274K1
278ENZI WEALTH$274K1
279Sterling Capital Management LLC$273K1
280PERSONAL CFO SOLUTIONS, LLC$272K1
281Merit Financial Group, LLC$271K1
282Elk River Wealth Management LLC$269K1
283Strategic Financial Concepts, LLC$264K1
284Americana Partners, LLC$263K1
285nVerses Capital, LLC$262K1
286OPPENHEIMER & CO INC$254K1
287EVERPAR ADVISORS LLC$252K1
288Coastline Trust Co$249K1
289New England Research & Management, Inc.$247K1
290Cedar Wealth Management, LLC$247K1
291Prospera Financial Services Inc$246K1
292North Dakota State Investment Board$238K1
293Argyle Capital Partners, LLC$237K1
294EVOLVE PRIVATE WEALTH, LLC$237K1
295Centiva Capital, LP$235K1
296BOK Financial Private Wealth, Inc.$235K1
297REGIONS FINANCIAL CORP$233K1
298JAMISON PRIVATE WEALTH MANAGEMENT, INC.$223K1
299RHODES INVESTMENT ADVISORS INC /ADV$215K1
300Envestnet Portfolio Solutions, Inc.$215K1
301NewEdge Wealth, LLC$213K1
302Phillips Wealth Planners LLC$212K1
303Chicago Partners Investment Group LLC$212K1
304MAI Capital Management$209K1
305Prosperitas Financial LLC$208K1
306GW HENSSLER & ASSOCIATES LTD$207K1
307Dorsey & Whitney Trust CO LLC$206K1
308Crossmark Global Holdings, Inc.$203K1
309MOTCO$192K1
310CENTRAL TRUST Co$184K1
311Bayforest Capital Ltd$181K1
312Atlantic Union Bankshares Corp$144K1
313GLOBEFLEX CAPITAL L P$141K1
314BNP Paribas Asset Management Holding S.A.$135K1
315TD Waterhouse Canada Inc.$124K1
316UMB Bank, n.a.$121K1
317Allworth Financial LP$112K1
318Smartleaf Asset Management LLC$104K1
319Steward Partners Investment Advisory, LLC$89.5K1
320SIGNATUREFD, LLC$82.2K1
321Spire Wealth Management$74.4K1
322Robinson Value Management, Ltd.$68.5K1
323SBI Securities Co., Ltd.$68.5K1
324NOMURA ASSET MANAGEMENT CO LTD$63.1K1
325Blue Trust, Inc.$60.7K1
326WESTPAC BANKING CORP$60.3K1
327Reyes Financial Architecture, Inc.$57.0K1
328Lummis Asset Management, LP$54.4K1
329GHP Investment Advisors, Inc.$53.5K1
330Basecamp Wealth Advisors LLC$53.1K1
331Geneos Wealth Management Inc.$49.3K1
332ARVEST INVESTMENTS, INC.$48.0K1
333Parkside Financial Bank & Trust$44.1K1
334NATIXIS ADVISORS, LLC$43.6K1
335Measured Wealth Private Client Group, LLC$41.0K1
336True Wealth Design, LLC$28.9K1
337PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$27.1K1
338BARROW HANLEY MEWHINNEY & STRAUSS LLC$25.4K1
339Asset Dedication, LLC$22.8K1
340Darwin Wealth Management, LLC$21.8K1
341PRIVATE TRUST CO NA$20.6K1
342Annis Gardner Whiting Capital Advisors, LLC$16.5K1
343Keating Financial Advisory Services, Inc.$16.5K1
344GROUP ONE TRADING LLC$13.7K1
345Eurizon Capital SGR S.p.A.$13.2K1
346CHILTON CAPITAL MANAGEMENT LLC$12.2K1
347CVA Family Office, LLC$11.9K1
348ALBION FINANCIAL GROUP /UT$10.8K1
349EXCHANGE TRADED CONCEPTS, LLC$10.6K1
350LGT Financial Advisors LLC$10.4K1
351NEW YORK STATE TEACHERS RETIREMENT SYSTEM$10.1K1
352Martin Capital Partners, LLC$9.6K1
353WPG Advisers, LLC$8.8K1
354Murphy & Mullick Capital Management Corp$8.6K1
355JFS WEALTH ADVISORS, LLC$8.4K1
356Mitsubishi UFJ Asset Management Co., Ltd.$8.2K1
357FARMERS & MERCHANTS INVESTMENTS INC$7.8K1
358Clearstead Trust, LLC$7.5K1
359Sachetta, LLC$7.4K1
360Dogwood Wealth Management LLC$7.0K1
361MONTAG A & ASSOCIATES INC$6.9K1
362Curat Global, LLC$6.9K1
363Joseph Group Capital Management$6.6K1
364Pinnacle Wealth Planning Services, Inc.$6.4K1
365Larson Financial Group LLC$5.9K1
366JONES FINANCIAL COMPANIES LLLP$5.8K1
367CANADA LIFE ASSURANCE Co$5.3K1
368ACADIAN ASSET MANAGEMENT LLC$4.9K1
369Bangor Savings Bank$4.7K1
370CNB Bank$4.7K1
371Signature Equity Partners, LLC$4.3K1
372Activest Wealth Management$4.2K1
373AMALGAMATED BANK$3.9K1
374Treasurer of the State of North Carolina$3.5K1
375Caldwell Trust Co$3.4K1
376LATHROP INVESTMENT MANAGEMENT CO$3.1K1
377TD Capital Management LLC$3.0K1
378Bravera Wealth$2.9K1
379MATHER GROUP, LLC.$2.8K1
380THRIVENT FINANCIAL FOR LUTHERANS$2.7K1
381TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.7K1
382Sunrise Financial Services, LLC$2.5K1
383Granite FO LLC$2.3K1
384Clearstead Advisors, LLC$2.1K1
385SouthState Bank Corp$1.9K1
386Nemes Rush Group LLC$1.9K1
387NEVILLE RODIE & SHAW INC$1.9K1
388Rialto Wealth Management, LLC$1.8K1
389Elevated Capital Advisors, LLC$1.6K1
390Bell Investment Advisors, Inc$1.6K1
391DiNuzzo Private Wealth, Inc.$1.6K1
392South Dakota Investment Council$1.4K1
393Cromwell Holdings LLC$1.4K1
394JPL Wealth Management, LLC$1.2K1
395Advocate Investing Services LLC$1.2K1
396NBT BANK, N.A.$1.1K1
397SJS Investment Consulting Inc.$1.1K1
398MCGUIRE CAPITAL ADVISORS INC$1.1K1
399State of Alaska, Department of Revenue$8551
400SHP Wealth Management$7971
401Vermillion Wealth Management, Inc.$6851
402HFM Investment Advisors, LLC$6851
403Intentional Wealth Strategies, LLC$6851
404MV CAPITAL MANAGEMENT, INC.$5491
405Community Bank & Trust, Waco, Texas$4931
406PARK AVENUE SECURITIES LLC$4831
407HRT FINANCIAL LP$4151
408Fruth Investment Management$3561
409TOTH FINANCIAL ADVISORY CORP$2751
410Transamerica Financial Advisors, LLC$2741
411KBC Group NV$2681
412VAN ECK ASSOCIATES CORP$581
413First PREMIER Bank$341
414PIN OAK INVESTMENT ADVISORS INC$211
415Capital Advisors, Ltd. LLC$51
416Jefferies Financial Group Inc.$01
417VANGUARD GROUP INC$01
418DANSKE BANK A/S$01
419HARBOUR INVESTMENTS, INC.$01
420JOHNSON INVESTMENT COUNSEL INC$01
421Brandywine Global Investment Management, LLC$01
422HSBC HOLDINGS PLC$01
423KEMPNER CAPITAL MANAGEMENT INC.$01
424COMERICA BANK$01
425WASHINGTON CAPITAL MANAGEMENT, INC$01
426FIRST CITIZENS BANK & TRUST CO$01
427EASTERN BANK$01
428ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
429LAZARD ASSET MANAGEMENT LLC$01
430NATIXIS$01
431CIBC Private Wealth Group LLC$01
432NORGES BANK$01
433Keel Point, LLC$01
434TWO SIGMA ADVISERS, LP$01
435Voleon Capital Management LP$01
436SIMPLEX TRADING, LLC$01
437Quantbot Technologies LP$01
438Focus Partners Wealth$01
439BOOTHBAY FUND MANAGEMENT, LLC$01
440VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
441Sather Financial Group Inc$01
442Sequoia Financial Advisors, LLC$01
443Engineers Gate Manager LP$01
444Meridian Wealth Management, LLC$01
445DV Trading LLC$01
446Bridgefront Capital, LLC$01
447Qube Research & Technologies Ltd$01
448Steigerwald, Gordon & Koch Inc.$01
449Elo Mutual Pension Insurance Co$01
450FORA Capital, LLC$01
451Global Retirement Partners, LLC$01
452Oak Thistle LLC$01
453Legacy Capital Wealth Partners, LLC$01
454Y-Intercept (Hong Kong) Ltd$01
455Matrix Trust Co$01
456CBIZ Investment Advisory Services, LLC$01
457Aquatic Capital Management LLC$01
458INCEPTIONR LLC$01
459AlphaQuest LLC$01
460Forum Financial Management, LP$01
461SageView Advisory Group, LLC$01
462iSAM Funds (UK) Ltd$01
463Cape Investment Advisory, Inc.$01
464Dunhill Financial, LLC$01
465Abound Wealth Management$01
466RIA Advisory Group LLC$01
467Caitong International Asset Management Co., Ltd$01
468Quarry LP$01
469Scientech Research LLC$01
470Motiv8 Investments LLC$01
471Fieldview Capital Management, LLC$01
472Wealth Watch Advisors, INC$01
473ONE WEALTH CAPITAL MANAGEMENT, LLC$01
474CAPITOLIS LIQUID GLOBAL MARKETS LLC$01
475Quattro Advisors LLC$01
Truncated by Public Filings. The published aggregate ranks the top 475 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 CFR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CFR · financials and macro

Financials — as filed PLANNED

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