Public record / Tickers / CNC

CNC — CENTENE CORP

Both disclosure regimes on one name: who in Congress filed about CNC, 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
61
all PTR rows naming CNC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
01-13
filed 2026-01-13
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

Tim Moore · $100K–$250K

Sale · traded 2025-08-18 → filed 2025-09-03. Ranked over every CNC row by the provable lower bound, never a point estimate.

No member disclosed CNC 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.

9 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

20 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. 20 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CNC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CNC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-13Julia Letlow R–LA-5SaleTraded 2025-08-08 LATE·158d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2025-04-14 LATE·274d$1K–$15K
2025-09-12Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-05 +38d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-09-03Tim Moore R–NC-14SaleTraded 08-18 +16d$100K–$250K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 61 ↗

Members active in CNC

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

No member disclosed CNC in the trailing 12 months.

Congress ↔ notable managers · CNC

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

new + add vs trim + exit, by shares · $ = reported value now, not the change · CENTENE CORP DEL

Merged timeline of congressional filings and notable-manager moves on CNC
DateWhoChangeSize
2026-05-15Glenview Capital 13Fadd+1,357,752 sh
2026-05-15Tudor Investment Corp 13Fadd+1,216,525 sh
2026-05-15Bridgewater Associates 13Fadd+73,614 sh
2026-05-15Gotham Asset Management 13Ftrim−34,465 sh
2026-05-14Caxton Associates 13Fexit−64,430 sh

5 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 CNC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2AQR CAPITAL MANAGEMENT LLC$1.1B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.0B1
4STATE STREET CORP$709M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$708M1
6HARRIS ASSOCIATES L P$461M1
7GEODE CAPITAL MANAGEMENT, LLC$425M1
8Invesco Ltd.$348M1
9AMERIPRISE FINANCIAL INC$332M1
10MORGAN STANLEY$323M1
11D. E. Shaw & Co., Inc.$246M1
12JANE STREET GROUP, LLC$227M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$226M1
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$222M1
15TWO SIGMA INVESTMENTS, LP$221M1
16DEERFIELD MANAGEMENT COMPANY, L.P.$194M1
17NORTHERN TRUST CORP$163M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$161M1
19DEUTSCHE BANK AG\$157M1
20Legal & General Group Plc$134M1
21Amundi$127M1
22BANK OF AMERICA CORP /DE/$126M1
23Assenagon Asset Management S.A.$125M1
24UBS Group AG$123M1
25EARNEST PARTNERS LLC$117M1
26GLENVIEW CAPITAL MANAGEMENT, LLC$105M1
27JACOBS LEVY EQUITY MANAGEMENT, INC$103M1
28VICTORY CAPITAL MANAGEMENT INC$97.3M1
29Robeco Institutional Asset Management B.V.$94.5M1
30DIMENSIONAL FUND ADVISORS LP$92.8M1
31DME Capital Management, LP$89.4M1
32HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$87.0M1
33VANGUARD FIDUCIARY TRUST CO$86.8M1
34MILLENNIUM MANAGEMENT LLC$84.8M1
35WELLINGTON MANAGEMENT GROUP LLP$83.3M1
36LYRICAL ASSET MANAGEMENT LP$82.9M1
37Kopernik Global Investors, LLC$82.4M1
38Bank of New York Mellon Corp$82.0M1
39Point72 Asset Management, L.P.$79.8M1
40PANAGORA ASSET MANAGEMENT INC$77.7M1
41Politan Capital Management LP$70.9M1
42Capital World Investors$69.9M1
43IEQ CAPITAL, LLC$66.4M1
44WORLDQUANT MILLENNIUM ADVISORS LLC$63.2M1
45Long Focus Capital Management, LLC$63.1M1
46CITADEL ADVISORS LLC$56.8M1
47SCHARF INVESTMENTS, LLC$56.3M1
48RENAISSANCE TECHNOLOGIES LLC$55.2M1
49TUDOR INVESTMENT CORP ET AL$54.1M1
50AustralianSuper Pty Ltd$53.4M1
51VOLORIDGE INVESTMENT MANAGEMENT, LLC$52.1M1
52BANK OF MONTREAL /CAN/$52.0M1
53SEI INVESTMENTS CO$51.2M1
54Man Group plc$49.6M1
55CANADA PENSION PLAN INVESTMENT BOARD$49.4M1
56AMERICAN CENTURY COMPANIES INC$49.1M1
57ROYAL BANK OF CANADA$48.6M1
58Trexquant Investment LP$48.3M1
59Nuveen, LLC$47.2M1
60Swiss National Bank$47.2M1
61FMR LLC$46.5M1
62BARCLAYS PLC$45.4M1
63Walleye Trading LLC$42.9M1
64Focused Investors LLC$40.4M1
65ALLIANCEBERNSTEIN L.P.$35.9M1
66Sumitomo Mitsui Trust Group, Inc.$35.8M1
67Vanguard Global Advisers, LLC$35.3M1
68Alberta Investment Management Corp$35.2M1
69Mitsubishi UFJ Asset Management Co., Ltd.$34.9M1
70Swedbank AB$33.7M1
71SUSQUEHANNA INTERNATIONAL GROUP, LLP$33.3M1
72Pine Valley Investments Ltd Liability Co$33.1M1
73RHUMBLINE ADVISERS$32.8M1
74HSBC HOLDINGS PLC$32.6M1
75BANK OF NOVA SCOTIA$32.1M1
76Mariner, LLC$32.1M1
77CITIGROUP INC$31.9M1
78CAMBIAR INVESTORS LLC$31.7M1
79Cerity Partners LLC$31.0M1
80Janus Henderson Group Ltd.$28.3M1
81VANGUARD ASSET MANAGEMENT, Ltd$27.9M1
82Susquehanna Portfolio Strategies, LLC$27.8M1
83Quantinno Capital Management LP$27.6M1
84Gotham Asset Management, LLC$26.9M1
85PRUDENTIAL FINANCIAL INC$26.8M1
86CWM, LLC$25.6M1
87Cresset Asset Management, LLC$24.7M1
88Polar Capital Holdings Plc$24.4M1
89WEDGE CAPITAL MANAGEMENT L L P/NC$24.4M1
90Weiss Asset Management LP$24.2M1
91Engineers Gate Manager LP$24.0M1
92ENVESTNET ASSET MANAGEMENT INC$23.3M1
93Maple Rock Capital Partners Inc.$21.5M1
94Integral Health Asset Management, LLC$21.3M1
95CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$20.5M1
96PFA Pension, Forsikringsaktieselskab$20.4M1
97GROUP ONE TRADING LLC$19.1M1
98WELLS FARGO & COMPANY/MN$18.4M1
99Alyeska Investment Group, L.P.$18.0M1
100DANSKE BANK A/S$17.6M1
101PRINCIPAL FINANCIAL GROUP INC$17.1M1
102WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$17.0M1
103Qube Research & Technologies Ltd$16.2M1
104Zurcher Kantonalbank (Zurich Cantonalbank)$15.7M1
105Universal- Beteiligungs- und Servicegesellschaft mbH$15.3M1
106STATE OF WISCONSIN INVESTMENT BOARD$15.1M1
107Tidal Investments LLC$14.8M1
108STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$14.8M1
109Creative Planning$14.8M1
110BALYASNY ASSET MANAGEMENT L.P.$14.7M1
111EASTERLY INVESTMENT PARTNERS LLC$14.4M1
112FRANKLIN RESOURCES INC$14.3M1
113Pictet Asset Management Holding SA$14.2M1
114Aberdeen Group plc$14.0M1
115AVIVA PLC$14.0M1
116PRIVATE MANAGEMENT GROUP INC$13.6M1
117NEW YORK STATE COMMON RETIREMENT FUND$12.7M1
118Squarepoint Ops LLC$12.0M1
119MERCER GLOBAL ADVISORS INC /ADV$11.3M1
120Boston Partners$11.2M1
121Mitsubishi UFJ Trust & Banking Corp$11.1M1
122Empowered Funds, LLC$11.1M1
123NATIONAL BANK OF CANADA /FI/$10.8M1
124BRAIDWELL LP$10.8M1
125Stanley Capital Management, LLC$10.6M1
126ROYAL LONDON ASSET MANAGEMENT LTD$10.1M1
127MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.9M1
128Skandinaviska Enskilda Banken AB (publ)$9.7M1
129RAYMOND JAMES FINANCIAL INC$9.7M1
130KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$9.5M1
131Wealthfront Advisers LLC$9.5M1
132JUPITER ASSET MANAGEMENT LTD$9.3M1
133TD ASSET MANAGEMENT INC$9.0M1
134TWINBEECH CAPITAL LP$8.8M1
135Ensign Peak Advisors, Inc$8.8M1
136PFM Health Sciences, LP$8.6M1
137Bellevue Group AG$8.5M1
138Asset Management One Co., Ltd.$8.5M1
139LBP AM SA$8.2M1
140Vanguard Investments Australia, Ltd.$8.0M1
141Focus Partners Wealth$7.9M1
142OPPENHEIMER ASSET MANAGEMENT INC.$7.8M1
143FIRST TRUST ADVISORS LP$7.7M1
144MACKENZIE FINANCIAL CORP$7.6M1
145Chevy Chase Trust Holdings, LLC$7.5M1
146FIL Ltd$7.5M1
147NATIXIS$7.4M1
148ADAMS DIVERSIFIED EQUITY FUND, INC.$7.4M1
149FIRST CITIZENS BANK & TRUST CO$7.3M1
150Voleon Capital Management LP$7.2M1
151SCHRODER INVESTMENT MANAGEMENT GROUP$7.1M1
152APG Asset Management N.V.$6.9M1
153NISA INVESTMENT ADVISORS, LLC$6.9M1
154LPL Financial LLC$6.8M1
155REDWOOD CAPITAL MANAGEMENT, LLC$6.8M1
156Envestnet Portfolio Solutions, Inc.$6.8M1
157National Pension Service$6.8M1
158DnB Asset Management AS$6.8M1
159Illinois Municipal Retirement Fund$6.8M1
160TORONTO DOMINION BANK$6.7M1
161Banco Santander, S.A.$6.7M1
162Longaeva Partners L.P.$6.5M1
163FIFTH THIRD BANCORP$6.5M1
164NOMURA ASSET MANAGEMENT CO LTD$6.5M1
165Allianz Asset Management GmbH$6.1M1
166IMC-Chicago, LLC$5.9M1
167KLP KAPITALFORVALTNING AS$5.8M1
168Kamunting Street Capital Management, L.P.$5.6M1
169Bridgewater Associates, LP$5.5M1
170State of New Jersey Common Pension Fund D$5.5M1
171CIBC Bancorp USA Inc.$5.4M1
172US BANCORP \DE\$5.4M1
173SECTOR GAMMA AS$5.3M1
174Tredje AP-fonden$5.3M1
175TEACHER RETIREMENT SYSTEM OF TEXAS$5.3M1
176PRELUDE CAPITAL MANAGEMENT, LLC$5.2M1
177PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.2M1
178CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$5.0M1
179Schonfeld Strategic Advisors LLC$4.9M1
180Investment Management Corp of Ontario$4.8M1
181Merit Financial Group, LLC$4.8M1
182Corient Private Wealth LLC$4.8M1
183Resona Asset Management Co.,Ltd.$4.8M1
184Counterpoint Mutual Funds LLC$4.7M1
185Sendero Wealth Management, LLC$4.7M1
186CREDIT AGRICOLE S A$4.7M1
187Quantbot Technologies LP$4.7M1
188STATE OF MICHIGAN RETIREMENT SYSTEM$4.6M1
189FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.5M1
190OCCUDO QUANTITATIVE STRATEGIES LP$4.5M1
191Arizona State Retirement System$4.4M1
192Daiwa Securities Group Inc.$4.3M1
193XTX Topco Ltd$4.2M1
194WINTON GROUP Ltd$4.2M1
195EDMOND DE ROTHSCHILD HOLDING S.A.$4.2M1
196STOREBRAND ASSET MANAGEMENT AS$4.2M1
197BNP Paribas Asset Management Holding S.A.$4.2M1
198Czech National Bank$4.2M1
199HEARTLAND ADVISORS INC$4.1M1
200Aquatic Capital Management LLC$4.1M1
201Connor, Clark & Lunn Investment Management Ltd.$4.1M1
202BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.1M1
203FORA Capital, LLC$4.1M1
204Calamos Advisors LLC$4.0M1
205KENNEDY CAPITAL MANAGEMENT LLC$4.0M1
206IFM Investors Pty Ltd$4.0M1
207Insight Wealth Strategies, LLC$4.0M1
208Quinn Opportunity Partners LLC$4.0M1
209VOYA INVESTMENT MANAGEMENT LLC$3.9M1
210Mirae Asset Global Investments Co., Ltd.$3.8M1
211CIBC Asset Management Inc$3.7M1
212Focus Partners Advisor Solutions, LLC$3.7M1
213ProShare Advisors LLC$3.7M1
214Eversept Partners, LP$3.7M1
215Brevan Howard Capital Management LP$3.6M1
216SEB Asset Management AB$3.6M1
217Quadrature Capital Ltd$3.6M1
218MetLife Investment Management, LLC$3.6M1
219COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.6M1
220Cetera Investment Advisers$3.6M1
221TRUIST FINANCIAL CORP$3.4M1
222Pallas Capital Advisors LLC$3.4M1
223ING GROEP NV$3.3M1
224Retirement Systems of Alabama$3.2M1
225Walleye Capital LLC$3.2M1
226Poehling Capital Management, INC.$3.2M1
227Machina Capital S.A.S.$3.1M1
228MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.1M1
229Korea Investment CORP$3.1M1
230Eurizon Capital SGR S.p.A.$3.0M1
231USS Investment Management Ltd$3.0M1
232PALISADE CAPITAL MANAGEMENT, LP$3.0M1
233PEAK6 LLC$3.0M1
234ADAGE CAPITAL PARTNERS GP, L.L.C.$2.9M1
235XPONANCE LLC$2.9M1
236ExodusPoint Capital Management, LP$2.9M1
237Clearline Capital LP$2.9M1
238NEOS Investment Management LLC$2.9M1
239Ethic Inc.$2.9M1
240Vanguard Personalized Indexing Management, LLC$2.9M1
241MACQUARIE GROUP LTD$2.9M1
242LAZARD ASSET MANAGEMENT LLC$2.8M1
243Qsemble Capital Management, LP$2.8M1
244MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.8M1
245AGF MANAGEMENT LTD$2.8M1
246MONETA GROUP INVESTMENT ADVISORS LLC$2.6M1
247Krilogy Financial LLC$2.6M1
248Utah Retirement Systems$2.6M1
249STIFEL FINANCIAL CORP$2.6M1
250Elo Mutual Pension Insurance Co$2.6M1
251Sivia Capital Partners, LLC$2.5M1
252PUBLIC SECTOR PENSION INVESTMENT BOARD$2.4M1
253Sanctuary Advisors, LLC$2.3M1
254New Age Alpha Advisors, LLC$2.3M1
255Avidity Partners Management LP$2.3M1
256HighTower Advisors, LLC$2.3M1
257AIA Group Ltd$2.2M1
258Rakuten Investment Management, Inc.$2.2M1
259M&T BANK CORP$2.2M1
260BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.2M1
261Swiss Life Asset Management Ltd$2.2M1
262LECAP ASSET MANAGEMENT LTD$2.2M1
263GUGGENHEIM CAPITAL LLC$2.2M1
264NorthCrest Asset Manangement, LLC$2.2M1
265YOUSIF CAPITAL MANAGEMENT, LLC$2.2M1
266AXQ CAPITAL, LP$2.2M1
267Chicago Partners Investment Group LLC$2.1M1
268NISSAY ASSET MANAGEMENT CORP /JAPAN$2.1M1
269NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.1M1
270UniSuper Management Pty Ltd$2.1M1
271Bull Harbor Capital LLC$2.1M1
272COMMERCE BANK$2.1M1
273Sumitomo Mitsui DS Asset Management Company, Ltd$2.1M1
274RBF Capital, LLC$2.0M1
275WASATCH ADVISORS LP$1.9M1
276OSAIC HOLDINGS, INC.$1.9M1
277CenterBook Partners LP$1.9M1
278Morningstar Investment Management LLC$1.8M1
279SVB WEALTH LLC$1.8M1
280Perbak Capital Partners LLP$1.8M1
281NORDEA INVESTMENT MANAGEMENT AB$1.8M1
282OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.8M1
283EVOLVE PRIVATE WEALTH, LLC$1.7M1
284Marex Group Ltd$1.7M1
285MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.6M1
286Kennondale Capital Management LLC$1.6M1
287OP Asset Management Ltd$1.6M1
288Kestra Advisory Services, LLC$1.6M1
289MASTERINVEST Kapitalanlage GmbH$1.6M1
290BOOTHBAY FUND MANAGEMENT, LLC$1.6M1
291SHELTON CAPITAL MANAGEMENT$1.5M1
292PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.5M1
293HB Wealth Management, LLC$1.4M1
294Amitell Capital Pte Ltd$1.4M1
295NewEdge Advisors, LLC$1.4M1
296Factorial Partners, LLC$1.4M1
297Pathstone Holdings, LLC$1.4M1
298MML INVESTORS SERVICES, LLC$1.4M1
299NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.4M1
300Allspring Global Investments Holdings, LLC$1.4M1
301Summit Trail Advisors, LLC$1.4M1
302ASHTON THOMAS SECURITIES, LLC$1.4M1
303WESTPAC BANKING CORP$1.4M1
304CIBC WORLD MARKET INC.$1.3M1
305REGIONS FINANCIAL CORP$1.3M1
306GATEWAY INVESTMENT ADVISERS LLC$1.3M1
307WADDELL & ASSOCIATES, LLC$1.3M1
308United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$1.3M1
309Perpetual Ltd$1.3M1
310Allworth Financial LP$1.3M1
311Crossmark Global Holdings, Inc.$1.2M1
312ROBERTS GLORE & CO INC /IL/$1.2M1
313Avanza Fonder AB$1.2M1
314Jefferies Financial Group Inc.$1.2M1
315CSS LLC/IL$1.2M1
316Belpointe Asset Management LLC$1.2M1
317MARTINGALE ASSET MANAGEMENT L P$1.2M1
318Rafferty Asset Management, LLC$1.2M1
319Curi Capital, LLC$1.2M1
320Woodline Partners LP$1.2M1
321Numerai GP LLC$1.2M1
322INTECH INVESTMENT MANAGEMENT LLC$1.2M1
323FULLER & THALER ASSET MANAGEMENT, INC.$1.2M1
324Miller Investment Management, LP$1.1M1
325Candriam S.C.A.$1.1M1
326Federation des caisses Desjardins du Quebec$1.1M1
327UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.1M1
328Rockefeller Capital Management L.P.$1.1M1
329Sequoia Financial Advisors, LLC$1.1M1
330EXCHANGE TRADED CONCEPTS, LLC$1.1M1
331Leonteq Securities AG$1.1M1
332Caprock Group, LLC$1.0M1
333Polymer Capital Management (US) LLC$1.0M1
334VestGen Advisors, LLC$1.0M1
335Waverly Advisors, LLC$984K1
336Bragg Financial Advisors, Inc$982K1
337Norinchukin Bank, The$980K1
338Gibbs Wealth Management$978K1
339HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$961K1
340Parcion Private Wealth LLC$953K1
341OXFORD ASSET MANAGEMENT LLP$950K1
342MIZUHO SECURITIES USA LLC$925K1
343Pekin Hardy Strauss, Inc.$907K1
344CAISSE DES DEPOTS ET CONSIGNATIONS$903K1
345HARTFORD INVESTMENT MANAGEMENT CO$873K1
346Atom Investors LP$849K1
347ROMANO BROTHERS AND COMPANY$848K1
348JACKSON THORNTON WEALTH MANAGEMENT, LLC$840K1
349Clear Street Group Inc.$839K1
350Lighthouse Investment Partners, LLC$834K1
351Diversified Trust Co$825K1
352CIDEL ASSET MANAGEMENT INC$820K1
353OSSIAM$812K1
354Plato Investment Management Ltd$810K1
355OMERS ADMINISTRATION Corp$796K1
356DUNCKER STREETT & CO INC$791K1
357SouthState Bank Corp$786K1
358Portside Wealth Group, LLC$785K1
359SUMMITRY LLC$783K1
360Maryland State Retirement & Pension System$772K1
361Kera Capital Partners, Inc.$764K1
362TOKIO MARINE ASSET MANAGEMENT CO LTD$759K1
363Sterling Capital Management LLC$750K1
364Arax Advisory Partners$750K1
365MAI Capital Management$746K1
366Rothschild Wealth LLC$741K1
367Brookstone Capital Management$737K1
368Mediolanum International Funds Ltd$727K1
369DIVERSIFY WEALTH MANAGEMENT, LLC$724K1
370Atria Investments, Inc$723K1
371EVOKE WEALTH, LLC$718K1
372&PARTNERS$716K1
373Brooklyn Investment Group$712K1
374waypoint wealth counsel$711K1
375Vident Advisory, LLC$707K1
376ABN AMRO INVESTMENT SOLUTIONS$702K1
377Vestmark Advisory Solutions, Inc.$702K1
378PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$694K1
379Jackson Hole Capital Partners, LLC$691K1
380Allegiance Financial Group Advisory Services LLC$685K1
381Baker Avenue Asset Management, LP$685K1
382J. Safra Sarasin Holding AG$683K1
383GenTrust, LLC$680K1
384PRUDENTIAL PLC$667K1
385Clearstead Advisors, LLC$662K1
386Caerus Investment Advisors, LLC$654K1
387Blackstone Inc.$648K1
388COLDSTREAM CAPITAL MANAGEMENT INC$648K1
389FIDUCIARY TRUST CO$644K1
390CITIZENS FINANCIAL GROUP INC/RI$643K1
391Parallax Volatility Advisers, L.P.$641K1
392Osmosis Investment Management UK Ltd$639K1
393E. Ohman J:or Asset Management AB$635K1
394BEESE FULMER INVESTMENT MANAGEMENT, INC.$631K1
395Apollon Wealth Management, LLC$630K1
396EP Wealth Advisors, LLC$630K1
397Jain Global LLC$628K1
398MUFG Securities EMEA plc$627K1
399AlphaCore Capital LLC$626K1
400Vontobel Holding Ltd.$621K1
401Tweedy, Browne Co LLC$621K1
402Centiva Capital, LP$620K1
403SIGNATUREFD, LLC$608K1
404Empirical Finance, LLC$605K1
405Talon Private Wealth, LLC$599K1
406Saudi Central Bank$594K1
407Linden Thomas Advisory Services, LLC$588K1
408COMMONWEALTH EQUITY SERVICES, LLC$582K1
409Savvy Advisors, Inc.$579K1
410HUB Investment Partners, LLC$577K1
411Frec Markets, Inc.$576K1
412Plancorp, LLC$575K1
413SYSTEMATIC FINANCIAL MANAGEMENT LP$568K1
414EARNED WEALTH ADVISORS, LLC$566K1
415QUADRANT CAPITAL GROUP LLC$560K1
416MGO ONE SEVEN LLC$560K1
417Laird Norton Wetherby Trust Company, LLC$551K1
418INCEPTIONR LLC$551K1
419Clark Capital Management Group, Inc.$536K1
420PERSONAL CFO SOLUTIONS, LLC$534K1
421Perigon Wealth Management, LLC$531K1
422Callan Family Office, LLC$531K1
423PINNACLE ASSOCIATES LTD$527K1
424FOX RUN MANAGEMENT, L.L.C.$524K1
425B. Metzler seel. Sohn & Co. AG$519K1
426ASR Vermogensbeheer N.V.$519K1
427Banque Cantonale Vaudoise$517K1
428NORTHWEST WEALTH MANAGEMENT, LLC$517K1
429JOURNEY STRATEGIC WEALTH LLC$513K1
430SYM FINANCIAL Corp$509K1
431Auxano Advisors, LLC$507K1
432State of Wyoming$506K1
433O'SHAUGHNESSY ASSET MANAGEMENT, LLC$499K1
434GLENMEDE TRUST CO NA$499K1
435Pinnacle Wealth Management Advisory Group, LLC$499K1
436NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$489K1
437Abundance Wealth Counselors$488K1
438Swisher Financial Concepts, Inc.$477K1
439Ariadne Wealth Management, LP$470K1
440Caitong International Asset Management Co., Ltd$468K1
441NORDEN GROUP LLC$468K1
442GREAT LAKES ADVISORS, LLC$467K1
443North Dakota State Investment Board$464K1
444Grove Bank & Trust$458K1
445ENGLISH CAPITAL MANAGEMENT LLC$448K1
446Bleakley Financial Group, LLC$443K1
447Metis Global Partners, LLC$441K1
448QTR Family Wealth, LLC$440K1
449Bridgefront Capital, LLC$437K1
450DAYMARK WEALTH PARTNERS, LLC$425K1
451MUFG SECURITIES AMERICAS INC.$423K1
452AIGEN INVESTMENT MANAGEMENT, LP$422K1
453INTRUST BANK NA$417K1
454SECURIAN ASSET MANAGEMENT, INC$412K1
455TT Capital Management LLC$407K1
456Lido Advisors, LLC$400K1
457Lombard Odier Asset Management (Switzerland) SA$400K1
458Harbor Advisors LLC$393K1
459CHOREO, LLC$388K1
460Wedmont Private Capital$382K1
461Vise Technologies, Inc.$380K1
462Wick Capital Partners, LLC$374K1
463RFG Advisory, LLC$372K1
464AFFINITY INVESTMENT ADVISORS, LLC$365K1
465Graham Capital Management, L.P.$361K1
466Bison Wealth, LLC$360K1
467Ballentine Partners, LLC$359K1
468Aaron Wealth Advisors LLC$358K1
469Kintegral Advisory, LLC$357K1
470AE Wealth Management LLC$354K1
471R Squared Ltd$350K1
472Alphadyne Asset Management LP$349K1
473E Fund Management Co., Ltd.$341K1
474FAMILY WEALTH PARTNERS, LLC$339K1
475Calamos Wealth Management LLC$338K1
476Blue Trust, Inc.$335K1
477Aptus Capital Advisors, LLC$326K1
478POINCIANA ADVISORS GROUP, LLC$323K1
479BAILARD, INC.$321K1
480Sagewood Asset Management LP$319K1
481Bayesian Capital Management, LP$318K1
482Baader Bank Aktiengesellschaft$315K1
483Cornerstone Investment Partners, LLC$314K1
484Meeder Advisory Services, Inc.$309K1
485Private Advisor Group, LLC$308K1
486KEYBANK NATIONAL ASSOCIATION/OH$303K1
487Essex Financial Services, Inc.$301K1
488Fideuram Asset Management (Ireland) dac$298K1
489SAPIENT CAPITAL LLC$297K1
490United Advisor Group, LLC$297K1
491Fragasso Financial Advisors Inc$296K1
492JBF Capital, Inc.$295K1
493CAPSTONE INVESTMENT ADVISORS, LLC$293K1
494Fielder Capital Group LLC$291K1
495Board of the Pension Protection Fund$291K1
496TWO SIGMA SECURITIES, LLC$290K1
497TMB Capital Partners, LLC$285K1
498Net Worth Advisory Group$284K1
499Deseret Mutual Benefit Administrators$282K1
500MATHER GROUP, LLC.$279K1
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)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 CNC

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CNC · financials and macro

Financials — as filed PLANNED

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