Public record / Tickers / F

F — FORD MOTOR CO

Both disclosure regimes on one name: who in Congress filed about F, 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
135
all PTR rows naming F
Members · 12m
2
1 buys · 1 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

Tim Moore · $100K–$250K

Sale · traded 2025-04-15 → filed 2025-06-13. Ranked over every F row by the provable lower bound, never a point estimate.

2 members · 1 buys / 1 sells

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

27 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

32 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. 32 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING F · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning F
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-05-19Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 04-09 +40d$15K–$50K
2025-08-13Austin Scott R–GA-8Sale · SP (spouse-owned)Traded 03-04 LATE·162d$1K–$15K
2025-08-13Austin Scott R–GA-8Sale · SP (spouse-owned)Traded 2024-10-02 LATE·315d$1K–$15K
2025-06-13Tim Moore R–NC-14SaleTraded 04-15 LATE·59d$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 135 ↗

Members active in F

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing F 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.
Alan Armstrong R–OK1$1.0K to $15.0K2
Josh Gottheimer D–NJ-51−$50.0K to −$15.0K2

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

Congress ↔ notable managers · F

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $34.4M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · FORD MTR CO

Merged timeline of congressional filings and notable-manager moves on F
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+676,789 sh
2026-05-15Bridgewater Associates 13Ftrim−1,461,059 sh
2026-05-14Caxton Associates 13Fexit−133,474 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 F for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.9B1
3STATE STREET CORP$2.2B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$2.1B1
5Newport Trust Company, LLC$1.6B1
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.4B1
7DIMENSIONAL FUND ADVISORS LP$547M1
8Invesco Ltd.$539M1
9MORGAN STANLEY$519M1
10NORTHERN TRUST CORP$422M1
11Legal & General Group Plc$360M1
12UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$338M1
13UBS Group AG$302M1
14Man Group plc$286M1
15Qube Research & Technologies Ltd$256M1
16VANGUARD FIDUCIARY TRUST CO$255M1
17FIRST TRUST ADVISORS LP$203M1
18BANK OF AMERICA CORP /DE/$200M1
19ROYAL BANK OF CANADA$199M1
20FMR LLC$188M1
21TWO SIGMA INVESTMENTS, LP$179M1
22Nuveen, LLC$174M1
23Amundi$167M1
24JUPITER ASSET MANAGEMENT LTD$150M1
25MILLENNIUM MANAGEMENT LLC$142M1
26Swiss National Bank$133M1
27DEUTSCHE BANK AG\$126M1
28FRANKLIN RESOURCES INC$117M1
29National Pension Service$112M1
30BARCLAYS PLC$111M1
31HSBC HOLDINGS PLC$109M1
32D. E. Shaw & Co., Inc.$104M1
33Mitsubishi UFJ Asset Management Co., Ltd.$103M1
34Vanguard Global Advisers, LLC$103M1
35VICTORY CAPITAL MANAGEMENT INC$102M1
36AQR CAPITAL MANAGEMENT LLC$98.0M1
37VANGUARD ASSET MANAGEMENT, Ltd$90.6M1
38CITIGROUP INC$88.9M1
39Aberdeen Group plc$88.5M1
40Squarepoint Ops LLC$86.3M1
41CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$85.4M1
42CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$80.9M1
43Connor, Clark & Lunn Investment Management Ltd.$80.3M1
44MACKENZIE FINANCIAL CORP$80.2M1
45ALLIANCEBERNSTEIN L.P.$77.3M1
46WELLS FARGO & COMPANY/MN$71.5M1
47PRUDENTIAL FINANCIAL INC$67.6M1
48SEI INVESTMENTS CO$59.3M1
49CANADA PENSION PLAN INVESTMENT BOARD$54.9M1
50PRINCIPAL FINANCIAL GROUP INC$53.7M1
51Allianz Asset Management GmbH$52.2M1
52LPL Financial LLC$51.4M1
53ROYAL LONDON ASSET MANAGEMENT LTD$50.8M1
54Grantham, Mayo, Van Otterloo & Co. LLC$47.7M1
55AMERICAN CENTURY COMPANIES INC$45.5M1
56Mirae Asset Global Investments Co., Ltd.$42.3M1
57STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$39.4M1
58Korea Investment CORP$38.5M1
59AVIVA PLC$37.1M1
60MANUFACTURERS LIFE INSURANCE COMPANY, THE$36.0M1
61HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$35.9M1
62WORLDQUANT MILLENNIUM ADVISORS LLC$34.9M1
63STOREBRAND ASSET MANAGEMENT AS$34.5M1
64Gotham Asset Management, LLC$34.4M1
65BNP Paribas Asset Management Holding S.A.$34.1M1
66NATIONAL BANK OF CANADA /FI/$33.0M1
67PANAGORA ASSET MANAGEMENT INC$32.9M1
68RAYMOND JAMES FINANCIAL INC$32.5M1
69Robeco Institutional Asset Management B.V.$31.8M1
70BANK OF MONTREAL /CAN/$30.7M1
71AE Wealth Management LLC$29.8M1
72TEACHER RETIREMENT SYSTEM OF TEXAS$29.7M1
73Zurcher Kantonalbank (Zurich Cantonalbank)$28.9M1
74STATE OF WISCONSIN INVESTMENT BOARD$28.7M1
75Pictet Asset Management Holding SA$28.6M1
76DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$27.8M1
77HITE Hedge Asset Management LLC$27.5M1
78Universal- Beteiligungs- und Servicegesellschaft mbH$26.8M1
79ALPS ADVISORS INC$26.0M1
80MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$24.9M1
81PFA Pension, Forsikringsaktieselskab$24.6M1
82SEB Asset Management AB$24.4M1
83Drexel Morgan & Co.$24.2M1
84Cetera Investment Advisers$22.9M1
85Vanguard Investments Australia, Ltd.$22.6M1
86Chevy Chase Trust Holdings, LLC$22.3M1
87TD ASSET MANAGEMENT INC$22.0M1
88Quantinno Capital Management LP$21.3M1
89TORONTO DOMINION BANK$20.7M1
90APG Asset Management N.V.$20.2M1
91Asset Management One Co., Ltd.$19.7M1
92CITADEL ADVISORS LLC$19.3M1
93COMMONWEALTH EQUITY SERVICES, LLC$19.3M1
94NATIXIS$18.1M1
95NOMURA ASSET MANAGEMENT CO LTD$17.9M1
96OSAIC HOLDINGS, INC.$17.8M1
97Focus Partners Wealth$17.8M1
98STATE OF MICHIGAN RETIREMENT SYSTEM$16.5M1
99OFI INVEST ASSET MANAGEMENT$15.9M1
100STIFEL FINANCIAL CORP$15.8M1
101Eurizon Capital SGR S.p.A.$15.6M1
102State of New Jersey Common Pension Fund D$15.3M1
103Lansforsakringar Fondforvaltning AB (publ)$14.9M1
104Resona Asset Management Co.,Ltd.$14.5M1
105Cerity Partners LLC$13.8M1
106Tredje AP-fonden$13.6M1
107O'SHAUGHNESSY ASSET MANAGEMENT, LLC$13.5M1
108MASSACHUSETTS FINANCIAL SERVICES CO /MA/$13.4M1
109Swedbank AB$13.4M1
110Artemis Investment Management LLP$13.3M1
111Brookstone Capital Management$13.3M1
112Creative Planning$13.3M1
113GATEWAY INVESTMENT ADVISERS LLC$13.0M1
114HighTower Advisors, LLC$12.9M1
115ING GROEP NV$12.9M1
116CIBC Bancorp USA Inc.$12.7M1
117Arizona State Retirement System$12.4M1
118Czech National Bank$12.3M1
119Centiva Capital, LP$12.3M1
120Daiwa Securities Group Inc.$12.2M1
121FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$12.1M1
122SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.0M1
123Xcel Wealth Management, LLC$11.9M1
124Ensign Peak Advisors, Inc$11.8M1
125SCHRODER INVESTMENT MANAGEMENT GROUP$11.2M1
126CIBC WORLD MARKET INC.$11.1M1
127Mariner, LLC$11.0M1
128Mitsubishi UFJ Trust & Banking Corp$10.8M1
129CIBC Asset Management Inc$10.8M1
130Varma Mutual Pension Insurance Co$10.6M1
131COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$10.5M1
132Nemes Rush Group LLC$10.3M1
133LBP AM SA$10.2M1
134Wealthfront Advisers LLC$10.2M1
135FIFTH THIRD BANCORP$9.8M1
136OLD NATIONAL BANCORP /IN/$9.8M1
137Parallax Volatility Advisers, L.P.$9.8M1
138Retirement Systems of Alabama$9.6M1
139Fisher Funds Management LTD$9.4M1
140DRW Securities, LLC$9.2M1
141Point72 Asset Management, L.P.$9.2M1
142VOYA INVESTMENT MANAGEMENT LLC$9.1M1
143IFM Investors Pty Ltd$8.9M1
144WELLINGTON MANAGEMENT GROUP LLP$8.7M1
145CREDIT AGRICOLE S A$8.6M1
146Calamos Advisors LLC$8.6M1
147Sanctuary Advisors, LLC$8.4M1
148Swiss Life Asset Management Ltd$8.4M1
149XPONANCE LLC$8.3M1
150ProShare Advisors LLC$8.1M1
151United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$8.0M1
152Kestra Advisory Services, LLC$7.9M1
153MACQUARIE GROUP LTD$7.8M1
154Utah Retirement Systems$7.3M1
155Corient Private Wealth LLC$7.3M1
156PUBLIC SECTOR PENSION INVESTMENT BOARD$7.3M1
157Janus Henderson Group Ltd.$7.2M1
158LAZARD ASSET MANAGEMENT LLC$7.2M1
159BALYASNY ASSET MANAGEMENT L.P.$7.0M1
160BANK OF NOVA SCOTIA$6.9M1
161HANCOCK WHITNEY CORP$6.9M1
162Spectrum Financial Alliance Ltd LLC$6.8M1
163Allworth Financial LP$6.7M1
164CONTRAVISORY INVESTMENT MANAGEMENT, INC.$6.7M1
165GUGGENHEIM CAPITAL LLC$6.6M1
166Investment Management Corp of Ontario$6.6M1
167Crossmark Global Holdings, Inc.$6.6M1
168NEOS Investment Management LLC$6.5M1
169Rakuten Investment Management, Inc.$6.5M1
170ENVESTNET ASSET MANAGEMENT INC$6.4M1
171NEW YORK LIFE INVESTMENT MANAGEMENT LLC$6.3M1
172TRUIST FINANCIAL CORP$6.2M1
173BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.2M1
174WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.2M1
175MERCER GLOBAL ADVISORS INC /ADV$6.1M1
176Sumitomo Mitsui DS Asset Management Company, Ltd$6.1M1
177CAISSE DES DEPOTS ET CONSIGNATIONS$6.1M1
178Addenda Capital Inc.$6.1M1
179NISSAY ASSET MANAGEMENT CORP /JAPAN$6.0M1
180KKM Financial LLC$6.0M1
181ASR Vermogensbeheer N.V.$5.6M1
182Osmosis Investment Management UK Ltd$5.6M1
183PEAK6 LLC$5.6M1
1841834 INVESTMENT ADVISORS CO$5.6M1
185BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$5.5M1
186Trexquant Investment LP$5.4M1
187NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.4M1
188Vanguard Personalized Indexing Management, LLC$5.2M1
189Brevan Howard Capital Management LP$5.2M1
190OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.2M1
191D.A. DAVIDSON & CO.$5.1M1
192Vident Advisory, LLC$5.0M1
193MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.8M1
194USS Investment Management Ltd$4.7M1
195Sowell Financial Services LLC$4.7M1
196Stamos Capital Partners, L.P.$4.6M1
197Tidal Investments LLC$4.6M1
198AXQ CAPITAL, LP$4.6M1
199OP Asset Management Ltd$4.6M1
200Advisors Asset Management, Inc.$4.6M1
201OMERS ADMINISTRATION Corp$4.5M1
202NORDEA INVESTMENT MANAGEMENT AB$4.5M1
203Elo Mutual Pension Insurance Co$4.5M1
204UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.4M1
205Banco Santander, S.A.$4.4M1
206CASTLEARK MANAGEMENT LLC$4.4M1
207Federation des caisses Desjardins du Quebec$4.3M1
208MML INVESTORS SERVICES, LLC$4.3M1
209Sequoia Financial Advisors, LLC$4.3M1
210Americana Partners, LLC$4.3M1
211KESTRA PRIVATE WEALTH SERVICES, LLC$4.3M1
212Ascent Group, LLC$4.2M1
213UniSuper Management Pty Ltd$4.2M1
214NewEdge Advisors, LLC$4.2M1
215M&T BANK CORP$4.1M1
216Candriam S.C.A.$3.9M1
217Private Advisor Group, LLC$3.7M1
218CAPSTONE INVESTMENT ADVISORS, LLC$3.7M1
219Verition Fund Management LLC$3.6M1
220SteelPeak Wealth, LLC$3.6M1
221Allspring Global Investments Holdings, LLC$3.5M1
222Empowered Funds, LLC$3.5M1
223Sigma Planning Corp$3.4M1
224ZACKS INVESTMENT MANAGEMENT$3.4M1
225Oak Thistle LLC$3.3M1
226PATTON FUND MANAGEMENT, INC.$3.2M1
227Rafferty Asset Management, LLC$3.2M1
228Beacon Pointe Advisors, LLC$3.1M1
229PICTON MAHONEY ASSET MANAGEMENT$3.1M1
230Andra AP-fonden$3.1M1
231Bridgewater Associates, LP$3.0M1
232Pathstone Holdings, LLC$3.0M1
233Walleye Trading LLC$2.9M1
234Lido Advisors, LLC$2.9M1
235LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.9M1
236New Age Alpha Advisors, LLC$2.8M1
237XTX Topco Ltd$2.8M1
238MFG WEALTH MANAGEMENT, INC.$2.7M1
239MIZUHO SECURITIES USA LLC$2.7M1
240Vise Technologies, Inc.$2.7M1
241STANCE CAPITAL LLC$2.7M1
242Rockefeller Capital Management L.P.$2.7M1
243INTECH INVESTMENT MANAGEMENT LLC$2.7M1
244&PARTNERS$2.7M1
245ONTARIO TEACHERS PENSION PLAN BOARD$2.7M1
246Del-Sette Capital Management, LLC$2.6M1
247Ausdal Financial Partners, Inc.$2.6M1
248Patriot Financial Group Insurance Agency, LLC$2.6M1
249Norinchukin Bank, The$2.6M1
250US BANCORP \DE\$2.6M1
251Concurrent Investment Advisors, LLC$2.5M1
252Prospera Financial Services Inc$2.5M1
253Illinois Municipal Retirement Fund$2.5M1
254CWM, LLC$2.4M1
255PRUDENTIAL PLC$2.4M1
256MASTERINVEST Kapitalanlage GmbH$2.4M1
257BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.4M1
258PFG Investments, LLC$2.4M1
259INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.3M1
260Ameritas Investment Partners, Inc.$2.3M1
261KEYBANK NATIONAL ASSOCIATION/OH$2.3M1
262ABN AMRO INVESTMENT SOLUTIONS$2.3M1
263PRELUDE CAPITAL MANAGEMENT, LLC$2.3M1
264Maryland State Retirement & Pension System$2.2M1
265Great Lakes Retirement, Inc.$2.2M1
266Disciplined Equity Management, Inc.$2.2M1
267Next Level Private LLC$2.2M1
268WealthCare Investment Partners, LLC$2.1M1
269Graham Capital Management, L.P.$2.1M1
270CI INVESTMENTS INC.$2.1M1
271Stratos Wealth Partners, LTD.$2.1M1
272Kingsview Wealth Management, LLC$2.1M1
273RWA WEALTH PARTNERS, LLC$2.1M1
274Summit Trail Advisors, LLC$2.0M1
275Numerai GP LLC$2.0M1
276Arista Wealth Management, LLC$2.0M1
277Equitable Holdings, Inc.$2.0M1
278TCM Advisors, LLC$1.9M1
279Vontobel Holding Ltd.$1.9M1
280FLPUTNAM INVESTMENT MANAGEMENT CO$1.9M1
281Waverly Advisors, LLC$1.9M1
282RITHOLTZ WEALTH MANAGEMENT$1.9M1
283MUFG Securities EMEA plc$1.9M1
284KPP Advisory Services LLC$1.8M1
285Abundance Wealth Counselors$1.8M1
286GROUP ONE TRADING LLC$1.8M1
287Csenge Advisory Group$1.8M1
288Composition Wealth, LLC$1.7M1
289Portfolio Design Labs, LLC$1.7M1
290OneDigital Investment Advisors LLC$1.7M1
291Community Bank of Raymore$1.7M1
292WCG Wealth Advisors LLC$1.7M1
293MAI Capital Management$1.7M1
294Convergence Investment Partners, LLC$1.7M1
295TOKIO MARINE ASSET MANAGEMENT CO LTD$1.6M1
296Merit Financial Group, LLC$1.6M1
297Lombard Odier Asset Management (Switzerland) SA$1.6M1
298AFFINITY INVESTMENT ADVISORS, LLC$1.6M1
299Machina Capital S.A.S.$1.6M1
300ELEVATION POINT WEALTH PARTNERS, LLC$1.6M1
301BLAIR WILLIAM & CO/IL$1.6M1
302Baird Financial Group, Inc.$1.5M1
303TOUNJIAN ADVISORY PARTNERS, LLC$1.5M1
304Empirical Finance, LLC$1.5M1
305Econ Financial Services Corp$1.5M1
306Steward Partners Investment Advisory, LLC$1.5M1
307INDEPENDENT FINANCIAL GROUP, LLC$1.5M1
308CREDIT INDUSTRIEL ET COMMERCIAL$1.5M1
309Generali Asset Management SPA SGR$1.5M1
310Arvest Bank Trust Division$1.5M1
311BOOTHBAY FUND MANAGEMENT, LLC$1.5M1
312NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.4M1
313Vestmark Advisory Solutions, Inc.$1.4M1
314Fisher Asset Management, LLC$1.4M1
315CIDEL ASSET MANAGEMENT INC$1.4M1
316Texas Capital Bank Wealth Management Services Inc$1.4M1
317LMR Partners LLP$1.4M1
318Prosperity Consulting Group, LLC$1.4M1
319Voleon Capital Management LP$1.4M1
320Landmark Wealth Management, LLC$1.4M1
321Widmann Financial Services, Inc.$1.4M1
322ANGELES WEALTH MANAGEMENT, LLC$1.4M1
323EVERGREEN CAPITAL MANAGEMENT LLC$1.4M1
324VISTA INVESTMENT PARTNERS II, LLC$1.3M1
325EP Wealth Advisors, LLC$1.3M1
326Meeder Advisory Services, Inc.$1.3M1
327North Dakota State Investment Board$1.3M1
328Manske Wealth Management$1.3M1
329iSAM Funds (UK) Ltd$1.3M1
330Metis Global Partners, LLC$1.3M1
331MGO ONE SEVEN LLC$1.3M1
332Siemens Fonds Invest GmbH$1.3M1
333NOMURA HOLDINGS INC$1.3M1
334Savant Capital, LLC$1.2M1
335Mutual Advisors, LLC$1.2M1
336Bryn Mawr Trust Advisors, LLC$1.2M1
337HB Wealth Management, LLC$1.2M1
338SECURIAN ASSET MANAGEMENT, INC$1.2M1
339Michels Family Financial, LLC$1.2M1
340Orion Porfolio Solutions, LLC$1.2M1
341Ameritas Advisory Services, LLC$1.2M1
342QRG CAPITAL MANAGEMENT, INC.$1.2M1
343NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.2M1
344Buck Wealth Strategies, LLC$1.2M1
345INCEPTIONR LLC$1.2M1
346Rehmann Capital Advisory Group$1.2M1
347Dai-ichi Life Insurance Company, Ltd$1.1M1
348Venture Visionary Partners LLC$1.1M1
349Centennial Wealth Advisory LLC$1.1M1
350Engineers Gate Manager LP$1.1M1
351STEPHENS INC /AR/$1.1M1
352AlphaCore Capital LLC$1.1M1
353Atria Investments, Inc$1.1M1
354QUADRANT CAPITAL GROUP LLC$1.1M1
355Baader Bank Aktiengesellschaft$1.1M1
356S&T BANK/PA$1.1M1
357OPPENHEIMER & CO INC$1.1M1
358Summit Financial, LLC$1.0M1
359Blue Water Asset Management$1.0M1
360INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$1.0M1
361KMG FIDUCIARY PARTNERS, LLC$1.0M1
362Woodline Partners LP$1.0M1
363Elevated Capital Advisors, LLC$1.0M1
364COOKSON PEIRCE & CO INC$983K1
365Foguth Wealth Management, LLC.$981K1
366Cambria Investment Management, L.P.$978K1
367Bleakley Financial Group, LLC$973K1
368COLDSTREAM CAPITAL MANAGEMENT INC$967K1
369FEDERATED HERMES, INC.$957K1
370Lebenthal Global Advisors, LLC$956K1
371Laird Norton Wetherby Trust Company, LLC$954K1
372HUB Investment Partners, LLC$953K1
373FOUNDATIONS INVESTMENT ADVISORS, LLC$941K1
374Smartleaf Asset Management LLC$940K1
375INTRUST BANK NA$936K1
376SFE Investment Counsel$929K1
377FIL Ltd$898K1
378San Luis Wealth Advisors LLC$897K1
379Hilltop National Bank$891K1
380Independent Advisor Alliance$890K1
381Alphadyne Asset Management LP$886K1
382ARVEST INVESTMENTS, INC.$885K1
383ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$885K1
384COMMERCE BANK$880K1
385ALERUS FINANCIAL NA$872K1
386Signal Advisors Wealth, LLC$869K1
387CHOREO, LLC$867K1
388Ergawealth Advisors, Inc.$866K1
389DIVERSIFY WEALTH MANAGEMENT, LLC$857K1
390Geneos Wealth Management Inc.$849K1
391OMC Financial Services LTD$834K1
392Leisure Capital Management$832K1
393SAGESPRING WEALTH PARTNERS, LLC$825K1
394PRINCIPAL SECURITIES, INC.$825K1
395Apollon Wealth Management, LLC$821K1
396CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$820K1
397GREAT VALLEY ADVISOR GROUP, INC.$819K1
398Kovack Advisors, Inc.$818K1
399TD Waterhouse Canada Inc.$814K1
400Edgestream Partners, L.P.$800K1
401DoubleLine ETF Adviser LP$797K1
402Savvy Advisors, Inc.$796K1
403World Investment Advisors$791K1
404Wealthcare Advisory Partners LLC$781K1
405VestGen Advisors, LLC$776K1
406BENJAMIN EDWARDS INC$774K1
407Pinnacle Financial Partners, Inc.$771K1
408Cornerstone Wealth Management, LLC$761K1
409Total Clarity Wealth Management, Inc.$759K1
410Quadrature Capital Ltd$753K1
411Aptus Capital Advisors, LLC$749K1
412Forvis Mazars Wealth Advisors, LLC$749K1
413Capital Investment Advisors, LLC$748K1
414LEVEL FOUR ADVISORY SERVICES, LLC$741K1
415Secure Asset Management, LLC$740K1
416Perbak Capital Partners LLP$740K1
417Assenagon Asset Management S.A.$737K1
418WBI INVESTMENTS, LLC$734K1
419Invst, LLC$727K1
420JOURNEY STRATEGIC WEALTH LLC$723K1
421T3 Companies, LLC$715K1
422JFS WEALTH ADVISORS, LLC$712K1
423SCOTIA CAPITAL INC.$707K1
424Callan Family Office, LLC$703K1
425OneAscent Financial Services LLC$702K1
426Compound Planning, Inc.$699K1
427Koshinski Asset Management, Inc.$696K1
428Hamilton Capital, LLC$695K1
429N.E.W. Advisory Services LLC$695K1
430Ashton Thomas Private Wealth, LLC$694K1
431Burford Brothers, Inc.$694K1
432AustralianSuper Pty Ltd$687K1
433Trivium Point Advisory, LLC$682K1
434NWAM LLC$681K1
435Baron Wealth Management LLC$680K1
436WESTBOURNE INVESTMENTS, INC.$678K1
437Clearstead Advisors, LLC$677K1
438Bright Futures Wealth Management, LLC.$674K1
439MAINSTAY CAPITAL MANAGEMENT LLC /ADV$673K1
440Gateway Wealth Partners, LLC$673K1
441Polymer Capital Management (US) LLC$671K1
442Fort Sheridan Advisors LLC$670K1
443Cresset Asset Management, LLC$659K1
444SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$654K1
445Frank, Rimerman Advisors LLC$653K1
446Larson Financial Group LLC$647K1
447Regal Investment Advisors LLC$647K1
448Breakwater Capital Group$643K1
449Focus Financial Network, Inc.$643K1
450Gerber Kawasaki Wealth & Investment Management$643K1
451TEMA ETFS LLC$641K1
452Pine Valley Investments Ltd Liability Co$638K1
453Center for Financial Planning, Inc.$633K1
454SummitTX Capital, L.P.$631K1
455SILVERLAKE WEALTH MANAGEMENT LLC$630K1
456MONECO ADVISORS, LLC$629K1
457Cypress Wealth Services, LLC$625K1
458Bridgefront Capital, LLC$624K1
459Wealth Alliance Advisory Group, LLC$616K1
460Wealthspire Advisors, LLC$609K1
461Diversified Trust Co$604K1
462CALTON & ASSOCIATES, INC.$603K1
463LAZARI CAPITAL MANAGEMENT, INC.$601K1
464Prasad Wealth Partners, LLC$600K1
465Soltis Investment Advisors LLC$597K1
466VISTA INVESTMENT PARTNERS LLC$595K1
467Cerro Pacific Wealth Advisors LLC$592K1
468Caprock Group, LLC$591K1
469SILVER OAK SECURITIES, INCORPORATED$587K1
470My Portfolio Guide, LLC$587K1
471BROWN ADVISORY INC$586K1
472ODDO BHF ASSET MANAGEMENT SAS$582K1
473KLCM Advisors, Inc.$581K1
474Accurate Wealth Management, LLC$578K1
475Western Wealth Management, LLC$577K1
476Sargent Investment Group, LLC$575K1
477SENTINEL PENSION ADVISORS, LLC$571K1
478Advance Capital Management, Inc.$571K1
479PROFUND ADVISORS LLC$568K1
480Cordgrass Capital Advisors, LLC$565K1
481WHITENER CAPITAL MANAGEMENT, INC.$564K1
482Annex Advisory Services, LLC$561K1
483Occidental Asset Management, LLC$555K1
484Cedar Wealth Management, LLC$554K1
485Insight Wealth Partners, LLC$546K1
486Blackhawk Capital Partners, LLC$545K1
487Bank Julius Baer & Co. Ltd, Zurich$541K1
488EASTERN BANK$541K1
489Blue Chip Partners, LLC$541K1
490Trust Asset Management LLC$539K1
491SEARLE & CO.$538K1
492Moors & Cabot, Inc.$537K1
493FORTERIS WEALTH MANAGEMENT INC.$534K1
494Triad Wealth Partners, LLC$529K1
495Deseret Mutual Benefit Administrators$523K1
496M.E. ALLISON & CO., INC.$522K1
497INSIGNEO ADVISORY SERVICES, LLC$520K1
498Financial Engines Advisors L.L.C.$518K1
499CrossGen Wealth, LLC$515K1
500KINTRA WEALTH, LLC$515K1
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)1 buy / 1 sell
Congress net ($ bound)−$49.0K to $0
Filers net (actions)not in build
Filers net ($ 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 F

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

Financials — as filed PLANNED

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