Public record / Tickers / FCNCA

FCNCA — FIRST CITIZENS BANCSHARES INC /DE/

Both disclosure regimes on one name: who in Congress filed about FCNCA, 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
12
all PTR rows naming FCNCA
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
05-22
filed 2026-05-22
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

George Holding · $500K–$1.0M

Exchange · traded 2014-12-31 → filed 2015-10-05. Ranked over every FCNCA row by the provable lower bound, never a point estimate.

1 member · 1 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.

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

10 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. 10 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING FCNCA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FCNCA
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-22Thomas H. Kean, Jr. R–NJ-7SaleTraded 04-14 +38d$1K–$15K
2026-04-13Thomas H. Kean, Jr. R–NJ-7Sale · partial (partial sale)Traded 03-26 +18d$1K–$15K
2026-03-18Thomas H. Kean, Jr. R–NJ-7PurchaseTraded 02-05 +41d$1K–$15K
2025-05-15Thomas H. Kean, Jr. R–NJ-7PurchaseTraded 04-11 +34d$1K–$15K
2025-05-15Thomas H. Kean, Jr. R–NJ-7PurchaseTraded 04-10 +35d$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 12 ↗

Members active in FCNCA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing FCNCA 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.
Thomas H. Kean, Jr. R–NJ-73−$29.0K to $13.0K2

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

Congress ↔ notable managers · FCNCA

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
1 Caxton Associates $3.4M held
Trimming
1 Bridgewater Associates $17.6M held

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

Merged timeline of congressional filings and notable-manager moves on FCNCA
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Ftrim−11,226 sh
2026-05-14Caxton Associates 13Fnew+1,828 sh

2 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 FCNCA for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.9B1
2HARRIS ASSOCIATES L P$1.8B1
3VANGUARD CAPITAL MANAGEMENT LLC$730M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$657M1
5STATE STREET CORP$420M1
6COATUE MANAGEMENT LLC$263M1
7MORGAN STANLEY$259M1
8FMR LLC$254M1
9HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$250M1
10DIMENSIONAL FUND ADVISORS LP$237M1
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$230M1
12Allspring Global Investments Holdings, LLC$174M1
13BROWN ADVISORY INC$164M1
14ALLIANCEBERNSTEIN L.P.$158M1
15FIRST CITIZENS BANK & TRUST CO$144M1
16BANK OF AMERICA CORP /DE/$143M1
17D. E. Shaw & Co., Inc.$132M1
18NORTHERN TRUST CORP$115M1
19UBS Group AG$114M1
20VANGUARD FIDUCIARY TRUST CO$111M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$99.0M1
22FIRST TRUST ADVISORS LP$81.5M1
23Alberta Investment Management Corp$68.2M1
24WELLINGTON MANAGEMENT GROUP LLP$62.9M1
25Legal & General Group Plc$58.1M1
26Artisan Partners Limited Partnership$54.6M1
27CITADEL ADVISORS LLC$49.3M1
28FULLER & THALER ASSET MANAGEMENT, INC.$46.0M1
29WELLS FARGO & COMPANY/MN$44.4M1
30Alua Capital Management LP$43.6M1
31BASSWOOD CAPITAL MANAGEMENT, L.L.C.$43.5M1
32Invesco Ltd.$39.7M1
33WORLDQUANT MILLENNIUM ADVISORS LLC$38.2M1
34CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$35.8M1
35RAYMOND JAMES FINANCIAL INC$34.1M1
36ENVESTNET ASSET MANAGEMENT INC$32.1M1
37VANGUARD ASSET MANAGEMENT, Ltd$30.4M1
38CITIGROUP INC$29.4M1
39RENAISSANCE TECHNOLOGIES LLC$28.8M1
40Vident Advisory, LLC$27.2M1
41BANK OF MONTREAL /CAN/$27.1M1
42AMERICAN CENTURY COMPANIES INC$26.4M1
43SEI INVESTMENTS CO$25.3M1
44Nuveen, LLC$23.8M1
45ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$22.5M1
46MILLENNIUM MANAGEMENT LLC$22.1M1
47DEUTSCHE BANK AG\$21.7M1
48Prana Capital Management, LP$21.6M1
49Amundi$21.1M1
50Cannell & Spears LLC$20.9M1
51Gator Capital Management, LLC$19.2M1
52SUSQUEHANNA INTERNATIONAL GROUP, LLP$19.0M1
53TRUIST FINANCIAL CORP$18.4M1
54Bridgewater Associates, LP$17.6M1
55Mitsubishi UFJ Asset Management Co., Ltd.$16.9M1
56Korea Investment CORP$16.8M1
57HSBC HOLDINGS PLC$16.0M1
58AQR CAPITAL MANAGEMENT LLC$15.8M1
59JANE STREET GROUP, LLC$15.6M1
60STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$15.3M1
61ROYAL LONDON ASSET MANAGEMENT LTD$15.2M1
62ArrowMark Colorado Holdings LLC$14.9M1
63CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$14.5M1
64CANADA PENSION PLAN INVESTMENT BOARD$14.2M1
65FRANKLIN RESOURCES INC$14.0M1
66MANUFACTURERS LIFE INSURANCE COMPANY, THE$13.5M1
67COMMERCE BANK$13.1M1
68XTX Topco Ltd$12.2M1
69Quantinno Capital Management LP$11.9M1
70Saber Capital Managment, LLC$11.8M1
71Stieven Capital Advisors, L.P.$11.5M1
72Pictet Asset Management Holding SA$10.2M1
73LPL Financial LLC$9.9M1
74Assenagon Asset Management S.A.$9.9M1
75Vanguard Global Advisers, LLC$9.6M1
76STATE OF WISCONSIN INVESTMENT BOARD$9.3M1
77LEVEL FOUR ADVISORY SERVICES, LLC$9.1M1
78ROYAL BANK OF CANADA$8.9M1
79Sendero Wealth Management, LLC$8.6M1
80STIFEL FINANCIAL CORP$8.3M1
81Swedbank AB$8.1M1
82Vanguard Investments Australia, Ltd.$8.1M1
83FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.2M1
84Tredje AP-fonden$7.1M1
85Private Advisor Group, LLC$6.7M1
86Live Oak Private Wealth LLC$6.5M1
87Pathstone Holdings, LLC$6.5M1
88Asset Management One Co., Ltd.$6.3M1
89WESTFIELD CAPITAL MANAGEMENT CO LP$6.0M1
90STEPHENS INC /AR/$5.9M1
91Harvest Portfolios Group Inc.$5.8M1
92Susquehanna Portfolio Strategies, LLC$5.6M1
93Waverly Advisors, LLC$5.6M1
94Huber Capital Management LLC$5.5M1
95NOMURA ASSET MANAGEMENT CO LTD$5.5M1
96SHEETS SMITH WEALTH MANAGEMENT$5.5M1
97Wilmington Savings Fund Society, FSB$5.4M1
98VOLORIDGE INVESTMENT MANAGEMENT, LLC$5.4M1
99Steward Partners Investment Advisory, LLC$5.4M1
100SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$5.3M1
101AustralianSuper Pty Ltd$5.3M1
102AWH Capital, L.P.$5.2M1
103State of New Jersey Common Pension Fund D$5.1M1
104TWO SIGMA INVESTMENTS, LP$4.8M1
105Marnell Management LLC$4.7M1
106Resona Asset Management Co.,Ltd.$4.7M1
107Creative Planning$4.6M1
108Fideuram Asset Management (Ireland) dac$4.6M1
109United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$4.6M1
110Petiole USA ltd$4.6M1
111Arizona State Retirement System$4.4M1
112Schonfeld Strategic Advisors LLC$4.4M1
113KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$4.4M1
114Daiwa Securities Group Inc.$4.1M1
115ASSETMARK, INC$4.0M1
116TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$4.0M1
117OCCUDO QUANTITATIVE STRATEGIES LP$4.0M1
118Cerity Partners LLC$3.8M1
119Fieldview Capital Management, LLC$3.7M1
120Vest Financial, LLC$3.6M1
121Zurcher Kantonalbank (Zurich Cantonalbank)$3.6M1
122SEB Asset Management AB$3.5M1
123Inspire Investing, LLC$3.5M1
124CAXTON ASSOCIATES LLP$3.4M1
125EJF Capital LP$3.4M1
126Man Group plc$3.3M1
127Evergreen Wealth Management, LLC$3.3M1
128OSAIC HOLDINGS, INC.$3.2M1
129IFM Investors Pty Ltd$3.1M1
130OPPENHEIMER & CO INC$3.0M1
131TD ASSET MANAGEMENT INC$3.0M1
132NewEdge Advisors, LLC$3.0M1
133Aberdeen Group plc$2.9M1
134NORDEA INVESTMENT MANAGEMENT AB$2.8M1
135OPPENHEIMER ASSET MANAGEMENT INC.$2.7M1
136SELDON CAPITAL LP$2.7M1
137Utah Retirement Systems$2.7M1
138Orion Porfolio Solutions, LLC$2.7M1
139MML INVESTORS SERVICES, LLC$2.7M1
140WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.6M1
141Corient Private Wealth LLC$2.5M1
142Federation des caisses Desjardins du Quebec$2.5M1
143Tidal Investments LLC$2.5M1
144FIFTH THIRD BANCORP$2.5M1
145Cetera Investment Advisers$2.5M1
146Founders Financial Alliance, LLC$2.4M1
147Aptus Capital Advisors, LLC$2.4M1
148O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.4M1
149U.S. Capital Wealth Advisors, LLC$2.4M1
150GUARDIAN WEALTH ADVISORS, LLC / NC$2.3M1
151Allegiance Financial Group Advisory Services LLC$2.3M1
152NLB Skladi, upravljanje premozenja, d.o.o.$2.2M1
153XPONANCE LLC$2.2M1
154BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.2M1
155EP Wealth Advisors, LLC$2.2M1
156Atlantic Union Bankshares Corp$2.2M1
157LRT Capital Management, LLC$2.2M1
158Independent Advisor Alliance$2.1M1
159NISSAY ASSET MANAGEMENT CORP /JAPAN$2.1M1
160TORONTO DOMINION BANK$2.1M1
161REGIONS FINANCIAL CORP$2.0M1
162Laurion Capital Management LP$2.0M1
163Mraz, Amerine & Associates, Inc.$2.0M1
164HANCOCK WHITNEY CORP$2.0M1
165Envestnet Portfolio Solutions, Inc.$1.9M1
166Ensign Peak Advisors, Inc$1.9M1
167NATIONAL BANK OF CANADA /FI/$1.9M1
168&PARTNERS$1.9M1
169Delta Global Management LP$1.8M1
170BLAIR WILLIAM & CO/IL$1.8M1
171OP Asset Management Ltd$1.8M1
172TWO SIGMA SECURITIES, LLC$1.8M1
173Sumitomo Mitsui DS Asset Management Company, Ltd$1.7M1
174Diversified Trust Co$1.7M1
175Vanguard Personalized Indexing Management, LLC$1.7M1
176Merrion Investment Management Co, LLC$1.7M1
177MALTESE CAPITAL MANAGEMENT LLC$1.6M1
178Swiss Life Asset Management Ltd$1.6M1
179Clearstead Advisors, LLC$1.5M1
180Janus Henderson Group Ltd.$1.5M1
181Empowered Funds, LLC$1.5M1
182Eurizon Capital SGR S.p.A.$1.5M1
183Malaga Cove Capital, LLC$1.5M1
184Western Wealth Management, LLC$1.5M1
18544 WEALTH MANAGEMENT LLC$1.5M1
186Smith Salley Wealth Management$1.4M1
187Angel Oak Capital Advisors, LLC$1.4M1
188NOESIS CAPITAL MANGEMENT CORP$1.4M1
189Sanctuary Advisors, LLC$1.4M1
190Old Peak Finance LLC$1.4M1
191MUIRFIELD WEALTH ADVISORS LLC$1.3M1
192WHITENER CAPITAL MANAGEMENT, INC.$1.3M1
193BENJAMIN EDWARDS INC$1.3M1
194MERCER GLOBAL ADVISORS INC /ADV$1.3M1
195M&T BANK CORP$1.3M1
196OneDigital Investment Advisors LLC$1.3M1
197MACKENZIE FINANCIAL CORP$1.3M1
198HB Wealth Management, LLC$1.2M1
199PRINCIPAL FINANCIAL GROUP INC$1.2M1
200VOYA INVESTMENT MANAGEMENT LLC$1.2M1
201MBL Wealth, LLC$1.2M1
202Investment Management Corp of Ontario$1.2M1
203HOLDERNESS INVESTMENTS CO$1.2M1
204Triangle Securities Wealth Management$1.1M1
205HighTower Advisors, LLC$1.1M1
206Headlands Technologies LLC$1.1M1
207US BANCORP \DE\$1.1M1
208CIBC Bancorp USA Inc.$1.1M1
209SummitTX Capital, L.P.$1.1M1
210Pinnacle Financial Partners, Inc.$1.1M1
211CIBC Asset Management Inc$1.1M1
212Nicholas Investment Partners, LP$1.1M1
213Avantra Family Wealth, Inc.$1.0M1
214AFFINITY WEALTH MANAGEMENT LLC$1.0M1
215National Pension Service$1.0M1
216Mill Capital Management, LLC$989K1
217Harbor Advisors LLC$965K1
218Stonehage Fleming Financial Services Holdings Ltd$944K1
219Rockefeller Capital Management L.P.$935K1
220Callan Family Office, LLC$923K1
221Pettinga Financial Advisors LLC$914K1
222MACQUARIE GROUP LTD$901K1
223BANK OF NOVA SCOTIA$895K1
224OMERS ADMINISTRATION Corp$861K1
225Retirement Planning Group, LLC$850K1
226Maryland State Retirement & Pension System$846K1
227Caprock Group, LLC$844K1
228Summit Trail Advisors, LLC$832K1
229JT Stratford LLC$812K1
230QUADRANT CAPITAL GROUP LLC$803K1
231J. Safra Sarasin Holding AG$802K1
232TOKIO MARINE ASSET MANAGEMENT CO LTD$797K1
233Laird Norton Wetherby Trust Company, LLC$790K1
234Tanager Wealth Management LLP$780K1
235EVERGREEN CAPITAL MANAGEMENT LLC$778K1
236PRUDENTIAL FINANCIAL INC$756K1
237CIBC WORLD MARKET INC.$744K1
238COMMONWEALTH EQUITY SERVICES, LLC$741K1
239CenterBook Partners LP$724K1
240Osmosis Investment Management UK Ltd$722K1
241Lighthouse Investment Partners, LLC$697K1
242Atria Investments, Inc$691K1
243DOVER ADVISORS, LLC$690K1
244MONETA GROUP INVESTMENT ADVISORS LLC$675K1
245WealthShield Partners, LLC$663K1
246STOREBRAND ASSET MANAGEMENT AS$662K1
247EXENCIAL WEALTH ADVISORS, LLC$654K1
248DAVENPORT & Co LLC$647K1
249Sequoia Financial Advisors, LLC$635K1
250Woodline Partners LP$633K1
251CHOREO, LLC$623K1
252PRUDENTIAL PLC$613K1
253D.A. DAVIDSON & CO.$609K1
254Gradient Investments LLC$609K1
255ABN AMRO INVESTMENT SOLUTIONS$603K1
256CREDIT AGRICOLE S A$594K1
257Marmo Financial Group, LLC$582K1
258KESTRA PRIVATE WEALTH SERVICES, LLC$564K1
259CWM, LLC$560K1
260Carnegie Investment Counsel$552K1
261Vontobel Holding Ltd.$547K1
262MAYPORT, LLC$533K1
263Allianz Asset Management GmbH$531K1
264INDEPENDENT FINANCIAL GROUP, LLC$528K1
265Numerai GP LLC$511K1
266North Dakota State Investment Board$498K1
267PERSONAL CFO SOLUTIONS, LLC$477K1
268Concurrent Investment Advisors, LLC$475K1
269Advisors Asset Management, Inc.$471K1
270Beacon Pointe Advisors, LLC$469K1
271PRINCIPAL SECURITIES, INC.$460K1
272IEQ CAPITAL, LLC$460K1
273denkapparat Operations GmbH$460K1
274SIGNATUREFD, LLC$452K1
275UNITED CAPITAL FINANCIAL ADVISORS, LLC$452K1
276Havemeyer Place LP$449K1
277Hedeker Wealth, LLC$441K1
278MEITAV INVESTMENT HOUSE LTD$424K1
279Farringdon Capital, Ltd.$424K1
280COLDSTREAM CAPITAL MANAGEMENT INC$417K1
281BNP Paribas Asset Management Holding S.A.$413K1
282Arax Advisory Partners$409K1
283COLTON GROOME FINANCIAL ADVISORS, LLC$409K1
284Baader Bank Aktiengesellschaft$403K1
285RITHOLTZ WEALTH MANAGEMENT$402K1
286Legacy Wealth Asset Management, LLC$396K1
287Lido Advisors, LLC$390K1
288STATE OF MICHIGAN RETIREMENT SYSTEM$377K1
289PANAGORA ASSET MANAGEMENT INC$377K1
290SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$373K1
291NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$373K1
292Banque Cantonale Vaudoise$367K1
293SCHRODER INVESTMENT MANAGEMENT GROUP$366K1
294SeaCrest Wealth Management, LLC$352K1
295SALEM INVESTMENT COUNSELORS INC$349K1
296Capital Investment Advisory Services, LLC$349K1
297Gotham Asset Management, LLC$339K1
298Verdence Capital Advisors LLC$320K1
299Board of the Pension Protection Fund$320K1
300JOURNEY STRATEGIC WEALTH LLC$319K1
301Delta Investment Management, LLC$314K1
302Avanza Fonder AB$307K1
303Lombard Odier Asset Management (Switzerland) SA$303K1
304OpenArc Corporate Advisory, LLC$303K1
305FEDERATED HERMES, INC.$302K1
306Optas, LLC$298K1
307MidFirst Bank$298K1
308LexAurum Advisors, LLC$297K1
309Tranquility Partners, LLC$296K1
310Impact Investors, Inc$294K1
311Kestra Advisory Services, LLC$288K1
312Aaron Wealth Advisors LLC$288K1
313PCM Encore, LLC$285K1
314Hobbs Group Advisors, LLC$284K1
315DENALI ADVISORS LLC$283K1
316MARATHON CAPITAL MANAGEMENT$283K1
317CHAPMAN FINANCIAL GROUP, LLC$283K1
318Hudock, Inc.$281K1
319World Investment Advisors$271K1
320WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$271K1
321FORTRESS PRIVATE LEDGER, LLC$264K1
322Stratos Wealth Partners, LTD.$256K1
323FIDELIS CAPITAL PARTNERS, LLC$252K1
324Savant Capital, LLC$248K1
325Horst & Graben Wealth Management LLC$244K1
326TEACHER RETIREMENT SYSTEM OF TEXAS$243K1
327Quantum Financial Advisors, LLC$243K1
328Jefferies Financial Group Inc.$241K1
329Siemens Fonds Invest GmbH$241K1
330Hunting Hill Global Capital, LLC$237K1
331Central Pacific Bank - Trust Division$236K1
332MOODY NATIONAL BANK TRUST DIVISION$232K1
333Tower Research Capital LLC (TRC)$232K1
334Cooper Financial Group$232K1
335Kenora Financial, LLC$230K1
336Cambria Investment Management, L.P.$228K1
337DIVERSIFIED MANAGEMENT INC$224K1
338Cresset Asset Management, LLC$224K1
339Mason & Associates Inc$223K1
340Snowden Capital Advisors LLC$217K1
341MONECO ADVISORS, LLC$215K1
342M. Kulyk & Associates, LLC$215K1
343PFG Investments, LLC$211K1
344Signal Advisors Wealth, LLC$211K1
345BURNEY CO/$207K1
346AXQ CAPITAL, LP$207K1
347OSSIAM$160K1
348Allworth Financial LP$156K1
349Smartleaf Asset Management LLC$122K1
350MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$121K1
351FIL Ltd$109K1
352Blue Trust, Inc.$75.4K1
353NFSG Corp$64.1K1
354Deseret Mutual Benefit Administrators$49.0K1
355Transamerica Financial Advisors, LLC$45.3K1
356UMB Bank, n.a.$45.2K1
357Global Assets Advisory, LLC$45.2K1
358BEACON INVESTMENT ADVISORY SERVICES, INC.$43.3K1
359Parkside Financial Bank & Trust$37.7K1
360Mirae Asset Global Investments Co., Ltd.$37.7K1
361EFG International AG$37.7K1
362Pinnacle Wealth Planning Services, Inc.$33.9K1
363DUNCKER STREETT & CO INC$32.0K1
364MAI Capital Management$30.2K1
365TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$28.3K1
366KBC Group NV$25.3K1
367PFS Partners, LLC$24.9K1
368MATHER GROUP, LLC.$24.5K1
369PEAK6 LLC$24.4K1
370CVA Family Office, LLC$20.7K1
371JFS WEALTH ADVISORS, LLC$18.8K1
372Private Wealth Management Group, LLC$18.8K1
373Beacon Financial Strategies CORP$18.8K1
374MRP Capital Investments, LLC$15.1K1
375Larson Financial Group LLC$13.2K1
376JPL Wealth Management, LLC$13.2K1
377Caitlin John, LLC$13.2K1
378Tacita Capital Inc$11.3K1
379Bell Investment Advisors, Inc$11.3K1
380Owl Creek Wealth Partners LLC$11.3K1
381Ritter Daniher Financial Advisory LLC / DE$9.4K1
382Key FInancial Inc$9.4K1
383ALBION FINANCIAL GROUP /UT$7.5K1
384WPG Advisers, LLC$7.5K1
385Treasurer of the State of North Carolina$7.1K1
386Manchester Capital Management LLC$5.7K1
387Leonteq Securities AG$5.7K1
388MV CAPITAL MANAGEMENT, INC.$5.7K1
389SITTNER & NELSON, LLC$5.7K1
390SJS Investment Consulting Inc.$5.7K1
391Fairman Group, LLC$5.7K1
392CANADA LIFE ASSURANCE Co$5.4K1
393HOEY INVESTMENTS, INC$3.8K1
394SHP Wealth Management$3.8K1
395Sachetta, LLC$3.8K1
396Rialto Wealth Management, LLC$3.8K1
397BROWN, LISLE/CUMMINGS, INC.$3.8K1
398Cromwell Holdings LLC$3.8K1
399Annandale Capital, LLC$2.9K1
400Virtu Financial LLC$2.3K1
401DekaBank Deutsche Girozentrale$2.1K1
402First Pacific Financial$1.9K1
403COUNTRY TRUST BANK$1.9K1
404Marquette Asset Management, LLC$1.9K1
405Elevated Capital Advisors, LLC$1.9K1
406Abound Wealth Management$1.9K1
407True Wealth Design, LLC$1.9K1
408WealthCollab, LLC$1.9K1
409HFM Investment Advisors, LLC$1.9K1
410Sunrise Financial Services, LLC$1.9K1
411PARK AVENUE SECURITIES LLC$1.2K1
412Vestcor Inc$3221
413GSA CAPITAL PARTNERS LLP$2491
414Avion Wealth$11
415VANGUARD GROUP INC$01
416THRIVENT FINANCIAL FOR LUTHERANS$01
417OLD NATIONAL BANCORP /IN/$01
418HARBOUR INVESTMENTS, INC.$01
419Brandywine Global Investment Management, LLC$01
420TOTH FINANCIAL ADVISORY CORP$01
421TANDEM CAPITAL MANAGEMENT CORP /ADV$01
422COMERICA BANK$01
423Pekin Hardy Strauss, Inc.$01
424Sculptor Capital LP$01
425CIBC WORLD MARKETS CORP$01
426Capital International Sarl$01
427INTECH INVESTMENT MANAGEMENT LLC$01
428Zurich Insurance Group Ltd/FI$01
429BALYASNY ASSET MANAGEMENT L.P.$01
430GUGGENHEIM CAPITAL LLC$01
431CIBC Private Wealth Group LLC$01
432JACOBS ASSET MANAGEMENT, LLC$01
433Mariner, LLC$01
434NORGES BANK$01
435Ballentine Partners, LLC$01
436ALPS ADVISORS INC$01
437Keel Point, LLC$01
438PRELUDE CAPITAL MANAGEMENT, LLC$01
439Capital Research Global Investors$01
440Verition Fund Management LLC$01
441B. Riley Wealth Advisors, Inc.$01
442DRW Securities, LLC$01
443Westover Capital Advisors, LLC$01
444Brevan Howard Capital Management LP$01
445FOX RUN MANAGEMENT, L.L.C.$01
446Ground Swell Capital, LLC$01
447Skandinaviska Enskilda Banken AB (publ)$01
448Andra AP-fonden$01
449Candriam S.C.A.$01
450MIRABELLA FINANCIAL SERVICES LLP$01
451PICTON MAHONEY ASSET MANAGEMENT$01
452Focus Partners Wealth$01
453BOOTHBAY FUND MANAGEMENT, LLC$01
454WINTON GROUP Ltd$01
455Sowell Financial Services LLC$01
456Wealthspire Advisors, LLC$01
457Grove Bank & Trust$01
458RIPOSTE CAPITAL LLC$01
459Dai-ichi Life Insurance Company, Ltd$01
460Counterpoint Mutual Funds LLC$01
461Holocene Advisors, LP$01
462Alamea Verwaltungs GmbH$01
463Midwest Professional Planners, LTD.$01
464Vestmark Advisory Solutions, Inc.$01
465FORA Capital, LLC$01
466ELEVATION POINT WEALTH PARTNERS, LLC$01
467Global Retirement Partners, LLC$01
468Black Diamond Financial, LLC$01
469Cynosure Group, LLC$01
470Qsemble Capital Management, LP$01
471VIEWPOINT INVESTMENT PARTNERS CORP$01
472TWINBEECH CAPITAL LP$01
473Y-Intercept (Hong Kong) Ltd$01
474Red Door Wealth Management, LLC$01
475Austin Private Wealth, LLC$01
476Mizuho Markets Cayman LP$01
477Hiddenite Capital Partners LP$01
478Optiver Holding B.V.$01
479Beartown Capital Management, LLC$01
480Activest Wealth Management$01
481AlphaQuest LLC$01
482PMC FIG Opportunities LLC$01
483Beaird Harris Wealth Management, LLC$01
484AXXCESS WEALTH MANAGEMENT, LLC$01
485Forum Financial Management, LP$01
486SageView Advisory Group, LLC$01
487Waycross Investment Management Co$01
488Cape Investment Advisory, Inc.$01
489Mullooly Asset Management, Inc.$01
490Vinva Investment Management Ltd$01
491ELEVATION WEALTH PARTNERS, LLC$01
492Savvy Advisors, Inc.$01
493Jain Global LLC$01
494Pines Wealth Management, LLC$01
495Persistent Asset Partners Ltd$01
496Three Magnolias Financial Advisors, LLC$01
497Rakuten Investment Management, Inc.$01
498OPTIMA CAPITAL LLC$01
499PBU - The Pension Fund of Early Childhood & Youth Educators$01
500Reflection Asset Management$01
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 / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ 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 FCNCA

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for FCNCA · financials and macro

Financials — as filed PLANNED

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