Public record / Tickers / FDS

FDS — FACTSET RESEARCH SYSTEMS INC

Both disclosure regimes on one name: who in Congress filed about FDS, 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
30
all PTR rows naming FDS
Members · 12m
2
2 buys · 4 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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

David B. McKinley · $15.0K–$50.0K

Sale · traded 2015-10-20 → filed 2015-11-02. Ranked over every FDS row by the provable lower bound, never a point estimate.

2 members · 2 buys / 4 sells

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

8 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

9 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. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING FDS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FDS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 05-15 +24d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-13 +25d$1K–$15K
2026-04-04Shelley Moore Capito R–WVSale · SP (spouse-owned)Traded 03-31 +4d$1K–$15K
2026-04-04Shelley Moore Capito R–WVSale · partial · SP (partial sale, spouse-owned)Traded 03-26 +9d$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 30 ↗

Members active in FDS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing FDS 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.
Gilbert Ray Cisneros, Jr. D–CA-313−$13.0K to $29.0K2
Shelley Moore Capito R–WV3−$45.0K to −$3.0K4

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

Congress ↔ notable managers · FDS

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

Congress · last 90 days

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

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

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · FACTSET RESH SYS INC

Merged timeline of congressional filings and notable-manager moves on FDS
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+109,797 sh
2026-05-15Bridgewater Associates 13Fexit−10,274 sh
2026-05-15Moore Capital Management 13Fexit−1,189 sh
2026-05-14Caxton Associates 13Fadd+21,664 sh
2026-05-01Markel Group 13Fadd+13,503 sh

6 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 FDS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BAMCO INC /NY/$815M1
2BlackRock, Inc.$613M1
3VANGUARD CAPITAL MANAGEMENT LLC$523M1
4STATE STREET CORP$412M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$392M1
6Invesco Ltd.$233M1
7MORGAN STANLEY$228M1
8BANK OF AMERICA CORP /DE/$183M1
9WELLS FARGO & COMPANY/MN$150M1
10ProShare Advisors LLC$129M1
11BANK OF MONTREAL /CAN/$123M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$103M1
13PineStone Asset Management Inc.$84.1M1
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$82.0M1
15UBS Group AG$78.9M1
16DIMENSIONAL FUND ADVISORS LP$78.7M1
17NORTHERN TRUST CORP$75.3M1
18TWO SIGMA INVESTMENTS, LP$74.8M1
19SHAPIRO CAPITAL MANAGEMENT LLC$71.7M1
20AQR CAPITAL MANAGEMENT LLC$66.7M1
21EQUITY INVESTMENT CORP$62.4M1
22Gotham Asset Management, LLC$59.3M1
23Fiera Capital Corp$57.8M1
24CITADEL ADVISORS LLC$56.2M1
25STATE OF MICHIGAN RETIREMENT SYSTEM$53.1M1
26Heron Bay Capital Management$49.8M1
27ARIEL INVESTMENTS, LLC$48.8M1
28VANGUARD FIDUCIARY TRUST CO$45.5M1
29Connor, Clark & Lunn Investment Management Ltd.$44.4M1
30DEUTSCHE BANK AG\$42.8M1
31ROYAL BANK OF CANADA$41.2M1
32MCDONALD CAPITAL INVESTORS INC/CA$40.8M1
33Ranmore Fund Management Ltd$40.4M1
34Vest Financial, LLC$39.5M1
35VOLORIDGE INVESTMENT MANAGEMENT, LLC$34.6M1
36ROYAL LONDON ASSET MANAGEMENT LTD$33.4M1
37RAYMOND JAMES FINANCIAL INC$33.0M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$29.9M1
39MARKEL GROUP INC.$29.4M1
40NOMURA ASSET MANAGEMENT CO LTD$29.3M1
41Nuveen, LLC$28.4M1
42BARCLAYS PLC$28.0M1
43HighTower Advisors, LLC$25.8M1
44FMR LLC$24.1M1
45Amundi$20.2M1
46ENVESTNET ASSET MANAGEMENT INC$19.8M1
47HSBC HOLDINGS PLC$19.3M1
48Man Group plc$18.9M1
49Vanguard Global Advisers, LLC$17.1M1
50Legal & General Group Plc$16.8M1
51SEI INVESTMENTS CO$16.1M1
52CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.0M1
53Swiss National Bank$15.9M1
54Distillate Capital Partners LLC$15.8M1
55Quantinno Capital Management LP$14.5M1
56Sone Capital Management, LLC$14.5M1
57ROYCE & ASSOCIATES LP$14.1M1
58SUSQUEHANNA INTERNATIONAL GROUP, LLP$13.8M1
59Universal- Beteiligungs- und Servicegesellschaft mbH$13.6M1
60Mitsubishi UFJ Asset Management Co., Ltd.$12.8M1
61MILLENNIUM MANAGEMENT LLC$12.7M1
62ALLIANCEBERNSTEIN L.P.$12.4M1
63Financial Strategies Group, Inc.$12.0M1
64INVESTMENT HOUSE LLC$11.9M1
65LPL Financial LLC$11.7M1
66Running Oak Capital LLC$11.5M1
67MONIMUS CAPITAL MANAGEMENT, LP$11.4M1
68WESTWOOD HOLDINGS GROUP INC$11.4M1
69FIRST TRUST ADVISORS LP$10.5M1
70JANE STREET GROUP, LLC$10.4M1
71MATTERN CAPITAL MANAGEMENT, LLC$10.1M1
72STIFEL FINANCIAL CORP$9.8M1
73PRINCIPAL FINANCIAL GROUP INC$9.8M1
74Squarepoint Ops LLC$9.5M1
75Willis Investment Counsel$9.3M1
76CAPITAL MANAGEMENT CORP /VA$9.3M1
77EARNEST PARTNERS LLC$9.1M1
78Huntleigh Advisors, Inc.$8.9M1
79CITIGROUP INC$8.5M1
80NOMURA HOLDINGS INC$8.3M1
81VANGUARD ASSET MANAGEMENT, Ltd$7.5M1
82Creative Planning$7.5M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.0M1
84Militia Capital Management LLC$7.0M1
85Moran Wealth Management, LLC$6.9M1
86Baker Avenue Asset Management, LP$6.7M1
87Kingsview Wealth Management, LLC$6.6M1
88FRANKLIN RESOURCES INC$6.5M1
89CANADA PENSION PLAN INVESTMENT BOARD$6.1M1
90STATE OF WISCONSIN INVESTMENT BOARD$5.9M1
91GHP Investment Advisors, Inc.$5.9M1
92Trexquant Investment LP$5.9M1
93Pathstone Holdings, LLC$5.8M1
94MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.8M1
95Mariner, LLC$5.7M1
96Compass Rose Asset Management, LP$5.4M1
97Marks Group Wealth Management, Inc$5.2M1
98Mirae Asset Global Investments Co., Ltd.$5.1M1
99Hendershot Investments Inc.$5.0M1
100CAXTON ASSOCIATES LLP$4.9M1
101Kinsale Capital Group, Inc.$4.9M1
102Interval Partners, LP$4.7M1
103&PARTNERS$4.5M1
104Y-Intercept (Hong Kong) Ltd$4.4M1
105D. E. Shaw & Co., Inc.$4.3M1
106Chevy Chase Trust Holdings, LLC$4.2M1
107TRUIST FINANCIAL CORP$4.2M1
108XTX Topco Ltd$4.2M1
109GATEWAY INVESTMENT ADVISERS LLC$4.2M1
110WINTON GROUP Ltd$4.1M1
111PRUDENTIAL FINANCIAL INC$3.9M1
112Janus Henderson Group Ltd.$3.8M1
113Te Ahumairangi Investment Management Ltd$3.7M1
114Baird Financial Group, Inc.$3.7M1
115Quadrature Capital Ltd$3.7M1
116Allspring Global Investments Holdings, LLC$3.6M1
117Zurcher Kantonalbank (Zurich Cantonalbank)$3.5M1
118APG Asset Management N.V.$3.4M1
119L. Roy Papp & Associates, LLP$3.3M1
120CIBC Bancorp USA Inc.$3.3M1
121OSAIC HOLDINGS, INC.$3.2M1
122Cerity Partners LLC$3.1M1
123Bannerstone Capital Management, LLC$3.0M1
124AMERICAN CENTURY COMPANIES INC$2.9M1
125Sanctuary Advisors, LLC$2.8M1
126Meiji Yasuda Asset Management Co Ltd.$2.8M1
127CastleKnight Management LP$2.8M1
128State of New Jersey Common Pension Fund D$2.8M1
129BNP Paribas Asset Management Holding S.A.$2.7M1
130CWM, LLC$2.7M1
131Regal Investment Advisors LLC$2.6M1
132FIFTH THIRD BANCORP$2.6M1
133Verition Fund Management LLC$2.6M1
134Taylor Hoffman Capital Management LLC$2.4M1
135Numerai GP LLC$2.4M1
136Rockefeller Capital Management L.P.$2.3M1
137Total Wealth Planning & Management, Inc.$2.3M1
138PUBLIC SECTOR PENSION INVESTMENT BOARD$2.3M1
139Arizona State Retirement System$2.2M1
140NATIONAL BANK OF CANADA /FI/$2.2M1
141Czech National Bank$2.2M1
142TORONTO DOMINION BANK$2.2M1
143CIBC WORLD MARKET INC.$2.2M1
144Ameritas Investment Partners, Inc.$2.1M1
145Schonfeld Strategic Advisors LLC$2.0M1
146Vanguard Investments Australia, Ltd.$2.0M1
147NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.0M1
148Rafferty Asset Management, LLC$2.0M1
149Aurora Investment Counsel$2.0M1
150WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.9M1
151GUGGENHEIM CAPITAL LLC$1.9M1
152AIMZ Investment Advisors, LLC$1.9M1
153Assenagon Asset Management S.A.$1.9M1
154COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.9M1
155PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$1.8M1
156Banco Santander, S.A.$1.8M1
157Pictet Asset Management Holding SA$1.8M1
158CIBC Asset Management Inc$1.8M1
159Summit Trail Advisors, LLC$1.8M1
160Arax Advisory Partners$1.8M1
161US BANCORP \DE\$1.8M1
162Atria Investments, Inc$1.8M1
163OMERS ADMINISTRATION Corp$1.8M1
164Retirement Systems of Alabama$1.7M1
165Poehling Capital Management, INC.$1.7M1
166MERCER GLOBAL ADVISORS INC /ADV$1.7M1
167O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.7M1
168Fairtree Asset Management (Pty) Ltd$1.6M1
169Ensign Peak Advisors, Inc$1.6M1
170Vident Advisory, LLC$1.6M1
171VOYA INVESTMENT MANAGEMENT LLC$1.6M1
172Argo Wealth Advisory, LLC$1.6M1
173Morningstar Investment Management LLC$1.6M1
174UniSuper Management Pty Ltd$1.6M1
175Resona Asset Management Co.,Ltd.$1.5M1
176BROWN ADVISORY INC$1.5M1
177M&T BANK CORP$1.5M1
178Corient Private Wealth LLC$1.5M1
179Linden Thomas Advisory Services, LLC$1.5M1
180Cetera Investment Advisers$1.5M1
181Drucker Wealth 3.0, LLC$1.4M1
182Nicholson Wealth Management Group, LLC$1.4M1
183TD ASSET MANAGEMENT INC$1.4M1
184Coastal Bridge Advisors, LLC$1.4M1
185TICINO WEALTH$1.4M1
186New Age Alpha Advisors, LLC$1.3M1
187Third View Private Wealth, LLC$1.3M1
188Vanguard Personalized Indexing Management, LLC$1.3M1
189BRIGHT ROCK CAPITAL MANAGEMENT, LLC$1.3M1
190Steward Partners Investment Advisory, LLC$1.3M1
191Taylor Frigon Capital Management LLC$1.3M1
192Woodline Partners LP$1.3M1
193COMMONWEALTH EQUITY SERVICES, LLC$1.2M1
194MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.2M1
195OneDigital Investment Advisors LLC$1.2M1
196NEOS Investment Management LLC$1.2M1
197ICW Investment Advisors LLC$1.2M1
198Orion Porfolio Solutions, LLC$1.2M1
199VICTORY CAPITAL MANAGEMENT INC$1.2M1
200Tidal Investments LLC$1.1M1
201SCOTIA CAPITAL INC.$1.1M1
202Palisade Asset Management, LLC$1.1M1
203CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.1M1
204Swiss Life Asset Management Ltd$1.1M1
205Sepio Capital, LP$1.1M1
206Ashton Thomas Private Wealth, LLC$1.0M1
207Skylands Capital, LLC$1.0M1
208Lafayette Investments, Inc.$982K1
209Tower Research Capital LLC (TRC)$968K1
210XPONANCE LLC$964K1
211OPPENHEIMER & CO INC$950K1
212Merit Financial Group, LLC$934K1
213Savvy Advisors, Inc.$925K1
214OREGON PUBLIC EMPLOYEES RETIREMENT FUND$922K1
215Waverly Advisors, LLC$889K1
216MML INVESTORS SERVICES, LLC$875K1
217LONGFELLOW INVESTMENT MANAGEMENT CO LLC$868K1
218MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$856K1
219Chicago Capital, LLC$823K1
220Global X Japan Co., Ltd.$795K1
221EVOKE WEALTH, LLC$791K1
222AZZAD ASSET MANAGEMENT INC /ADV$780K1
223Oak Thistle LLC$771K1
224Aberdeen Group plc$770K1
225Federation des caisses Desjardins du Quebec$754K1
226Pacific Point Advisors, LLC$750K1
227COMMERCE BANK$743K1
228IMC-Chicago, LLC$740K1
229NewEdge Advisors, LLC$738K1
230COLDSTREAM CAPITAL MANAGEMENT INC$732K1
231HB Wealth Management, LLC$727K1
232MACKENZIE FINANCIAL CORP$723K1
233Eurizon SLJ Capital Ltd$708K1
234Ridgewood Investments LLC$699K1
235MOKAN Wealth Management Inc.$693K1
236MIRABELLA FINANCIAL SERVICES LLP$682K1
237Indivisible Partners$671K1
238denkapparat Operations GmbH$670K1
239UNITED CAPITAL FINANCIAL ADVISORS, LLC$659K1
240Daiwa Securities Group Inc.$656K1
241NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$647K1
242Sequoia Financial Advisors, LLC$642K1
243Fieldview Capital Management, LLC$639K1
244Advyzon Investment Management, LLC$623K1
245Guardian Wealth Advisors, LLC$617K1
246Radnor Capital Management, LLC$612K1
247Annis Gardner Whiting Capital Advisors, LLC$611K1
248BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$610K1
249Polymer Capital Management (US) LLC$607K1
250MITCHELL & PAHL PRIVATE WEALTH, LLC$606K1
251BANK OF NOVA SCOTIA$605K1
252Chicago Partners Investment Group LLC$599K1
253Focus Partners Wealth$575K1
254Illinois Municipal Retirement Fund$575K1
255MISSION WEALTH MANAGEMENT, LP$571K1
256Knollwood Investment Advisory, LLC$553K1
257NAPLES GLOBAL ADVISORS, LLC$549K1
258Robertson Stephens Wealth Management, LLC$548K1
259Henshaw Capital LLC$546K1
260Gibbs Wealth Management$546K1
261D.B. Root & Company, LLC$546K1
262Portside Wealth Group, LLC$541K1
263Blackstone Inc.$541K1
264Kesler, Norman & Wride, LLC$535K1
265Board of the Pension Protection Fund$521K1
266MATHER GROUP, LLC.$518K1
267Independent Advisor Alliance$514K1
268Advisory Alpha, LLC$510K1
269AE Wealth Management LLC$506K1
270HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$505K1
271Empirical Asset Management, LLC$489K1
272MIZUHO SECURITIES USA LLC$487K1
273Lansforsakringar Fondforvaltning AB (publ)$486K1
274Manchester Capital Management LLC$486K1
275Trail Ridge Investment Advisors, LLC$477K1
276CREDIT AGRICOLE S A$473K1
277Concurrent Investment Advisors, LLC$469K1
278Private Advisor Group, LLC$467K1
279AVIVA PLC$467K1
280Seelaus Asset Management LLC$465K1
281LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$460K1
282ADAGE CAPITAL PARTNERS GP, L.L.C.$456K1
283Prospera Financial Services Inc$454K1
284R Squared Ltd$454K1
285Utah Retirement Systems$435K1
286Norinchukin Bank, The$431K1
287Milestone Asset Management Group, LLC$427K1
288BDFS Capital LLC$422K1
289Mutual Advisors, LLC$421K1
290Krilogy Financial LLC$415K1
291Pilgrim Partners Asia Pte Ltd$412K1
292OPPENHEIMER ASSET MANAGEMENT INC.$410K1
293Valmark Advisers, Inc.$407K1
294Maryland State Retirement & Pension System$406K1
295Kintegral Advisory, LLC$404K1
296Savant Capital, LLC$400K1
297Asset Management One Co., Ltd.$397K1
298REGIONS FINANCIAL CORP$390K1
299PATTON FUND MANAGEMENT, INC.$389K1
300Ahara Advisors LLC$385K1
301Karani Asset Management LLC$383K1
302BLAIR WILLIAM & CO/IL$383K1
303CI INVESTMENTS INC.$378K1
304Leonteq Securities AG$375K1
305ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$372K1
306MCF Advisors LLC$366K1
307D.A. DAVIDSON & CO.$363K1
308MAI Capital Management$355K1
309Vise Technologies, Inc.$342K1
310JGP Wealth Management, LLC$336K1
311Wealthfront Advisers LLC$336K1
312Caitlin John, LLC$335K1
313MUFG Securities EMEA plc$333K1
314DAVENPORT & Co LLC$332K1
315ANCHOR CAPITAL ADVISORS LLC$325K1
316Cresset Asset Management, LLC$320K1
317Apollon Wealth Management, LLC$315K1
318Sumitomo Mitsui DS Asset Management Company, Ltd$313K1
319Procyon Advisors, LLC$313K1
320Focus Partners Advisor Solutions, LLC$309K1
321Composition Wealth, LLC$308K1
322Perigon Wealth Management, LLC$306K1
323HARRELL INVESTMENT PARTNERS, LLC$305K1
324Wedmont Private Capital$304K1
325BENJAMIN EDWARDS INC$297K1
326Marex Group Ltd$296K1
327NORDEN GROUP LLC$293K1
328PANAGORA ASSET MANAGEMENT INC$290K1
329Alhambra Investment Management LLC$289K1
330Penobscot Investment Management Company, Inc.$286K1
331Larson Financial Group LLC$285K1
332Callan Family Office, LLC$285K1
333INTECH INVESTMENT MANAGEMENT LLC$282K1
334MARATHON CAPITAL MANAGEMENT$279K1
335Institute for Wealth Management, LLC.$278K1
336Graham Capital Management, L.P.$273K1
337Randall & Associates Wealth Management$273K1
338ADVISORTRUST PARTNERS, LLC$271K1
339KFG WEALTH MANAGEMENT, LLC$271K1
340Mayflower Financial Advisors, LLC$267K1
341MACQUARIE GROUP LTD$265K1
342DIVIDEND ASSETS CAPITAL, LLC$263K1
343CSS LLC/IL$263K1
344National Wealth Management Group, LLC$261K1
345Lido Advisors, LLC$261K1
346Revisor Wealth Management LLC$261K1
347VestGen Advisors, LLC$259K1
348NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$258K1
349OFI INVEST ASSET MANAGEMENT$257K1
350Ballentine Partners, LLC$249K1
351Brooklyn Investment Group$248K1
352Edgestream Partners, L.P.$244K1
353Kestra Advisory Services, LLC$244K1
354CWA Asset Management Group, LLC$243K1
355North Dakota State Investment Board$237K1
356STRATEGY ASSET MANAGERS LLC$237K1
357Fielder Capital Group LLC$234K1
358Bridgefront Capital, LLC$232K1
359SUMMITRY LLC$228K1
360ASHTON THOMAS SECURITIES, LLC$226K1
361FIDUCIARY TRUST CO$225K1
362SIGNATUREFD, LLC$223K1
363SECURIAN ASSET MANAGEMENT, INC$222K1
364JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$221K1
365Avior Wealth Management, LLC$218K1
366Clearstead Advisors, LLC$218K1
367Silver Lake Advisory, LLC$213K1
368Snowden Capital Advisors LLC$213K1
369Dakota Wealth Management$212K1
370IQ EQ FUND MANAGEMENT (IRELAND) Ltd$212K1
371Caerus Investment Advisors, LLC$210K1
372NEW WAVE WEALTH ADVISORS LLC$209K1
373Empirical Finance, LLC$208K1
374WEST BANCORPORATION INC$202K1
375Laird Norton Wetherby Trust Company, LLC$201K1
376EXCHANGE TRADED CONCEPTS, LLC$201K1
377BEACON INVESTMENT ADVISORY SERVICES, INC.$187K1
378Grove Bank & Trust$181K1
379Allworth Financial LP$172K1
380HM PAYSON & CO$161K1
381Destiny Wealth Partners, LLC$140K1
382TEMA ETFS LLC$134K1
383STOREBRAND ASSET MANAGEMENT AS$125K1
384Siemens Fonds Invest GmbH$111K1
385GLOBEFLEX CAPITAL L P$108K1
386Walleye Capital LLC$98.9K1
387DELTA ASSET MANAGEMENT LLC/TN$97.6K1
388UMB Bank, n.a.$95.7K1
389Caitong International Asset Management Co., Ltd$94.0K1
390Caldwell Trust Co$77.5K1
391QUADRANT CAPITAL GROUP LLC$66.2K1
392Wilmington Savings Fund Society, FSB$60.8K1
393Measured Wealth Private Client Group, LLC$59.9K1
394SJS Investment Consulting Inc.$58.2K1
395Compagnie Lombard Odier SCmA$56.4K1
396ASSETMARK, INC$54.2K1
397State of Wyoming$51.2K1
398Addison Advisors LLC$50.3K1
399Aster Capital Management (DIFC) Ltd$44.6K1
400Blue Trust, Inc.$37.3K1
401ELEVATION WEALTH PARTNERS, LLC$36.0K1
402Wellington Grp LLC$35.6K1
403MONTAG A & ASSOCIATES INC$35.3K1
404TD Waterhouse Canada Inc.$35.1K1
405FEDERATED HERMES, INC.$33.9K1
406Hilltop National Bank$32.5K1
407HRT FINANCIAL LP$31.8K1
408Owl Creek Wealth Partners LLC$31.5K1
409CVA Family Office, LLC$30.6K1
410Parkside Financial Bank & Trust$29.9K1
411Quarry LP$27.3K1
412Kemnay Advisory Services Inc.$25.2K1
413Legend Capital Advisors LLC$25.0K1
414Atlantic Union Bankshares Corp$24.7K1
415Copeland Capital Management, LLC$24.1K1
416Intentional Wealth Strategies, LLC$23.0K1
417Transamerica Financial Advisors, LLC$20.7K1
418Cromwell Holdings LLC$18.9K1
419DT Investment Partners, LLC$17.4K1
420CENTRAL TRUST Co$16.9K1
421Hartford Financial Management Inc.$16.3K1
422Pinnacle Wealth Planning Services, Inc.$15.4K1
423PenderFund Capital Management Ltd.$15.2K1
424Salomon & Ludwin, LLC$14.1K1
425Financial Network Wealth Advisors LLC$13.0K1
426MV CAPITAL MANAGEMENT, INC.$12.4K1
427Rakuten Securities, Inc.$12.2K1
428Eurizon Capital SGR S.p.A.$11.9K1
429WPG Advisers, LLC$11.1K1
430Korea Investment CORP$10.9K1
431True Wealth Design, LLC$10.4K1
432Spire Wealth Management$10.0K1
433SouthState Bank Corp$9.5K1
434Activest Wealth Management$9.3K1
435Crews Bank & Trust$7.6K1
436Altshuler Shaham Ltd$7.2K1
437Smartleaf Asset Management LLC$7.2K1
438Dogwood Wealth Management LLC$6.9K1
439Private Wealth Management Group, LLC$6.7K1
440Guinness Atkinson Asset Management Inc$6.3K1
441Johnson Financial Group, Inc.$6.1K1
442S&T BANK/PA$5.9K1
443TD Capital Management LLC$5.4K1
444Darwin Wealth Management, LLC$5.3K1
445ALGERT GLOBAL LLC$4.8K1
446GROUP ONE TRADING LLC$4.8K1
447Ankerstar Wealth, LLC$4.6K1
448Avalon Trust Co$4.3K1
449Sachetta, LLC$4.3K1
450Geneos Wealth Management Inc.$3.9K1
451Treasurer of the State of North Carolina$3.5K1
452CANADA LIFE ASSURANCE Co$3.4K1
453SHP Wealth Management$3.3K1
454JPL Wealth Management, LLC$3.3K1
455State of Alaska, Department of Revenue$3.1K1
456Keating Financial Advisory Services, Inc.$3.0K1
457Hunter Perkins Capital Management, LLC$2.5K1
458ACADIAN ASSET MANAGEMENT LLC$2.3K1
459THRIVENT FINANCIAL FOR LUTHERANS$2.2K1
460COUNTRY TRUST BANK$2.2K1
461DekaBank Deutsche Girozentrale$2.0K1
462CBIZ Investment Advisory Services, LLC$1.7K1
463Frazier Financial Advisors, LLC$1.7K1
464Virginia Estate & Retirement Planning Advisors Inc.$1.7K1
465NFSG Corp$1.6K1
466Raleigh Capital Management Inc.$1.5K1
467Clayton Financial Group LLC$1.5K1
468Kilter Group LLC$1.5K1
469BROWN, LISLE/CUMMINGS, INC.$1.3K1
470SUMMIT SECURITIES GROUP LLC$1.3K1
471ARMSTRONG ADVISORY GROUP, INC$1.3K1
472Asset Dedication, LLC$1.1K1
473Triumph Capital Management$1.1K1
474Physician Wealth Advisors, Inc.$1.1K1
475Bell Investment Advisors, Inc$1.1K1
476JFS WEALTH ADVISORS, LLC$8681
477Penserra Capital Management LLC$8681
478Quaker Wealth Management, LLC$8681
479American Capital Advisory, LLC$8681
480Granite FO LLC$8681
481FINANCIAL CONSULATE, INC$6511
482SkyView Investment Advisors, LLC$4541
483Signature Equity Partners, LLC$4351
484TFC Financial Management, Inc.$4341
485Investors Portfolio Services LLC$3991
486KBC Group NV$3941
487STEVENS CAPITAL MANAGEMENT LP$3701
488South Dakota Investment Council$3041
489AMICA MUTUAL INSURANCE CO$2571
490SALEM INVESTMENT COUNSELORS INC$2171
491DiNuzzo Private Wealth, Inc.$2171
492MidFirst Bank$2171
493Harel Insurance Investments & Financial Services Ltd.$931
494Smithfield Trust Co$171
495Y.D. More Investments Ltd$161
496Capital Advisors, Ltd. LLC$111
497Avion Wealth$21
498VANGUARD GROUP INC$01
499GLENMEDE TRUST CO NA$01
500PINNACLE ASSOCIATES LTD$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)2 buy / 4 sell
Congress net ($ bound)−$58.0K to $26.0K
Filers net (actions)not in build
Filers net ($ 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 FDS

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

Financials — as filed PLANNED

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