Public record / Tickers / FHN

FHN — FIRST HORIZON CORP

Both disclosure regimes on one name: who in Congress filed about FHN, 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
16
all PTR rows naming FHN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-26
filed 2023-06-26
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

Steve Cohen · $15.0K–$50.0K

Purchase · traded 2023-05-26 → filed 2023-06-26. Ranked over every FHN row by the provable lower bound, never a point estimate.

No member disclosed FHN 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.

5 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

No dated FHN rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING FHN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FHN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-06-26Steve Cohen D–TN-9PurchaseTraded 05-26 +31d$15K–$50K
2023-06-06Zoe Lofgren D–CA-18Sale · SP (spouse-owned)Traded 05-25 +12d$1K–$15K
2023-01-20Jacobs, Christopher L. PurchaseTraded 2022-12-12 +39d$1K–$15K
2022-09-09Chris Jacobs R–NY-27SaleTraded 07-18 LATE·53d$1K–$15K
2022-08-02Steve Cohen D–TN-9PurchaseTraded 07-27 +6d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 16 ↗

Members active in FHN

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

No member disclosed FHN in the trailing 12 months.

Congress ↔ notable managers · FHN

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

Trimming
1 Moore Capital Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · FIRST HORIZON CORPORATION

Merged timeline of congressional filings and notable-manager moves on FHN
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fadd+703,038 sh
2026-05-15Moore Capital Management 13Fexit−908,000 sh
2026-05-14Caxton Associates 13Fadd+39,568 sh

3 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 FHN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2Bank of New York Mellon Corp$670M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$521M1
4VANGUARD CAPITAL MANAGEMENT LLC$492M1
5STATE STREET CORP$421M1
6DIMENSIONAL FUND ADVISORS LP$355M1
7North Reef Capital Management LP$329M1
8UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$325M1
9GEODE CAPITAL MANAGEMENT, LLC$208M1
10AQR CAPITAL MANAGEMENT LLC$170M1
11CITADEL ADVISORS LLC$158M1
12FMR LLC$146M1
13MILLENNIUM MANAGEMENT LLC$143M1
14MORGAN STANLEY$136M1
15Artemis Investment Management LLP$131M1
16WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$115M1
17Clearbridge Investments, LLC$114M1
18Invesco Ltd.$104M1
19FIL Ltd$101M1
20NORTHERN TRUST CORP$99.1M1
21PRINCIPAL FINANCIAL GROUP INC$86.4M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$80.1M1
23Freestone Grove Partners LP$75.3M1
24UBS Group AG$72.1M1
25Qube Research & Technologies Ltd$71.4M1
26RAYMOND JAMES FINANCIAL INC$70.4M1
27VANGUARD FIDUCIARY TRUST CO$68.3M1
28BANK OF AMERICA CORP /DE/$65.1M1
29Alyeska Investment Group, L.P.$64.7M1
30BALYASNY ASSET MANAGEMENT L.P.$57.6M1
31JOHNSON INVESTMENT COUNSEL INC$50.1M1
32Cullen Capital Management, LLC$44.7M1
33VICTORY CAPITAL MANAGEMENT INC$42.3M1
34JANE STREET GROUP, LLC$41.4M1
35Point72 Asset Management, L.P.$41.2M1
36Nuveen, LLC$39.0M1
37Bridgewater Associates, LP$37.1M1
38Engineers Gate Manager LP$35.7M1
39Fisher Asset Management, LLC$30.7M1
40Retirement Systems of Alabama$30.3M1
41RHUMBLINE ADVISERS$29.9M1
42HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$27.3M1
43Interval Partners, LP$25.1M1
44BANK OF MONTREAL /CAN/$25.1M1
45MANUFACTURERS LIFE INSURANCE COMPANY, THE$23.7M1
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.6M1
47FRANKLIN RESOURCES INC$23.5M1
48Leeward Investments, LLC - MA$22.3M1
49Swiss National Bank$22.2M1
50ROYAL BANK OF CANADA$20.4M1
51ENVESTNET ASSET MANAGEMENT INC$18.9M1
52ALLIANCEBERNSTEIN L.P.$18.3M1
53Cander Asset Management LP$16.8M1
54FIRST TRUST ADVISORS LP$16.3M1
55WELLS FARGO & COMPANY/MN$15.4M1
56Legal & General Group Plc$15.1M1
57SEI INVESTMENTS CO$15.1M1
58Schonfeld Strategic Advisors LLC$14.7M1
59Verition Fund Management LLC$13.9M1
60ADAGE CAPITAL PARTNERS GP, L.L.C.$13.7M1
61Holocene Advisors, LP$13.5M1
62Huber Capital Management LLC$13.1M1
63Universal- Beteiligungs- und Servicegesellschaft mbH$13.0M1
64RENAISSANCE TECHNOLOGIES LLC$12.3M1
65Hudson Bay Capital Management LP$11.7M1
66BARCLAYS PLC$11.6M1
67PRIVATE MANAGEMENT GROUP INC$11.5M1
68Mitsubishi UFJ Asset Management Co., Ltd.$11.3M1
69Mariner, LLC$11.2M1
70AMERIPRISE FINANCIAL INC$11.1M1
71Man Group plc$10.5M1
72VANGUARD ASSET MANAGEMENT, Ltd$10.1M1
73Boston Partners$9.8M1
74MENDON CAPITAL ADVISORS CORP$9.8M1
75OPPENHEIMER ASSET MANAGEMENT INC.$9.4M1
76Curi Capital, LLC$9.4M1
77DIAMOND HILL CAPITAL MANAGEMENT INC$9.3M1
78Longaeva Partners L.P.$9.1M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.8M1
80PRUDENTIAL FINANCIAL INC$8.5M1
81Allianz Asset Management GmbH$8.2M1
82Quantinno Capital Management LP$7.9M1
83CITIGROUP INC$7.4M1
84OCCUDO QUANTITATIVE STRATEGIES LP$7.3M1
85ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7.2M1
86Cerity Partners LLC$6.6M1
87Triveni Capital Investments LP$6.5M1
88WELLINGTON MANAGEMENT GROUP LLP$6.3M1
89LPL Financial LLC$6.2M1
90Creative Planning$6.2M1
91New Age Alpha Advisors, LLC$6.1M1
92Vanguard Global Advisers, LLC$6.0M1
93IEQ CAPITAL, LLC$5.9M1
94Cinctive Capital Management LP$5.9M1
95STEPHENS INC /AR/$5.7M1
96AMERICAN CENTURY COMPANIES INC$5.6M1
97Qsemble Capital Management, LP$5.5M1
98NEW YORK STATE COMMON RETIREMENT FUND$5.5M1
99MetLife Investment Management, LLC$5.4M1
100NewEdge Advisors, LLC$5.4M1
101PRUDENTIAL PLC$5.2M1
102CWA Asset Management Group, LLC$5.0M1
103CANADA PENSION PLAN INVESTMENT BOARD$4.9M1
104Venture Visionary Partners LLC$4.9M1
105Janus Henderson Group Ltd.$4.9M1
106PEAK6 LLC$4.9M1
107FIFTH THIRD BANCORP$4.8M1
108&PARTNERS$4.8M1
109Corient Private Wealth LLC$4.8M1
110Rafferty Asset Management, LLC$4.8M1
111HSBC HOLDINGS PLC$4.6M1
112SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.6M1
113VOLORIDGE INVESTMENT MANAGEMENT, LLC$4.5M1
114Waverly Advisors, LLC$4.4M1
115Brevan Howard Capital Management LP$4.4M1
116CWM, LLC$4.3M1
117TECTONIC ADVISORS LLC$4.3M1
118INTECH INVESTMENT MANAGEMENT LLC$4.3M1
119ZACKS INVESTMENT MANAGEMENT$4.3M1
120STATE OF WISCONSIN INVESTMENT BOARD$4.3M1
121Amundi$4.2M1
122MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.2M1
123SIMPLEX TRADING, LLC$4.2M1
124VOYA INVESTMENT MANAGEMENT LLC$4.2M1
125Wakefield Asset Management LLLP$4.1M1
126BURNEY CO/$4.1M1
127Advisors Preferred, LLC$4.0M1
128Expect Equity LLC$3.9M1
129Cherokee Insurance Co$3.9M1
130Graham Capital Management, L.P.$3.7M1
131WATERS PARKERSON & CO., LLC$3.7M1
132Andrew Hill Investment Advisors, Inc.$3.6M1
133NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.6M1
134MALTESE CAPITAL MANAGEMENT LLC$3.6M1
135Ameritas Investment Partners, Inc.$3.5M1
136PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.5M1
137WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.4M1
138Atom Investors LP$3.4M1
139DEUTSCHE BANK AG\$3.4M1
140Mitsubishi UFJ Trust & Banking Corp$3.3M1
141O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.3M1
142EJF Capital LP$3.3M1
143GROUP ONE TRADING LLC$3.3M1
144MERCER GLOBAL ADVISORS INC /ADV$3.2M1
145SALZHAUER MICHAEL$3.2M1
146Summit Financial Wealth Advisors, LLC$3.1M1
147Arizona State Retirement System$3.1M1
148Y-Intercept (Hong Kong) Ltd$3.1M1
149State of New Jersey Common Pension Fund D$3.0M1
150Oak Thistle LLC$3.0M1
151TWO SIGMA INVESTMENTS, LP$2.9M1
152Vanguard Investments Australia, Ltd.$2.9M1
153Zurcher Kantonalbank (Zurich Cantonalbank)$2.9M1
154Vise Technologies, Inc.$2.8M1
155Empowered Funds, LLC$2.8M1
156COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.8M1
157Pathstone Holdings, LLC$2.7M1
158Capital Square, LLC$2.7M1
159STATE OF MICHIGAN RETIREMENT SYSTEM$2.7M1
160KLP KAPITALFORVALTNING AS$2.6M1
161NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.5M1
162DELTA ASSET MANAGEMENT LLC/TN$2.4M1
163PL Capital Advisors, LLC$2.3M1
164TBH Global Asset Management, LLC$2.3M1
165OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
166Atria Investments, Inc$2.2M1
167Stokes Family Office, LLC$2.2M1
168SCHRODER INVESTMENT MANAGEMENT GROUP$2.2M1
169JACOBS LEVY EQUITY MANAGEMENT, INC$2.2M1
170AMG National Trust Bank$2.2M1
171Vanguard Personalized Indexing Management, LLC$2.1M1
172Access Investment Management LLC$2.1M1
173Smith Group Asset Management, LLC$2.0M1
174Cetera Investment Advisers$2.0M1
175HARMONY ASSET MANAGEMENT LLC$2.0M1
176STIFEL FINANCIAL CORP$2.0M1
177Focus Partners Wealth$2.0M1
178WOLVERINE ASSET MANAGEMENT LLC$1.9M1
179Rockefeller Capital Management L.P.$1.9M1
180Pictet Asset Management Holding SA$1.9M1
181TEACHER RETIREMENT SYSTEM OF TEXAS$1.8M1
182NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.8M1
183Utah Retirement Systems$1.8M1
184Illinois Municipal Retirement Fund$1.8M1
185PICTON MAHONEY ASSET MANAGEMENT$1.8M1
186Rather & Kittrell, Inc.$1.7M1
187CAXTON ASSOCIATES LLP$1.7M1
188NATIONAL BANK OF CANADA /FI/$1.7M1
189TRUIST FINANCIAL CORP$1.7M1
190Focus Partners Advisor Solutions, LLC$1.7M1
191EFG International AG$1.7M1
192SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$1.6M1
193World Investment Advisors$1.6M1
194NISA INVESTMENT ADVISORS, LLC$1.5M1
195HighTower Advisors, LLC$1.5M1
196WOODMONT INVESTMENT COUNSEL LLC$1.5M1
197GREENWOOD CAPITAL ASSOCIATES LLC$1.4M1
198Parallax Volatility Advisers, L.P.$1.4M1
199Independent Advisor Alliance$1.4M1
200Apollon Wealth Management, LLC$1.4M1
201XPONANCE LLC$1.4M1
202Callan Family Office, LLC$1.4M1
203Greenfield Seitz Capital Management, LLC$1.3M1
204Carlson Capital, L.P.$1.3M1
205SummitTX Capital, L.P.$1.3M1
206HANCOCK WHITNEY CORP$1.2M1
207Havemeyer Place LP$1.2M1
208MML INVESTORS SERVICES, LLC$1.2M1
209Fort Sheridan Advisors LLC$1.2M1
210Savant Capital, LLC$1.2M1
211HB Wealth Management, LLC$1.1M1
212Prana Capital Management, LP$1.1M1
213iSAM Funds (UK) Ltd$1.1M1
214Wedmont Private Capital$1.1M1
215COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
216Bleakley Financial Group, LLC$1.1M1
217Mirae Asset Global Investments Co., Ltd.$1.1M1
218Linden Thomas Advisory Services, LLC$1.1M1
219ELEVATION POINT WEALTH PARTNERS, LLC$1.0M1
220OSAIC HOLDINGS, INC.$1.0M1
221TWIN CAPITAL MANAGEMENT INC$1.0M1
222Vestmark Advisory Solutions, Inc.$996K1
223GATEWAY INVESTMENT ADVISERS LLC$989K1
224Quantbot Technologies LP$965K1
225Merit Financial Group, LLC$951K1
226denkapparat Operations GmbH$951K1
227Concurrent Investment Advisors, LLC$937K1
228B. Metzler seel. Sohn & Co. AG$915K1
229Illumine Investment Management, LLC$909K1
230OPPENHEIMER & CO INC$899K1
231MIRABELLA FINANCIAL SERVICES LLP$899K1
232Tidal Investments LLC$880K1
233FEDERATED HERMES, INC.$877K1
234Orion Porfolio Solutions, LLC$873K1
235Red Door Wealth Management, LLC$870K1
236ALPS ADVISORS INC$830K1
237Invst, LLC$830K1
238Pinnacle Financial Partners, Inc.$826K1
239Commerce Advisors, LLC$823K1
240Crossmark Global Holdings, Inc.$820K1
241SECURIAN ASSET MANAGEMENT, INC$814K1
242BROWN ADVISORY INC$811K1
243Daiwa Securities Group Inc.$808K1
244Moors & Cabot, Inc.$794K1
245CIBC WORLD MARKET INC.$792K1
246BENJAMIN EDWARDS INC$780K1
247XTX Topco Ltd$766K1
248COMMERCE BANK$738K1
249Decker Wealth Management LLC$737K1
250Pallas Capital Advisors LLC$730K1
251Swiss Life Asset Management Ltd$719K1
252KEYBANK NATIONAL ASSOCIATION/OH$715K1
253RITHOLTZ WEALTH MANAGEMENT$714K1
254Cambria Investment Management, L.P.$706K1
255OXFORD ASSET MANAGEMENT LLP$696K1
256QUADRANT CAPITAL GROUP LLC$687K1
257Jefferies Financial Group Inc.$683K1
258Van Hulzen Asset Management, LLC$682K1
259Ensign Peak Advisors, Inc$673K1
260Federation des caisses Desjardins du Quebec$672K1
261Sivia Capital Partners, LLC$663K1
262M&T BANK CORP$658K1
263Coyle Financial Counsel LLC$658K1
264Summit Trail Advisors, LLC$653K1
265Forest Hill Capital, LLC$637K1
266AE Wealth Management LLC$627K1
267Vident Advisory, LLC$625K1
268Aldebaran Financial Inc.$623K1
269Sentry LLC$617K1
270BBR PARTNERS, LLC$608K1
271Prospera Financial Services Inc$605K1
272Ausdal Financial Partners, Inc.$605K1
273WESTPAC BANKING CORP$600K1
274Perpetual Ltd$600K1
275Beacon Pointe Advisors, LLC$568K1
276Maryland State Retirement & Pension System$567K1
277Sequoia Financial Advisors, LLC$564K1
278DnB Asset Management AS$560K1
279FIDUCIARY TRUST CO$559K1
280UNITED CAPITAL FINANCIAL ADVISORS, LLC$555K1
281Twin Tree Management, LP$553K1
282COLDSTREAM CAPITAL MANAGEMENT INC$544K1
283Arax Advisory Partners$537K1
284KMG FIDUCIARY PARTNERS, LLC$535K1
285Walleye Trading LLC$531K1
286EQUITABLE TRUST CO$500K1
287Ethic Inc.$500K1
288TMB Capital Partners, LLC$495K1
289Harbor Advisors LLC$495K1
290BOOTHBAY FUND MANAGEMENT, LLC$491K1
291LEVEL FOUR ADVISORY SERVICES, LLC$487K1
292Polymer Capital Management (US) LLC$487K1
293SOUTHERN CAPITAL ADVISORS, LLC$485K1
294HHM Wealth Advisors, LLC$483K1
295Clear Trail Advisors, LLC$483K1
296Tower Research Capital LLC (TRC)$475K1
297Chicago Partners Investment Group LLC$474K1
298ZWJ INVESTMENT COUNSEL INC$469K1
299Azimuth Capital Investment Management LLC$467K1
300WADDELL & ASSOCIATES, LLC$463K1
301HUNTINGTON NATIONAL BANK$446K1
302Walleye Capital LLC$446K1
303ProShare Advisors LLC$443K1
304Krilogy Financial LLC$442K1
305MAI Capital Management$442K1
306EVERGREEN CAPITAL MANAGEMENT LLC$440K1
307Cornerstone Wealth, LLC/TN$438K1
308BARNES PETTEY FINANCIAL ADVISORS, LLC$436K1
309PANAGORA ASSET MANAGEMENT INC$428K1
310Ashton Thomas Private Wealth, LLC$428K1
311Radnor Capital Management, LLC$419K1
312NAPLES GLOBAL ADVISORS, LLC$419K1
313US BANCORP \DE\$415K1
314Compound Planning, Inc.$414K1
315Summit Asset Management, LLC$410K1
316Davis Investment Partners, LLC$404K1
317Sanctuary Advisors, LLC$404K1
318CIBC Asset Management Inc$401K1
319Kestra Advisory Services, LLC$393K1
320ISTHMUS PARTNERS, LLC$392K1
321Peachtree Investment Partners, LLC$391K1
322EVOLVE PRIVATE WEALTH, LLC$391K1
323Quadcap Wealth Management, LLC$387K1
324CHOREO, LLC$369K1
325SHELTON CAPITAL MANAGEMENT$368K1
326HFG Advisors, Inc.$363K1
327111 Capital$361K1
328BLAIR WILLIAM & CO/IL$360K1
329TWO SIGMA SECURITIES, LLC$348K1
330Sumitomo Mitsui Trust Group, Inc.$344K1
331Farringdon Capital, Ltd.$342K1
332Meeder Advisory Services, Inc.$341K1
333Diametric Capital, LP$337K1
334Millennium Capital Advisors, LLC$337K1
335Foster Victor Wealth Advisors, LLC$335K1
336North Dakota State Investment Board$335K1
337Steward Partners Investment Advisory, LLC$326K1
338Bull Harbor Capital LLC$326K1
339Perigon Wealth Management, LLC$324K1
340Aptus Capital Advisors, LLC$322K1
341Laird Norton Wetherby Trust Company, LLC$319K1
342PRELUDE CAPITAL MANAGEMENT, LLC$313K1
343Dixon Mitchell Investment Counsel Inc.$307K1
344FIRST CITIZENS BANK & TRUST CO$302K1
345Belpointe Asset Management LLC$302K1
346Greenland Capital Management LP$300K1
347PROFUND ADVISORS LLC$298K1
348POINCIANA ADVISORS GROUP, LLC$296K1
349one8zero8, LLC$296K1
350Allworth Financial LP$292K1
351Valmark Advisers, Inc.$291K1
352GTS SECURITIES LLC$286K1
353LSV ASSET MANAGEMENT$274K1
354EP Wealth Advisors, LLC$272K1
355PERSONAL CFO SOLUTIONS, LLC$271K1
356TWINBEECH CAPITAL LP$269K1
357Alan B Lancz & Associates, Inc.$262K1
358Acumen Wealth Advisors, LLC$260K1
359SIGNATUREFD, LLC$260K1
360ASSETMARK, INC$255K1
361AFFINITY WEALTH MANAGEMENT LLC$255K1
362TruWealth Advisors, LLC$255K1
363KENNEDY CAPITAL MANAGEMENT LLC$253K1
364Meiji Yasuda Asset Management Co Ltd.$253K1
365DAYMARK WEALTH PARTNERS, LLC$245K1
366GUGGENHEIM CAPITAL LLC$244K1
367JOURNEY STRATEGIC WEALTH LLC$243K1
368Envestnet Portfolio Solutions, Inc.$241K1
369SAGE RHINO CAPITAL LLC$240K1
370Phillips Wealth Planners LLC$239K1
371CREDIT AGRICOLE S A$239K1
372SAGESPRING WEALTH PARTNERS, LLC$238K1
373Olympiad Research LP$236K1
374bLong Financial, LLC$233K1
375Pinnacle Wealth Planning Services, Inc.$231K1
376NEW SOUTH CAPITAL MANAGEMENT INC$230K1
377Eurizon Capital SGR S.p.A.$230K1
378NorthCrest Asset Manangement, LLC$226K1
379Stratos Wealth Partners, LTD.$225K1
380Broussard Financial Group LLC$223K1
381Great Lakes Retirement, Inc.$222K1
382Berkeley Capital Partners, LLC$217K1
383Baker Avenue Asset Management, LP$216K1
384SYM FINANCIAL Corp$216K1
385Diversified Trust Co$213K1
386Aaron Wealth Advisors LLC$213K1
387CALTON & ASSOCIATES, INC.$208K1
388BNP Paribas Asset Management Holding S.A.$207K1
389NORDEN GROUP LLC$206K1
390Crew Capital Management, Ltd$202K1
391ALPINE WOODS CAPITAL INVESTORS, LLC$202K1
392State of Wyoming$201K1
393SALEM INVESTMENT COUNSELORS INC$198K1
394BFSG, LLC$183K1
395NOMURA ASSET MANAGEMENT CO LTD$152K1
396Smartleaf Asset Management LLC$149K1
397UMB Bank, n.a.$138K1
398Wilmington Savings Fund Society, FSB$113K1
399Quarry LP$105K1
400Blue Trust, Inc.$96.3K1
401TopTier Wealth Management, LLC$83.4K1
402Hilltop National Bank$83.0K1
403True Wealth Design, LLC$80.2K1
404Triumph Capital Management$78.0K1
405Transamerica Financial Advisors, LLC$38.0K1
406Kentucky Trust Co$36.1K1
407Parkside Financial Bank & Trust$33.9K1
408HRT FINANCIAL LP$31.6K1
409Manchester Capital Management LLC$28.9K1
410TD Capital Management LLC$26.3K1
411CONTRAVISORY INVESTMENT MANAGEMENT, INC.$26.2K1
412Atlantic Union Bankshares Corp$25.5K1
413DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$25.2K1
414Moisand Fitzgerald Tamayo, LLC$24.1K1
415Owl Creek Wealth Partners LLC$23.6K1
416ALGERT GLOBAL LLC$23.6K1
417Private Wealth Management Group, LLC$23.5K1
418JPL Wealth Management, LLC$22.5K1
419PEREGRINE CAPITAL MANAGEMENT LLC$21.4K1
420Grove Bank & Trust$20.5K1
421PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$20.0K1
422Keating Financial Advisory Services, Inc.$19.5K1
423MONTAG A & ASSOCIATES INC$17.9K1
424Bell Investment Advisors, Inc$17.8K1
425WPG Advisers, LLC$17.6K1
426Destiny Wealth Partners, LLC$16.2K1
427DANSKE BANK A/S$15.9K1
428Caption Management, LLC$15.7K1
429Salomon & Ludwin, LLC$15.4K1
430Curat Global, LLC$13.5K1
431CVA Family Office, LLC$13.4K1
432CENTRAL TRUST Co$13.2K1
433Measured Wealth Private Client Group, LLC$12.4K1
434Larson Financial Group LLC$11.3K1
435NEW YORK STATE TEACHERS RETIREMENT SYSTEM$10.8K1
436Nemes Rush Group LLC$10.7K1
437NATIXIS ADVISORS, LLC$10.1K1
438Spire Wealth Management$10.0K1
439FIRST COMMUNITY TRUST NA$8.8K1
440JONES FINANCIAL COMPANIES LLLP$7.9K1
441Medallion Wealth Advisors, LLC$7.8K1
442United Financial Planning Group LLC$7.4K1
443WEBSTER BANK, N. A.$7.2K1
444Stone House Investment Management, LLC$6.6K1
445CANADA LIFE ASSURANCE Co$6.4K1
446Sachetta, LLC$6.3K1
447SBI Securities Co., Ltd.$5.3K1
448SJS Investment Consulting Inc.$5.1K1
449AMALGAMATED BANK$5.1K1
450THRIVENT FINANCIAL FOR LUTHERANS$4.8K1
451Treasurer of the State of North Carolina$4.7K1
452TD Waterhouse Canada Inc.$4.6K1
453Prestige Wealth Management Group LLC$4.4K1
454JFS WEALTH ADVISORS, LLC$4.4K1
455JNBA Financial Advisors$4.1K1
456EXCHANGE TRADED CONCEPTS, LLC$4.1K1
457Vestcor Inc$4.0K1
458Clearstead Advisors, LLC$3.5K1
459Global Trust Asset Management, LLC$3.5K1
460Geneos Wealth Management Inc.$3.4K1
461Signature Resources Capital Management, LLC$3.4K1
462HM PAYSON & CO$3.2K1
463CHILTON CAPITAL MANAGEMENT LLC$3.0K1
464Rialto Wealth Management, LLC$2.5K1
465SouthState Bank Corp$2.3K1
466Cromwell Holdings LLC$2.2K1
467AM INVESTMENT STRATEGIES LLC$2.1K1
468Physician Wealth Advisors, Inc.$2.0K1
469Cambridge Investment Research Advisors, Inc.$1.8K1
470Cassaday & Co Wealth Management LLC$1.7K1
471Marquette Asset Management, LLC$1.6K1
472LONGFELLOW INVESTMENT MANAGEMENT CO LLC$1.5K1
473South Dakota Investment Council$1.5K1
474DiNuzzo Private Wealth, Inc.$1.5K1
475ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.2K1
476Meramec Financial Planners, LLC$1.1K1
477State of Alaska, Department of Revenue$1.1K1
478GSA CAPITAL PARTNERS LLP$9631
479SWAN Capital LLC$9391
480MV CAPITAL MANAGEMENT, INC.$8431
481Investors Portfolio Services LLC$7531
482Vermillion Wealth Management, Inc.$7281
483HFM Investment Advisors, LLC$7061
484Caitong International Asset Management Co., Ltd$6601
485PARK AVENUE SECURITIES LLC$6311
486FINANCIAL CONSULATE, INC$4781
487DecisionPoint Financial, LLC$4781
488Ceeto Capital Group, LLC$4591
489GHP Investment Advisors, Inc.$3651
490KBC Group NV$3561
491Annis Gardner Whiting Capital Advisors, LLC$3421
492Activest Wealth Management$3411
493Intentional Wealth Strategies, LLC$3411
494CX Institutional$2191
4953 FACTOR INDEXING, LLC$1601
496BARTLETT & CO. WEALTH MANAGEMENT LLC$1481
497DekaBank Deutsche Girozentrale$1251
498Quaker Wealth Management, LLC$1141
499Avion Wealth$561
500Harvest Fund Management Co., Ltd$541
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 FHN

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for FHN · financials and macro

Financials — as filed PLANNED

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