Public record / Tickers / FIS

FIS — Fidelity National Information Services, Inc.

Both disclosure regimes on one name: who in Congress filed about FIS, 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
106
all PTR rows naming FIS
Members · 12m
5
6 buys · 5 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 06:30 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $50.0K–$100K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every FIS row by the provable lower bound, never a point estimate.

5 members · 6 buys / 5 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

21 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. 21 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING FIS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FIS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-17Dan Newhouse R–WA-4Purchase · SP (spouse-owned)Traded 07-10 +7d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 06-16 +16d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 04-14 +24d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-13 +25d$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 106 ↗

Members active in FIS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing FIS 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-316−$26.0K to $58.0K2
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Alan Armstrong R–OK1$1.0K to $15.0K2
Dan Newhouse R–WA-41$1.0K to $15.0K3
Josh Gottheimer D–NJ-51−$50.0K to −$15.0K2

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

Congress ↔ notable managers · FIS

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

Congress · last 90 days

Buyers
3 Alan Armstrong R–OK, Dan Newhouse R–WA-4, Gilbert Ray Cisneros, Jr. D–CA-31 $3K–$45K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · FIDELITY NATL INFORMATION SV

Merged timeline of congressional filings and notable-manager moves on FIS
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-17Dan Newhouse CongressPurchase$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Moore Capital Management 13Fadd+408,000 sh
2026-05-15Gotham Asset Management 13Fadd+427,984 sh
2026-05-15Bridgewater Associates 13Ftrim−73,380 sh
2026-05-14Caxton Associates 13Fnew+11,628 sh
2026-05-14Baupost Group 13Fexit−4,503,801 sh

8 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 FIS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.7B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.6B1
3STATE STREET CORP$1.2B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B1
5Capital Research Global Investors$887M1
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC$578M1
7Invesco Ltd.$385M1
8DIMENSIONAL FUND ADVISORS LP$281M1
9RAYMOND JAMES FINANCIAL INC$278M1
10AQR CAPITAL MANAGEMENT LLC$269M1
11BARROW HANLEY MEWHINNEY & STRAUSS LLC$268M1
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/$267M1
13NORTHERN TRUST CORP$265M1
14Longview Partners (Guernsey) LTD$263M1
15MORGAN STANLEY$226M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$178M1
17Legal & General Group Plc$171M1
18FIL Ltd$171M1
19CITADEL ADVISORS LLC$164M1
20HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$151M1
21Nuveen, LLC$145M1
22CIBC Bancorp USA Inc.$143M1
23ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$141M1
24FMR LLC$141M1
25FULLER & THALER ASSET MANAGEMENT, INC.$138M1
26VANGUARD FIDUCIARY TRUST CO$137M1
27DEUTSCHE BANK AG\$122M1
28HAWK RIDGE CAPITAL MANAGEMENT LP$122M1
29Qube Research & Technologies Ltd$119M1
30PRUDENTIAL FINANCIAL INC$118M1
31Amundi$116M1
32MIZUHO MARKETS AMERICAS LLC$112M1
33Point72 Asset Management, L.P.$109M1
34UBS Group AG$107M1
35BANK OF AMERICA CORP /DE/$105M1
36LONDON CO OF VIRGINIA$102M1
37D. E. Shaw & Co., Inc.$87.3M1
38RENAISSANCE TECHNOLOGIES LLC$83.0M1
39Swiss National Bank$71.3M1
40BARCLAYS PLC$67.5M1
41WELLS FARGO & COMPANY/MN$66.0M1
42GMT CAPITAL CORP$66.0M1
43ROYAL BANK OF CANADA$60.9M1
44HSBC HOLDINGS PLC$60.6M1
45CAPITOLIS LIQUID GLOBAL MARKETS LLC$59.8M1
46Mitsubishi UFJ Asset Management Co., Ltd.$55.2M1
47Vanguard Global Advisers, LLC$53.6M1
48NATIONAL BANK OF CANADA /FI/$51.4M1
49National Pension Service$50.9M1
50MILLENNIUM MANAGEMENT LLC$50.0M1
51CANADA PENSION PLAN INVESTMENT BOARD$49.5M1
52WELLINGTON MANAGEMENT GROUP LLP$48.7M1
53Invenomic Capital Management LP$48.5M1
54VANGUARD ASSET MANAGEMENT, Ltd$48.2M1
55FRANKLIN RESOURCES INC$47.2M1
56SEI INVESTMENTS CO$44.4M1
57Aberdeen Group plc$43.3M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$42.2M1
59ALLIANCEBERNSTEIN L.P.$39.9M1
60SOUTHEASTERN ASSET MANAGEMENT INC/TN/$38.8M1
61North Reef Capital Management LP$36.4M1
62MOORE CAPITAL MANAGEMENT, LP$35.7M1
63Prana Capital Management, LP$34.9M1
64Boston Partners$34.2M1
65ENVESTNET ASSET MANAGEMENT INC$33.3M1
66MANGROVE PARTNERS IM, LLC$30.9M1
67CITIGROUP INC$27.7M1
68Holocene Advisors, LP$27.3M1
69PRINCIPAL FINANCIAL GROUP INC$27.1M1
70Gotham Asset Management, LLC$25.9M1
71Sunriver Management LLC$25.7M1
72Cannell & Spears LLC$25.4M1
73BNP Paribas Asset Management Holding S.A.$25.1M1
74Advisors Capital Management, LLC$24.3M1
75VICTORY CAPITAL MANAGEMENT INC$24.3M1
76MACKENZIE FINANCIAL CORP$23.1M1
77MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$22.5M1
78STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$21.4M1
79NOMURA HOLDINGS INC$20.7M1
80CREDIT AGRICOLE S A$20.3M1
81Vinva Investment Management Ltd$19.4M1
82ASSETMARK, INC$18.8M1
83AMERICAN CENTURY COMPANIES INC$18.8M1
84ADAGE CAPITAL PARTNERS GP, L.L.C.$18.7M1
85Clarkston Capital Partners, LLC$18.7M1
86Global Assets Advisory, LLC$18.4M1
87WORLDQUANT MILLENNIUM ADVISORS LLC$18.1M1
88Man Group plc$17.9M1
89NOMURA ASSET MANAGEMENT CO LTD$17.8M1
90Candriam S.C.A.$17.6M1
91Universal- Beteiligungs- und Servicegesellschaft mbH$16.7M1
92BANK OF MONTREAL /CAN/$16.6M1
93FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$16.4M1
94Swedbank AB$16.3M1
95Zurcher Kantonalbank (Zurich Cantonalbank)$15.3M1
96Connor, Clark & Lunn Investment Management Ltd.$15.3M1
97STATE OF WISCONSIN INVESTMENT BOARD$15.2M1
98CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$15.1M1
99LPL Financial LLC$15.0M1
100TORONTO DOMINION BANK$14.7M1
101O'SHAUGHNESSY ASSET MANAGEMENT, LLC$14.6M1
102Ilex Capital Partners (UK) LLP$14.2M1
103Pictet Asset Management Holding SA$13.8M1
104Creative Planning$13.7M1
105IEQ CAPITAL, LLC$13.0M1
106MANUFACTURERS LIFE INSURANCE COMPANY, THE$12.7M1
107ROYAL LONDON ASSET MANAGEMENT LTD$12.3M1
108Quantinno Capital Management LP$12.2M1
109Vanguard Investments Australia, Ltd.$12.2M1
110PFA Pension, Forsikringsaktieselskab$12.1M1
111Chevy Chase Trust Holdings, LLC$12.0M1
112Korea Investment CORP$11.6M1
113TD ASSET MANAGEMENT INC$11.6M1
114BROWN ADVISORY INC$11.4M1
115Verbena Value LP$11.2M1
116Kemnay Advisory Services Inc.$11.0M1
117BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$10.8M1
118APG Asset Management N.V.$10.5M1
119Asset Management One Co., Ltd.$10.3M1
120PRIMECAP MANAGEMENT CO/CA/$10.2M1
121HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$9.9M1
122Tejara Capital Ltd$9.3M1
123TWINBEECH CAPITAL LP$9.2M1
124Squarepoint Ops LLC$8.9M1
125Steward Partners Investment Advisory, LLC$8.6M1
126Allianz Asset Management GmbH$8.5M1
127CIBC Asset Management Inc$8.5M1
128NATIXIS$8.4M1
129State of New Jersey Common Pension Fund D$8.3M1
130JANE STREET GROUP, LLC$8.3M1
131FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.9M1
132Cerity Partners LLC$7.8M1
133Resona Asset Management Co.,Ltd.$7.7M1
134Lansforsakringar Fondforvaltning AB (publ)$7.7M1
135Mitsubishi UFJ Trust & Banking Corp$7.5M1
136XTX Topco Ltd$7.5M1
137Engineers Gate Manager LP$7.4M1
138MARATHON CAPITAL MANAGEMENT$7.3M1
139Cetera Investment Advisers$7.3M1
140Tredje AP-fonden$7.2M1
141NORDEA INVESTMENT MANAGEMENT AB$7.0M1
142CWM, LLC$7.0M1
143Ensign Peak Advisors, Inc$6.9M1
144MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$6.8M1
145Czech National Bank$6.6M1
146Arizona State Retirement System$6.6M1
147AIA Group Ltd$6.5M1
148Mariner, LLC$6.4M1
149STATE OF MICHIGAN RETIREMENT SYSTEM$6.3M1
150Tidal Investments LLC$6.3M1
151NewEdge Advisors, LLC$6.3M1
152Robeco Institutional Asset Management B.V.$6.2M1
153Vident Advisory, LLC$6.1M1
154WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.0M1
155Rafferty Asset Management, LLC$5.9M1
156STOREBRAND ASSET MANAGEMENT AS$5.8M1
157Midwest Trust Co$5.7M1
158INTECH INVESTMENT MANAGEMENT LLC$5.7M1
159FIFTH THIRD BANCORP$5.7M1
160COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.7M1
161Blackstone Inc.$5.5M1
162Bleakley Financial Group, LLC$5.4M1
163Mirae Asset Global Investments Co., Ltd.$5.3M1
164Polar Capital Holdings Plc$5.3M1
165Retirement Systems of Alabama$5.2M1
166OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$5.1M1
167XPONANCE LLC$5.1M1
168Brevan Howard Capital Management LP$5.0M1
169Moran Wealth Management, LLC$5.0M1
170ProShare Advisors LLC$4.9M1
171MERCER GLOBAL ADVISORS INC /ADV$4.9M1
172SEB Asset Management AB$4.9M1
173BLAIR WILLIAM & CO/IL$4.8M1
174VOYA INVESTMENT MANAGEMENT LLC$4.8M1
175Swiss Life Asset Management Ltd$4.8M1
176Woodline Partners LP$4.8M1
177Counterpoint Mutual Funds LLC$4.7M1
178Hudson Bay Capital Management LP$4.7M1
179IFM Investors Pty Ltd$4.7M1
180SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.6M1
181USS Investment Management Ltd$4.6M1
182STIFEL FINANCIAL CORP$4.5M1
183PUBLIC SECTOR PENSION INVESTMENT BOARD$4.4M1
184COMMONWEALTH EQUITY SERVICES, LLC$4.2M1
185Daiwa Securities Group Inc.$4.1M1
186Callan Family Office, LLC$4.0M1
187Utah Retirement Systems$4.0M1
188BANK OF NOVA SCOTIA$3.9M1
189HEARTLAND ADVISORS INC$3.9M1
190Linscomb Wealth, Inc.$3.8M1
191MGO ONE SEVEN LLC$3.8M1
192OLD NATIONAL BANCORP /IN/$3.8M1
193Aquatic Capital Management LLC$3.7M1
194Lighthouse Investment Partners, LLC$3.7M1
195Rakuten Investment Management, Inc.$3.6M1
196NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.6M1
197NEOS Investment Management LLC$3.5M1
198Machina Capital S.A.S.$3.4M1
199Federation des caisses Desjardins du Quebec$3.4M1
200Sumitomo Mitsui DS Asset Management Company, Ltd$3.4M1
201World Investment Advisors$3.4M1
202BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.3M1
203Baird Financial Group, Inc.$3.3M1
204MML INVESTORS SERVICES, LLC$3.2M1
205NISSAY ASSET MANAGEMENT CORP /JAPAN$3.1M1
206INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$3.1M1
207Brookstone Capital Management$3.1M1
208&PARTNERS$3.0M1
209TRUIST FINANCIAL CORP$3.0M1
210Verition Fund Management LLC$3.0M1
211Compass Wealth Management LLC$3.0M1
212Comprehensive Financial Consultants Institutional, Inc.$3.0M1
213CIBC WORLD MARKET INC.$3.0M1
214Magnetar Financial LLC$2.9M1
215Eurizon Capital SGR S.p.A.$2.9M1
216ProVise Management Group, LLC$2.9M1
217Vanguard Personalized Indexing Management, LLC$2.8M1
218Regal Investment Advisors LLC$2.8M1
219Sovereign's Capital Management, LLC$2.8M1
220OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.8M1
221FIRST TRUST ADVISORS LP$2.7M1
222Bridgewater Associates, LP$2.7M1
223UniSuper Management Pty Ltd$2.7M1
224Inlet Private Wealth, LLC$2.7M1
225Janus Henderson Group Ltd.$2.7M1
226OPPENHEIMER ASSET MANAGEMENT INC.$2.7M1
227Meiji Yasuda Asset Management Co Ltd.$2.6M1
228MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.6M1
229OP Asset Management Ltd$2.5M1
230COMMERCE BANK$2.5M1
231PRECEDENT WEALTH PARTNERS, LLC$2.4M1
232Radnor Capital Management, LLC$2.4M1
233Generali Asset Management SPA SGR$2.4M1
234MACQUARIE GROUP LTD$2.4M1
235Vise Technologies, Inc.$2.4M1
236US BANCORP \DE\$2.3M1
237ASR Vermogensbeheer N.V.$2.3M1
238SCHRODER INVESTMENT MANAGEMENT GROUP$2.2M1
239Merit Financial Group, LLC$2.1M1
240CALIBER WEALTH MANAGEMENT, LLC / KS$2.1M1
241OSAIC HOLDINGS, INC.$2.1M1
242HARRELL INVESTMENT PARTNERS, LLC$2.0M1
243Marks Group Wealth Management, Inc$2.0M1
244HighTower Advisors, LLC$1.9M1
245Pathstone Holdings, LLC$1.8M1
246Focus Partners Wealth$1.8M1
247Greenland Capital Management LP$1.8M1
248Independent Advisor Alliance$1.8M1
249TWIN CITY PRIVATE WEALTH, LLC$1.8M1
250Avanza Fonder AB$1.8M1
251HB Wealth Management, LLC$1.8M1
252PRINCIPAL SECURITIES, INC.$1.8M1
253ASSOCIATED BANC-CORP$1.8M1
254Farringdon Capital, Ltd.$1.8M1
255Investment Management Corp of Ontario$1.7M1
256ODDO BHF ASSET MANAGEMENT SAS$1.7M1
257Orion Porfolio Solutions, LLC$1.7M1
258REGIONS FINANCIAL CORP$1.7M1
259Annex Advisory Services, LLC$1.7M1
260Jain Global LLC$1.7M1
261Quadrature Capital Ltd$1.7M1
262Scissortail Wealth Management, LLC$1.6M1
263Tower Research Capital LLC (TRC)$1.6M1
264Elo Mutual Pension Insurance Co$1.6M1
265OXFORD ASSET MANAGEMENT LLP$1.6M1
266QUADRANT CAPITAL GROUP LLC$1.6M1
267Summit Trail Advisors, LLC$1.6M1
268Donoghue Forlines LLC$1.6M1
269M&T BANK CORP$1.5M1
270Clear Trail Advisors, LLC$1.5M1
271Corient Private Wealth LLC$1.5M1
272RITHOLTZ WEALTH MANAGEMENT$1.5M1
27344 WEALTH MANAGEMENT LLC$1.5M1
274Patriot Financial Group Insurance Agency, LLC$1.5M1
275LAZARD ASSET MANAGEMENT LLC$1.5M1
276MIZUHO SECURITIES USA LLC$1.5M1
277Havemeyer Place LP$1.5M1
278INCEPTIONR LLC$1.5M1
279UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.4M1
280Osmosis Investment Management UK Ltd$1.4M1
281Rockefeller Capital Management L.P.$1.4M1
282Andra AP-fonden$1.4M1
283Norinchukin Bank, The$1.3M1
284ABN AMRO INVESTMENT SOLUTIONS$1.3M1
285GUGGENHEIM CAPITAL LLC$1.3M1
286Caitong International Asset Management Co., Ltd$1.3M1
287ALPS ADVISORS INC$1.3M1
288Wealthfront Advisers LLC$1.3M1
289OMERS ADMINISTRATION Corp$1.2M1
290TOCQUEVILLE ASSET MANAGEMENT L.P.$1.2M1
291Maryland State Retirement & Pension System$1.2M1
292Sanctuary Advisors, LLC$1.2M1
293Crossmark Global Holdings, Inc.$1.2M1
294FOX RUN MANAGEMENT, L.L.C.$1.2M1
295Sequoia Financial Advisors, LLC$1.2M1
296QRG CAPITAL MANAGEMENT, INC.$1.2M1
297Phoenix Wealth Advisors$1.2M1
298Pallas Capital Advisors LLC$1.2M1
299LECAP ASSET MANAGEMENT LTD$1.1M1
300Qsemble Capital Management, LP$1.1M1
301Chicago Partners Investment Group LLC$1.1M1
302Allspring Global Investments Holdings, LLC$1.1M1
303Revisor Wealth Management LLC$1.1M1
304ING GROEP NV$1.1M1
305Ionic Capital Management LLC$1.1M1
306GHP Investment Advisors, Inc.$1.1M1
307Horrell Capital Management, Inc.$1.0M1
308Kintegral Advisory, LLC$1.0M1
309CHOREO, LLC$1.0M1
310TWO SIGMA SECURITIES, LLC$1.0M1
311MUFG Securities EMEA plc$996K1
312Krilogy Financial LLC$992K1
313ZWJ INVESTMENT COUNSEL INC$992K1
314Spectrum Investment Advisors, Inc.$983K1
315D.A. DAVIDSON & CO.$979K1
316SHELTON CAPITAL MANAGEMENT$977K1
317Voya Financial Advisors, Inc.$947K1
318TMB Capital Partners, LLC$925K1
319Empirical Finance, LLC$917K1
320Empowered Funds, LLC$915K1
321Focus Partners Advisor Solutions, LLC$880K1
322BARINGS LLC$876K1
323OSSIAM$863K1
324AustralianSuper Pty Ltd$861K1
325TOKIO MARINE ASSET MANAGEMENT CO LTD$853K1
326Atria Investments, Inc$837K1
327PRUDENTIAL PLC$823K1
328Dai-ichi Life Insurance Company, Ltd$813K1
329iSAM Funds (UK) Ltd$812K1
330Global X Japan Co., Ltd.$793K1
331Prospera Financial Services Inc$789K1
332Chesley Taft & Associates LLC$787K1
333SAGESPRING WEALTH PARTNERS, LLC$781K1
334NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$777K1
335JOURNEY STRATEGIC WEALTH LLC$752K1
336Private Advisor Group, LLC$751K1
337Brooklyn Investment Group$738K1
338NOVEM GROUP$735K1
339NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$731K1
340Bull Harbor Capital LLC$730K1
341CSS LLC/IL$726K1
342Frec Markets, Inc.$720K1
343North Dakota State Investment Board$714K1
344NICOLET BANKSHARES INC$703K1
345Metis Global Partners, LLC$689K1
346Caldwell Trust Co$664K1
347KESTRA PRIVATE WEALTH SERVICES, LLC$661K1
348Central Pacific Bank - Trust Division$658K1
349SECURIAN ASSET MANAGEMENT, INC$656K1
350Kestra Advisory Services, LLC$651K1
351Avantra Family Wealth, Inc.$638K1
352Ashton Thomas Private Wealth, LLC$635K1
353Jefferies Financial Group Inc.$633K1
354Sivia Capital Partners, LLC$632K1
355Avant Financial Advisors LLC$622K1
356EVERGREEN CAPITAL MANAGEMENT LLC$615K1
357Sagewood Asset Management LP$606K1
358AZZAD ASSET MANAGEMENT INC /ADV$591K1
359Leonteq Securities AG$588K1
360JUPITER ASSET MANAGEMENT LTD$587K1
361Varma Mutual Pension Insurance Co$572K1
362Bridgefront Capital, LLC$561K1
363Waverly Advisors, LLC$560K1
364Walleye Capital LLC$556K1
365Vontobel Holding Ltd.$552K1
366Siemens Fonds Invest GmbH$549K1
367CAXTON ASSOCIATES LLP$545K1
368SummitTX Capital, L.P.$532K1
369Wilmington Savings Fund Society, FSB$532K1
370Banque Cantonale Vaudoise$527K1
371Allworth Financial LP$526K1
372Assenagon Asset Management S.A.$512K1
373BOOTHBAY FUND MANAGEMENT, LLC$511K1
374OneDigital Investment Advisors LLC$503K1
375Board of the Pension Protection Fund$502K1
376Harbour Wealth Management Group, Inc.$497K1
377COLDSTREAM CAPITAL MANAGEMENT INC$491K1
378Meiji Yasuda Life Insurance Co$482K1
379SAXON INTERESTS, INC.$481K1
380Y-Intercept (Hong Kong) Ltd$479K1
381Cinctive Capital Management LP$478K1
382TEMA ETFS LLC$455K1
383Catalyst Capital Advisors LLC$454K1
384State of Wyoming$448K1
385EVOLVE PRIVATE WEALTH, LLC$447K1
386Caerus Investment Advisors, LLC$439K1
387Johnson Financial Group, Inc.$437K1
388Lido Advisors, LLC$436K1
389Sentry LLC$436K1
390Winthrop Partners - WNY, LLC$435K1
391LVW Advisors, LLC$432K1
392CHRISTINE MESSMER PC$429K1
393GROUPAMA ASSET MANAGMENT$429K1
394EP Wealth Advisors, LLC$428K1
395Biltmore Family Office, LLC$428K1
396KLCM Advisors, Inc.$428K1
397Diversified Trust Co$425K1
398Cypress Wealth Services, LLC$421K1
399LETSON INVESTMENT MANAGEMENT, INC.$420K1
400SIMPLEX TRADING, LLC$419K1
401POWER WEALTH MANAGEMENT LLC$418K1
402EVOKE WEALTH, LLC$414K1
403MAI Capital Management$414K1
404DAVENPORT & Co LLC$414K1
405Watershed Asset Management, L.L.C.$413K1
406Moors & Cabot, Inc.$413K1
407NorthCrest Asset Manangement, LLC$409K1
408CAPSTONE INVESTMENT ADVISORS, LLC$396K1
409NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$390K1
410Stonebrook Private Inc.$390K1
411Southern Financial Group, LLC$389K1
412Equitable Holdings, Inc.$388K1
413Investors Research Corp$379K1
414Snowden Capital Advisors LLC$377K1
415DRW Securities, LLC$373K1
416Blue Trust, Inc.$371K1
417Savant Capital, LLC$370K1
418Laird Norton Wetherby Trust Company, LLC$369K1
419Headlands Technologies LLC$368K1
420Blueshift Asset Management, LLC$368K1
421Frank, Rimerman Advisors LLC$365K1
422111 Capital$364K1
423Jacobi Capital Management LLC$364K1
424TEACHER RETIREMENT SYSTEM OF TEXAS$364K1
425Verdence Capital Advisors LLC$364K1
426MASTERINVEST Kapitalanlage GmbH$364K1
427BALYASNY ASSET MANAGEMENT L.P.$363K1
428TWIN FOCUS CAPITAL PARTNERS, LLC$361K1
429SteelPeak Wealth, LLC$357K1
430HUNTINGTON NATIONAL BANK$354K1
431VISTA INVESTMENT MANAGEMENT$353K1
432One Wealth Advisors, LLC$351K1
433GeoWealth Management, LLC$349K1
434J.W. COLE ADVISORS, INC.$337K1
435VCI Wealth Management LLC$337K1
436PATTON FUND MANAGEMENT, INC.$334K1
437Modern Wealth Management, LLC$333K1
438Gratus Wealth Advisors, LLC$330K1
439Gateway Wealth Partners, LLC$322K1
440Alliance Wealth Advisors, LLC$319K1
441Legacy Wealth Asset Management, LLC$316K1
442SHP Wealth Management$316K1
443Apollon Wealth Management, LLC$313K1
444BBR PARTNERS, LLC$311K1
445Everhart Financial Group, Inc.$306K1
446R Squared Ltd$306K1
447SIGNATUREFD, LLC$305K1
448Stratos Wealth Partners, LTD.$305K1
449Polymer Capital Management (US) LLC$303K1
450Cape Investment Advisory, Inc.$302K1
451Concurrent Investment Advisors, LLC$298K1
452GTS SECURITIES LLC$297K1
453FIDUCIARY TRUST CO$296K1
454BURNEY CO/$291K1
455CIDEL ASSET MANAGEMENT INC$289K1
456BENJAMIN EDWARDS INC$287K1
457denkapparat Operations GmbH$284K1
458Compound Planning, Inc.$283K1
459Trust Asset Management LLC$283K1
460Dynamic Advisor Solutions LLC$283K1
461LEVIN CAPITAL STRATEGIES, L.P.$281K1
462Arax Advisory Partners$281K1
463PANAGORA ASSET MANAGEMENT INC$281K1
464CenterBook Partners LP$279K1
465STEPHENS INC /AR/$279K1
466Hardy Reed LLC$271K1
467Meeder Advisory Services, Inc.$267K1
468MOODY NATIONAL BANK TRUST DIVISION$266K1
469Michels Family Financial, LLC$262K1
470QTR Family Wealth, LLC$261K1
471AFFINITY INVESTMENT ADVISORS, LLC$257K1
472ASHTON THOMAS SECURITIES, LLC$256K1
473Walleye Trading LLC$251K1
474MOR Wealth Management, LLC$250K1
475Clifford Group, LLC$249K1
476Cresset Asset Management, LLC$248K1
477Ascent Group, LLC$247K1
478MIRABELLA FINANCIAL SERVICES LLP$247K1
479Parcion Private Wealth LLC$244K1
480Abel Hall, LLC$243K1
481INDEPENDENT FINANCIAL GROUP, LLC$243K1
482Palogic Value Management, L.P.$243K1
483LANDAAS & CO /WI /ADV$242K1
484Perigon Wealth Management, LLC$242K1
485Ellenbecker Investment Group$239K1
486Kera Capital Partners, Inc.$236K1
487Institute for Wealth Management, LLC.$235K1
488NORTHBRIDGE FINANCIAL GROUP, LLC$235K1
489ClearAlpha Technologies LP$234K1
490FEDERATED HERMES, INC.$232K1
491MATHER GROUP, LLC.$228K1
492WADDELL & ASSOCIATES, LLC$227K1
493Kathmere Capital Management, LLC$226K1
494Tevis Investment Management$224K1
495INTRUST BANK NA$222K1
496Center for Financial Planning, Inc.$221K1
497Curi Capital, LLC$221K1
498TD Waterhouse Canada Inc.$219K1
499Ameritas Investment Partners, Inc.$217K1
500DIVERSIFY WEALTH MANAGEMENT, LLC$216K1
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)6 buy / 5 sell
Congress net ($ bound)−$104K to $71.0K
Filers net (actions)not in build
Filers net ($ 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 FIS

RETAINED WINDOW · ACTIVE HITS
Signal hits naming FIS
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 against2 hits

Every rule, with its definition →

Planned modules for FIS · financials and macro

Financials — as filed PLANNED

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