Public record / Tickers / FIVE

FIVE — FIVE BELOW, INC

Both disclosure regimes on one name: who in Congress filed about FIVE, 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
23
all PTR rows naming FIVE
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

Purchase · traded 2020-07-28 → filed 2020-08-03. Ranked over every FIVE 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.

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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING FIVE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FIVE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2023-03-17Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 02-28 +17d$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 23 ↗

Members active in FIVE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing FIVE 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

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

Congress ↔ notable managers · FIVE

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 Bridgewater Associates $14.1M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · FIVE BELOW INC

Merged timeline of congressional filings and notable-manager moves on FIVE
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fnew+125,336 sh
2026-05-15Gotham Asset Management 13Fadd+28,412 sh
2026-05-15Moore Capital Management 13Fnew+1,906 sh
2026-05-15Bridgewater Associates 13Ftrim−36,143 sh
2026-05-14Caxton Associates 13Fnew+1,180 sh

5 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 FIVE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$565M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$548M1
4AQR CAPITAL MANAGEMENT LLC$436M1
5AMERICAN CENTURY COMPANIES INC$415M1
6STATE STREET CORP$382M1
7FEDERATED HERMES, INC.$349M1
8TWO SIGMA INVESTMENTS, LP$328M1
9D. E. Shaw & Co., Inc.$321M1
10GEODE CAPITAL MANAGEMENT, LLC$295M1
11Capital World Investors$285M1
12WELLINGTON MANAGEMENT GROUP LLP$268M1
13Qube Research & Technologies Ltd$245M1
14FMR LLC$237M1
15Invesco Ltd.$231M1
16UBS Group AG$201M1
17DIMENSIONAL FUND ADVISORS LP$194M1
18BALYASNY ASSET MANAGEMENT L.P.$194M1
19MORGAN STANLEY$188M1
20WASATCH ADVISORS LP$187M1
21MILLENNIUM MANAGEMENT LLC$167M1
22SRS Investment Management, LLC$165M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$153M1
24Giverny Capital Inc.$141M1
25Stephens Investment Management Group LLC$132M1
26CITADEL ADVISORS LLC$132M1
27RIVERBRIDGE PARTNERS LLC$131M1
28JENNISON ASSOCIATES LLC$129M1
29Quantinno Capital Management LP$119M1
30BANK OF AMERICA CORP /DE/$117M1
31Alyeska Investment Group, L.P.$113M1
32FULLER & THALER ASSET MANAGEMENT, INC.$109M1
33NORTHERN TRUST CORP$109M1
34BANK OF MONTREAL /CAN/$103M1
35Bank of New York Mellon Corp$84.1M1
361832 Asset Management L.P.$81.9M1
37Squarepoint Ops LLC$81.2M1
38VANGUARD FIDUCIARY TRUST CO$78.2M1
39Hook Mill Capital Partners, LP$68.4M1
40Nuveen, LLC$66.6M1
41VOYA INVESTMENT MANAGEMENT LLC$66.0M1
42Point72 Asset Management, L.P.$65.4M1
43DEUTSCHE BANK AG\$65.4M1
44Trexquant Investment LP$63.8M1
45ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$59.0M1
46Pacifica Capital Investments, LLC$49.2M1
47JANE STREET GROUP, LLC$47.7M1
48Amundi$47.0M1
49JACOBS LEVY EQUITY MANAGEMENT, INC$44.1M1
50SEMPER AUGUSTUS INVESTMENTS GROUP LLC$44.0M1
51Allianz Asset Management GmbH$42.0M1
52CAPITOLIS LIQUID GLOBAL MARKETS LLC$40.5M1
53Man Group plc$40.1M1
54IEQ CAPITAL, LLC$38.8M1
55SEI INVESTMENTS CO$37.9M1
56DRIEHAUS CAPITAL MANAGEMENT LLC$35.8M1
57Cartenna Capital, LP$34.3M1
58RAYMOND JAMES FINANCIAL INC$34.1M1
59UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$33.9M1
60PRINCIPAL FINANCIAL GROUP INC$31.8M1
61COUNTRY TRUST BANK$29.1M1
62AMERIPRISE FINANCIAL INC$28.9M1
63TUDOR INVESTMENT CORP ET AL$28.6M1
64Schonfeld Strategic Advisors LLC$28.2M1
65Walleye Capital LLC$27.8M1
66Gotham Asset Management, LLC$27.4M1
67ING GROEP NV$25.1M1
68Swiss National Bank$24.9M1
69CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$24.4M1
70HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$23.4M1
71Interval Partners, LP$22.2M1
72CANADA PENSION PLAN INVESTMENT BOARD$21.9M1
73SUSQUEHANNA INTERNATIONAL GROUP, LLP$21.8M1
74PRUDENTIAL FINANCIAL INC$21.4M1
75Engineers Gate Manager LP$21.3M1
76BOOTHBAY FUND MANAGEMENT, LLC$21.1M1
77ENVESTNET ASSET MANAGEMENT INC$21.1M1
78BARCLAYS PLC$20.6M1
79Mariner, LLC$20.6M1
80Verition Fund Management LLC$19.6M1
81EMERALD ADVISERS, LLC$19.0M1
82PICTON MAHONEY ASSET MANAGEMENT$17.5M1
83ALLIANCEBERNSTEIN L.P.$17.1M1
84Legal & General Group Plc$16.7M1
85Beck Bode, LLC$16.4M1
86Retirement Systems of Alabama$15.4M1
87Corient Private Wealth LLC$15.4M1
88COOKSON PEIRCE & CO INC$15.1M1
89VICTORY CAPITAL MANAGEMENT INC$14.8M1
90CWM, LLC$14.3M1
91Quantbot Technologies LP$14.3M1
92Cerity Partners LLC$14.1M1
93Bridgewater Associates, LP$14.1M1
94CIBC Bancorp USA Inc.$13.9M1
95FIRST TRUST ADVISORS LP$13.8M1
96Tabor Asset Management, LP$13.1M1
97Empowered Funds, LLC$13.1M1
98Summit Creek Advisors LLC$13.1M1
99WELLS FARGO & COMPANY/MN$11.9M1
100VANGUARD ASSET MANAGEMENT, Ltd$11.2M1
101Cinctive Capital Management LP$11.2M1
102STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.0M1
103EMERALD MUTUAL FUND ADVISERS TRUST$10.9M1
104NORDEA INVESTMENT MANAGEMENT AB$10.8M1
105OCCUDO QUANTITATIVE STRATEGIES LP$10.4M1
106PDT Partners, LLC$10.2M1
107AGF MANAGEMENT LTD$10.2M1
108Night Squared LP$10.2M1
109OPPENHEIMER ASSET MANAGEMENT INC.$10.0M1
110Lisanti Capital Growth, LLC$9.7M1
111Creative Planning$9.2M1
112CASTLEARK MANAGEMENT LLC$9.2M1
113Atika Capital Management LLC$9.0M1
114MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.0M1
115Panoramic Capital, LLC$9.0M1
116CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$8.8M1
117ROYAL BANK OF CANADA$8.7M1
118WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.6M1
119Hudson Bay Capital Management LP$8.6M1
120MERCER GLOBAL ADVISORS INC /ADV$8.4M1
121MARSICO CAPITAL MANAGEMENT LLC$7.8M1
122Focus Partners Wealth$7.8M1
123STATE OF WISCONSIN INVESTMENT BOARD$7.7M1
124PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$7.3M1
125Calamos Advisors LLC$7.1M1
126INTECH INVESTMENT MANAGEMENT LLC$7.0M1
127NEW YORK STATE COMMON RETIREMENT FUND$6.6M1
128FRANKLIN RESOURCES INC$6.5M1
129HSBC HOLDINGS PLC$6.3M1
130MetLife Investment Management, LLC$6.2M1
131OSAIC HOLDINGS, INC.$6.2M1
132FIFTH THIRD BANCORP$6.1M1
133Illinois Municipal Retirement Fund$6.0M1
134STIFEL FINANCIAL CORP$5.7M1
135Janus Henderson Group Ltd.$5.6M1
136LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$5.6M1
137CITIGROUP INC$5.5M1
138Vanguard Global Advisers, LLC$5.5M1
139Western Standard LLC$5.3M1
140Summit Trail Advisors, LLC$5.1M1
141FIL Ltd$5.1M1
142Graham Capital Management, L.P.$5.0M1
143WINTON GROUP Ltd$4.9M1
144Zurcher Kantonalbank (Zurich Cantonalbank)$4.9M1
145MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.8M1
146Universal- Beteiligungs- und Servicegesellschaft mbH$4.7M1
147State of New Jersey Common Pension Fund D$4.6M1
148MONIMUS CAPITAL MANAGEMENT, LP$4.6M1
149Allspring Global Investments Holdings, LLC$4.3M1
150MIRABELLA FINANCIAL SERVICES LLP$4.3M1
151Pembroke Management, LTD$4.3M1
152IMC-Chicago, LLC$4.2M1
153US BANCORP \DE\$4.0M1
154BLAIR WILLIAM & CO/IL$4.0M1
155Dynamic Technology Lab Private Ltd$3.9M1
156Tidal Investments LLC$3.9M1
157HighTower Advisors, LLC$3.9M1
158PANAGORA ASSET MANAGEMENT INC$3.8M1
159Caprock Group, LLC$3.7M1
160YOUSIF CAPITAL MANAGEMENT, LLC$3.7M1
161Brevan Howard Capital Management LP$3.7M1
162Linden Thomas Advisory Services, LLC$3.6M1
163ExodusPoint Capital Management, LP$3.6M1
164Arizona State Retirement System$3.5M1
165LPL Financial LLC$3.4M1
166Susquehanna Portfolio Strategies, LLC$3.4M1
167Crossmark Global Holdings, Inc.$3.3M1
168ASSETMARK, INC$3.3M1
169COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.2M1
170Vanguard Investments Australia, Ltd.$3.1M1
171Gradient Investments LLC$3.1M1
172STATE OF MICHIGAN RETIREMENT SYSTEM$3.0M1
173TEACHER RETIREMENT SYSTEM OF TEXAS$3.0M1
174Cetera Investment Advisers$2.9M1
175NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.9M1
176GUGGENHEIM CAPITAL LLC$2.9M1
177HUSSMAN STRATEGIC ADVISORS, INC.$2.9M1
178KLP KAPITALFORVALTNING AS$2.9M1
179SummitTX Capital, L.P.$2.9M1
180Blueshift Asset Management, LLC$2.9M1
181Robeco Institutional Asset Management B.V.$2.9M1
182Capricorn Fund Managers Ltd$2.9M1
183ELWOOD CAPITAL PARTNERS LP$2.9M1
184ROYAL LONDON ASSET MANAGEMENT LTD$2.8M1
185NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.8M1
186SCHRODER INVESTMENT MANAGEMENT GROUP$2.8M1
187CIM, LLC$2.8M1
188New Age Alpha Advisors, LLC$2.8M1
189XTX Topco Ltd$2.7M1
190Pathstone Holdings, LLC$2.6M1
191OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
192PINNBROOK CAPITAL MANAGEMENT LP$2.6M1
193Dakota Wealth Management$2.6M1
194Legato Capital Management LLC$2.6M1
195Fieldview Capital Management, LLC$2.5M1
196Merit Financial Group, LLC$2.5M1
197Federation des caisses Desjardins du Quebec$2.5M1
198Ameritas Investment Partners, Inc.$2.3M1
199Sanctuary Advisors, LLC$2.3M1
200Highview Capital Management LLC/DE/$2.3M1
201JW Asset Management, LLC$2.3M1
202Chicago Partners Investment Group LLC$2.3M1
203Bridgefront Capital, LLC$2.2M1
204Baron Wealth Management LLC$2.2M1
205Inspire Advisors, LLC$2.2M1
206Focus Partners Advisor Solutions, LLC$2.2M1
207CAPSTONE INVESTMENT ADVISORS, LLC$2.2M1
208QUADRANT CAPITAL GROUP LLC$2.1M1
209Shay Capital LLC$2.1M1
210Pictet Asset Management Holding SA$2.0M1
211Havemeyer Place LP$2.0M1
212Ensign Peak Advisors, Inc$2.0M1
213AIGEN INVESTMENT MANAGEMENT, LP$2.0M1
214Centiva Capital, LP$1.9M1
215Polymer Capital Management (US) LLC$1.9M1
216Magnetar Financial LLC$1.9M1
217VARCOV Co.$1.9M1
218Vanguard Personalized Indexing Management, LLC$1.9M1
219Taproot Management LP$1.8M1
220Sumitomo Mitsui Trust Group, Inc.$1.8M1
221Lighthouse Investment Partners, LLC$1.8M1
222Quantum Portfolio Management LLC$1.7M1
223Fortis Group Advisors, LLC$1.6M1
224Chemistry Wealth Management LLC$1.6M1
225Edgestream Partners, L.P.$1.6M1
226NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.6M1
227Cresset Asset Management, LLC$1.6M1
228HANCOCK WHITNEY CORP$1.6M1
229Inscription Capital, LLC$1.5M1
230AZZAD ASSET MANAGEMENT INC /ADV$1.5M1
231XPONANCE LLC$1.5M1
232Virtue Capital Management, LLC$1.5M1
233Pallas Capital Advisors LLC$1.4M1
234Sivia Capital Partners, LLC$1.4M1
235Lotus Technology Management, LP$1.4M1
236BURNEY CO/$1.4M1
237B. Metzler seel. Sohn & Co. AG$1.4M1
238Weiss Asset Management LP$1.3M1
239Aaron Wealth Advisors LLC$1.3M1
240Vestmark Advisory Solutions, Inc.$1.3M1
241Oak Thistle LLC$1.3M1
242Braeburn Wealth Management LLC$1.2M1
243Bull Harbor Capital LLC$1.2M1
244Lombard Odier Asset Management (USA) Corp$1.2M1
245Krilogy Financial LLC$1.2M1
246HB Wealth Management, LLC$1.2M1
247Baader Bank Aktiengesellschaft$1.2M1
248Laurus Global Equity Management Inc.$1.1M1
249Swiss Life Asset Management Ltd$1.1M1
250Baker Avenue Asset Management, LP$1.1M1
251Scientech Research LLC$1.1M1
252Brooklyn Investment Group$1.1M1
253SIERRA SUMMIT ADVISORS LLC$1.1M1
254OP Asset Management Ltd$1.0M1
255NISA INVESTMENT ADVISORS, LLC$1.0M1
256Aristides Capital LLC$1.0M1
257R Squared Ltd$985K1
258Kera Capital Partners, Inc.$980K1
259NorthCrest Asset Manangement, LLC$949K1
260Index Technologies Group LLC$944K1
261SECURIAN ASSET MANAGEMENT, INC$926K1
262CHOREO, LLC$921K1
263FOUNDATIONS INVESTMENT ADVISORS, LLC$886K1
264AlphaCore Capital LLC$871K1
265UNITED CAPITAL FINANCIAL ADVISORS, LLC$862K1
266MAVERICK CAPITAL LTD$836K1
267Atom Investors LP$832K1
268BENJAMIN EDWARDS INC$831K1
269EVERGREEN CAPITAL MANAGEMENT LLC$826K1
270Lido Advisors, LLC$816K1
271EP Wealth Advisors, LLC$809K1
272MML INVESTORS SERVICES, LLC$775K1
273Northwest & Ethical Investments L.P.$763K1
274O'SHAUGHNESSY ASSET MANAGEMENT, LLC$758K1
275M&T BANK CORP$735K1
276Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$735K1
277WADDELL & ASSOCIATES, LLC$730K1
278Curi Capital, LLC$707K1
279Daiwa Securities Group Inc.$706K1
280Fairvoy Private Wealth, LLC$695K1
281111 Capital$693K1
282VIAWEALTH, LLC$685K1
283Optimize Financial Inc$677K1
284Jain Global LLC$677K1
285NewEdge Advisors, LLC$677K1
286Mach-1 Financial Group, LLC$674K1
287Utah Retirement Systems$663K1
288Inspire Investing, LLC$654K1
289GLENMEDE TRUST CO NA$654K1
290DnB Asset Management AS$641K1
291Grandeur Peak Global Advisors, LLC$635K1
292BUCKHEAD CAPITAL MANAGEMENT LLC$633K1
293HUB Investment Partners, LLC$630K1
294Waverly Advisors, LLC$621K1
295PETRA FINANCIAL ADVISORS INC$620K1
296Atria Investments, Inc$619K1
297LAZARD ASSET MANAGEMENT LLC$609K1
298FOX RUN MANAGEMENT, L.L.C.$605K1
299Allworth Financial LP$604K1
300Mattson Financial Services, LLC$604K1
301Kingsview Wealth Management, LLC$603K1
302Farringdon Capital, Ltd.$597K1
303OPPENHEIMER & CO INC$583K1
304Maryland State Retirement & Pension System$580K1
305GATEWAY INVESTMENT ADVISERS LLC$579K1
306Advisors Asset Management, Inc.$577K1
307Caerus Investment Advisors, LLC$572K1
308MEEDER ASSET MANAGEMENT INC$564K1
309MAI Capital Management$563K1
310Y-Intercept (Hong Kong) Ltd$563K1
311EVOLVE PRIVATE WEALTH, LLC$557K1
312Tower Research Capital LLC (TRC)$552K1
313State of Wyoming$541K1
314ALPS ADVISORS INC$537K1
315PRELUDE CAPITAL MANAGEMENT, LLC$517K1
316ProShare Advisors LLC$506K1
317Voya Financial Advisors, Inc.$492K1
318Measured Wealth Private Client Group, LLC$488K1
319GREAT LAKES ADVISORS, LLC$488K1
320KEYBANK NATIONAL ASSOCIATION/OH$487K1
321Encompass More Asset Management$486K1
322Rothschild Wealth LLC$475K1
323GREENLEAF TRUST$475K1
324CITIZENS FINANCIAL GROUP INC/RI$468K1
325COLDSTREAM CAPITAL MANAGEMENT INC$468K1
326Optas, LLC$459K1
327Obermeyer Wealth Partners$457K1
328Sequoia Financial Advisors, LLC$452K1
329Machina Capital S.A.S.$451K1
330Cynosure Group, LLC$444K1
331Parcion Private Wealth LLC$444K1
332Rafferty Asset Management, LLC$441K1
333COMMONWEALTH EQUITY SERVICES, LLC$441K1
334ONTARIO TEACHERS PENSION PLAN BOARD$436K1
335MOORE CAPITAL MANAGEMENT, LP$435K1
336WEALTH ALLIANCE, LLC$430K1
337Ballentine Partners, LLC$430K1
338EVOKE WEALTH, LLC$429K1
339Clearstead Advisors, LLC$425K1
340VestGen Advisors, LLC$422K1
341SHELTON CAPITAL MANAGEMENT$416K1
342Sterling Capital Management LLC$415K1
343Parkside Financial Bank & Trust$404K1
344CIBC Asset Management Inc$398K1
345EntryPoint Capital, LLC$397K1
346RENAISSANCE TECHNOLOGIES LLC$388K1
347GenTrust, LLC$379K1
348RITHOLTZ WEALTH MANAGEMENT$377K1
349Alpine Global Management, LLC$377K1
350BEESE FULMER INVESTMENT MANAGEMENT, INC.$376K1
351EARNED WEALTH ADVISORS, LLC$375K1
352DAYMARK WEALTH PARTNERS, LLC$366K1
353KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$363K1
354North Dakota State Investment Board$360K1
355EXCHANGE TRADED CONCEPTS, LLC$358K1
356QTR Family Wealth, LLC$352K1
357WEXFORD CAPITAL LP$351K1
358Bayforest Capital Ltd$349K1
359AE Wealth Management LLC$347K1
360Financiere des Professionnels - Fonds d'investissement inc.$346K1
361JACKSON THORNTON WEALTH MANAGEMENT, LLC$328K1
362Arax Advisory Partners$327K1
363BNP Paribas Asset Management Holding S.A.$326K1
364Private Advisor Group, LLC$325K1
365Cornerstone Wealth Group, LLC$323K1
366MGO ONE SEVEN LLC$320K1
367Jefferies Financial Group Inc.$318K1
368PROFUND ADVISORS LLC$314K1
369CHILDRESS CAPITAL ADVISORS, LLC$311K1
370Brendel Financial Advisors LLC$308K1
371Allegiance Financial Group Advisory Services LLC$299K1
372Ariadne Wealth Management, LP$297K1
373PINNACLE ASSOCIATES LTD$293K1
374Pinnacle Wealth Management Advisory Group, LLC$292K1
375Meiji Yasuda Asset Management Co Ltd.$291K1
376Ruffer LLP$287K1
377UNIVERSITY OF CHICAGO$286K1
378Rockefeller Capital Management L.P.$284K1
379POINCIANA ADVISORS GROUP, LLC$282K1
380TRUIST FINANCIAL CORP$281K1
381Wick Capital Partners, LLC$281K1
382QRG CAPITAL MANAGEMENT, INC.$278K1
383Savant Capital, LLC$277K1
384SAGESPRING WEALTH PARTNERS, LLC$273K1
385CAXTON ASSOCIATES LLP$270K1
386Eurizon Capital SGR S.p.A.$268K1
387Calamos Wealth Management LLC$265K1
388Koshinski Asset Management, Inc.$260K1
389SIGNATUREFD, LLC$257K1
390Voleon Capital Management LP$257K1
391Savvy Advisors, Inc.$253K1
392Caitong International Asset Management Co., Ltd$251K1
393Hardy Reed LLC$249K1
394Latitude Advisors, LLC$249K1
395SCOTIA CAPITAL INC.$248K1
396Catalina Capital Group, LLC$248K1
397Archer Investment Corp$247K1
398Perigon Wealth Management, LLC$246K1
399Laird Norton Wetherby Trust Company, LLC$245K1
400RETIREMENT GUYS FORMULA LLC$237K1
401Ashton Thomas Private Wealth, LLC$236K1
402Compound Planning, Inc.$236K1
403USA FINANCIAL FORMULAS$229K1
404Prana Capital Management, LP$229K1
405Overbrook Management Corp$228K1
406waypoint wealth counsel$228K1
407Aster Capital Management (DIFC) Ltd$227K1
408COMMERCE BANK$226K1
409NORTHWEST WEALTH MANAGEMENT, LLC$216K1
410OmniStar Financial Group, Inc.$212K1
411Abundance Wealth Counselors$207K1
412Vident Advisory, LLC$206K1
413World Investment Advisors$202K1
414True Wealth Design, LLC$193K1
415UMB Bank, n.a.$173K1
416Smartleaf Asset Management LLC$149K1
417Hickory Point Bank & Trust$114K1
418Wilmington Savings Fund Society, FSB$110K1
419NATIONAL BANK OF CANADA /FI/$96.4K1
420SJS Investment Consulting Inc.$91.4K1
421Larson Financial Group LLC$90.3K1
422Reyes Financial Architecture, Inc.$87.7K1
423Leonteq Securities AG$83.4K1
424NOMURA ASSET MANAGEMENT CO LTD$57.1K1
425MATHER GROUP, LLC.$56.0K1
426Spire Wealth Management$45.7K1
427Quarry LP$45.2K1
428NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$43.3K1
429Basecamp Wealth Advisors LLC$41.6K1
430Steward Partners Investment Advisory, LLC$40.1K1
431Mitsubishi UFJ Asset Management Co., Ltd.$38.8K1
432Westside Investment Management, Inc.$32.0K1
433ESSEX INVESTMENT MANAGEMENT CO LLC$31.3K1
434HRT FINANCIAL LP$29.2K1
435CENTRAL TRUST Co$28.1K1
436Activest Wealth Management$25.1K1
437NFSG Corp$22.8K1
438Hilltop National Bank$22.4K1
439Arlington Trust Co LLC$22.2K1
440Sunrise Financial Services, LLC$21.0K1
441INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$20.2K1
442Treasurer of the State of North Carolina$20.0K1
443Wall Street Financial Group, Inc.$18.3K1
444CVA Family Office, LLC$15.5K1
445Meramec Financial Planners, LLC$15.1K1
446NEW YORK STATE TEACHERS RETIREMENT SYSTEM$13.5K1
447ALGERT GLOBAL LLC$11.4K1
448FARMERS & MERCHANTS INVESTMENTS INC$11.0K1
449Keating Financial Advisory Services, Inc.$11.0K1
450Clearstead Trust, LLC$10.3K1
451JNBA Financial Advisors$10.1K1
452JFS WEALTH ADVISORS, LLC$9.8K1
453JPL Wealth Management, LLC$8.9K1
454ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$8.2K1
455Blue Trust, Inc.$8.2K1
456United Financial Planning Group LLC$7.5K1
457CANADA LIFE ASSURANCE Co$7.2K1
458Kemnay Advisory Services Inc.$6.9K1
459SBI Securities Co., Ltd.$6.4K1
460AMALGAMATED BANK$6.0K1
461Caitlin John, LLC$5.7K1
462Accent Capital Management, LLC$5.7K1
463Valued Wealth Advisors LLC$5.5K1
464THRIVENT FINANCIAL FOR LUTHERANS$5.3K1
465Sachetta, LLC$5.3K1
466Virtu Financial LLC$4.6K1
467EASTERN BANK$4.6K1
468Triumph Capital Management$4.6K1
469DekaBank Deutsche Girozentrale$4.2K1
470ELEVATION WEALTH PARTNERS, LLC$4.1K1
471Pier Capital, LLC$3.9K1
472TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3.8K1
473Pinnacle Wealth Planning Services, Inc.$3.7K1
474Bell Investment Advisors, Inc$3.7K1
475SHP Wealth Management$2.9K1
476NATIXIS ADVISORS, LLC$2.8K1
477Geneos Wealth Management Inc.$2.7K1
478DiNuzzo Private Wealth, Inc.$2.7K1
479MV CAPITAL MANAGEMENT, INC.$2.5K1
480GSA CAPITAL PARTNERS LLP$2.5K1
481Penserra Capital Management LLC$2.4K1
482SouthState Bank Corp$2.3K1
483Manchester Capital Management LLC$2.3K1
484Cromwell Holdings LLC$2.3K1
485Fairman Group, LLC$2.3K1
486Owl Creek Wealth Partners LLC$2.3K1
487Private Wealth Management Group, LLC$1.8K1
488Glen Eagle Advisors, LLC$1.8K1
489MCF Advisors LLC$1.6K1
490Rialto Wealth Management, LLC$1.6K1
491PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1.3K1
492State of Alaska, Department of Revenue$1.3K1
493FINANCIAL CONSULATE, INC$1.1K1
494Vermillion Wealth Management, Inc.$1.1K1
495Cassaday & Co Wealth Management LLC$9141
496HFM Investment Advisors, LLC$9141
497Vancity Investment Management Ltd$7841
498Marquette Asset Management, LLC$6861
499Physician Wealth Advisors, Inc.$6861
500Transamerica Financial Advisors, LLC$6851
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 FIVE

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for FIVE · financials and macro

Financials — as filed PLANNED

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