Public record / Tickers / FLEX

FLEX — FLEX LTD.

Both disclosure regimes on one name: who in Congress filed about FLEX, 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
28
all PTR rows naming FLEX
Members · 12m
2
0 buys · 14 sells · by trade date
Latest PTR
06-08
filed 2026-06-08
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

Gilbert Ray Cisneros, Jr. · $50.0K–$100K

Sale · traded 2026-05-11 → filed 2026-06-08. Ranked over every FLEX row by the provable lower bound, never a point estimate.

2 members · 0 buys / 14 sells

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

Every row filed inside 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

16 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. 16 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING FLEX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FLEX
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 05-14 +25d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 05-12 +27d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 05-11 +28d$50K–$100K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 05-07 +32d$15K–$50K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 05-01 +7d$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 28 ↗

Members active in FLEX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing FLEX 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-3113−$385K to −$104K2
Lisa C. McClain R–MI-91−$15.0K to −$1.0K2

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

Congress ↔ notable managers · FLEX

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
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · FLEXTRONICS INTL LTD

Merged timeline of congressional filings and notable-manager moves on FLEX
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fnew+56,100 sh
2026-05-15Moore Capital Management 13Fnew+41,227 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of FLEX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.9B1
2PRIMECAP MANAGEMENT CO/CA/$1.7B1
3Janus Henderson Group Ltd.$1.3B1
4WELLINGTON MANAGEMENT GROUP LLP$1.3B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
6VANGUARD CAPITAL MANAGEMENT LLC$1.1B1
7FMR LLC$1.1B1
8STATE STREET CORP$934M1
9Boston Partners$852M1
10Invesco Ltd.$474M1
11VOYA INVESTMENT MANAGEMENT LLC$388M1
12DIMENSIONAL FUND ADVISORS LP$365M1
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/$355M1
14BANK OF AMERICA CORP /DE/$246M1
15Polar Capital Holdings Plc$236M1
16Nuveen, LLC$221M1
17NORTHERN TRUST CORP$221M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$206M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$175M1
20EARNEST PARTNERS LLC$172M1
21MORGAN STANLEY$172M1
22BNP Paribas Asset Management Holding S.A.$171M1
23VANGUARD FIDUCIARY TRUST CO$149M1
24SEI INVESTMENTS CO$146M1
25FRANKLIN RESOURCES INC$146M1
26UBS Group AG$134M1
27ALLIANCEBERNSTEIN L.P.$131M1
28Legal & General Group Plc$128M1
29Amundi$97.8M1
30AMERICAN CENTURY COMPANIES INC$94.4M1
31Allianz Asset Management GmbH$84.2M1
32COOKSON PEIRCE & CO INC$77.6M1
33LPL Financial LLC$76.6M1
34Swiss National Bank$71.0M1
35ENVESTNET ASSET MANAGEMENT INC$70.6M1
36DEUTSCHE BANK AG\$70.6M1
37BALYASNY ASSET MANAGEMENT L.P.$69.2M1
38WELLS FARGO & COMPANY/MN$67.6M1
39Squarepoint Ops LLC$66.6M1
40Man Group plc$65.5M1
41Park West Asset Management LLC$64.9M1
42VOLORIDGE INVESTMENT MANAGEMENT, LLC$61.2M1
43National Pension Service$60.1M1
44CITADEL ADVISORS LLC$56.1M1
45Zurcher Kantonalbank (Zurich Cantonalbank)$54.2M1
46PRINCIPAL FINANCIAL GROUP INC$53.7M1
47Clear Harbor Asset Management, LLC$53.7M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$53.5M1
49Electron Capital Partners, LLC$52.3M1
50STOREBRAND ASSET MANAGEMENT AS$50.5M1
51BRANDES INVESTMENT PARTNERS, LP$49.6M1
52AQR CAPITAL MANAGEMENT LLC$46.4M1
53D. E. Shaw & Co., Inc.$45.1M1
54VANGUARD ASSET MANAGEMENT, Ltd$41.5M1
55RAYMOND JAMES FINANCIAL INC$40.6M1
56PANAGORA ASSET MANAGEMENT INC$40.5M1
57BECKER CAPITAL MANAGEMENT INC$36.6M1
58Artisan Partners Limited Partnership$35.9M1
59WORLDQUANT MILLENNIUM ADVISORS LLC$30.3M1
60Retirement Systems of Alabama$29.5M1
61HANCOCK WHITNEY CORP$29.5M1
62JANE STREET GROUP, LLC$29.3M1
63PFA Pension, Forsikringsaktieselskab$29.0M1
64Portolan Capital Management, LLC$29.0M1
65CITIGROUP INC$28.3M1
66LAZARD ASSET MANAGEMENT LLC$28.3M1
67Blue Door Asset Management, LLC$27.5M1
68Junto Capital Management LP$27.2M1
69Oribel Capital Management, LP$27.1M1
70J. Safra Sarasin Holding AG$26.2M1
71Mitsubishi UFJ Asset Management Co., Ltd.$26.1M1
72STIFEL FINANCIAL CORP$25.9M1
73Robeco Institutional Asset Management B.V.$24.9M1
74FRONTIER CAPITAL MANAGEMENT CO LLC$23.7M1
75Aberdeen Group plc$23.2M1
76Capital World Investors$23.0M1
77Shannon River Fund Management LLC$20.4M1
78BROWN ADVISORY INC$20.3M1
79JACOBS LEVY EQUITY MANAGEMENT, INC$19.9M1
80HSBC HOLDINGS PLC$18.9M1
81STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$18.0M1
82Alight Capital Management LP$16.9M1
83KADENSA CAPITAL Ltd$16.4M1
84Korea Investment CORP$15.3M1
85SORA INVESTORS LLC$15.3M1
86ROYAL BANK OF CANADA$15.3M1
87Trexquant Investment LP$15.1M1
88Holocene Advisors, LP$15.0M1
89Jefferies Financial Group Inc.$14.8M1
90FIRST TRUST ADVISORS LP$14.8M1
91Gradient Investments LLC$14.4M1
92ROYAL LONDON ASSET MANAGEMENT LTD$14.2M1
93Creative Planning$13.5M1
94SG Capital Management LLC$13.2M1
95STATE OF WISCONSIN INVESTMENT BOARD$12.6M1
96SCHRODER INVESTMENT MANAGEMENT GROUP$12.6M1
97Vanguard Global Advisers, LLC$12.3M1
98MANUFACTURERS LIFE INSURANCE COMPANY, THE$12.2M1
99Vanguard Investments Australia, Ltd.$12.0M1
100O'SHAUGHNESSY ASSET MANAGEMENT, LLC$11.9M1
101Sequoia Financial Advisors, LLC$11.6M1
102KINGDON CAPITAL MANAGEMENT, L.L.C.$11.5M1
103SEB Asset Management AB$11.4M1
104Vident Advisory, LLC$10.9M1
105Moran Wealth Management, LLC$10.4M1
106MEITAV INVESTMENT HOUSE LTD$10.4M1
107MILLENNIUM MANAGEMENT LLC$10.4M1
108OPPENHEIMER ASSET MANAGEMENT INC.$10.3M1
109Empowered Funds, LLC$10.0M1
110S&T BANK/PA$9.6M1
111Baker Avenue Asset Management, LP$9.6M1
112Tredje AP-fonden$9.5M1
113Timber Creek Capital Management LLC$9.4M1
114Pictet Asset Management Holding SA$9.2M1
115Asset Management One Co., Ltd.$9.0M1
116FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$8.5M1
117EVENTIDE ASSET MANAGEMENT, LLC$8.2M1
118State of New Jersey Common Pension Fund D$8.1M1
119SummitTX Capital, L.P.$8.1M1
120NOMURA ASSET MANAGEMENT CO LTD$8.0M1
121HighTower Advisors, LLC$8.0M1
122CREDIT AGRICOLE S A$8.0M1
123Vise Technologies, Inc.$7.1M1
124AFFINITY WEALTH MANAGEMENT LLC$6.9M1
125TEACHER RETIREMENT SYSTEM OF TEXAS$6.8M1
126Beacon Harbor Wealth Advisors, Inc.$6.7M1
127Cetera Investment Advisers$6.7M1
128MERCER GLOBAL ADVISORS INC /ADV$6.6M1
129Arizona State Retirement System$6.6M1
130Catalyst Capital Advisors LLC$6.5M1
131LMR Partners LLP$6.5M1
132DELTEC ASSET MANAGEMENT LLC$6.5M1
133STATE OF MICHIGAN RETIREMENT SYSTEM$6.4M1
134TRUIST FINANCIAL CORP$6.2M1
135DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$6.1M1
136COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.0M1
137Resona Asset Management Co.,Ltd.$5.9M1
138Intrinsic Edge Capital Management LLC$5.9M1
139PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$5.6M1
140BOOTHBAY FUND MANAGEMENT, LLC$5.6M1
141IFM Investors Pty Ltd$5.4M1
142Daiwa Securities Group Inc.$5.1M1
143FARALLON CAPITAL MANAGEMENT, L.L.C.$5.1M1
144Soviero Asset Management, LP$5.0M1
145Federation des caisses Desjardins du Quebec$5.0M1
146Quantinno Capital Management LP$5.0M1
147CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$5.0M1
148OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.9M1
149IRIDIAN ASSET MANAGEMENT LLC/CT$4.8M1
150Convergence Investment Partners, LLC$4.8M1
151Allspring Global Investments Holdings, LLC$4.7M1
152XPONANCE LLC$4.6M1
153DENALI ADVISORS LLC$4.4M1
154Concentric Capital Strategies, LP$4.4M1
155PRUDENTIAL FINANCIAL INC$4.3M1
156Inlet Private Wealth, LLC$4.3M1
157Clayton Partners LLC$4.2M1
158CIBC WORLD MARKET INC.$4.1M1
159Pathstone Holdings, LLC$4.1M1
160Illinois Municipal Retirement Fund$4.1M1
161TOWNSQUARE CAPITAL LLC$4.0M1
162Lansforsakringar Fondforvaltning AB (publ)$4.0M1
163BANK OF MONTREAL /CAN/$4.0M1
164Utah Retirement Systems$3.9M1
165ROYCE & ASSOCIATES LP$3.9M1
166Thrive Capital Management, LLC$3.9M1
167NATIONAL BANK OF CANADA /FI/$3.8M1
168&PARTNERS$3.8M1
169Orion Porfolio Solutions, LLC$3.7M1
170Bridgewater Associates, LP$3.7M1
171NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.6M1
172Atria Investments, Inc$3.5M1
173Carnegie Investment Counsel$3.4M1
174BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.3M1
175NewEdge Advisors, LLC$3.3M1
176Mirae Asset Global Investments Co., Ltd.$3.3M1
177Ionic Capital Management LLC$3.3M1
178FULTON BANK, N.A.$3.2M1
179Shelter Rock Management, LLC$3.1M1
180Krane Funds Advisors LLC$3.1M1
181OSAIC HOLDINGS, INC.$3.1M1
182Lido Advisors, LLC$3.0M1
183Vanguard Personalized Indexing Management, LLC$3.0M1
184TD ASSET MANAGEMENT INC$2.9M1
185Mariner, LLC$2.9M1
186AE Wealth Management LLC$2.8M1
187EVOLVE PRIVATE WEALTH, LLC$2.8M1
188Sumitomo Mitsui DS Asset Management Company, Ltd$2.7M1
189Vontobel Holding Ltd.$2.7M1
190MOORE CAPITAL MANAGEMENT, LP$2.7M1
191VestGen Advisors, LLC$2.6M1
192RBF Capital, LLC$2.6M1
193Cerity Partners LLC$2.6M1
194Sanctuary Advisors, LLC$2.6M1
195FIGURE 8 INVESTMENT STRATEGIES LLC$2.5M1
196CastleKnight Management LP$2.5M1
197MACQUARIE GROUP LTD$2.5M1
198NORDEA INVESTMENT MANAGEMENT AB$2.5M1
199MML INVESTORS SERVICES, LLC$2.4M1
200EXCHANGE TRADED CONCEPTS, LLC$2.4M1
201Redhawk Wealth Advisors, Inc.$2.4M1
202Hennion & Walsh Asset Management, Inc.$2.4M1
203Engineers Gate Manager LP$2.3M1
204Ensign Peak Advisors, Inc$2.2M1
205Provident Co of the Employees of the Hebrew University LTD$2.1M1
206MGO ONE SEVEN LLC$2.1M1
207MANCHESTER FINANCIAL INC$2.1M1
208QUADRANT CAPITAL GROUP LLC$2.0M1
209EVERGREEN CAPITAL MANAGEMENT LLC$2.0M1
210QRG CAPITAL MANAGEMENT, INC.$2.0M1
211Sunstone Asset Management, L.P.$2.0M1
212CIBC Bancorp USA Inc.$1.9M1
213FEDERATED HERMES, INC.$1.9M1
214OSSIAM$1.9M1
215ELEVATION POINT WEALTH PARTNERS, LLC$1.9M1
216WCG Wealth Advisors LLC$1.8M1
217Andra AP-fonden$1.8M1
218Board of the Pension Protection Fund$1.8M1
219Investment Management Corp of Ontario$1.7M1
220FOX RUN MANAGEMENT, L.L.C.$1.7M1
221SANDLER CAPITAL MANAGEMENT$1.7M1
222SAGE RHINO CAPITAL LLC$1.6M1
223ASSETMARK, INC$1.5M1
224UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.5M1
225RITHOLTZ WEALTH MANAGEMENT$1.5M1
226MACKENZIE FINANCIAL CORP$1.5M1
227Advisor OS, LLC$1.5M1
228GUGGENHEIM CAPITAL LLC$1.5M1
229Kesler, Norman & Wride, LLC$1.5M1
230AVIVA PLC$1.5M1
231Summit Trail Advisors, LLC$1.4M1
232BANK OF NOVA SCOTIA$1.4M1
233PRINCIPAL SECURITIES, INC.$1.4M1
234Sigma Planning Corp$1.4M1
235Callan Family Office, LLC$1.4M1
236OMERS ADMINISTRATION Corp$1.4M1
237Corient Private Wealth LLC$1.4M1
238Rithm Capital Corp.$1.4M1
239M&T BANK CORP$1.4M1
240ASR Vermogensbeheer N.V.$1.4M1
241D.A. DAVIDSON & CO.$1.4M1
242CIBC Asset Management Inc$1.4M1
243COMMONWEALTH EQUITY SERVICES, LLC$1.4M1
244JSF Financial, LLC$1.3M1
245ABN AMRO INVESTMENT SOLUTIONS$1.3M1
246First Eagle Investment Management, LLC$1.3M1
247US BANCORP \DE\$1.3M1
248Laird Norton Wetherby Trust Company, LLC$1.2M1
249PRUDENTIAL PLC$1.2M1
250K2 PRINCIPAL FUND, L.P.$1.2M1
251Rockefeller Capital Management L.P.$1.2M1
252Generali Asset Management SPA SGR$1.2M1
253Ashton Thomas Private Wealth, LLC$1.2M1
254Eurizon Capital SGR S.p.A.$1.2M1
255Advisors Asset Management, Inc.$1.1M1
256BLAIR WILLIAM & CO/IL$1.1M1
257SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M1
258Y-Intercept (Hong Kong) Ltd$1.1M1
259Brevan Howard Capital Management LP$1.1M1
260TODD ASSET MANAGEMENT LLC$1.1M1
261Focus Partners Wealth$1.1M1
262Voleon Capital Management LP$1.1M1
263Mattson Financial Services, LLC$1.1M1
264WealthTrust Axiom LLC$1.1M1
265Avanza Fonder AB$1.0M1
266Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.0M1
267WINNACLE WEALTH LLC$1.0M1
268Storgate, LLC$995K1
269Dai-ichi Life Insurance Company, Ltd$990K1
270ProShare Advisors LLC$965K1
271Avantax Planning Partners, Inc.$955K1
272Woodline Partners LP$947K1
273CANADA PENSION PLAN INVESTMENT BOARD$943K1
274GATEWAY INVESTMENT ADVISERS LLC$942K1
275Green Alpha Advisors, LLC$942K1
276TWO SIGMA SECURITIES, LLC$939K1
277Parcion Private Wealth LLC$927K1
278Veracity Capital LLC$911K1
279Caprock Group, LLC$898K1
280CWM, LLC$875K1
281Ridge Creek Global, Inc$868K1
282Sowell Financial Services LLC$856K1
283COMMERCE BANK$855K1
284HBK Sorce Advisory LLC$851K1
285Concurrent Investment Advisors, LLC$823K1
286Marathon Partners Equity Management, LLC$818K1
287Measured Wealth Private Client Group, LLC$801K1
288SHELTON CAPITAL MANAGEMENT$799K1
289Merit Financial Group, LLC$782K1
290Samalin Investment Counsel, LLC$782K1
291Allworth Financial LP$778K1
292JOHNSON INVESTMENT COUNSEL INC$774K1
293Brookstone Capital Management$769K1
294PCB Capital LLC$767K1
295Compound Planning, Inc.$754K1
296Tower Research Capital LLC (TRC)$747K1
297LOWE BROCKENBROUGH & CO INC$726K1
298denkapparat Operations GmbH$715K1
299Rehmann Capital Advisory Group$711K1
300J.M. Arbour, LLC$708K1
3011832 Asset Management L.P.$707K1
302Waldron Private Wealth LLC$703K1
303OneAscent Investment Solutions LLC$701K1
304CASTLEARK MANAGEMENT LLC$693K1
305Cresset Asset Management, LLC$692K1
306INTECH INVESTMENT MANAGEMENT LLC$688K1
307OneAscent Financial Services LLC$688K1
308WRIGHT INVESTORS SERVICE INC$686K1
309StoneX Group Inc.$679K1
310Snowden Capital Advisors LLC$675K1
311Beacon Pointe Advisors, LLC$657K1
312EP Wealth Advisors, LLC$657K1
313Qtron Investments LLC$651K1
314Ballentine Partners, LLC$649K1
315State of Wyoming$648K1
316MOKAN Wealth Management Inc.$640K1
317Talon Private Wealth, LLC$639K1
318HB Wealth Management, LLC$626K1
319Polymer Capital Management (HK) LTD$620K1
320Meiji Yasuda Asset Management Co Ltd.$610K1
321Pekin Hardy Strauss, Inc.$606K1
322PROFUND ADVISORS LLC$602K1
323Cetera Trust Company, N.A$592K1
324Graham Capital Management, L.P.$589K1
325Praxis Capital Management LLC$589K1
326U.S. Capital Wealth Advisors, LLC$589K1
327BENJAMIN EDWARDS INC$588K1
328OneAscent Wealth Management LLC$586K1
329Capital Investment Counsel, Inc$580K1
330Assenagon Asset Management S.A.$564K1
331WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$555K1
332Diversified Trust Co$542K1
333Probity Advisors, Inc.$539K1
334Koshinski Asset Management, Inc.$533K1
335Resonant Capital Advisors, LLC$522K1
336LBP AM SA$515K1
337CWA Asset Management Group, LLC$506K1
338COLDSTREAM CAPITAL MANAGEMENT INC$491K1
339REAP Financial Group, LLC$488K1
340Brown Financial Advisors$481K1
341Arax Advisory Partners$480K1
342Tower Wealth Partners, Inc.$470K1
343Chesley Taft & Associates LLC$469K1
344SEEDS INVESTOR LLC$462K1
345SATOVSKY ASSET MANAGEMENT LLC$458K1
346BayBridge Capital Group, LLC$457K1
347KESTRA PRIVATE WEALTH SERVICES, LLC$454K1
348Advisors Capital Management, LLC$450K1
349NWAM LLC$449K1
350KANE INVESTMENT MANAGEMENT, INC.$439K1
351Watershed Asset Management, L.L.C.$438K1
352Uncommon Cents Investing LLC$437K1
353United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$432K1
354STEPHENS INC /AR/$421K1
355Oakmont Advisory Group, LLC$414K1
356Frank, Rimerman Advisors LLC$414K1
357LVW Advisors, LLC$405K1
358One Wealth Advisors, LLC$404K1
359Copley Financial Group, Inc.$396K1
360Modera Wealth Management, LLC$395K1
361Pallas Capital Advisors LLC$391K1
362IMC-Chicago, LLC$391K1
363CenterBook Partners LP$379K1
364DAVENPORT & Co LLC$371K1
365Quantum Financial Advisors, LLC$360K1
366Allegheny Financial Group$360K1
367XTX Topco Ltd$358K1
368Banque Transatlantique SA$358K1
369Linden Thomas Advisory Services, LLC$357K1
370Kestra Advisory Services, LLC$355K1
371Blue Trust, Inc.$354K1
372BAM Wealth Management, LLC$351K1
373Envestnet Portfolio Solutions, Inc.$347K1
374UMB Bank, n.a.$344K1
375Siemens Fonds Invest GmbH$339K1
376Rafferty Asset Management, LLC$339K1
377Savant Capital, LLC$339K1
378HUB Investment Partners, LLC$334K1
379SANDERS MORRIS HARRIS LLC$334K1
380NorthRock Partners, LLC$329K1
381Modern Wealth Management, LLC$329K1
382BRAVE ASSET MANAGEMENT INC$327K1
383Machina Capital S.A.S.$325K1
384Net Worth Advisory Group$322K1
385Beck Bode, LLC$321K1
386Krilogy Financial LLC$318K1
387NewEdge Wealth, LLC$311K1
388OLD NATIONAL BANCORP /IN/$309K1
389SageGuard Financial Group, LLC$303K1
390Jain Global LLC$301K1
391Ifrah Financial Services, Inc.$299K1
392Stratos Investment Management, LLC$298K1
393WELCH & FORBES LLC$295K1
394SEMPER AUGUSTUS INVESTMENTS GROUP LLC$294K1
395Stratos Wealth Partners, LTD.$294K1
396Hilltop National Bank$293K1
397Vestmark Advisory Solutions, Inc.$291K1
398Aptus Capital Advisors, LLC$288K1
399JMN Financial LLC$281K1
400BANQUE PICTET & CIE SA$278K1
401Chicago Partners Investment Group LLC$278K1
402Bridgewater Advisors Inc.$276K1
403Gladstone Institutional Advisory LLC$275K1
404TRED AVON FAMILY WEALTH, LLC$272K1
405Triangle Securities Wealth Management$272K1
406MAI Capital Management$272K1
407Prospera Financial Services Inc$271K1
408BNC WEALTH MANAGEMENT, LLC$269K1
409Genus Capital Management Inc.$265K1
410FIFTH THIRD BANCORP$265K1
411Sargent Investment Group, LLC$263K1
412Equitable Holdings, Inc.$262K1
413Chokshi & Queen Wealth Advisors, Inc$262K1
414Spartan Wealth Advisory Services LLC$262K1
415Cordatus Wealth Management LLC$261K1
416CAPITAL ADVISORS INC/OK$260K1
417FIL Ltd$259K1
418Darwin Wealth Management, LLC$256K1
419Graetz Wealth LLC$255K1
420Wilmington Savings Fund Society, FSB$254K1
421First Affirmative Financial Network$252K1
422Glenview Trust Co$247K1
423GC Wealth Management RIA, LLC$243K1
424OneDigital Investment Advisors LLC$241K1
425Cambria Investment Management, L.P.$240K1
426Tidal Investments LLC$236K1
427Metis Global Partners, LLC$232K1
428Tevis Investment Management$227K1
429World Investment Advisors$225K1
430Kathmere Capital Management, LLC$224K1
431Meeder Advisory Services, Inc.$223K1
432NICOLET BANKSHARES INC$222K1
433J.W. COLE ADVISORS, INC.$218K1
434MONECO ADVISORS, LLC$216K1
435JOURNEY STRATEGIC WEALTH LLC$216K1
436Independent Advisor Alliance$215K1
437B. Riley Wealth Advisors, Inc.$211K1
438OneAscent Family Office, LLC$211K1
439TigerOak Management, L.L.C.$210K1
440Proficio Capital Partners LLC$206K1
441D'Orazio & Associates, Inc.$202K1
442CIDEL ASSET MANAGEMENT INC$201K1
443Occam Crest Management LP$196K1
444Johnson Financial Group, Inc.$153K1
445GeoWealth Management, LLC$138K1
446Steward Partners Investment Advisory, LLC$134K1
447KBC Group NV$129K1
448Transamerica Financial Advisors, LLC$118K1
449Global Assets Advisory, LLC$100K1
450American Capital Advisory, LLC$99.4K1
451MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$94.9K1
452TD Waterhouse Canada Inc.$92.0K1
453ENTRUST FINANCIAL LLC$78.6K1
454DekaBank Deutsche Girozentrale$67.6K1
455Deseret Mutual Benefit Administrators$64.9K1
456WEBSTER BANK, N. A.$63.4K1
457CENTRAL TRUST Co$44.1K1
458JFS WEALTH ADVISORS, LLC$41.0K1
459DT Investment Partners, LLC$40.6K1
460Parkside Financial Bank & Trust$39.9K1
461TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$38.0K1
462CVA Family Office, LLC$37.4K1
463Treasurer of the State of North Carolina$34.3K1
464Bayforest Capital Ltd$33.6K1
465Financial Perspectives, Inc$32.1K1
466GHP Investment Advisors, Inc.$31.0K1
467Frazier Financial Advisors, LLC$30.5K1
468Kemnay Advisory Services Inc.$23.2K1
469CONTRAVISORY INVESTMENT MANAGEMENT, INC.$22.9K1
470Activest Wealth Management$22.8K1
471MCF Advisors LLC$21.4K1
472True Wealth Design, LLC$21.3K1
473Clearstead Trust, LLC$19.3K1
474WOLFF WIESE MAGANA LLC$19.0K1
475SHP Wealth Management$18.7K1
476Signature Equity Partners, LLC$18.6K1
477Elequin Capital, LP$16.1K1
478DiNuzzo Private Wealth, Inc.$13.9K1
479MATHER GROUP, LLC.$12.2K1
480FOSTER DYKEMA CABOT & PARTNERS, LLC$11.8K1
481SJS Investment Consulting Inc.$11.2K1
482Abound Wealth Management$10.5K1
483POM Investment Strategies, LLC$7.8K1
484GILPIN WEALTH MANAGEMENT, LLC$7.7K1
485Valued Wealth Advisors LLC$7.6K1
486Sachetta, LLC$7.4K1
487ARMSTRONG ADVISORY GROUP, INC$7.1K1
488BROWN, LISLE/CUMMINGS, INC.$6.9K1
489Bell Investment Advisors, Inc$6.9K1
490Seascape Capital Management$6.8K1
491First Pacific Financial$6.7K1
492Intentional Wealth Strategies, LLC$6.3K1
493Manchester Capital Management LLC$6.1K1
494Clearstead Advisors, LLC$6.0K1
495WPG Advisers, LLC$5.6K1
496HM PAYSON & CO$5.4K1
497Smartleaf Asset Management LLC$5.0K1
498Vestcor Inc$4.9K1
499South Dakota Investment Council$4.7K1
500Sapience Investments, LLC$4.7K1
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)0 buy / 14 sell
Congress net ($ bound)−$400K to −$105K
Filers net (actions)not in build
Filers net ($ 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 FLEX

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for FLEX · financials and macro

Financials — as filed PLANNED

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