Public record / Tickers / FLS

FLS — FLOWSERVE CORP

Both disclosure regimes on one name: who in Congress filed about FLS, 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
6
all PTR rows naming FLS
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-15
filed 2020-06-15
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

Suzan K. DelBene · $15.0K–$50.0K

Sale · traded 2016-06-09 → filed 2016-07-13. Ranked over every FLS row by the provable lower bound, never a point estimate.

No member disclosed FLS 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.

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

No dated FLS 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 FLS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FLS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-06-15Dean Phillips D–MN-3PurchaseTraded 05-13 +33d$1K–$15K
2020-05-07Dean Phillips D–MN-3PurchaseTraded 04-02 +35d$1K–$15K
2016-07-13Suzan K. DelBene D–WA-1Sale · JT (jointly owned)Traded 06-09 +34d$15K–$50K
2015-12-11Suzan K. DelBene D–WA-1Purchase · JT (jointly owned)Traded 11-11 +30d$1K–$15K
2014-11-20Suzan K. DelBene D–WA-1Purchase · JT (jointly owned)Traded 10-17 +34d$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 6 ↗

Members active in FLS

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

No member disclosed FLS in the trailing 12 months.

Congress ↔ notable managers · FLS

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

new + add vs trim + exit, by shares · $ = reported value now, not the change · FLOWSERVE CORP

Merged timeline of congressional filings and notable-manager moves on FLS
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+110,303 sh
2026-05-15Bridgewater Associates 13Fadd+92,120 sh
2026-05-15D1 Capital Partners 13Ftrim−1,783,161 sh
2026-05-15Moore Capital Management 13Fexit−121,646 sh

4 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 FLS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$968M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$455M1
3D1 Capital Partners L.P.$432M1
4VANGUARD CAPITAL MANAGEMENT LLC$419M1
5UBS Group AG$353M1
6STATE STREET CORP$304M1
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/$270M1
8FMR LLC$263M1
9Nuveen, LLC$220M1
10EARNEST PARTNERS LLC$200M1
11DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$199M1
12Bank of New York Mellon Corp$180M1
13GEODE CAPITAL MANAGEMENT, LLC$176M1
14DIMENSIONAL FUND ADVISORS LP$174M1
15AQR CAPITAL MANAGEMENT LLC$150M1
16Fisher Asset Management, LLC$131M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$120M1
18MORGAN STANLEY$94.9M1
19BANK OF AMERICA CORP /DE/$85.2M1
20Boston Partners$82.4M1
21DEPRINCE RACE & ZOLLO INC$77.0M1
22NORTHERN TRUST CORP$73.9M1
23Amundi$70.2M1
24Durable Capital Partners LP$70.0M1
25Capital World Investors$69.3M1
26Qube Research & Technologies Ltd$69.2M1
27WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$67.9M1
28Artisan Partners Limited Partnership$67.8M1
29AMERICAN CENTURY COMPANIES INC$64.3M1
30DRIEHAUS CAPITAL MANAGEMENT LLC$59.0M1
31VANGUARD FIDUCIARY TRUST CO$58.0M1
32Invesco Ltd.$55.5M1
33Greenhouse Funds LLLP$48.4M1
34Allianz Asset Management GmbH$48.0M1
35WELLS FARGO & COMPANY/MN$39.3M1
36FIRST TRUST ADVISORS LP$37.6M1
37Paradice Investment Management LLC$37.3M1
38FRONTIER CAPITAL MANAGEMENT CO LLC$34.0M1
39Gotham Asset Management, LLC$33.8M1
40OBERWEIS ASSET MANAGEMENT INC/$32.0M1
41SEGALL BRYANT & HAMILL, LLC$30.5M1
42AMERIPRISE FINANCIAL INC$30.5M1
43TWO SIGMA INVESTMENTS, LP$30.3M1
44STIFEL FINANCIAL CORP$29.3M1
45WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$29.2M1
46NEW YORK STATE COMMON RETIREMENT FUND$28.7M1
47UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$27.4M1
48Allspring Global Investments Holdings, LLC$26.8M1
49SEI INVESTMENTS CO$26.7M1
50NFJ INVESTMENT GROUP, LLC$26.4M1
51COOKSON PEIRCE & CO INC$25.8M1
52RAYMOND JAMES FINANCIAL INC$25.7M1
53ROYAL BANK OF CANADA$24.7M1
54VOYA INVESTMENT MANAGEMENT LLC$22.9M1
55Swedbank AB$22.1M1
56NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$21.3M1
57Ceredex Value Advisors LLC$21.2M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$21.0M1
59SCHRODER INVESTMENT MANAGEMENT GROUP$21.0M1
60PRINCIPAL FINANCIAL GROUP INC$20.8M1
61Daiwa Securities Group Inc.$20.7M1
62Swiss National Bank$18.5M1
63Engle Capital Management, L.P.$18.4M1
64Cartenna Capital, LP$18.4M1
65ENVESTNET ASSET MANAGEMENT INC$17.3M1
66Retirement Systems of Alabama$16.8M1
67Bridgewater Associates, LP$15.3M1
68Quantinno Capital Management LP$15.2M1
69ION Fund Management Ltd$14.5M1
70CAPSTONE INVESTMENT ADVISORS, LLC$14.4M1
71Aptus Capital Advisors, LLC$13.2M1
72ALLIANCEBERNSTEIN L.P.$13.1M1
73Clearbridge Investments, LLC$13.0M1
74Legal & General Group Plc$12.7M1
75JACOBSON & SCHMITT ADVISORS, LLC$12.2M1
76PEREGRINE CAPITAL MANAGEMENT LLC$12.1M1
77IEQ CAPITAL, LLC$11.8M1
78SYSTEMATIC FINANCIAL MANAGEMENT LP$11.5M1
79Universal- Beteiligungs- und Servicegesellschaft mbH$10.5M1
80STATE OF WISCONSIN INVESTMENT BOARD$10.1M1
81Pennant Investors, LP$9.9M1
82EASTERN BANK$9.7M1
83Nippon Life Global Investors Americas, Inc.$9.3M1
84Pennant Select, LLC$9.2M1
85JOHN G ULLMAN & ASSOCIATES INC$9.2M1
86Pier Capital, LLC$9.1M1
87MILLENNIUM MANAGEMENT LLC$8.9M1
88BNP Paribas Asset Management Holding S.A.$8.9M1
89CONGRESS ASSET MANAGEMENT CO$8.8M1
90STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.6M1
91EXCHANGE TRADED CONCEPTS, LLC$8.5M1
92PRUDENTIAL FINANCIAL INC$8.4M1
93First Eagle Investment Management, LLC$8.2M1
94PANAGORA ASSET MANAGEMENT INC$7.6M1
95Aristotle Capital Boston, LLC$7.6M1
96LPL Financial LLC$7.5M1
97VANGUARD ASSET MANAGEMENT, Ltd$7.1M1
98Walleye Capital LLC$6.9M1
99Robinhood Asset Management, LLC$6.7M1
100MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.7M1
101XTX Topco Ltd$6.5M1
102Numerai GP LLC$6.3M1
103CITADEL ADVISORS LLC$6.3M1
104HITE Hedge Asset Management LLC$6.2M1
105RBA Wealth Management, LLC$6.1M1
106TD ASSET MANAGEMENT INC$6.1M1
107BANK OF MONTREAL /CAN/$5.8M1
108Inspire Investing, LLC$5.7M1
109INTECH INVESTMENT MANAGEMENT LLC$5.6M1
110Hillsdale Investment Management Inc.$5.5M1
111Merewether Investment Management, LP$5.5M1
112TD Waterhouse Canada Inc.$5.5M1
113BARCLAYS PLC$5.4M1
114FIFTH THIRD BANCORP$5.2M1
115TEACHER RETIREMENT SYSTEM OF TEXAS$5.0M1
116Cerity Partners LLC$5.0M1
117Edgestream Partners, L.P.$4.9M1
118B. Metzler seel. Sohn & Co. AG$4.8M1
119Oak Harvest Investment Services$4.7M1
120Rokos Capital Management LLP$4.7M1
121D. E. Shaw & Co., Inc.$4.6M1
122MetLife Investment Management, LLC$4.6M1
123Murphy Pohlad Asset Management LLC$4.6M1
124MARTINGALE ASSET MANAGEMENT L P$4.4M1
125Mandatum Life Insurance Co Ltd$4.4M1
126FRANKLIN RESOURCES INC$4.3M1
127Janus Henderson Group Ltd.$4.2M1
128HSBC HOLDINGS PLC$4.2M1
129CWM, LLC$4.2M1
130CANADA PENSION PLAN INVESTMENT BOARD$4.1M1
131Zurcher Kantonalbank (Zurich Cantonalbank)$4.0M1
132Creative Planning$4.0M1
133Brevan Howard Capital Management LP$3.9M1
134Vanguard Global Advisers, LLC$3.8M1
135CREDIT AGRICOLE S A$3.7M1
136Schonfeld Strategic Advisors LLC$3.7M1
137Mariner, LLC$3.7M1
138OPPENHEIMER ASSET MANAGEMENT INC.$3.6M1
139Prospera Financial Services Inc$3.6M1
140MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.6M1
141Expect Equity LLC$3.5M1
142Calamos Advisors LLC$3.5M1
143Elo Mutual Pension Insurance Co$3.4M1
144Crossmark Global Holdings, Inc.$3.4M1
145MONARCH CAPITAL MANAGEMENT INC$3.4M1
146Sumitomo Mitsui Trust Group, Inc.$3.3M1
147Nicholas Investment Partners, LP$3.3M1
148Point72 Asset Management, L.P.$3.3M1
149Diversified Trust Co$3.3M1
150GLOBEFLEX CAPITAL L P$3.3M1
151State of New Jersey Common Pension Fund D$3.2M1
152Ayrshire Capital Management LLC$3.2M1
153COMMONWEALTH EQUITY SERVICES, LLC$3.1M1
154PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.1M1
155OP Asset Management Ltd$3.0M1
156Aperture Investors, LLC$3.0M1
157GREAT VALLEY ADVISOR GROUP, INC.$2.8M1
158YOUSIF CAPITAL MANAGEMENT, LLC$2.8M1
159CITIGROUP INC$2.8M1
160BANK OF NOVA SCOTIA$2.7M1
161NISA INVESTMENT ADVISORS, LLC$2.7M1
162Horizon Investment Services, LLC$2.6M1
163TOCQUEVILLE ASSET MANAGEMENT L.P.$2.6M1
164EVOLVE PRIVATE WEALTH, LLC$2.6M1
165Arizona State Retirement System$2.6M1
166New Age Alpha Advisors, LLC$2.5M1
167Y-Intercept (Hong Kong) Ltd$2.5M1
168Monument Capital Management$2.5M1
169Dayah Capital LLC$2.5M1
170Sterling Capital Management LLC$2.5M1
171Summit Trail Advisors, LLC$2.4M1
172BOOTHBAY FUND MANAGEMENT, LLC$2.4M1
173Catalyst Capital Advisors LLC$2.4M1
174Vanguard Investments Australia, Ltd.$2.4M1
175HighTower Advisors, LLC$2.4M1
176COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.3M1
177Mengis Capital Management, Inc.$2.3M1
178PINNACLE ASSOCIATES LTD$2.3M1
179NAVELLIER & ASSOCIATES INC$2.3M1
180STATE OF MICHIGAN RETIREMENT SYSTEM$2.2M1
181BLAIR WILLIAM & CO/IL$2.2M1
182EDMOND DE ROTHSCHILD HOLDING S.A.$2.2M1
183KLP KAPITALFORVALTNING AS$2.1M1
184NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.1M1
185Ionic Capital Management LLC$2.0M1
186TRUIST FINANCIAL CORP$2.0M1
187Equitable Holdings, Inc.$2.0M1
188Man Group plc$1.9M1
189MERCER GLOBAL ADVISORS INC /ADV$1.9M1
190OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.9M1
191HighVista Strategies LLC$1.8M1
192Pinnacle Financial Partners, Inc.$1.8M1
193Polymer Capital Management (US) LLC$1.8M1
194RPG Investment Advisory, LLC$1.8M1
195Vanguard Personalized Indexing Management, LLC$1.8M1
196Vest Financial, LLC$1.8M1
197Pallas Capital Advisors LLC$1.7M1
198Ameritas Investment Partners, Inc.$1.7M1
199Oliver Luxxe Assets LLC$1.7M1
200Cetera Investment Advisers$1.7M1
201BROWN ADVISORY INC$1.6M1
202World Investment Advisors$1.6M1
203Pictet Asset Management Holding SA$1.5M1
204VICTORY CAPITAL MANAGEMENT INC$1.5M1
205Mitsubishi UFJ Trust & Banking Corp$1.5M1
206Pathstone Holdings, LLC$1.5M1
207FEDERATED HERMES, INC.$1.5M1
208Central Pacific Bank - Trust Division$1.5M1
209O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.4M1
210Sanctuary Advisors, LLC$1.4M1
211GREAT LAKES ADVISORS, LLC$1.4M1
212CSS LLC/IL$1.4M1
213DUMONT & BLAKE INVESTMENT ADVISORS LLC$1.4M1
214Hudson Bay Capital Management LP$1.4M1
215LAZARD ASSET MANAGEMENT LLC$1.4M1
216WORLDQUANT MILLENNIUM ADVISORS LLC$1.3M1
217ABLE Financial Group, LLC$1.3M1
218CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.3M1
219SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M1
220Ethic Inc.$1.3M1
221DUTCH ASSET Corp$1.3M1
222AXQ CAPITAL, LP$1.3M1
223Cascade Investment Advisors, Inc.$1.3M1
224Engineers Gate Manager LP$1.3M1
225UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$1.2M1
226Havemeyer Place LP$1.2M1
227Templeton & Phillips Capital Management, LLC$1.2M1
228NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.2M1
229DEUTSCHE BANK AG\$1.2M1
230TORONTO DOMINION BANK$1.2M1
231XPONANCE LLC$1.2M1
232ING GROEP NV$1.2M1
233NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.1M1
234Jefferies Financial Group Inc.$1.1M1
235Integrated Quantitative Investments LLC$1.1M1
236MASTERINVEST Kapitalanlage GmbH$1.1M1
237US BANCORP \DE\$1.0M1
238Oak Thistle LLC$1.0M1
239Tidal Investments LLC$1.0M1
240Federation des caisses Desjardins du Quebec$996K1
241GUGGENHEIM CAPITAL LLC$985K1
242QUADRANT CAPITAL GROUP LLC$982K1
243180 WEALTH ADVISORS, LLC$963K1
244Veracity Capital LLC$945K1
245INTACT INVESTMENT MANAGEMENT INC.$912K1
246MEEDER ASSET MANAGEMENT INC$895K1
247Baird Financial Group, Inc.$895K1
248Swiss Life Asset Management Ltd$860K1
249Castle Rock Wealth Management, LLC$855K1
250OSAIC HOLDINGS, INC.$832K1
251MGO ONE SEVEN LLC$831K1
252CONNABLE OFFICE INC$828K1
253HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$826K1
254New England Research & Management, Inc.$823K1
255Vestmark Advisory Solutions, Inc.$820K1
256Wealthfront Advisers LLC$817K1
257ExodusPoint Capital Management, LP$816K1
258FOX RUN MANAGEMENT, L.L.C.$802K1
259Merit Financial Group, LLC$798K1
260&PARTNERS$783K1
261NewEdge Advisors, LLC$775K1
262LBP AM SA$773K1
263KPP Advisory Services LLC$755K1
264INCEPTIONR LLC$749K1
265Bridgefront Capital, LLC$728K1
266RITHOLTZ WEALTH MANAGEMENT$726K1
267Focus Partners Wealth$722K1
268Marathon Mission, Inc.$714K1
269CIBC Bancorp USA Inc.$694K1
270Hilltop Holdings Inc.$692K1
271SECURIAN ASSET MANAGEMENT, INC$688K1
272Focus Partners Advisor Solutions, LLC$673K1
273Krilogy Financial LLC$649K1
274Comprehensive Money Management Services LLC$625K1
275Wealthcare Advisory Partners LLC$625K1
276Ensign Peak Advisors, Inc$619K1
277Verition Fund Management LLC$606K1
278Delta Investment Management, LLC$596K1
279Legato Capital Management LLC$577K1
280Qtron Investments LLC$543K1
281J.W. COLE ADVISORS, INC.$542K1
282Brooklyn Investment Group$532K1
283Sequoia Financial Advisors, LLC$522K1
284Corient Private Wealth LLC$520K1
285BCS Private Wealth Management, Inc.$516K1
286UNITED CAPITAL FINANCIAL ADVISORS, LLC$508K1
287DnB Asset Management AS$504K1
288Gallacher Capital Management LLC$498K1
289BNB Wealth Management, LLC$496K1
290Utah Retirement Systems$494K1
291Wakefield Asset Management LLLP$493K1
292ALPS ADVISORS INC$490K1
293Atria Investments, Inc$487K1
294MIRABELLA FINANCIAL SERVICES LLP$486K1
295Tower Research Capital LLC (TRC)$483K1
296BTC Capital Management, Inc.$480K1
297JANE STREET GROUP, LLC$480K1
298CI INVESTMENTS INC.$474K1
299GATEWAY INVESTMENT ADVISERS LLC$471K1
300Maryland State Retirement & Pension System$451K1
301LaSalle St. Investment Advisors, LLC$450K1
302Financiere des Professionnels - Fonds d'investissement inc.$446K1
303COMMERCE BANK$442K1
304MARIETTA INVESTMENT PARTNERS LLC$426K1
305ProShare Advisors LLC$425K1
306Lighthouse Investment Partners, LLC$411K1
307Aquatic Capital Management LLC$411K1
308J. Safra Sarasin Holding AG$408K1
309MOODY NATIONAL BANK TRUST DIVISION$396K1
310Dynamic Technology Lab Private Ltd$394K1
311Magnetar Financial LLC$382K1
312Asset One Wealth Management LLC$366K1
313DAVENPORT & Co LLC$343K1
314MAI Capital Management$342K1
315Rockefeller Capital Management L.P.$341K1
316Cresset Asset Management, LLC$332K1
317Dynamic Advisor Solutions LLC$331K1
318MML INVESTORS SERVICES, LLC$326K1
319Y.D. More Investments Ltd$323K1
320Vident Advisory, LLC$321K1
321Waverly Advisors, LLC$316K1
322Granite Investment Partners, LLC$314K1
323Ramirez Asset Management, Inc.$314K1
324Keudell/Morrison Wealth Management$312K1
325Arax Advisory Partners$312K1
326Frec Markets, Inc.$310K1
327M&T BANK CORP$305K1
328CIBC Asset Management Inc$305K1
329South Shore Capital Advisors$305K1
330SHELTON CAPITAL MANAGEMENT$303K1
331Corient IA LLC$294K1
332ANB BANK$293K1
333HB Wealth Management, LLC$290K1
334TOTH FINANCIAL ADVISORY CORP$290K1
335NATIONAL BANK OF CANADA /FI/$285K1
336Teza Capital Management LLC$285K1
337Asset Management One Co., Ltd.$284K1
338AFFINITY WEALTH MANAGEMENT LLC$273K1
339North Dakota State Investment Board$272K1
340BROWN, LISLE/CUMMINGS, INC.$272K1
341GROUP ONE TRADING LLC$271K1
342Cannell & Spears LLC$270K1
343Empowered Funds, LLC$270K1
344EVERGREEN CAPITAL MANAGEMENT LLC$266K1
345State of Wyoming$265K1
346Chicago Partners Investment Group LLC$261K1
347Inspire Advisors, LLC$259K1
348Lido Advisors, LLC$254K1
349JACKSON THORNTON WEALTH MANAGEMENT, LLC$253K1
350NorthCrest Asset Manangement, LLC$246K1
351ALBERT D MASON INC$245K1
352EP Wealth Advisors, LLC$244K1
353Voleon Capital Management LP$243K1
354Harvest Investment Services, LLC$237K1
355PROFUND ADVISORS LLC$234K1
356WADDELL & ASSOCIATES, LLC$232K1
357Ariadne Wealth Management, LP$230K1
358COLDSTREAM CAPITAL MANAGEMENT INC$229K1
359Banque Transatlantique SA$228K1
360EVOKE WEALTH, LLC$226K1
361Allworth Financial LP$226K1
362Kera Capital Partners, Inc.$223K1
363Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$222K1
364Connecticut Wealth Management, LLC$221K1
365TWINBEECH CAPITAL LP$221K1
366Kestra Advisory Services, LLC$219K1
367Meiji Yasuda Asset Management Co Ltd.$215K1
368Callan Family Office, LLC$214K1
369GLENMEDE TRUST CO NA$211K1
370Blueshift Asset Management, LLC$209K1
371Parcion Private Wealth LLC$207K1
372Sivia Capital Partners, LLC$206K1
373Auto-Owners Insurance Co$205K1
374BENJAMIN EDWARDS INC$205K1
375Composition Wealth, LLC$205K1
376JOURNEY STRATEGIC WEALTH LLC$201K1
377CENTRAL TRUST Co$184K1
378UMB Bank, n.a.$168K1
379BEACON INVESTMENT ADVISORY SERVICES, INC.$162K1
380NATIXIS$162K1
381THRIVENT FINANCIAL FOR LUTHERANS$143K1
382Advisors Asset Management, Inc.$140K1
383GILPIN WEALTH MANAGEMENT, LLC$122K1
384Galaxy Digital Capital Management GP LLC$118K1
385Truvestments Capital LLC$109K1
386Wellington Grp LLC$109K1
387SIGNATUREFD, LLC$102K1
388Acumen Wealth Advisors, LLC$101K1
389Friedenthal Financial$100K1
390Steward Partners Investment Advisory, LLC$100.0K1
391SALEM INVESTMENT COUNSELORS INC$92.2K1
392AMERIFLEX GROUP, INC.$83.1K1
393Quintet Private Bank (Europe) S.A.$80.9K1
394GHP Investment Advisors, Inc.$78.6K1
395Bayforest Capital Ltd$78.3K1
396Caitong International Asset Management Co., Ltd$68.2K1
397Pinnacle Wealth Planning Services, Inc.$61.7K1
398Measured Wealth Private Client Group, LLC$61.3K1
399Walleye Trading LLC$61.2K1
400NOMURA ASSET MANAGEMENT CO LTD$61.0K1
401DAGCO, INC.$52.6K1
402Strengthening Families & Communities, LLC$52.3K1
403TOMPKINS FINANCIAL CORP$51.5K1
404ESSEX INVESTMENT MANAGEMENT CO LLC$51.2K1
405Keating Financial Advisory Services, Inc.$45.6K1
406Hilltop National Bank$44.1K1
407Twin Tree Management, LP$39.7K1
408Quarry LP$36.1K1
409Mitsubishi UFJ Asset Management Co., Ltd.$33.9K1
410Salomon & Ludwin, LLC$31.1K1
411DT Investment Partners, LLC$25.4K1
412DANSKE BANK A/S$22.1K1
413Destiny Wealth Partners, LLC$21.3K1
414Smartleaf Asset Management LLC$21.0K1
415Blue Trust, Inc.$20.5K1
416Larson Financial Group LLC$18.7K1
417N.E.W. Advisory Services LLC$18.4K1
418Eurizon Capital SGR S.p.A.$17.7K1
419Spire Wealth Management$17.3K1
420ASSETMARK, INC$14.4K1
421INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$13.5K1
422HHM Wealth Advisors, LLC$12.5K1
423Solstein Capital, LLC$11.2K1
424NEW YORK STATE TEACHERS RETIREMENT SYSTEM$11.1K1
425ROGCO, LP$11.1K1
426Bell Investment Advisors, Inc$10.2K1
427JONES FINANCIAL COMPANIES LLLP$9.2K1
428PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$9.0K1
429POM Investment Strategies, LLC$8.9K1
430FARMERS & MERCHANTS INVESTMENTS INC$8.4K1
431JFS WEALTH ADVISORS, LLC$7.4K1
432RMG Wealth Management LLC$7.4K1
433Atlantic Edge Private Wealth Management, LLC$7.4K1
434VAN ECK ASSOCIATES CORP$7.2K1
435Parkside Financial Bank & Trust$6.5K1
436SIMPLEX TRADING, LLC$6.3K1
437CANADA LIFE ASSURANCE Co$6.1K1
438MB, LEVIS & ASSOCIATES, LLC$5.5K1
439NATIXIS ADVISORS, LLC$5.0K1
440Cassaday & Co Wealth Management LLC$4.7K1
441COHEN & STEERS, INC.$4.7K1
442AMALGAMATED BANK$4.3K1
443EFG International AG$4.1K1
444True Wealth Design, LLC$4.0K1
445Treasurer of the State of North Carolina$4.0K1
446CVA Family Office, LLC$3.8K1
447TD Capital Management LLC$3.5K1
448Clearstead Advisors, LLC$3.3K1
449Rialto Wealth Management, LLC$3.2K1
450ACADIAN ASSET MANAGEMENT LLC$2.8K1
451TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.8K1
452Archer Investment Corp$2.7K1
453Sachetta, LLC$2.7K1
454JPL Wealth Management, LLC$2.6K1
455MONTAG A & ASSOCIATES INC$2.5K1
456Marquette Asset Management, LLC$2.4K1
457SJS Investment Consulting Inc.$2.1K1
458PICTON MAHONEY ASSET MANAGEMENT$1.8K1
459Kilter Group LLC$1.6K1
460DiNuzzo Private Wealth, Inc.$1.5K1
461Cromwell Holdings LLC$1.4K1
462Manchester Capital Management LLC$1.3K1
463WPG Advisers, LLC$1.3K1
464SouthState Bank Corp$1.3K1
465CENTAURUS FINANCIAL, INC.$1.2K1
466MidFirst Bank$1.2K1
467Prestige Wealth Management Group LLC$1.1K1
468Redwood Investment Management, LLC$1.1K1
469NEVILLE RODIE & SHAW INC$1.0K1
470State of Alaska, Department of Revenue$9381
471Kentucky Retirement Systems$9081
472GSA CAPITAL PARTNERS LLP$8631
473American Capital Advisory, LLC$6621
474HFM Investment Advisors, LLC$5881
475Intentional Wealth Strategies, LLC$5881
476Physician Wealth Advisors, Inc.$5151
477Rakuten Securities, Inc.$5151
478Quantitative Investment Management, LLC$4761
479Valued Wealth Advisors LLC$4431
480Vermillion Wealth Management, Inc.$4411
481WEDBUSH SECURITIES INC$3991
482Vestcor Inc$3751
483SBI Securities Co., Ltd.$3681
484Signature Equity Partners, LLC$3681
485Abound Wealth Management$3451
486Wealth Enhancement Trust Services, Inc.$2941
487KBC Group NV$2881
488PARK AVENUE SECURITIES LLC$2501
489TopTier Wealth Management, LLC$2211
490Quaker Wealth Management, LLC$1481
491Private Wealth Management Group, LLC$1481
492Transamerica Financial Advisors, LLC$1471
493Smithfield Trust Co$801
494VALLEY NATIONAL ADVISERS INC$291
495CX Institutional$131
496Capital Advisors, Ltd. LLC$91
497Avion Wealth$11
498VANGUARD GROUP INC$01
499FIL Ltd$01
500MJP ASSOCIATES INC /ADV$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)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 FLS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for FLS · financials and macro

Financials — as filed PLANNED

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