Public record / Tickers / FNF

FNF — Fidelity National Financial, Inc.

Both disclosure regimes on one name: who in Congress filed about FNF, 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
13
all PTR rows naming FNF
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
02-11
filed 2026-02-11
13F holders
479
top-479 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

Daniel S. Goldman · $15.0K–$50.0K

Sale · traded 2023-07-12 → filed 2023-08-13. Ranked over every FNF row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

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

3 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING FNF · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FNF
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-11August Pfluger R–TX-11SaleTraded 01-12 +30d$1K–$15K
2024-09-06John James R–MI-10SaleTraded 09-04 +2d$1K–$15K
2024-01-03Thomas R. Carper D–DESale · SP (spouse-owned)Traded 2023-12-11 +23d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$15K–$50K
2023-08-02Thomas R. Carper D–DEPurchase · SP (spouse-owned)Traded 07-10 +23d$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 13 ↗

Members active in FNF

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing FNF 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.
August Pfluger R–TX-111−$15.0K to −$1.0K2

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

Congress ↔ notable managers · FNF

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 · FIDELITY NATL FINL INC

Merged timeline of congressional filings and notable-manager moves on FNF
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fnew+241,153 sh
2026-05-15Bridgewater Associates 13Fnew+27,941 sh
2026-05-14Caxton Associates 13Fnew+5,591 sh

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

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

Top institutional holders of FNF for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.8B1
2WINDACRE PARTNERSHIP LLC$969M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$569M1
4VANGUARD CAPITAL MANAGEMENT LLC$534M1
5STATE STREET CORP$441M1
6First Eagle Investment Management, LLC$412M1
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$354M1
8ALLIANCEBERNSTEIN L.P.$293M1
9AQR CAPITAL MANAGEMENT LLC$251M1
10DIMENSIONAL FUND ADVISORS LP$195M1
11FMR LLC$192M1
12PRINCIPAL FINANCIAL GROUP INC$164M1
13Brave Warrior Advisors, LLC$162M1
14Nuveen, LLC$106M1
15NORTHERN TRUST CORP$103M1
16MORGAN STANLEY$102M1
17VANGUARD FIDUCIARY TRUST CO$73.6M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$71.3M1
19ROYAL BANK OF CANADA$63.6M1
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$62.4M1
21DAVENPORT & Co LLC$61.7M1
22FIRST TRUST ADVISORS LP$53.3M1
23Legal & General Group Plc$52.3M1
24UBS Group AG$50.3M1
25HSBC HOLDINGS PLC$41.5M1
26Invesco Ltd.$40.5M1
27Amundi$36.7M1
28BANK OF AMERICA CORP /DE/$36.5M1
29Swiss National Bank$35.1M1
30ENVESTNET ASSET MANAGEMENT INC$34.4M1
31MILLENNIUM MANAGEMENT LLC$33.9M1
32Pictet Asset Management Holding SA$30.8M1
33PFA Pension, Forsikringsaktieselskab$30.5M1
34SCHRODER INVESTMENT MANAGEMENT GROUP$29.5M1
35SCHWARTZ INVESTMENT COUNSEL INC$28.5M1
36D. E. Shaw & Co., Inc.$26.8M1
37ZACKS INVESTMENT MANAGEMENT$26.1M1
38AustralianSuper Pty Ltd$25.9M1
39VANGUARD ASSET MANAGEMENT, Ltd$24.1M1
40CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$22.4M1
41HighTower Advisors, LLC$22.3M1
42WELLS FARGO & COMPANY/MN$21.5M1
43Verity & Verity, LLC$20.8M1
44RAYMOND JAMES FINANCIAL INC$18.5M1
45CITIGROUP INC$18.4M1
46Squarepoint Ops LLC$18.3M1
47DEUTSCHE BANK AG\$17.7M1
48Quantinno Capital Management LP$15.6M1
49BASSWOOD CAPITAL MANAGEMENT, L.L.C.$15.5M1
50JANE STREET GROUP, LLC$14.8M1
51Retirement Systems of Alabama$14.5M1
52CITADEL ADVISORS LLC$14.3M1
53SEI INVESTMENTS CO$13.9M1
54Man Group plc$13.7M1
55TWO SIGMA INVESTMENTS, LP$13.6M1
56SEB Asset Management AB$13.4M1
57FRANKLIN RESOURCES INC$13.0M1
58Mitsubishi UFJ Asset Management Co., Ltd.$12.8M1
59WORLDQUANT MILLENNIUM ADVISORS LLC$12.6M1
60AMERICAN CENTURY COMPANIES INC$12.5M1
61BANK OF MONTREAL /CAN/$12.3M1
62Zurcher Kantonalbank (Zurich Cantonalbank)$12.0M1
63STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.4M1
64Empowered Funds, LLC$11.3M1
65Cannell & Spears LLC$11.3M1
66Gotham Asset Management, LLC$11.2M1
67Rockefeller Capital Management L.P.$10.9M1
68STATE OF WISCONSIN INVESTMENT BOARD$10.3M1
69SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$10.0M1
70AVIVA PLC$9.8M1
71STEPHENS INC /AR/$9.6M1
72MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.4M1
73LPL Financial LLC$9.3M1
74EXCHANGE TRADED CONCEPTS, LLC$9.2M1
75Susquehanna Portfolio Strategies, LLC$8.9M1
76CANADA PENSION PLAN INVESTMENT BOARD$8.5M1
77Bayview Asset Management, LLC$8.5M1
78Mirae Asset Global Investments Co., Ltd.$8.4M1
79RENAISSANCE TECHNOLOGIES LLC$8.2M1
80AE Wealth Management LLC$7.7M1
81FEDERATED HERMES, INC.$7.6M1
82OLD NATIONAL BANCORP /IN/$7.4M1
83Sanctuary Advisors, LLC$7.3M1
84FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.0M1
85IEQ CAPITAL, LLC$6.9M1
86CWA Asset Management Group, LLC$6.8M1
87Aberdeen Group plc$6.7M1
88Vanguard Global Advisers, LLC$6.4M1
89XTX Topco Ltd$6.2M1
90ROYAL LONDON ASSET MANAGEMENT LTD$6.1M1
91Mariner, LLC$6.0M1
92Bleakley Financial Group, LLC$6.0M1
93Focus Partners Wealth$6.0M1
94Vanguard Investments Australia, Ltd.$5.9M1
95FIFTH THIRD BANCORP$5.8M1
96Cerity Partners LLC$5.6M1
97APG Asset Management N.V.$5.6M1
98FIL Ltd$5.4M1
99Corient Private Wealth LLC$5.1M1
100ASSETMARK, INC$5.1M1
101Tredje AP-fonden$5.0M1
1021834 INVESTMENT ADVISORS CO$5.0M1
103Korea Investment CORP$4.9M1
104PALISADE CAPITAL MANAGEMENT, LP$4.7M1
105Asset Management One Co., Ltd.$4.5M1
106Railway Pension Investments Ltd$4.5M1
107Kingsview Wealth Management, LLC$4.4M1
108MACQUARIE GROUP LTD$4.3M1
109Cetera Investment Advisers$4.3M1
110State of New Jersey Common Pension Fund D$3.9M1
111COMMONWEALTH EQUITY SERVICES, LLC$3.9M1
112TRUIST FINANCIAL CORP$3.9M1
113Baird Financial Group, Inc.$3.9M1
114NOMURA ASSET MANAGEMENT CO LTD$3.8M1
115STOREBRAND ASSET MANAGEMENT AS$3.8M1
116STIFEL FINANCIAL CORP$3.7M1
117CWM, LLC$3.6M1
118MERCER GLOBAL ADVISORS INC /ADV$3.6M1
119HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.5M1
120GATEWAY INVESTMENT ADVISERS LLC$3.5M1
121Capital Investment Counsel, LLC$3.5M1
122Resona Asset Management Co.,Ltd.$3.4M1
123INTECH INVESTMENT MANAGEMENT LLC$3.4M1
124Illinois Municipal Retirement Fund$3.3M1
125Arizona State Retirement System$3.2M1
126BURNEY CO/$3.2M1
127BLAIR WILLIAM & CO/IL$3.2M1
128STATE OF MICHIGAN RETIREMENT SYSTEM$3.0M1
129COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.0M1
130CAMBIAR INVESTORS LLC$3.0M1
131Creative Planning$2.8M1
132Capital Advisors Wealth Management, LLC$2.8M1
133Dynamic Advisor Solutions LLC$2.8M1
134PRIVATE MANAGEMENT GROUP INC$2.8M1
135Swedbank AB$2.8M1
136NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.7M1
137TIFF ADVISORY SERVICES, LLC$2.6M1
138Lansforsakringar Fondforvaltning AB (publ)$2.6M1
139SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.6M1
140GHP Investment Advisors, Inc.$2.5M1
141Ensign Peak Advisors, Inc$2.5M1
142Brevan Howard Capital Management LP$2.5M1
143OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.4M1
144Wealthfront Advisers LLC$2.3M1
145JPL Wealth Management, LLC$2.3M1
146SWS Partners$2.3M1
147XPONANCE LLC$2.3M1
148PFG Investments, LLC$2.2M1
149Advisors Asset Management, Inc.$2.2M1
150Vanguard Personalized Indexing Management, LLC$2.1M1
151IFM Investors Pty Ltd$2.1M1
152BENJAMIN EDWARDS INC$2.1M1
153MML INVESTORS SERVICES, LLC$2.1M1
154HORIZON KINETICS ASSET MANAGEMENT LLC$2.1M1
155BNP Paribas Asset Management Holding S.A.$2.0M1
156Elo Mutual Pension Insurance Co$2.0M1
157Eurizon Capital SGR S.p.A.$2.0M1
158Utah Retirement Systems$1.9M1
159NewEdge Advisors, LLC$1.9M1
160Engineers Gate Manager LP$1.9M1
161PRUDENTIAL FINANCIAL INC$1.9M1
162HANCOCK WHITNEY CORP$1.9M1
163CONTINENTAL ADVISORS LLC$1.9M1
164D.A. DAVIDSON & CO.$1.7M1
165Lantz Financial LLC$1.7M1
166TD ASSET MANAGEMENT INC$1.7M1
167OSAIC HOLDINGS, INC.$1.7M1
168EP Wealth Advisors, LLC$1.6M1
169BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.6M1
170Donoghue Forlines LLC$1.6M1
171MWA Asset Management$1.6M1
172Tidal Investments LLC$1.6M1
173LECAP ASSET MANAGEMENT LTD$1.6M1
174Harbor Advisors LLC$1.5M1
175Vestmark Advisory Solutions, Inc.$1.5M1
176UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.5M1
177Legal Advantage Investments, Inc.$1.5M1
178NISSAY ASSET MANAGEMENT CORP /JAPAN$1.5M1
179Y-Intercept (Hong Kong) Ltd$1.5M1
180&PARTNERS$1.5M1
181Oak Thistle LLC$1.5M1
182CSS LLC/IL$1.4M1
183O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.4M1
184Atria Investments, Inc$1.4M1
185Ascent Group, LLC$1.4M1
186Pathstone Holdings, LLC$1.4M1
187AMERIFLEX GROUP, INC.$1.3M1
188Bridgewater Associates, LP$1.3M1
189OP Asset Management Ltd$1.3M1
190Board of the Pension Protection Fund$1.3M1
191National Pension Service$1.3M1
192Applied Capital LLC/FL$1.3M1
193Osmosis Investment Management UK Ltd$1.2M1
194Sumitomo Mitsui DS Asset Management Company, Ltd$1.2M1
195NORDEA INVESTMENT MANAGEMENT AB$1.2M1
196Janus Henderson Group Ltd.$1.1M1
197Palogic Value Management, L.P.$1.1M1
198Lighthouse Investment Partners, LLC$1.1M1
199VOYA INVESTMENT MANAGEMENT LLC$1.1M1
200Jacobi Capital Management LLC$1.1M1
201FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.1M1
202Ullmann Wealth Partners Group, LLC$1.1M1
203Avior Wealth Management, LLC$1.1M1
204TEACHER RETIREMENT SYSTEM OF TEXAS$1.1M1
205Daiwa Securities Group Inc.$1.1M1
206M&T BANK CORP$1.0M1
207Swiss Life Asset Management Ltd$1.0M1
208Impact Partnership Wealth, LLC$1.0M1
209OPPENHEIMER ASSET MANAGEMENT INC.$1.0M1
210Van Hulzen Asset Management, LLC$1.0M1
211PANAGORA ASSET MANAGEMENT INC$989K1
212OPPENHEIMER & CO INC$944K1
213GUGGENHEIM CAPITAL LLC$942K1
214INCEPTIONR LLC$936K1
215HB Wealth Management, LLC$909K1
216Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$861K1
217Investment Management Corp of Ontario$857K1
218Beacon Pointe Advisors, LLC$855K1
219Chesley Taft & Associates LLC$828K1
220Dynamic Technology Lab Private Ltd$823K1
221CIBC Asset Management Inc$818K1
222Kestra Advisory Services, LLC$803K1
223Americana Partners, LLC$798K1
224Federation des caisses Desjardins du Quebec$797K1
225Fideuram Asset Management (Ireland) dac$794K1
226SteelPeak Wealth, LLC$775K1
227KESTRA PRIVATE WEALTH SERVICES, LLC$752K1
228Independent Advisor Alliance$751K1
229Linden Thomas Advisory Services, LLC$749K1
230ClearAlpha Technologies LP$748K1
231Invst, LLC$738K1
232Avanza Fonder AB$720K1
233Summit Trail Advisors, LLC$705K1
234JOURNEY STRATEGIC WEALTH LLC$702K1
23544 WEALTH MANAGEMENT LLC$690K1
236SHP Wealth Management$680K1
237Allianz Asset Management GmbH$677K1
238Prosperity Consulting Group, LLC$675K1
239Allspring Global Investments Holdings, LLC$672K1
240BANK OF NOVA SCOTIA$671K1
241CHOREO, LLC$644K1
242Mayflower Financial Advisors, LLC$631K1
243SONATA CAPITAL GROUP INC$624K1
244CIBC Bancorp USA Inc.$615K1
245VestGen Advisors, LLC$610K1
246INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$607K1
247Maryland State Retirement & Pension System$597K1
248LEVIN CAPITAL STRATEGIES, L.P.$590K1
249Rakuten Investment Management, Inc.$588K1
250Merit Financial Group, LLC$588K1
251Unison Advisors LLC$586K1
252Hennion & Walsh Asset Management, Inc.$577K1
253INDEPENDENT FINANCIAL GROUP, LLC$571K1
254GODSEY & GIBB, INC$569K1
255Jefferies Financial Group Inc.$563K1
256Snowden Capital Advisors LLC$557K1
257US BANCORP \DE\$557K1
258OMERS ADMINISTRATION Corp$547K1
259Moors & Cabot, Inc.$539K1
260Chicago Partners Investment Group LLC$535K1
261OSSIAM$532K1
262Allworth Financial LP$528K1
263Tower Research Capital LLC (TRC)$525K1
264ARTHUR M. COHEN & ASSOCIATES, LLC$518K1
265Bull Harbor Capital LLC$515K1
266Lido Advisors, LLC$513K1
267Meiji Yasuda Asset Management Co Ltd.$501K1
268Trivium Point Advisory, LLC$496K1
269TOKIO MARINE ASSET MANAGEMENT CO LTD$490K1
270United Asset Strategies, Inc.$485K1
271Focus Partners Advisor Solutions, LLC$482K1
272FORA Capital, LLC$479K1
273Legacy Wealth Asset Management, LLC$475K1
274ProShare Advisors LLC$474K1
275Qsemble Capital Management, LP$451K1
276Lee Financial Co$449K1
277QUADRANT CAPITAL GROUP LLC$443K1
278CREDIT AGRICOLE S A$440K1
279Sterling Investment Counsel, LLC$434K1
280Wilmington Savings Fund Society, FSB$429K1
281PRUDENTIAL PLC$427K1
282TOUNJIAN ADVISORY PARTNERS, LLC$427K1
283WINTON GROUP Ltd$420K1
284Accurate Wealth Management, LLC$410K1
285Apollon Wealth Management, LLC$401K1
286Aquatic Capital Management LLC$398K1
287FOCUSED ALPHA, LLC$393K1
288Brown Miller Wealth Management, LLC$389K1
289SHELTON CAPITAL MANAGEMENT$383K1
290LAZARD ASSET MANAGEMENT LLC$382K1
291Avantra Family Wealth, Inc.$382K1
292Apella Capital, LLC$379K1
293EVERGREEN CAPITAL MANAGEMENT LLC$379K1
294COLDSTREAM CAPITAL MANAGEMENT INC$375K1
295Financial Engines Advisors L.L.C.$375K1
296Concurrent Investment Advisors, LLC$375K1
297Sequoia Financial Advisors, LLC$370K1
298Prudent Man Advisors, LLC$360K1
299ABN AMRO INVESTMENT SOLUTIONS$353K1
300ASR Vermogensbeheer N.V.$351K1
301Gallagher Fiduciary Advisors, LLC$351K1
302EVOLVE PRIVATE WEALTH, LLC$350K1
303Holocene Advisors, LP$349K1
304KEYBANK NATIONAL ASSOCIATION/OH$348K1
305Machina Capital S.A.S.$346K1
306nVerses Capital, LLC$341K1
307Robertson Stephens Wealth Management, LLC$338K1
308Embree Financial Group$329K1
309Cornerstone Select Advisors, LLC$328K1
310HUB Investment Partners, LLC$324K1
311FIDUCIARY TRUST CO$319K1
312PINNACLE ASSOCIATES LTD$317K1
313Vident Advisory, LLC$317K1
314Elevated Capital Advisors, LLC$312K1
315ASAHI LIFE ASSET MANAGEMENT CO., LTD.$311K1
316Legacy Capital Wealth Partners, LLC$311K1
317QRG CAPITAL MANAGEMENT, INC.$304K1
318MONTAG A & ASSOCIATES INC$301K1
319Calamos Advisors LLC$300K1
320Calamos Wealth Management LLC$300K1
321R Squared Ltd$298K1
322COMMERCE BANK$296K1
323Perigon Wealth Management, LLC$292K1
324Gilbert & Cook, Inc.$291K1
325Vise Technologies, Inc.$290K1
326TWINBEECH CAPITAL LP$288K1
327Trilogy Capital Inc.$287K1
328Stokes Capital Advisors, LLC$285K1
329KPP Advisory Services LLC$282K1
330Arvest Bank Trust Division$280K1
331CIBC WORLD MARKET INC.$272K1
332Woodline Partners LP$271K1
333FOUNDATIONS INVESTMENT ADVISORS, LLC$268K1
334BOOTHBAY FUND MANAGEMENT, LLC$262K1
335Steward Partners Investment Advisory, LLC$262K1
336CAXTON ASSOCIATES LLP$259K1
337MAI Capital Management$257K1
338Empower Advisory Group, LLC$256K1
339WOODWARD DIVERSIFIED CAPITAL, LLC$255K1
340FORTRESS PRIVATE LEDGER, LLC$255K1
341Orion Porfolio Solutions, LLC$253K1
342Johnson Financial Group, Inc.$252K1
343MGO ONE SEVEN LLC$252K1
344Claro Advisors Inc.$251K1
345Centennial Wealth Advisory LLC$249K1
346PEDDOCK CAPITAL ADVISORS, LLC$249K1
347Arax Advisory Partners$248K1
348Avidian Wealth Enterprises, LLC$246K1
349OneDigital Investment Advisors LLC$245K1
350AXXCESS WEALTH MANAGEMENT, LLC$237K1
351NATIONAL BANK OF CANADA /FI/$236K1
352Net Worth Advisory Group$234K1
353JFS WEALTH ADVISORS, LLC$233K1
354B. Riley Wealth Advisors, Inc.$232K1
355Harbour Capital Advisors, LLC$225K1
356Checchi Capital Advisers, LLC$224K1
357Prospera Financial Services Inc$221K1
358Envestnet Portfolio Solutions, Inc.$219K1
359PROFUND ADVISORS LLC$215K1
360Hudson Portfolio Management LLC$212K1
361Diversified Enterprises, LLC$208K1
362Csenge Advisory Group$208K1
363Laird Norton Wetherby Trust Company, LLC$204K1
364waypoint wealth counsel$201K1
365SAGE RHINO CAPITAL LLC$201K1
366ARVEST INVESTMENTS, INC.$188K1
367UMB Bank, n.a.$175K1
368Siemens Fonds Invest GmbH$166K1
369Pinnacle Wealth Planning Services, Inc.$135K1
370Raleigh Capital Management Inc.$129K1
371PenderFund Capital Management Ltd.$125K1
372Destiny Wealth Partners, LLC$125K1
373Aster Capital Management (DIFC) Ltd$106K1
374CENTRAL TRUST Co$93.5K1
375Tradewinds Capital Management, LLC$92.8K1
376SJS Investment Consulting Inc.$88.5K1
377NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$68.4K1
378Smartleaf Asset Management LLC$60.9K1
379Orion Capital Management LLC$56.9K1
380PEAPACK GLADSTONE FINANCIAL CORP$54.2K1
381REAP Financial Group, LLC$53.4K1
382Quarry LP$52.5K1
383Deseret Mutual Benefit Administrators$47.7K1
384Grove Bank & Trust$46.4K1
385HM PAYSON & CO$46.1K1
386DHJJ Financial Advisors, Ltd.$44.4K1
387Atlantic Edge Private Wealth Management, LLC$39.8K1
388MCF Advisors LLC$35.5K1
389True Wealth Design, LLC$35.3K1
390Manchester Capital Management LLC$35.1K1
391Larson Financial Group LLC$30.0K1
392Optiver Holding B.V.$28.8K1
393Pflug Koory, LLC$27.8K1
394ARMSTRONG ADVISORY GROUP, INC$24.9K1
395Opal Wealth Advisors, LLC$22.6K1
396Signature Resources Capital Management, LLC$21.5K1
397Atlantic Union Bankshares Corp$21.4K1
398MATHER GROUP, LLC.$21.1K1
399Quest 10 Wealth Builders, Inc.$16.2K1
400Legacy Wealth Managment, LLC/ID$15.2K1
401EFG International AG$15.2K1
402Westfuller Advisors, LLC$14.2K1
403TD Waterhouse Canada Inc.$13.9K1
404Key Capital Management, INC$13.2K1
405Wall Street Financial Group, Inc.$12.5K1
406Clearstead Advisors, LLC$11.3K1
407Activest Wealth Management$11.3K1
408CANADA LIFE ASSURANCE Co$10.6K1
409ISLAY CAPITAL MANAGEMENT, LLC$10.0K1
410Parkside Financial Bank & Trust$9.7K1
411State of Alaska, Department of Revenue$9.6K1
412HRT FINANCIAL LP$8.6K1
413Magnolia Wealth Management, LLC$8.6K1
414CVA Family Office, LLC$8.3K1
415ALGERT GLOBAL LLC$7.4K1
416Owl Creek Wealth Partners LLC$7.2K1
417BFSG, LLC$6.9K1
418Guinness Atkinson Asset Management Inc$6.8K1
419Annis Gardner Whiting Capital Advisors, LLC$6.8K1
420Transamerica Financial Advisors, LLC$5.2K1
421Treasurer of the State of North Carolina$5.1K1
422Private Wealth Management Group, LLC$4.9K1
423Costello Asset Management, INC$4.6K1
424Sachetta, LLC$4.6K1
425Asset Dedication, LLC$4.4K1
426St. Johns Investment Management Company, LLC$4.2K1
427Reyes Financial Architecture, Inc.$4.1K1
428Paladin Partners, LLC$3.8K1
429Bell Investment Advisors, Inc$3.8K1
430DekaBank Deutsche Girozentrale$3.4K1
431DELTA ASSET MANAGEMENT LLC/TN$3.0K1
432COUNTRY TRUST BANK$2.9K1
433DiNuzzo Private Wealth, Inc.$2.9K1
434THRIVENT FINANCIAL FOR LUTHERANS$2.7K1
435Retirement Wealth Solutions LLC$2.6K1
436Vermillion Wealth Management, Inc.$2.4K1
437Sunrise Financial Services, LLC$2.4K1
438ALBION FINANCIAL GROUP /UT$2.4K1
439Cromwell Holdings LLC$2.1K1
440BROWN, LISLE/CUMMINGS, INC.$1.9K1
441ELEVATION WEALTH PARTNERS, LLC$1.9K1
442Clearstead Trust, LLC$1.9K1
443NFSG Corp$1.9K1
444Scarborough Advisors, LLC$1.8K1
445Kilter Group LLC$1.5K1
446Wealth Enhancement Trust Services, Inc.$1.5K1
447Marquette Asset Management, LLC$1.4K1
448Key FInancial Inc$1.4K1
449First Pacific Financial$1.3K1
450KBC Group NV$1.2K1
451SouthState Bank Corp$1.2K1
452WPG Advisers, LLC$9741
453Bayforest Capital Ltd$8811
454Cassaday & Co Wealth Management LLC$8351
455MidFirst Bank$8351
456Intentional Wealth Strategies, LLC$8351
457Abound Wealth Management$7951
458Blue Trust, Inc.$7421
459PARK AVENUE SECURITIES LLC$7321
460INGALLS & SNYDER LLC$6151
461GSA CAPITAL PARTNERS LLP$5691
462Vestcor Inc$5661
463HFM Investment Advisors, LLC$5571
464Rialto Wealth Management, LLC$5111
465Prestige Wealth Management Group LLC$3251
466Seneschal Advisors, LLC$3251
467MV CAPITAL MANAGEMENT, INC.$2791
468American Capital Advisory, LLC$2791
469Penserra Capital Management LLC$2521
470CLEAR INVESTMENT RESEARCH, LLC$1901
471Caitong International Asset Management Co., Ltd$1861
472Employees Retirement System of Texas$1271
473TFC Financial Management, Inc.$471
474Capital Analysts, LLC$251
475Valued Wealth Advisors LLC$231
476HAZLETT, BURT & WATSON, INC.$161
477VALLEY NATIONAL ADVISERS INC$151
478Capital Advisors, Ltd. LLC$11
479Avion Wealth$01
Truncated by Public Filings. The published aggregate ranks the top 479 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 / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 FNF

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for FNF · financials and macro

Financials — as filed PLANNED

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