Public record / Tickers / FTI

FTI — TechnipFMC plc

Both disclosure regimes on one name: who in Congress filed about FTI, 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
3
all PTR rows naming FTI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-25
filed 2018-09-25
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

Carlos Curbelo · $1.0K–$15.0K

Purchase · traded 2018-08-28 → filed 2018-09-25. Ranked over every FTI row by the provable lower bound, never a point estimate.

No member disclosed FTI 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 FTI 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 FTI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FTI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2018-09-25Carlos Curbelo R–FL-26Purchase · SP (spouse-owned)Traded 08-28 +28d$1K–$15K
2017-12-11Buck, Kenneth R. SaleTraded 11-07 +34d$1K–$15K
2017-11-02Buck, Kenneth R. PurchaseTraded 10-27 +6d$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 3 ↗

Members active in FTI

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

No member disclosed FTI in the trailing 12 months.

Congress ↔ notable managers · FTI

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

Adding
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on FTI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−14,546 sh
2026-05-15Bridgewater Associates 13Ftrim−537,125 sh
2026-05-15Miller Value Partners 13Ftrim−4,340 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 FTI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.9B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
4AQR CAPITAL MANAGEMENT LLC$1.2B1
5FMR LLC$1.1B1
6Invesco Ltd.$1.0B1
7Capital World Investors$992M1
8STATE STREET CORP$896M1
9GEODE CAPITAL MANAGEMENT, LLC$608M1
10Boston Partners$573M1
11MASSACHUSETTS FINANCIAL SERVICES CO /MA/$541M1
12AMERIPRISE FINANCIAL INC$533M1
13DIMENSIONAL FUND ADVISORS LP$335M1
14Qube Research & Technologies Ltd$287M1
15BANK OF AMERICA CORP /DE/$267M1
16NORTHERN TRUST CORP$240M1
17AMERICAN CENTURY COMPANIES INC$235M1
18FRANKLIN RESOURCES INC$230M1
19MORGAN STANLEY$216M1
20MILLENNIUM MANAGEMENT LLC$212M1
21Bank of New York Mellon Corp$199M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$194M1
23Amundi$175M1
24VANGUARD FIDUCIARY TRUST CO$173M1
25ALLIANCEBERNSTEIN L.P.$169M1
26UBS Group AG$166M1
27AGF MANAGEMENT LTD$164M1
28WESTFIELD CAPITAL MANAGEMENT CO LP$141M1
29Hardman Johnston Global Advisors LLC$122M1
30Nuveen, LLC$122M1
31DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$121M1
32JENNISON ASSOCIATES LLC$110M1
33Stephens Investment Management Group LLC$107M1
34CITADEL ADVISORS LLC$105M1
35FIL Ltd$98.4M1
36PRIMECAP MANAGEMENT CO/CA/$95.4M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$92.7M1
38Gotham Asset Management, LLC$91.4M1
39Legal & General Group Plc$85.8M1
40SCHRODER INVESTMENT MANAGEMENT GROUP$78.8M1
41IEQ CAPITAL, LLC$76.8M1
42DANSKE BANK A/S$75.1M1
43DRIEHAUS CAPITAL MANAGEMENT LLC$71.9M1
44RHUMBLINE ADVISERS$71.1M1
45DEUTSCHE BANK AG\$70.4M1
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$69.4M1
47RAYMOND JAMES FINANCIAL INC$64.1M1
48Janus Henderson Group Ltd.$64.0M1
49LAZARD ASSET MANAGEMENT LLC$63.8M1
50TODD ASSET MANAGEMENT LLC$62.5M1
51PRINCIPAL FINANCIAL GROUP INC$62.4M1
52TD ASSET MANAGEMENT INC$60.2M1
53Merewether Investment Management, LP$57.8M1
54Swiss National Bank$55.8M1
55COOKSON PEIRCE & CO INC$49.8M1
56JANE STREET GROUP, LLC$49.3M1
57ENVESTNET ASSET MANAGEMENT INC$47.2M1
58Sagefield Capital LP$44.8M1
59VICTORY CAPITAL MANAGEMENT INC$43.9M1
60WELLINGTON MANAGEMENT GROUP LLP$42.4M1
61ROYAL BANK OF CANADA$41.7M1
62Mariner, LLC$40.9M1
63Chescapmanager LLC$40.7M1
64WELLS FARGO & COMPANY/MN$38.2M1
65Cerity Partners LLC$38.2M1
66SEI INVESTMENTS CO$38.1M1
67VOYA INVESTMENT MANAGEMENT LLC$37.8M1
68Holocene Advisors, LP$36.9M1
69Federation des caisses Desjardins du Quebec$36.9M1
70Susquehanna Portfolio Strategies, LLC$36.9M1
71ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$36.7M1
72TWO SIGMA INVESTMENTS, LP$35.7M1
73CWM, LLC$35.0M1
74Retirement Systems of Alabama$34.3M1
75STATE OF WISCONSIN INVESTMENT BOARD$33.6M1
76LPL Financial LLC$32.8M1
77BNP Paribas Asset Management Holding S.A.$31.2M1
78FIRST TRUST ADVISORS LP$31.0M1
79BARLOW WEALTH PARTNERS, LLC$30.9M1
80CITIGROUP INC$30.2M1
81Brevan Howard Capital Management LP$28.9M1
82Yaupon Capital Management LP$23.8M1
83THORNBURG INVESTMENT MANAGEMENT INC$23.0M1
84GENDELL JEFFREY L$22.1M1
85BARCLAYS PLC$21.9M1
86Man Group plc$21.7M1
87VANGUARD ASSET MANAGEMENT, Ltd$21.4M1
88Universal- Beteiligungs- und Servicegesellschaft mbH$21.3M1
89PEREGRINE CAPITAL MANAGEMENT LLC$20.5M1
90Calamos Advisors LLC$20.3M1
91WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$19.6M1
92STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$18.8M1
93MetLife Investment Management, LLC$18.7M1
94ExodusPoint Capital Management, LP$18.3M1
95NEW YORK STATE COMMON RETIREMENT FUND$17.9M1
96MACKENZIE FINANCIAL CORP$17.9M1
97Distillate Capital Partners LLC$17.8M1
98Aware Super Pty Ltd as trustee of Aware Super$17.7M1
99Bridgewater Associates, LP$17.3M1
100PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$15.9M1
101MANUFACTURERS LIFE INSURANCE COMPANY, THE$15.4M1
102MERCER GLOBAL ADVISORS INC /ADV$14.9M1
103Moran Wealth Management, LLC$14.6M1
104M&G Plc$14.4M1
105Energy Income Partners, LLC$14.1M1
106Creative Planning$14.0M1
107BANK OF NOVA SCOTIA$13.5M1
108De Lisle Partners LLP$13.4M1
109AE Wealth Management LLC$13.3M1
110Robeco Institutional Asset Management B.V.$13.2M1
111MAC Alpha Capital Management, LP$13.1M1
112SEGALL BRYANT & HAMILL, LLC$13.1M1
113Empowered Funds, LLC$13.0M1
114Sumitomo Mitsui Trust Group, Inc.$12.9M1
115MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$12.7M1
116Jain Global LLC$11.8M1
117Vanguard Global Advisers, LLC$11.7M1
118CANADA PENSION PLAN INVESTMENT BOARD$11.6M1
119Abacus FCF Advisors LLC$11.4M1
120Pathstone Holdings, LLC$11.4M1
121LMR Partners LLP$10.7M1
122Voleon Capital Management LP$10.7M1
123SHAYNE & JACOBS, LLC$10.6M1
124Zurcher Kantonalbank (Zurich Cantonalbank)$10.5M1
125RENAISSANCE GROUP LLC$10.1M1
126FEDERATED HERMES, INC.$10.1M1
127OPPENHEIMER ASSET MANAGEMENT INC.$9.7M1
128PRUDENTIAL FINANCIAL INC$9.5M1
129State of New Jersey Common Pension Fund D$9.4M1
130CASTLEARK MANAGEMENT LLC$9.3M1
131PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$9.0M1
132Transamerica Financial Advisors, LLC$9.0M1
133NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$8.8M1
134CREDIT AGRICOLE S A$8.6M1
135YOUSIF CAPITAL MANAGEMENT, LLC$8.4M1
136Manatuck Hill Partners, LLC$8.3M1
137Bosman Wealth Management, LLC$8.3M1
138TD Waterhouse Canada Inc.$8.0M1
139Engineers Gate Manager LP$7.9M1
140Ellsworth Advisors, LLC$7.9M1
141Edgestream Partners, L.P.$7.8M1
142Crossmark Global Holdings, Inc.$7.8M1
143STIFEL FINANCIAL CORP$7.8M1
144Arizona State Retirement System$7.7M1
145Hillsdale Investment Management Inc.$7.7M1
146Focus Partners Wealth$7.6M1
147Cetera Investment Advisers$7.6M1
148JACOBS LEVY EQUITY MANAGEMENT, INC$7.5M1
149Kopion Asset Management, LLC$7.4M1
150Walleye Capital LLC$7.4M1
151Genus Capital Management Inc.$7.2M1
152PDT Partners, LLC$7.1M1
153COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.0M1
154Vanguard Investments Australia, Ltd.$7.0M1
155ARGENT CAPITAL MANAGEMENT LLC$7.0M1
156Verition Fund Management LLC$7.0M1
157NewEdge Advisors, LLC$6.7M1
158STATE OF MICHIGAN RETIREMENT SYSTEM$6.7M1
159D. E. Shaw & Co., Inc.$6.6M1
160NAVELLIER & ASSOCIATES INC$6.6M1
161Connor, Clark & Lunn Investment Management Ltd.$6.5M1
162HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6.5M1
163Faithward Advisors, LLC$6.5M1
164KLP KAPITALFORVALTNING AS$6.4M1
165Vident Advisory, LLC$6.2M1
166BANK OF MONTREAL /CAN/$6.1M1
167STEPHENS INC /AR/$6.1M1
168Ensign Peak Advisors, Inc$6.0M1
169Merit Financial Group, LLC$5.9M1
170MEEDER ASSET MANAGEMENT INC$5.8M1
171Quantinno Capital Management LP$5.8M1
172Ethic Inc.$5.8M1
173MARIETTA INVESTMENT PARTNERS LLC$5.7M1
174OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.7M1
175Gunderson Capital Management LLC$5.6M1
176Wakefield Asset Management LLLP$5.6M1
177HighTower Advisors, LLC$5.5M1
178Trexquant Investment LP$5.5M1
179Focus Partners Advisor Solutions, LLC$5.4M1
180Future Fund LLC$5.3M1
181Mitsubishi UFJ Trust & Banking Corp$5.3M1
182Strategic Global Advisors, LLC$5.3M1
183Ameritas Investment Partners, Inc.$5.2M1
184New Age Alpha Advisors, LLC$5.1M1
185SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.1M1
186ING GROEP NV$5.1M1
187TEACHER RETIREMENT SYSTEM OF TEXAS$5.0M1
188Oak Harvest Investment Services$5.0M1
189ZACKS INVESTMENT MANAGEMENT$5.0M1
190Bank Pictet & Cie (Europe) AG$4.9M1
191Corigliano Investment Advisers, LLC$4.9M1
192Aventail Capital Group, LP$4.9M1
193Glenorchy Capital Ltd$4.8M1
194FULLER & THALER ASSET MANAGEMENT, INC.$4.8M1
195Calamos Wealth Management LLC$4.7M1
196BRADLEY FOSTER & SARGENT INC/CT$4.7M1
197Cannell & Spears LLC$4.7M1
198US BANCORP \DE\$4.7M1
199DnB Asset Management AS$4.6M1
200Schonfeld Strategic Advisors LLC$4.5M1
201Utah Retirement Systems$4.5M1
202Pictet Asset Management Holding SA$4.5M1
203CCM INVESTMENT ADVISERS LLC$4.3M1
204Independent Advisor Alliance$4.2M1
205Catalyst Capital Advisors LLC$3.9M1
206Steward Partners Investment Advisory, LLC$3.9M1
207Atria Investments, Inc$3.8M1
208Sterling Capital Management LLC$3.7M1
209COMMONWEALTH EQUITY SERVICES, LLC$3.7M1
210Point72 Asset Management, L.P.$3.7M1
211FORA Capital, LLC$3.6M1
212XPONANCE LLC$3.6M1
213ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$3.5M1
214Baird Financial Group, Inc.$3.4M1
215ADAMS NATURAL RESOURCES FUND, INC.$3.4M1
216WORLDQUANT MILLENNIUM ADVISORS LLC$3.3M1
217Pallas Capital Advisors LLC$3.3M1
218SIMPLEX TRADING, LLC$3.2M1
219Vanguard Personalized Indexing Management, LLC$3.2M1
220O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.1M1
221GREAT LAKES ADVISORS, LLC$3.1M1
222Krilogy Financial LLC$3.1M1
223PINNBROOK CAPITAL MANAGEMENT LP$3.1M1
224Sowell Financial Services LLC$3.0M1
225EXCHANGE TRADED CONCEPTS, LLC$3.0M1
226PRUDENTIAL PLC$3.0M1
227Rockefeller Capital Management L.P.$2.9M1
228Quadrature Capital Ltd$2.8M1
229Bull Harbor Capital LLC$2.8M1
230Donoghue Forlines LLC$2.7M1
231TRUIST FINANCIAL CORP$2.7M1
232CIBC WORLD MARKET INC.$2.7M1
233Lifestyle Asset Management, Inc.$2.7M1
234PVG ASSET MANAGEMENT CORP$2.6M1
235Sivia Capital Partners, LLC$2.5M1
236Horizon Investment Services, LLC$2.5M1
237Bleakley Financial Group, LLC$2.5M1
238EVOLVE PRIVATE WEALTH, LLC$2.4M1
239Illinois Municipal Retirement Fund$2.4M1
240Mitsubishi UFJ Asset Management Co., Ltd.$2.4M1
241Archford Capital Strategies, LLC$2.4M1
242BENJAMIN EDWARDS INC$2.4M1
243POLEN CAPITAL MANAGEMENT LLC$2.4M1
244Kesler, Norman & Wride, LLC$2.4M1
245FOX RUN MANAGEMENT, L.L.C.$2.3M1
246DENALI ADVISORS LLC$2.3M1
247Sanctuary Advisors, LLC$2.3M1
248INTECH INVESTMENT MANAGEMENT LLC$2.2M1
249Jefferies Financial Group Inc.$2.2M1
250Diversified Trust Co$2.1M1
251Inspire Investing, LLC$2.1M1
252Caitong International Asset Management Co., Ltd$2.1M1
253IMC-Chicago, LLC$2.1M1
254Virtus Wealth Solutions LLC$2.1M1
255Cumberland Partners Ltd$2.1M1
256SECURIAN ASSET MANAGEMENT, INC$2.1M1
257CIBC Bancorp USA Inc.$2.0M1
258MML INVESTORS SERVICES, LLC$2.0M1
259NorthCrest Asset Manangement, LLC$2.0M1
260Chicago Partners Investment Group LLC$2.0M1
261VestGen Advisors, LLC$1.9M1
262Curi Capital, LLC$1.9M1
263Terra Nova Asset Management LLC$1.8M1
264Walleye Trading LLC$1.8M1
265Portside Wealth Group, LLC$1.8M1
266&PARTNERS$1.7M1
267Brooklyn Investment Group$1.7M1
268Caerus Investment Advisors, LLC$1.7M1
269Harbour Capital Advisors, LLC$1.6M1
270Eurizon Capital SGR S.p.A.$1.6M1
271BANQUE PICTET & CIE SA$1.6M1
272WADDELL & ASSOCIATES, LLC$1.6M1
273Gibbs Wealth Management$1.6M1
274OSAIC HOLDINGS, INC.$1.6M1
275GLOBEFLEX CAPITAL L P$1.5M1
276Mirae Asset Global Investments Co., Ltd.$1.5M1
277ASSETMARK, INC$1.5M1
278Lighthouse Investment Partners, LLC$1.5M1
279PROFUND ADVISORS LLC$1.5M1
280MGO ONE SEVEN LLC$1.5M1
281Allworth Financial LP$1.4M1
282HSBC HOLDINGS PLC$1.4M1
283Maryland State Retirement & Pension System$1.4M1
284HB Wealth Management, LLC$1.4M1
285Impact Partnership Wealth, LLC$1.3M1
286Mengis Capital Management, Inc.$1.3M1
287Point Nemo Capital, LLC$1.3M1
288DIVERSIFY WEALTH MANAGEMENT, LLC$1.3M1
289NATIONAL BANK OF CANADA /FI/$1.3M1
290Tidal Investments LLC$1.3M1
291Asset Management One Co., Ltd.$1.3M1
292Advisors Asset Management, Inc.$1.3M1
293Waverly Advisors, LLC$1.3M1
294Baader Bank Aktiengesellschaft$1.3M1
295NOMURA ASSET MANAGEMENT CO LTD$1.2M1
296San Luis Wealth Advisors LLC$1.2M1
297Frec Markets, Inc.$1.2M1
298FIFTH THIRD BANCORP$1.2M1
299DUTCH ASSET Corp$1.2M1
300M&T BANK CORP$1.2M1
301BankChampaign, National Association$1.2M1
302NORDEN GROUP LLC$1.2M1
303SHEETS SMITH WEALTH MANAGEMENT$1.2M1
304Mraz, Amerine & Associates, Inc.$1.1M1
305JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1M1
306ProShare Advisors LLC$1.1M1
307CTC Alternative Strategies, Ltd.$1.1M1
308State of Wyoming$1.1M1
309Precision Wealth Strategies, LLC$1.1M1
310VestGen Investment Management$1.1M1
311EP Wealth Advisors, LLC$1.1M1
312Tower Research Capital LLC (TRC)$1.1M1
313EVOKE WEALTH, LLC$1.1M1
314Linden Thomas Advisory Services, LLC$1.1M1
3151832 Asset Management L.P.$1.0M1
316Vestmark Advisory Solutions, Inc.$1.0M1
317CITIZENS FINANCIAL GROUP INC/RI$1.0M1
318RFG Advisory, LLC$1.0M1
319EVERGREEN CAPITAL MANAGEMENT LLC$1.0M1
320Parcion Private Wealth LLC$1.0M1
321PINNACLE ASSOCIATES LTD$1.0M1
322Qtron Investments LLC$1.0M1
323waypoint wealth counsel$1.0M1
324Sequoia Financial Advisors, LLC$997K1
325Perigon Wealth Management, LLC$994K1
326Corient Private Wealth LLC$983K1
327Rothschild Wealth LLC$981K1
328GenTrust, LLC$981K1
329Savvy Advisors, Inc.$959K1
330Arax Advisory Partners$955K1
331Friedenthal Financial$948K1
332QUADRANT CAPITAL GROUP LLC$924K1
333Baker Avenue Asset Management, LP$919K1
334SHELTON CAPITAL MANAGEMENT$906K1
335Compound Planning, Inc.$891K1
336Clearstead Advisors, LLC$877K1
337Inspire Advisors, LLC$871K1
338Fifth Third Wealth Advisors LLC$856K1
339Amova Asset Management Americas, Inc.$848K1
340HMS Capital Management, LLC$837K1
341INDEPENDENT FINANCIAL GROUP, LLC$834K1
342Kestra Advisory Services, LLC$828K1
343RITHOLTZ WEALTH MANAGEMENT$822K1
344EVERPAR ADVISORS LLC$811K1
345UNITED CAPITAL FINANCIAL ADVISORS, LLC$806K1
346Quadcap Wealth Management, LLC$804K1
347North Dakota State Investment Board$801K1
348FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$793K1
349Hudson Bay Capital Management LP$790K1
350Cresset Asset Management, LLC$787K1
351QRG CAPITAL MANAGEMENT, INC.$786K1
352Kera Capital Partners, Inc.$772K1
353BEESE FULMER INVESTMENT MANAGEMENT, INC.$762K1
354KANE INVESTMENT MANAGEMENT, INC.$761K1
355Aptus Capital Advisors, LLC$761K1
356Graham Capital Management, L.P.$760K1
357KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$741K1
358Fieldview Capital Management, LLC$733K1
359FULTON BANK, N.A.$718K1
360Allianz Asset Management GmbH$716K1
361MAI Capital Management$713K1
362FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$708K1
363Daiwa Securities Group Inc.$698K1
364Maven Securities LTD$691K1
365GLENMEDE TRUST CO NA$690K1
366Pinnacle Wealth Management Advisory Group, LLC$680K1
367Summit Trail Advisors, LLC$676K1
368Meiji Yasuda Asset Management Co Ltd.$645K1
369QTR Family Wealth, LLC$630K1
370EARNED WEALTH ADVISORS, LLC$629K1
371WESTPAC BANKING CORP$627K1
372Perpetual Ltd$627K1
373DAYMARK WEALTH PARTNERS, LLC$623K1
374AlphaCore Capital LLC$620K1
375Gallacher Capital Management LLC$604K1
376Brown Miller Wealth Management, LLC$598K1
377AXXCESS WEALTH MANAGEMENT, LLC$598K1
378Allegiance Financial Group Advisory Services LLC$592K1
379Abundance Wealth Counselors$589K1
380Snowden Capital Advisors LLC$588K1
381Segment Wealth Management, LLC$588K1
382Laurion Capital Management LP$583K1
383Polymer Capital Management (US) LLC$581K1
384NORTHWEST WEALTH MANAGEMENT, LLC$580K1
385Triasima Portfolio Management inc.$577K1
386NOMURA HOLDINGS INC$566K1
387Quantessence Capital LLC$556K1
388FIDUCIARY FINANCIAL GROUP, LLC$553K1
389ALPS ADVISORS INC$543K1
390EMERALD ADVISERS, LLC$542K1
391Envestnet Portfolio Solutions, Inc.$541K1
392Andina Capital Management, LLC$532K1
393Mutual Advisors, LLC$525K1
394Machina Capital S.A.S.$519K1
395Carmel Capital Partners, LLC$518K1
396MIRABELLA FINANCIAL SERVICES LLP$518K1
397SYM FINANCIAL Corp$514K1
398Sigma Planning Corp$513K1
399Laird Norton Wetherby Trust Company, LLC$497K1
400Systematic Alpha Investments, LLC$495K1
401PFG Investments, LLC$495K1
402AVIVA PLC$480K1
403Advyzon Investment Management, LLC$480K1
404Perbak Capital Partners LLP$477K1
405RIVERSEDGE ADVISORS, LLC$470K1
406PICTON MAHONEY ASSET MANAGEMENT$468K1
407Ausdal Financial Partners, Inc.$454K1
408CHILDRESS CAPITAL ADVISORS, LLC$453K1
409PRINCIPAL SECURITIES, INC.$450K1
410Avior Wealth Management, LLC$447K1
411Gallagher Fiduciary Advisors, LLC$440K1
412Soltis Investment Advisors LLC$434K1
413FLAGSHIP HARBOR ADVISORS, LLC$434K1
414Private Advisor Group, LLC$434K1
415Ballentine Partners, LLC$428K1
416Bison Wealth, LLC$425K1
417Equitable Holdings, Inc.$421K1
418WESTWOOD HOLDINGS GROUP INC$415K1
419TWO SIGMA SECURITIES, LLC$414K1
420Essex Financial Services, Inc.$408K1
421DRIVE WEALTH MANAGEMENT, LLC$405K1
422Symphony Financial, Ltd. Co.$403K1
423Brand Asset Management Group, Inc.$401K1
424Greenland Capital Management LP$396K1
425Prospera Financial Services Inc$395K1
426Rafferty Asset Management, LLC$394K1
427Flatrock Wealth Partners LLC$393K1
428PANAGORA ASSET MANAGEMENT INC$391K1
429Investment Research Partners LLC$390K1
430Kaufman Rossin Wealth, LLC$389K1
431PERSONAL CFO SOLUTIONS, LLC$387K1
432AXQ CAPITAL, LP$385K1
433Pinnacle Financial Partners, Inc.$379K1
434BankPlus Trust Department$375K1
435WESTCO ADVISORY SERVICES INC /ADV$373K1
436POINCIANA ADVISORS GROUP, LLC$364K1
437CAPSTONE INVESTMENT ADVISORS, LLC$363K1
438Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$363K1
439FAMILY WEALTH PARTNERS, LLC$360K1
440Cordatus Wealth Management LLC$359K1
441Vise Technologies, Inc.$359K1
442LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$358K1
443STRATEGY ASSET MANAGERS LLC$357K1
444Family Manage LLC$355K1
445GUGGENHEIM CAPITAL LLC$354K1
446MAINSAIL ASSET MANAGEMENT, LLC$347K1
447TOWNSQUARE CAPITAL LLC$342K1
448Quarry LP$341K1
449JOURNEY STRATEGIC WEALTH LLC$338K1
450True Wealth Design, LLC$336K1
451Plan A Wealth LLC$334K1
452Scarborough Advisors, LLC$333K1
453Gryphon Financial Partners LLC$331K1
454Astoria Portfolio Advisors LLC.$326K1
455Bridgefront Capital, LLC$326K1
456Lido Advisors, LLC$321K1
457PRELUDE CAPITAL MANAGEMENT, LLC$319K1
458MQS Management LLC$317K1
459Wiser Wealth Management, Inc$314K1
460Americana Partners, LLC$312K1
461nVerses Capital, LLC$312K1
462Five Oceans Advisors$311K1
463Beacon Pointe Advisors, LLC$307K1
464Concurrent Investment Advisors, LLC$303K1
465BAKER TILLY WEALTH MANAGEMENT, LLC$302K1
466Riverstone Advisors, LLC$299K1
467Tower Wealth Partners, Inc.$299K1
468Sound View Wealth Advisors Group, LLC$297K1
469HANCOCK WHITNEY CORP$296K1
470Moors & Cabot, Inc.$295K1
471Savant Capital, LLC$291K1
472Wedmont Private Capital$290K1
473Diametric Capital, LP$282K1
474RETIREMENT GUYS FORMULA LLC$282K1
475SAGESPRING WEALTH PARTNERS, LLC$279K1
476OLD NATIONAL BANCORP /IN/$277K1
477UMB Bank, n.a.$276K1
478EXENCIAL WEALTH ADVISORS, LLC$274K1
479World Investment Advisors$271K1
480ELEVATION POINT WEALTH PARTNERS, LLC$269K1
481Wallace Advisory Group, LLC$269K1
482CENTRAL TRUST Co$268K1
483Quantum Financial Advisors, LLC$265K1
484Archer Investment Corp$263K1
485LifeGoal Investments, LLC$263K1
486XTX Topco Ltd$263K1
487CSS LLC/IL$258K1
488SBI Okasan Asset Management Co.Ltd.$257K1
489RHS Financial, LLC$249K1
490Olympiad Research LP$248K1
491FAS Wealth Partners, Inc.$244K1
492SummitTX Capital, L.P.$239K1
493Callan Family Office, LLC$238K1
494Secure Asset Management, LLC$238K1
495Integrated Quantitative Investments LLC$237K1
496IHT Wealth Management, LLC$235K1
497MBL Wealth, LLC$231K1
498GATEWAY INVESTMENT ADVISERS LLC$228K1
499Meeder Advisory Services, Inc.$224K1
500Embree Financial Group$223K1
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 FTI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for FTI · financials and macro

Financials — as filed PLANNED

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