Public record / Tickers / HSBC

HSBC — HSBC HOLDINGS PLC

Both disclosure regimes on one name: who in Congress filed about HSBC, 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
34
all PTR rows naming HSBC
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $250K–$500K

Purchase · traded 2020-01-13 → filed 2020-02-14. Ranked over every HSBC row by the provable lower bound, never a point estimate.

2 members · 1 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.

7 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HSBC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HSBC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$15K–$50K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-14 +38d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-05-12Bruce Westerman R–AR-4SaleTraded 04-21 +21d$1K–$15K
2025-04-16Bruce Westerman R–AR-4PurchaseTraded 03-03 +44d$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 34 ↗

Members active in HSBC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HSBC 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.
Alan Armstrong R–OK1$15.0K to $50.0K2
Lisa C. McClain R–MI-91−$15.0K to −$1.0K2

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

Congress ↔ notable managers · HSBC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $15K–$50K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on HSBC
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$15K–$50K

1 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 HSBC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1DIMENSIONAL FUND ADVISORS LP$823M1
2MORGAN STANLEY$632M1
3FMR LLC$312M1
4NORTHERN TRUST CORP$251M1
5Sanders Capital, LLC$232M1
6BlackRock, Inc.$211M1
7BANK OF AMERICA CORP /DE/$197M1
8AMERICAN CENTURY COMPANIES INC$138M1
9ROYAL BANK OF CANADA$108M1
10Connor, Clark & Lunn Investment Management Ltd.$77.3M1
11O'SHAUGHNESSY ASSET MANAGEMENT, LLC$52.3M1
12UBS Group AG$50.2M1
13COOKSON PEIRCE & CO INC$49.0M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$47.8M1
15RAYMOND JAMES FINANCIAL INC$45.4M1
16Quantinno Capital Management LP$43.4M1
17RENAISSANCE TECHNOLOGIES LLC$43.2M1
18FIRST TRUST ADVISORS LP$41.3M1
19CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$39.7M1
20ENVESTNET ASSET MANAGEMENT INC$38.7M1
21WELLS FARGO & COMPANY/MN$38.3M1
22Crossmark Global Holdings, Inc.$36.7M1
23CITIGROUP INC$34.2M1
24LPL Financial LLC$31.1M1
25BANK OF MONTREAL /CAN/$27.8M1
26AQR CAPITAL MANAGEMENT LLC$27.1M1
27Creative Planning$26.1M1
28JANE STREET GROUP, LLC$25.7M1
29MILLENNIUM MANAGEMENT LLC$25.6M1
301832 Asset Management L.P.$24.1M1
31SUSQUEHANNA INTERNATIONAL GROUP, LLP$21.3M1
32HighTower Advisors, LLC$21.1M1
33QRG CAPITAL MANAGEMENT, INC.$19.2M1
34Mariner, LLC$18.0M1
35Foresight Global Investors, Inc.$17.4M1
36FRANKLIN RESOURCES INC$17.4M1
37MERCER GLOBAL ADVISORS INC /ADV$17.0M1
38Beck Bode, LLC$16.9M1
39Qube Research & Technologies Ltd$16.6M1
40Pathstone Holdings, LLC$14.6M1
41RITHOLTZ WEALTH MANAGEMENT$14.4M1
42CWM, LLC$14.3M1
43US BANCORP \DE\$14.2M1
44American Assets Investment Management, LLC$13.8M1
45TWO SIGMA INVESTMENTS, LP$12.2M1
46SEI INVESTMENTS CO$11.7M1
47OLD MISSION CAPITAL LLC$11.4M1
48Tredje AP-fonden$11.0M1
49Cerity Partners LLC$10.7M1
50Vanguard Personalized Indexing Management, LLC$10.7M1
51Vident Advisory, LLC$9.6M1
52M&T BANK CORP$9.5M1
53Manatuck Hill Partners, LLC$8.9M1
54CITADEL ADVISORS LLC$8.7M1
55MML INVESTORS SERVICES, LLC$8.6M1
56Orion Porfolio Solutions, LLC$8.5M1
57Brooklyn Investment Group$8.4M1
58Laird Norton Wetherby Trust Company, LLC$8.4M1
59STIFEL FINANCIAL CORP$7.9M1
60TRUIST FINANCIAL CORP$7.4M1
61NATIONAL BANK OF CANADA /FI/$7.2M1
62Callan Family Office, LLC$6.6M1
63FACTORY MUTUAL INSURANCE CO$6.4M1
64Naviter Wealth, LLC$6.4M1
65Compound Planning, Inc.$6.3M1
66Americana Partners, LLC$6.1M1
67Cetera Investment Advisers$6.1M1
68NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.9M1
69NewEdge Wealth, LLC$5.6M1
70Gradient Investments LLC$5.0M1
71Sequoia Financial Advisors, LLC$4.9M1
72SIGNATUREFD, LLC$4.8M1
73IEQ CAPITAL, LLC$4.7M1
74Vise Technologies, Inc.$4.6M1
75Limestone Investment Advisors LP$4.6M1
76Rockefeller Capital Management L.P.$4.6M1
77Grantham, Mayo, Van Otterloo & Co. LLC$4.6M1
78CIBC WORLD MARKET INC.$4.4M1
79ASSETMARK, INC$4.4M1
80Corient Private Wealth LLC$4.3M1
81UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4.2M1
82Catalyst Capital Advisors LLC$4.1M1
83WCG Wealth Advisors LLC$3.6M1
84DAVENPORT & Co LLC$3.6M1
85Aaron Wealth Advisors LLC$3.6M1
86TrueMark Investments, LLC$3.5M1
87Stamos Capital Partners, L.P.$3.2M1
88Allspring Global Investments Holdings, LLC$3.2M1
89OSAIC HOLDINGS, INC.$3.1M1
90Qtron Investments LLC$3.0M1
91&PARTNERS$3.0M1
92Y-Intercept (Hong Kong) Ltd$3.0M1
93Aquatic Capital Management LLC$3.0M1
94Focus Partners Wealth$2.9M1
95Advisors Asset Management, Inc.$2.8M1
96SCOTIA CAPITAL INC.$2.8M1
97Summit Trail Advisors, LLC$2.8M1
98CIBC Asset Management Inc$2.7M1
99WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.6M1
100EXENCIAL WEALTH ADVISORS, LLC$2.6M1
101Sowell Financial Services LLC$2.6M1
102MGO ONE SEVEN LLC$2.5M1
103Prospera Financial Services Inc$2.5M1
104CREDIT AGRICOLE S A$2.5M1
105NewEdge Advisors, LLC$2.5M1
106CHOREO, LLC$2.3M1
107Savant Capital, LLC$2.3M1
108Pekin Hardy Strauss, Inc.$2.2M1
109QUADRANT CAPITAL GROUP LLC$2.2M1
110Atria Investments, Inc$2.2M1
111COLDSTREAM CAPITAL MANAGEMENT INC$2.2M1
112Smartleaf Asset Management LLC$2.2M1
113Checchi Capital Advisers, LLC$2.2M1
114EVERGREEN CAPITAL MANAGEMENT LLC$2.2M1
115Kathmere Capital Management, LLC$2.1M1
116Sanctuary Advisors, LLC$2.1M1
117COMMONWEALTH EQUITY SERVICES, LLC$2.1M1
118Ballentine Partners, LLC$2.0M1
119PZENA INVESTMENT MANAGEMENT LLC$2.0M1
120SAGESPRING WEALTH PARTNERS, LLC$2.0M1
121Vestmark Advisory Solutions, Inc.$1.9M1
122Ted Buchan & Co$1.9M1
123OPPENHEIMER & CO INC$1.9M1
124OPPENHEIMER ASSET MANAGEMENT INC.$1.9M1
125WESTWOOD HOLDINGS GROUP INC$1.9M1
126EVOLVE PRIVATE WEALTH, LLC$1.9M1
127ORLEANS CAPITAL MANAGEMENT CORP/LA$1.9M1
128Aperture Investors, LLC$1.9M1
129UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.9M1
130MITCHELL & PAHL PRIVATE WEALTH, LLC$1.9M1
131TD Waterhouse Canada Inc.$1.9M1
132Cornerstone Planning, LLC$1.8M1
133IMC-Chicago, LLC$1.8M1
134Dynasty Wealth Management, LLC$1.8M1
135FOUNDERS FINANCIAL SECURITIES LLC$1.8M1
136MAI Capital Management$1.7M1
137EARNEST PARTNERS LLC$1.7M1
138Aprio Wealth Management, LLC$1.7M1
139Abel Hall, LLC$1.7M1
140RBF Capital, LLC$1.6M1
141DRW Securities, LLC$1.6M1
142Clearstead Advisors, LLC$1.6M1
143D.A. DAVIDSON & CO.$1.6M1
144PCM Encore, LLC$1.6M1
145FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$1.6M1
146Marks Group Wealth Management, Inc$1.6M1
147Beacon Pointe Advisors, LLC$1.5M1
148FOUNDATIONS INVESTMENT ADVISORS, LLC$1.5M1
149GUGGENHEIM CAPITAL LLC$1.5M1
150PDS Planning, Inc$1.4M1
151Steward Partners Investment Advisory, LLC$1.3M1
152Frank, Rimerman Advisors LLC$1.3M1
153Merit Financial Group, LLC$1.3M1
154Invesco Ltd.$1.3M1
155Soltis Investment Advisors LLC$1.3M1
156STATE STREET CORP$1.3M1
157PROFUND ADVISORS LLC$1.2M1
158HB Wealth Management, LLC$1.2M1
159Parallax Volatility Advisers, L.P.$1.1M1
160Cherokee Insurance Co$1.1M1
161Everstar Asset Management, LLC$1.1M1
162Ascent Group, LLC$1.1M1
163AssuredPartners Investment Advisors, LLC$1.1M1
164LVW Advisors, LLC$1.1M1
165Private Advisor Group, LLC$1.1M1
166Bleakley Financial Group, LLC$1.1M1
167Henshaw Capital LLC$1.1M1
168Composition Wealth, LLC$1.1M1
169NLB Skladi, upravljanje premozenja, d.o.o.$1.1M1
170SAGE RHINO CAPITAL LLC$1.0M1
171Cornerstone Select Advisors, LLC$1.0M1
172Concurrent Investment Advisors, LLC$1.0M1
173May Hill Capital, LLC$1.0M1
174Frec Markets, Inc.$1.0M1
175Everest Financial Group LLC$995K1
176Themes Management Co LLC$994K1
177Fiera Capital Corp$990K1
178Linden Thomas Advisory Services, LLC$978K1
179World Investment Advisors$972K1
180DELTA FINANCIAL ADVISORS LLC$951K1
181Legacy Wealth Asset Management, LLC$942K1
182Gryphon Financial Partners LLC$941K1
183Cordatus Wealth Management LLC$937K1
184Independent Advisor Alliance$899K1
185Legacy Capital Group California, Inc.$864K1
186CHELSEA COUNSEL CO$856K1
187Five Oceans Advisors$855K1
188Pinnacle Wealth Planning Services, Inc.$849K1
189Perigon Wealth Management, LLC$845K1
190Traveka Wealth, LLC$834K1
191BLAIR WILLIAM & CO/IL$812K1
192DRIVE WEALTH MANAGEMENT, LLC$790K1
193SeaBridge Investment Advisors LLC$781K1
194West Family Investments, Inc.$780K1
195DEUTSCHE BANK AG\$776K1
196Papamarkou Wellner Asset Management inc.$771K1
197Wedmont Private Capital$769K1
198Westover Capital Advisors, LLC$768K1
199Optas, LLC$767K1
200Lido Advisors, LLC$764K1
201COMMERCE BANK$760K1
202HighMark Wealth Management LLC$743K1
203Mesirow Financial Investment Management, Inc.$736K1
204MISSION WEALTH MANAGEMENT, LP$730K1
205Tepp RIA, LLC$730K1
206Bridgewater Advisors Inc.$729K1
207AE Wealth Management LLC$723K1
208American Trust Investment Advisors, LLC$722K1
209Allie Family Office LLC$719K1
210Portside Wealth Group, LLC$718K1
211CenterStar Asset Management, LLC$712K1
212Sivia Capital Partners, LLC$703K1
213ELEVATION POINT WEALTH PARTNERS, LLC$695K1
214Dynamic Advisor Solutions LLC$667K1
215Waverly Advisors, LLC$666K1
216Ignite Planners, LLC$654K1
217Wealthstar Advisors, LLC$652K1
218GWN SECURITIES INC.$649K1
219WEALTH ALLIANCE, LLC$648K1
220DIVERSIFY WEALTH MANAGEMENT, LLC$648K1
221Cresset Asset Management, LLC$647K1
222Main Street Research LLC$638K1
223Monument Capital Management$627K1
224EARNED WEALTH ADVISORS, LLC$616K1
225COURIER CAPITAL LLC$599K1
226Purkiss Capital Advisors LLC$596K1
227RIVERSEDGE ADVISORS, LLC$596K1
228Envestnet Portfolio Solutions, Inc.$591K1
229Cromwell Holdings LLC$590K1
230SmartHarvest Portfolios, LLC$589K1
231OneDigital Investment Advisors LLC$588K1
232Crumly & Associates Inc.$585K1
233LAZARD ASSET MANAGEMENT LLC$585K1
234Allworth Financial LP$584K1
235New Republic Capital, LLC$577K1
236South Shore Capital Advisors$565K1
237Gallacher Capital Management LLC$563K1
238EP Wealth Advisors, LLC$557K1
23955 North Private Wealth, LLC$547K1
240PRINCIPAL SECURITIES, INC.$538K1
241SEEDS INVESTOR LLC$533K1
242Net Worth Advisory Group$526K1
243First Affirmative Financial Network$523K1
244Medallion Wealth Advisors, LLC$518K1
245Sonoma Private Wealth LLC$513K1
246ANCHYRA PARTNERS LLC$507K1
247FLPUTNAM INVESTMENT MANAGEMENT CO$500K1
248a16z Perennial Management, L.P.$499K1
249XTX Topco Ltd$499K1
250Kestra Advisory Services, LLC$494K1
251ACORN CREEK CAPITAL LLC$483K1
252BENJAMIN EDWARDS INC$473K1
253Gibbs Wealth Management$472K1
254BSW Wealth Partners$470K1
255Modern Wealth Management, LLC$469K1
256Avior Wealth Management, LLC$465K1
257Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$465K1
258SYM FINANCIAL Corp$460K1
259Choate Investment Advisors$460K1
260Moors & Cabot, Inc.$454K1
261WATERS PARKERSON & CO., LLC$454K1
262Pure Financial Advisors, LLC$451K1
263NORDEN GROUP LLC$439K1
264OneAscent Family Office, LLC$433K1
265Equitable Holdings, Inc.$428K1
266XXI WEALTH, LLC$428K1
267HUB Investment Partners, LLC$426K1
268Focus Partners Advisor Solutions, LLC$423K1
269Tower Research Capital LLC (TRC)$421K1
270Greenspring Advisors, LLC$408K1
271Werba Rubin Papier Wealth Management$404K1
272Rehmann Capital Advisory Group$402K1
273Ascentis Independent Advisors$402K1
274Foster Group, Inc.$401K1
275Ashton Thomas Private Wealth, LLC$392K1
276Resonant Capital Advisors, LLC$386K1
277CONTRAVISORY INVESTMENT MANAGEMENT, INC.$385K1
278BROWN ADVISORY INC$383K1
279EWA, LLC$381K1
280XPONANCE LLC$379K1
281Savvy Advisors, Inc.$378K1
282Flatrock Wealth Partners LLC$375K1
283Farringdon Capital, Ltd.$374K1
284180 WEALTH ADVISORS, LLC$366K1
285Brucke Financial, Inc.$357K1
286Manske Wealth Management$350K1
287Geneos Wealth Management Inc.$348K1
288WealthTrust Axiom LLC$336K1
289D'Orazio & Associates, Inc.$333K1
290Cornerstone Wealth Management, LLC$332K1
291EVOKE WEALTH, LLC$332K1
292Weil Company, Inc.$330K1
293Texas Yale Capital Corp.$330K1
294Manchester Capital Management LLC$328K1
295Voleon Capital Management LP$328K1
296Sunpointe, LLC$327K1
297Freestone Capital Holdings, LLC$326K1
298Westerkirk Capital Inc.$326K1
299Safeguard Investment Advisory Group, LLC$326K1
300Sovran Advisors, LLC$320K1
301Keel Point, LLC$319K1
302Samalin Investment Counsel, LLC$318K1
303Keebeck Wealth Management$308K1
304Curi Capital, LLC$305K1
305Tower Wealth Partners, Inc.$304K1
306Argyle Capital Management, LLC$301K1
307FOCUSED ALPHA, LLC$300K1
308TD ASSET MANAGEMENT INC$297K1
309Diversified Trust Co$297K1
310Syverson Strege & Co$295K1
311Integrated Advisors Network LLC$295K1
312HBK Sorce Advisory LLC$292K1
313Hoxton Planning & Management, LLC$292K1
314Accuvest Global Advisors$289K1
315FIRST CITIZENS BANK & TRUST CO$286K1
316Mattson Financial Services, LLC$285K1
317Aptus Capital Advisors, LLC$281K1
318Fulcrum Equity Management$277K1
319Klingman & Associates, LLC$274K1
320August Group Capital Ltd$273K1
321Brown Financial Advisors$271K1
322ANGELES WEALTH MANAGEMENT, LLC$270K1
323Vontobel Holding Ltd.$270K1
324FOUNDERS GROVE WEALTH PARTNERS, LLC$264K1
325Echo45 Advisors LLC$263K1
326Intergy Private Wealth, LLC$263K1
327PARTNERS WEALTH MANAGEMENT, LLC$260K1
328Seed Wealth Management, Inc.$258K1
329Arax Advisory Partners$256K1
330Prosperity Consulting Group, LLC$253K1
331Impact Investors, Inc$250K1
332KESTRA PRIVATE WEALTH SERVICES, LLC$248K1
333INSIGNEO ADVISORY SERVICES, LLC$247K1
334Tranquilli Financial Advisor LLC$238K1
335BAKER TILLY WEALTH MANAGEMENT, LLC$238K1
336GeoWealth Management, LLC$234K1
337Tidal Investments LLC$231K1
338Mayflower Financial Advisors, LLC$229K1
339VestGen Advisors, LLC$229K1
340STEPHENS INC /AR/$223K1
341GUARDIAN CAPITAL LP$221K1
342Ariadne Wealth Management, LP$221K1
343Addison Advisors LLC$219K1
344Federation des caisses Desjardins du Quebec$217K1
345TrueWealth Financial Partners$216K1
346Warren Street Wealth Advisors, LLC$214K1
347Snowden Capital Advisors LLC$214K1
348Walkner Condon Financial Advisors LLC$213K1
349Walleye Capital LLC$212K1
350JCIC Asset Management Inc.$212K1
351Livet Wealth, LLC$212K1
352Braun-Bostich & Associates Inc.$212K1
353Legacy Wealth Partners, LLC$212K1
354Inscription Capital, LLC$212K1
355JACKSON THORNTON WEALTH MANAGEMENT, LLC$211K1
356REGIONS FINANCIAL CORP$210K1
357Elser Financial Planning, Inc$209K1
358Avantax Planning Partners, Inc.$209K1
359Diversified Enterprises, LLC$209K1
360Rothschild Wealth LLC$208K1
361ACORN FINANCIAL ADVISORY SERVICES INC /ADV$206K1
362Alvarez & Marsal Private Wealth Partners, LLC$203K1
363U.S. Capital Wealth Advisors, LLC$201K1
364Baird Financial Group, Inc.$200K1
365Owl Creek Wealth Partners LLC$190K1
366Walleye Trading LLC$175K1
367FIFTH THIRD BANCORP$159K1
368Grove Bank & Trust$132K1
369JFS WEALTH ADVISORS, LLC$125K1
370UMB Bank, n.a.$124K1
371SUMMIT SECURITIES GROUP LLC$124K1
372Global Assets Advisory, LLC$122K1
373Blue Trust, Inc.$107K1
374Parkside Financial Bank & Trust$97.3K1
375Larson Financial Group LLC$91.4K1
376AlphaCore Capital LLC$87.4K1
377HM PAYSON & CO$87.3K1
378GROUP ONE TRADING LLC$76.8K1
379EDMOND DE ROTHSCHILD HOLDING S.A.$74.8K1
380True Wealth Design, LLC$74.2K1
381Spire Wealth Management$70.5K1
382Intentional Wealth Strategies, LLC$67.7K1
383MCF Advisors LLC$56.8K1
384Annis Gardner Whiting Capital Advisors, LLC$44.9K1
385Triumph Capital Management$44.5K1
386MATHER GROUP, LLC.$42.5K1
387FINANCIAL CONSULATE, INC$40.9K1
388Frazier Financial Advisors, LLC$39.6K1
389JPL Wealth Management, LLC$38.4K1
390SJS Investment Consulting Inc.$35.1K1
391NATIXIS ADVISORS, LLC$33.6K1
392Bell Investment Advisors, Inc$33.4K1
393Measured Wealth Private Client Group, LLC$30.4K1
394Retirement Wealth Solutions LLC$30.3K1
395SHP Wealth Management$25.7K1
396Wealth Enhancement Trust Services, Inc.$25.6K1
397Physician Wealth Advisors, Inc.$23.8K1
398MASECO LLP$22.6K1
399Opal Wealth Advisors, LLC$21.9K1
400Transamerica Financial Advisors, LLC$20.2K1
401MRP Capital Investments, LLC$16.5K1
402Valued Wealth Advisors LLC$16.0K1
403Signature Equity Partners, LLC$15.9K1
404Key FInancial Inc$15.7K1
405Cassaday & Co Wealth Management LLC$15.1K1
406American Capital Advisory, LLC$14.0K1
407Kingdom Financial Group LLC.$14.0K1
408Center for Financial Planning, Inc.$13.4K1
409Vermillion Wealth Management, Inc.$13.2K1
410FEDERATED HERMES, INC.$13.1K1
411MV CAPITAL MANAGEMENT, INC.$13.0K1
412HHM Wealth Advisors, LLC$13.0K1
413DUNCKER STREETT & CO INC$12.2K1
414CVA Family Office, LLC$11.2K1
415Dogwood Wealth Management LLC$10.3K1
416Rachor Investment Advisory Services, LLC$9.9K1
417Legacy Wealth Managment, LLC/ID$9.2K1
418XY Capital Ltd$9.2K1
419Costello Asset Management, INC$8.2K1
420HOEY INVESTMENTS, INC$8.2K1
421Acumen Wealth Advisors, LLC$8.2K1
422WPG Advisers, LLC$7.7K1
423Burk Holdings LLC$7.3K1
424HRT FINANCIAL LP$7.2K1
425Destiny Wealth Partners, LLC$5.9K1
426Three Bearings Fiduciary Advisors, Inc.$5.9K1
427CALDWELL SUTTER CAPITAL, INC.$5.7K1
428Truvestments Capital LLC$5.4K1
429Kilter Group LLC$4.5K1
430Godfrey Financial Associates, Inc.$4.5K1
431WealthCollab, LLC$4.3K1
432Murphy & Mullick Capital Management Corp$4.3K1
433New England Capital Financial Advisors LLC$4.1K1
434MidFirst Bank$3.8K1
435GHP Investment Advisors, Inc.$3.6K1
436BROWN, LISLE/CUMMINGS, INC.$3.6K1
437PARK AVENUE SECURITIES LLC$3.5K1
438Stone House Investment Management, LLC$3.4K1
439Beaird Harris Wealth Management, LLC$3.3K1
440JNBA Financial Advisors$3.2K1
441Glen Eagle Advisors, LLC$3.2K1
442Rakuten Securities, Inc.$3.1K1
443Crewe Advisors LLC$3.0K1
444Westfuller Advisors, LLC$2.9K1
445Wilmington Savings Fund Society, FSB$2.8K1
446Asset Dedication, LLC$2.8K1
447CENTRAL TRUST Co$2.5K1
448Financial Network Wealth Advisors LLC$2.4K1
449ACADIAN ASSET MANAGEMENT LLC$2.3K1
450TD Capital Management LLC$1.9K1
451Abound Wealth Management$1.7K1
452Virtu Financial LLC$1.6K1
453Caitlin John, LLC$1.3K1
454Nvest Wealth Strategies, Inc.$8251
455THRIVENT FINANCIAL FOR LUTHERANS$6751
456NATURAL INVESTMENTS, LLC$6011
457TOTH FINANCIAL ADVISORY CORP$4951
458GSA CAPITAL PARTNERS LLP$4531
459ALERUS FINANCIAL NA$821
460Smithfield Trust Co$471
461Capital Analysts, LLC$261
462VALLEY NATIONAL ADVISERS INC$161
463Financial Connections Group, Inc.$111
464Penserra Capital Management LLC$91
465NOMURA ASSET MANAGEMENT CO LTD$01
466GLENMEDE TRUST CO NA$01
467HARBOUR INVESTMENTS, INC.$01
468StoneX Group Inc.$01
469OSTERWEIS CAPITAL MANAGEMENT INC$01
470BRANDES INVESTMENT PARTNERS, LP$01
471WEXFORD CAPITAL LP$01
472RATIONAL ADVISORS, INC.$01
473ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
474BALYASNY ASSET MANAGEMENT L.P.$01
475Hilltop Holdings Inc.$01
476CIBC Private Wealth Group LLC$01
477Bangor Savings Bank$01
478B. Riley Wealth Advisors, Inc.$01
479TWO SIGMA ADVISERS, LP$01
480FOX RUN MANAGEMENT, L.L.C.$01
481FineMark National Bank & Trust$01
482Caprock Group, LLC$01
483Engineers Gate Manager LP$01
484Mork Capital Management, LLC$01
485Wealthspire Advisors, LLC$01
486Clarius Group, LLC$01
487NorthCoast Asset Management LLC$01
488Schonfeld Strategic Advisors LLC$01
489Lester Murray Antman dba SimplyRich$01
490Quaker Wealth Management, LLC$01
491CreativeOne Wealth, LLC$01
492Brio Consultants, LLC$01
493Global Retirement Partners, LLC$01
494Main Street Financial Solutions, LLC$01
495CERTUITY, LLC$01
496INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$01
497State of Wyoming$01
498Sage Mountain Advisors LLC$01
499AlTi Global, Inc.$01
500Interchange Capital Partners, LLC$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)1 buy / 1 sell
Congress net ($ bound)$0 to $49.0K
Filers net (actions)not in build
Filers net ($ 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 HSBC

RETAINED WINDOW · ACTIVE HITS
Signal hits naming HSBC
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for HSBC · financials and macro

Financials — as filed PLANNED

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