Public record / Tickers / IFF

IFF — INTERNATIONAL FLAVORS & FRAGRANCES INC

Both disclosure regimes on one name: who in Congress filed about IFF, 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
30
all PTR rows naming IFF
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
12-15
filed 2025-12-15
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

Greg Gianforte · $100K–$250K

Sale · traded 2020-07-28 → filed 2020-08-03. Ranked over every IFF row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

4 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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IFF · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IFF
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$1K–$15K
2025-05-31Robert P. Bresnahan, Jr. R–PA-8SaleTraded 05-15 +16d$1K–$15K
2025-05-08Jefferson Shreve R–IN-6SaleTraded 04-07 +31d$15K–$50K
2024-05-23Gary C. Peters D–MISaleTraded 05-14 +9d$15K–$50K
2023-10-19Robert J. Wittman R–VA-1SaleTraded 09-15 +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 30 ↗

Members active in IFF

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing IFF in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2

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

Congress ↔ notable managers · IFF

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
Trimming
1 Gotham Asset Management $20.9M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · INTERNATIONAL FLAVORS&FRAGRA

Merged timeline of congressional filings and notable-manager moves on IFF
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−177,372 sh

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 IFF for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1DODGE & COX$2.6B1
2BlackRock, Inc.$1.6B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$851M1
5STATE STREET CORP$823M1
6First Eagle Investment Management, LLC$676M1
7Invesco Ltd.$544M1
8UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$450M1
9First Pacific Advisors, LP$392M1
10ICAHN CARL C$310M1
11STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$277M1
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/$244M1
13NORTHERN TRUST CORP$211M1
14MORGAN STANLEY$187M1
15FIL Ltd$170M1
16AQR CAPITAL MANAGEMENT LLC$163M1
17Eurizon Capital SGR S.p.A.$155M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$132M1
19DIMENSIONAL FUND ADVISORS LP$131M1
20FRANKLIN RESOURCES INC$111M1
21BANK OF AMERICA CORP /DE/$109M1
22UBS Group AG$109M1
23VANGUARD FIDUCIARY TRUST CO$104M1
24NORDEA INVESTMENT MANAGEMENT AB$99.7M1
25River Road Asset Management, LLC$91.4M1
26DEUTSCHE BANK AG\$82.3M1
27BRANDES INVESTMENT PARTNERS, LP$80.2M1
28CITADEL ADVISORS LLC$80.0M1
29Legal & General Group Plc$78.9M1
30Clearbridge Investments, LLC$74.3M1
31MANUFACTURERS LIFE INSURANCE COMPANY, THE$72.4M1
32ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$72.4M1
33CANADA PENSION PLAN INVESTMENT BOARD$71.3M1
34TOCQUEVILLE ASSET MANAGEMENT L.P.$71.1M1
35Woodline Partners LP$69.8M1
36Nuveen, LLC$66.9M1
37Quantinno Capital Management LP$63.5M1
38RAYMOND JAMES FINANCIAL INC$57.3M1
39Mitsubishi UFJ Asset Management Co., Ltd.$56.2M1
40Swiss National Bank$54.5M1
41Amundi$51.4M1
42Capital International Investors$48.4M1
43Pictet Asset Management Holding SA$46.1M1
44Vanguard Global Advisers, LLC$40.7M1
45HSBC HOLDINGS PLC$37.9M1
46VANGUARD ASSET MANAGEMENT, Ltd$37.4M1
47DEPRINCE RACE & ZOLLO INC$37.2M1
48SEI INVESTMENTS CO$34.6M1
49FMR LLC$32.8M1
50WELLS FARGO & COMPANY/MN$31.8M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$28.5M1
52CITIGROUP INC$23.1M1
53ZWJ INVESTMENT COUNSEL INC$22.9M1
54COOKE & BIELER LP$22.4M1
55Ruffer LLP$21.2M1
56Gotham Asset Management, LLC$20.9M1
57PRINCIPAL FINANCIAL GROUP INC$20.7M1
58Robeco Institutional Asset Management B.V.$20.3M1
59Universal- Beteiligungs- und Servicegesellschaft mbH$19.7M1
60ARGENT CAPITAL MANAGEMENT LLC$19.4M1
61KLCM Advisors, Inc.$19.2M1
62Corient Private Wealth LLC$18.9M1
63KETTLE HILL CAPITAL MANAGEMENT, LLC$18.2M1
64Swedbank AB$18.1M1
65ALLIANCEBERNSTEIN L.P.$18.1M1
66HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$17.7M1
67OFI INVEST ASSET MANAGEMENT$17.7M1
68STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$17.3M1
69ENVESTNET ASSET MANAGEMENT INC$16.9M1
70STIFEL FINANCIAL CORP$16.8M1
71HITE Hedge Asset Management LLC$16.7M1
72ADAGE CAPITAL PARTNERS GP, L.L.C.$16.6M1
73Covea Finance$16.4M1
74Redwood Grove Capital, LLC$15.9M1
75Bank Pictet & Cie (Europe) AG$15.8M1
76Alyeska Investment Group, L.P.$15.1M1
77CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$14.5M1
78BANK OF MONTREAL /CAN/$14.5M1
79DANSKE BANK A/S$14.5M1
80BARROW HANLEY MEWHINNEY & STRAUSS LLC$13.8M1
81EXCHANGE TRADED CONCEPTS, LLC$13.4M1
82BW Gestao de Investimentos Ltda.$13.1M1
83ROYAL BANK OF CANADA$12.6M1
84Aberdeen Group plc$12.5M1
85PRUDENTIAL FINANCIAL INC$11.9M1
86STATE OF WISCONSIN INVESTMENT BOARD$11.9M1
87Clarkston Capital Partners, LLC$11.5M1
88Zurcher Kantonalbank (Zurich Cantonalbank)$10.9M1
89IEQ CAPITAL, LLC$10.3M1
90ROYAL LONDON ASSET MANAGEMENT LTD$10.1M1
91APG Asset Management N.V.$10.0M1
92Korea Investment CORP$9.8M1
93CLIFFORD SWAN INVESTMENT COUNSEL LLC$9.4M1
94Yelin Lapidot Holdings Management Ltd.$9.3M1
95Vanguard Investments Australia, Ltd.$9.2M1
96Chevy Chase Trust Holdings, LLC$9.2M1
97Tidal Investments LLC$8.5M1
98JUPITER ASSET MANAGEMENT LTD$8.2M1
99Tredje AP-fonden$8.2M1
100FIRST TRUST ADVISORS LP$8.1M1
101Asset Management One Co., Ltd.$8.0M1
102Cerity Partners LLC$7.7M1
103PICTON MAHONEY ASSET MANAGEMENT$7.4M1
104FIFTH THIRD BANCORP$7.1M1
105CWM, LLC$7.1M1
106TD ASSET MANAGEMENT INC$7.1M1
107Creative Planning$6.9M1
108Allspring Global Investments Holdings, LLC$6.8M1
109NOMURA ASSET MANAGEMENT CO LTD$6.7M1
110OPPENHEIMER ASSET MANAGEMENT INC.$6.5M1
111BNP Paribas Asset Management Holding S.A.$6.5M1
112KLP KAPITALFORVALTNING AS$6.5M1
113LPL Financial LLC$6.2M1
114NATIONAL BANK OF CANADA /FI/$6.1M1
115Resona Asset Management Co.,Ltd.$6.0M1
116MACQUARIE GROUP LTD$6.0M1
117State of New Jersey Common Pension Fund D$5.9M1
118Leeward Investments, LLC - MA$5.9M1
119Lansforsakringar Fondforvaltning AB (publ)$5.8M1
120Swiss Life Asset Management Ltd$5.8M1
1211832 Asset Management L.P.$5.7M1
122TORONTO DOMINION BANK$5.4M1
123Hillman Capital Management, Inc.$5.3M1
124Morningstar Investment Management LLC$5.2M1
125Czech National Bank$5.1M1
126Arizona State Retirement System$5.0M1
127CIBC Bancorp USA Inc.$5.0M1
128Callan Family Office, LLC$4.9M1
129VICTORY CAPITAL MANAGEMENT INC$4.8M1
130SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.5M1
131DnB Asset Management AS$4.4M1
132SEB Asset Management AB$4.4M1
133CIBC Asset Management Inc$4.4M1
134National Pension Service$4.4M1
135MetLife Investment Management, LLC$4.3M1
136COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.3M1
137Robeco Schweiz AG$4.2M1
138AMERICAN CENTURY COMPANIES INC$4.2M1
139M&T BANK CORP$4.2M1
140WELLINGTON MANAGEMENT GROUP LLP$4.1M1
141ZACKS INVESTMENT MANAGEMENT$4.1M1
142DAVENPORT & Co LLC$4.1M1
143Mariner, LLC$4.0M1
144Retirement Systems of Alabama$3.9M1
145EdgePoint Investment Group Inc.$3.9M1
146BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.9M1
147IFM Investors Pty Ltd$3.8M1
148Mirae Asset Global Investments Co., Ltd.$3.7M1
149MERCER GLOBAL ADVISORS INC /ADV$3.7M1
150VOYA INVESTMENT MANAGEMENT LLC$3.7M1
151Ethic Inc.$3.6M1
152ProShare Advisors LLC$3.5M1
153WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.5M1
154Bleakley Financial Group, LLC$3.5M1
155KORNITZER CAPITAL MANAGEMENT INC /KS$3.4M1
156ASR Vermogensbeheer N.V.$3.4M1
157Blume Capital Management, Inc.$3.3M1
158OP Asset Management Ltd$3.3M1
159XPONANCE LLC$3.3M1
160Hudson Bay Capital Management LP$3.3M1
161Concentric Capital Strategies, LP$3.3M1
162Focus Partners Wealth$3.3M1
163Federation des caisses Desjardins du Quebec$3.2M1
164Daiwa Securities Group Inc.$3.2M1
165Point72 Asset Management, L.P.$3.1M1
166Empowered Funds, LLC$3.1M1
167Utah Retirement Systems$3.0M1
168PUBLIC SECTOR PENSION INVESTMENT BOARD$3.0M1
169Rakuten Investment Management, Inc.$2.7M1
170NEOS Investment Management LLC$2.7M1
171BANK OF NOVA SCOTIA$2.6M1
172FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$2.6M1
173NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.6M1
174BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.6M1
175Groupe la Francaise$2.6M1
176XTX Topco Ltd$2.5M1
177Elo Mutual Pension Insurance Co$2.5M1
178Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$2.5M1
179BROWN ADVISORY INC$2.5M1
180Avanza Fonder AB$2.5M1
181Cetera Investment Advisers$2.5M1
182UniSuper Management Pty Ltd$2.4M1
183NISSAY ASSET MANAGEMENT CORP /JAPAN$2.4M1
184Sumitomo Mitsui DS Asset Management Company, Ltd$2.4M1
185OPPENHEIMER & CO INC$2.3M1
186Polymer Capital Management (US) LLC$2.2M1
187IQ EQ FUND MANAGEMENT (IRELAND) Ltd$2.2M1
188MACKENZIE FINANCIAL CORP$2.1M1
189OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.1M1
190ASSETMARK, INC$2.1M1
191Weiss Asset Management LP$2.1M1
192CHOREO, LLC$2.0M1
193YOUSIF CAPITAL MANAGEMENT, LLC$2.0M1
194MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.0M1
195Choate Investment Advisors$1.9M1
196Candriam S.C.A.$1.8M1
197Janus Henderson Group Ltd.$1.8M1
198CREDIT AGRICOLE S A$1.8M1
199Summit Trail Advisors, LLC$1.8M1
200COMMONWEALTH EQUITY SERVICES, LLC$1.8M1
201Ensign Peak Advisors, Inc$1.8M1
202MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.7M1
203PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$1.7M1
204GLENMEDE TRUST CO NA$1.7M1
205SCHRODER INVESTMENT MANAGEMENT GROUP$1.7M1
206Compagnie Lombard Odier SCmA$1.6M1
207Caprock Group, LLC$1.6M1
208Chicago Capital, LLC$1.6M1
209Vanguard Personalized Indexing Management, LLC$1.5M1
210GUGGENHEIM CAPITAL LLC$1.5M1
211ADAMS NATURAL RESOURCES FUND, INC.$1.5M1
212Midwest Trust Co$1.4M1
213Atria Investments, Inc$1.4M1
214Investment Management Corp of Ontario$1.3M1
215MILLENNIUM MANAGEMENT LLC$1.3M1
216Wealthfront Advisers LLC$1.3M1
217HF Advisory Group, LLC$1.3M1
218PenderFund Capital Management Ltd.$1.3M1
219INTECH INVESTMENT MANAGEMENT LLC$1.3M1
220Norinchukin Bank, The$1.2M1
221Sanctuary Advisors, LLC$1.2M1
222NewEdge Advisors, LLC$1.2M1
223STOREBRAND ASSET MANAGEMENT AS$1.2M1
224Crossmark Global Holdings, Inc.$1.1M1
225MIZUHO SECURITIES USA LLC$1.1M1
226Rafferty Asset Management, LLC$1.1M1
227FOX RUN MANAGEMENT, L.L.C.$1.1M1
228WOLVERINE ASSET MANAGEMENT LLC$1.1M1
229OMERS ADMINISTRATION Corp$1.1M1
230QUADRANT CAPITAL GROUP LLC$1.0M1
231US BANCORP \DE\$1.0M1
232Walleye Trading LLC$1.0M1
233NISA INVESTMENT ADVISORS, LLC$1.0M1
234ELEVATION POINT WEALTH PARTNERS, LLC$993K1
235Krilogy Financial LLC$988K1
236GREENLEAF TRUST$960K1
237Focus Partners Advisor Solutions, LLC$930K1
238MML INVESTORS SERVICES, LLC$923K1
239ABN AMRO INVESTMENT SOLUTIONS$909K1
240Maryland State Retirement & Pension System$908K1
241Merit Financial Group, LLC$906K1
242Allianz Asset Management GmbH$899K1
243Dynamic Technology Lab Private Ltd$866K1
244HighTower Advisors, LLC$857K1
245UNITED CAPITAL FINANCIAL ADVISORS, LLC$857K1
246Pathstone Holdings, LLC$824K1
247Kintegral Advisory, LLC$814K1
24844 WEALTH MANAGEMENT LLC$799K1
249TOKIO MARINE ASSET MANAGEMENT CO LTD$794K1
250OSAIC HOLDINGS, INC.$787K1
251PRUDENTIAL PLC$768K1
252MUFG Securities EMEA plc$763K1
253&PARTNERS$753K1
254CACTI ASSET MANAGEMENT LLC$726K1
255PFG Investments, LLC$717K1
256TECTONIC ADVISORS LLC$711K1
257Central Pacific Bank - Trust Division$700K1
258JANE STREET GROUP, LLC$692K1
259Saudi Central Bank$686K1
260Assenagon Asset Management S.A.$667K1
261Ashton Thomas Private Wealth, LLC$665K1
262TRUIST FINANCIAL CORP$646K1
263Pallas Capital Advisors LLC$609K1
264Aaron Wealth Advisors LLC$604K1
265Premier Path Wealth Partners, LLC$604K1
266ELKHORN PARTNERS LIMITED PARTNERSHIP$595K1
267ArrowMark Colorado Holdings LLC$595K1
268NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$594K1
269ExodusPoint Capital Management, LP$591K1
270EVOLVE PRIVATE WEALTH, LLC$590K1
271RICE HALL JAMES & ASSOCIATES, LLC$584K1
272Steward Partners Investment Advisory, LLC$582K1
273Y-Intercept (Hong Kong) Ltd$567K1
274Empirical Finance, LLC$561K1
275Chicago Partners Investment Group LLC$554K1
276Kera Capital Partners, Inc.$552K1
277Bull Harbor Capital LLC$552K1
278Optas, LLC$552K1
279CenterBook Partners LP$549K1
280North Dakota State Investment Board$543K1
281PROFUND ADVISORS LLC$533K1
282Metis Global Partners, LLC$526K1
283Beacon Pointe Advisors, LLC$520K1
284MUFG SECURITIES AMERICAS INC.$514K1
285TRILLIUM ASSET MANAGEMENT, LLC$514K1
286SECURIAN ASSET MANAGEMENT, INC$503K1
287Baker Avenue Asset Management, LP$495K1
288Squarepoint Ops LLC$494K1
289COMMERCE BANK$487K1
290Kimelman & Baird, LLC$487K1
291Pflug Koory, LLC$486K1
292NOMURA HOLDINGS INC$485K1
293SPROTT INC.$482K1
294Walnut Level Capital LLC$480K1
295BKM Wealth Management, LLC$477K1
296Apollon Wealth Management, LLC$466K1
297Evercore Wealth Management, LLC$464K1
298Inscription Capital, LLC$456K1
299Perpetual Ltd$454K1
300Vident Advisory, LLC$448K1
301Sequoia Financial Advisors, LLC$447K1
302Storgate, LLC$443K1
303HB Wealth Management, LLC$443K1
304Bank of Marin$431K1
305Frec Markets, Inc.$429K1
306Tower Research Capital LLC (TRC)$425K1
307Laird Norton Wetherby Trust Company, LLC$424K1
308Phillips Wealth Planners LLC$423K1
309Allworth Financial LP$415K1
310WINTON GROUP Ltd$409K1
311Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$401K1
312BENJAMIN EDWARDS INC$398K1
313CHICAGO TRUST Co NA$395K1
314GREAT VALLEY ADVISOR GROUP, INC.$392K1
315Lido Advisors, LLC$380K1
316SIMPLEX TRADING, LLC$374K1
317KEYBANK NATIONAL ASSOCIATION/OH$372K1
318LEVIN CAPITAL STRATEGIES, L.P.$363K1
319SALEM INVESTMENT COUNSELORS INC$362K1
320SummitTX Capital, L.P.$362K1
321Northwest & Ethical Investments L.P.$359K1
322BLAIR WILLIAM & CO/IL$354K1
323HUB Investment Partners, LLC$353K1
324Capital International, Inc./CA/$346K1
325NORTHEAST INVESTMENT MANAGEMENT$341K1
326TEMA ETFS LLC$337K1
327Principle Wealth Partners LLC$336K1
328Vontobel Holding Ltd.$327K1
329BALYASNY ASSET MANAGEMENT L.P.$322K1
330BRANDYWINE OAK PRIVATE WEALTH LLC$320K1
331Brooklyn Investment Group$320K1
332Avantra Family Wealth, Inc.$316K1
333Freestone Grove Partners LP$314K1
334Walleye Capital LLC$313K1
335PINNACLE ASSOCIATES LTD$307K1
336Ballentine Partners, LLC$307K1
337Rockefeller Capital Management L.P.$294K1
338O'SHAUGHNESSY ASSET MANAGEMENT, LLC$294K1
339Lombard Odier Asset Management (Switzerland) SA$292K1
340QRG CAPITAL MANAGEMENT, INC.$281K1
341KESTRA PRIVATE WEALTH SERVICES, LLC$281K1
342TEACHER RETIREMENT SYSTEM OF TEXAS$277K1
343JOURNEY STRATEGIC WEALTH LLC$276K1
344Indivisible Partners$275K1
345Curi Capital, LLC$275K1
346NorthCrest Asset Manangement, LLC$272K1
347STUDIO INVESTMENT MANAGEMENT LLC$272K1
348Siemens Fonds Invest GmbH$269K1
349Waverly Advisors, LLC$268K1
350EVERGREEN CAPITAL MANAGEMENT LLC$267K1
351Integrated Advisors Network LLC$264K1
352PATTON FUND MANAGEMENT, INC.$260K1
353JACKSON THORNTON WEALTH MANAGEMENT, LLC$258K1
354PERSONAL CFO SOLUTIONS, LLC$253K1
355Radnor Capital Management, LLC$251K1
356JOHNSON INVESTMENT COUNSEL INC$251K1
357WADDELL & ASSOCIATES, LLC$242K1
358Transamerica Financial Advisors, LLC$241K1
359F/m Investments LLC$239K1
360NICOLET BANKSHARES INC$237K1
361Alan B Lancz & Associates, Inc.$232K1
362Stonebridge Financial Group, LLC$232K1
363Athena Investment Management$230K1
364COLDSTREAM CAPITAL MANAGEMENT INC$229K1
365DELTA ASSET MANAGEMENT LLC/TN$229K1
366EP Wealth Advisors, LLC$225K1
367SIGNATUREFD, LLC$224K1
368OLD NATIONAL BANCORP /IN/$223K1
369Brevan Howard Capital Management LP$218K1
370Pictet North America Advisors SA$218K1
371Centiva Capital, LP$215K1
372SYM FINANCIAL Corp$209K1
373Avior Wealth Management, LLC$209K1
374FIDUCIARY TRUST CO$208K1
375PANAGORA ASSET MANAGEMENT INC$207K1
376EXENCIAL WEALTH ADVISORS, LLC$207K1
377SEARLE & CO.$204K1
378Platform Technology Partners$204K1
379Rothschild Wealth LLC$203K1
380Camelot Portfolios, LLC$200K1
381Arax Advisory Partners$195K1
382NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$192K1
383Medallion Wealth Advisors, LLC$181K1
384OSLO PENSJONSFORSIKRING AS$179K1
385Wilmington Savings Fund Society, FSB$174K1
386GROUP ONE TRADING LLC$173K1
387Ameritas Investment Partners, Inc.$169K1
388MAI Capital Management$145K1
389BROWN, LISLE/CUMMINGS, INC.$111K1
390HM PAYSON & CO$104K1
391Blue Trust, Inc.$103K1
392Deseret Mutual Benefit Administrators$92.0K1
393VAN ECK ASSOCIATES CORP$91.8K1
394UMB Bank, n.a.$89.8K1
395EFG International AG$87.4K1
396Larson Financial Group LLC$86.5K1
397True Wealth Design, LLC$74.0K1
398Smallwood Wealth Investment Management, LLC$71.6K1
399Cromwell Holdings LLC$65.2K1
400Leonteq Securities AG$59.1K1
401EVERMAY WEALTH MANAGEMENT LLC$56.1K1
402CYBER HORNET ETFs LLC$51.2K1
403GHP Investment Advisors, Inc.$50.7K1
404Parkside Financial Bank & Trust$40.0K1
405Owl Creek Wealth Partners LLC$38.9K1
406Destiny Wealth Partners, LLC$37.7K1
407CENTRAL TRUST Co$36.9K1
408Clearstead Advisors, LLC$35.3K1
409Pinnacle Wealth Planning Services, Inc.$33.0K1
410TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$30.5K1
411Quintet Private Bank (Europe) S.A.$30.0K1
412CVA Family Office, LLC$29.7K1
413MATHER GROUP, LLC.$28.7K1
414Smartleaf Asset Management LLC$28.6K1
415Arlington Trust Co LLC$25.8K1
416MASECO LLP$24.4K1
417SouthState Bank Corp$21.0K1
418Global Trust Asset Management, LLC$20.5K1
419Clark Wealth Partners$19.3K1
420ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$19.2K1
421MEEDER ASSET MANAGEMENT INC$14.9K1
422Rialto Wealth Management, LLC$14.0K1
423EASTERN BANK$14.0K1
424Truvestments Capital LLC$13.9K1
425SJS Investment Consulting Inc.$13.8K1
426Cassaday & Co Wealth Management LLC$13.2K1
427MV CAPITAL MANAGEMENT, INC.$12.6K1
428Global X Japan Co., Ltd.$11.1K1
429FARMERS & MERCHANTS INVESTMENTS INC$11.0K1
430BEACON INVESTMENT ADVISORY SERVICES, INC.$10.9K1
431Beacon Financial Strategies CORP$10.9K1
432JFS WEALTH ADVISORS, LLC$8.8K1
433SBI Securities Co., Ltd.$8.6K1
434CANADA LIFE ASSURANCE Co$8.5K1
435Treasurer of the State of North Carolina$8.0K1
436Ilmarinen Mutual Pension Insurance Co$7.6K1
437Bell Investment Advisors, Inc$7.4K1
438TD Capital Management LLC$7.4K1
439TD Waterhouse Canada Inc.$7.3K1
440SITTNER & NELSON, LLC$7.3K1
441Financial Perspectives, Inc$7.3K1
442Kemnay Advisory Services Inc.$7.2K1
443Private Wealth Management Group, LLC$7.0K1
444Physician Wealth Advisors, Inc.$7.0K1
445Caldwell Trust Co$7.0K1
446Sachetta, LLC$6.8K1
447Manchester Capital Management LLC$6.5K1
448South Dakota Investment Council$6.1K1
449Kilter Group LLC$5.4K1
450Activest Wealth Management$5.3K1
451Signature Equity Partners, LLC$5.0K1
452Marquette Asset Management, LLC$4.9K1
453DekaBank Deutsche Girozentrale$4.7K1
454JONES FINANCIAL COMPANIES LLLP$4.3K1
455Sunrise Financial Services, LLC$4.2K1
456S&T BANK/PA$3.8K1
457IMG Wealth Management, Inc.$3.6K1
458Clayton Financial Group LLC$3.4K1
459DT Investment Partners, LLC$3.3K1
460ELEVATION WEALTH PARTNERS, LLC$3.3K1
461Purpose Unlimited Inc.$3.0K1
462SUMMIT SECURITIES GROUP LLC$3.0K1
463Prestige Wealth Management Group LLC$2.9K1
464INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.8K1
465Asset Dedication, LLC$2.3K1
466JPL Wealth Management, LLC$2.2K1
467Abound Wealth Management$2.1K1
468KBC Group NV$2.0K1
469State of Alaska, Department of Revenue$1.9K1
470Johnson Financial Group, Inc.$1.8K1
471Annis Gardner Whiting Capital Advisors, LLC$1.8K1
472Atlantic Union Bankshares Corp$1.7K1
473WPG Advisers, LLC$1.7K1
474Raleigh Capital Management Inc.$1.7K1
475MCF Advisors LLC$1.6K1
476DiNuzzo Private Wealth, Inc.$1.5K1
477Greenwich Wealth Management LLC$1.1K1
478Vermillion Wealth Management, Inc.$1.1K1
479Key FInancial Inc$1.1K1
480Portus Wealth Advisors, LLC$1.1K1
481Virginia Estate & Retirement Planning Advisors Inc.$1.1K1
482Quaker Wealth Management, LLC$9441
483Westfuller Advisors, LLC$8811
484HFM Investment Advisors, LLC$7981
485HOEY INVESTMENTS, INC$7261
486WOLFF WIESE MAGANA LLC$7261
487American Capital Advisory, LLC$6531
488ALBION FINANCIAL GROUP /UT$5811
489DecisionPoint Financial, LLC$5811
490Breakwater Investment Management$5811
491Kentucky Retirement Systems$5791
492SHP Wealth Management$4361
493PARK AVENUE SECURITIES LLC$4111
494Employees Retirement System of Texas$3751
495FINANCIAL CONSULATE, INC$3631
496First Pacific Financial$3631
497TopTier Wealth Management, LLC$3631
498Vestcor Inc$3601
499Seneschal Advisors, LLC$2911
500Bangor Savings Bank$2181
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 / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ 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 IFF

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for IFF · financials and macro

Financials — as filed PLANNED

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