Public record / Tickers / JKHY

JKHY — JACK HENRY & ASSOCIATES INC

Both disclosure regimes on one name: who in Congress filed about JKHY, 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
20
all PTR rows naming JKHY
Members · 12m
1
3 buys · 1 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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

Purchase · traded 2020-05-07 → filed 2020-05-12. Ranked over every JKHY row by the provable lower bound, never a point estimate.

1 member · 3 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.

2 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

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING JKHY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning JKHY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 06-16 +16d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 04-14 +24d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-12 +33d$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 20 ↗

Members active in JKHY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing JKHY 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-314−$12.0K to $44.0K2

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

Congress ↔ notable managers · JKHY

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

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
Sellers
1 Tommy Tuberville R–AL $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $708K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · HENRY JACK & ASSOC INC

Merged timeline of congressional filings and notable-manager moves on JKHY
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Ftrim−109,271 sh
2026-05-15Bridgewater Associates 13Fexit−51,777 sh
2026-05-14Caxton Associates 13Fnew+4,478 sh

5 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 JKHY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$942M1
2VANGUARD CAPITAL MANAGEMENT LLC$740M1
3STATE STREET CORP$625M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$568M1
5MORGAN STANLEY$424M1
6CIBC Bancorp USA Inc.$302M1
7Invesco Ltd.$293M1
8UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$230M1
9WELLS FARGO & COMPANY/MN$218M1
10APG Asset Management N.V.$214M1
11Janus Henderson Group Ltd.$170M1
12MACKENZIE FINANCIAL CORP$154M1
13UBS Group AG$135M1
14TD ASSET MANAGEMENT INC$130M1
15RAYMOND JAMES FINANCIAL INC$129M1
16DIMENSIONAL FUND ADVISORS LP$119M1
17FIRST TRUST ADVISORS LP$116M1
18NORTHERN TRUST CORP$116M1
19Epoch Investment Partners, Inc.$108M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$105M1
21Amundi$99.1M1
22NORDEA INVESTMENT MANAGEMENT AB$91.0M1
23STIFEL FINANCIAL CORP$83.3M1
24ENVESTNET ASSET MANAGEMENT INC$76.4M1
25ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$67.8M1
26Legal & General Group Plc$66.5M1
27Quantinno Capital Management LP$66.3M1
28VANGUARD FIDUCIARY TRUST CO$64.1M1
29ALLIANCEBERNSTEIN L.P.$60.9M1
30MILLENNIUM MANAGEMENT LLC$57.9M1
31CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$57.1M1
32JUPITER ASSET MANAGEMENT LTD$53.8M1
33Grantham, Mayo, Van Otterloo & Co. LLC$51.5M1
34BALYASNY ASSET MANAGEMENT L.P.$50.9M1
35PRINCIPAL FINANCIAL GROUP INC$50.1M1
36DEUTSCHE BANK AG\$48.9M1
37Nuveen, LLC$46.0M1
38VICTORY CAPITAL MANAGEMENT INC$44.8M1
39Conestoga Capital Advisors, LLC$39.1M1
40BANK OF AMERICA CORP /DE/$38.6M1
41Walker Asset Management, LLC$36.9M1
42Ceredex Value Advisors LLC$35.3M1
43Swiss National Bank$33.6M1
44LONDON CO OF VIRGINIA$32.3M1
45Norinchukin Bank, The$32.0M1
46Ilex Capital Partners (UK) LLP$29.5M1
47ROYAL BANK OF CANADA$29.1M1
48CITADEL ADVISORS LLC$28.2M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$26.5M1
50BANK OF MONTREAL /CAN/$26.1M1
51BENJAMIN EDWARDS INC$25.8M1
52AQR CAPITAL MANAGEMENT LLC$25.7M1
53Copeland Capital Management, LLC$25.6M1
54Mitsubishi UFJ Asset Management Co., Ltd.$25.0M1
55Vanguard Global Advisers, LLC$25.0M1
56CITIGROUP INC$25.0M1
57SEI INVESTMENTS CO$24.9M1
58Engineers Gate Manager LP$24.6M1
59Gotham Asset Management, LLC$23.9M1
60Connor, Clark & Lunn Investment Management Ltd.$23.7M1
61Swedbank AB$23.6M1
62HSBC HOLDINGS PLC$22.8M1
63Prana Capital Management, LP$22.7M1
64Longaeva Partners L.P.$20.2M1
65Forvis Mazars Wealth Advisors, LLC$20.0M1
66LPL Financial LLC$19.6M1
67VANGUARD ASSET MANAGEMENT, Ltd$19.3M1
68Freestone Grove Partners LP$19.2M1
69Mitsubishi UFJ Trust & Banking Corp$19.2M1
70MEEDER ASSET MANAGEMENT INC$18.3M1
71BLI - Banque de Luxembourg Investments$18.0M1
72TEACHER RETIREMENT SYSTEM OF TEXAS$17.2M1
73Creative Planning$16.6M1
74Cornerstone Advisors, LLC$14.4M1
75LGT Group Foundation$13.3M1
76STATE OF WISCONSIN INVESTMENT BOARD$13.1M1
77JACOBSON & SCHMITT ADVISORS, LLC$12.9M1
78FIFTH THIRD BANCORP$12.8M1
79Pictet Asset Management Holding SA$12.7M1
80Corient Private Wealth LLC$12.3M1
81FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$11.6M1
82Schonfeld Strategic Advisors LLC$11.5M1
83VOYA INVESTMENT MANAGEMENT LLC$10.4M1
84Capital Research Global Investors$10.4M1
85HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$10.4M1
86TRUIST FINANCIAL CORP$10.2M1
87Universal- Beteiligungs- und Servicegesellschaft mbH$10.2M1
88AVIVA PLC$10.1M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.1M1
90MAI Capital Management$9.8M1
91Lighthouse Investment Partners, LLC$9.6M1
92ProShare Advisors LLC$9.1M1
93CIBC Asset Management Inc$8.5M1
94MATTERN CAPITAL MANAGEMENT, LLC$8.2M1
95Korea Investment CORP$8.0M1
96MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.7M1
97Aberdeen Group plc$7.6M1
98JANE STREET GROUP, LLC$7.4M1
99SG Capital Management LLC$7.4M1
100Calamos Advisors LLC$7.1M1
101AMERICAN CENTURY COMPANIES INC$6.7M1
102Andra AP-fonden$6.6M1
103ATWOOD & PALMER INC$6.4M1
104Callan Family Office, LLC$6.2M1
105Vestmark Advisory Solutions, Inc.$6.2M1
106BNP Paribas Asset Management Holding S.A.$6.1M1
107Cetera Investment Advisers$6.1M1
108Ensign Peak Advisors, Inc$6.0M1
109VELA Investment Management, LLC$6.0M1
110Illinois Municipal Retirement Fund$5.8M1
111ROYAL LONDON ASSET MANAGEMENT LTD$5.8M1
112MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.8M1
113Kesler, Norman & Wride, LLC$5.7M1
114Vanguard Investments Australia, Ltd.$5.7M1
115Chevy Chase Trust Holdings, LLC$5.6M1
116NewEdge Wealth, LLC$5.5M1
117PRUDENTIAL FINANCIAL INC$5.5M1
118CANADA PENSION PLAN INVESTMENT BOARD$5.5M1
119REGIONS FINANCIAL CORP$5.3M1
120ExodusPoint Capital Management, LP$5.2M1
121Alpine Peaks Capital, LP$5.1M1
122NOMURA ASSET MANAGEMENT CO LTD$5.1M1
123Vest Financial, LLC$5.1M1
124JGP Wealth Management, LLC$4.8M1
125Silver Lake Advisory, LLC$4.8M1
126Asset Management One Co., Ltd.$4.8M1
127TWO SIGMA INVESTMENTS, LP$4.7M1
128Tidal Investments LLC$4.7M1
129Resona Asset Management Co.,Ltd.$4.7M1
130STANSBERRY ASSET MANAGEMENT, LLC$4.7M1
131Pinnacle Financial Partners, Inc.$4.6M1
132TORONTO DOMINION BANK$4.6M1
133TRILLIUM ASSET MANAGEMENT, LLC$4.5M1
134SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.4M1
135United Asset Strategies, Inc.$4.4M1
136COMMERCE BANK$4.2M1
137LGT Fund Management Co Ltd.$4.2M1
138Tredje AP-fonden$4.1M1
139MERCER GLOBAL ADVISORS INC /ADV$4.1M1
140BAHL & GAYNOR INC$4.0M1
141FMR LLC$4.0M1
142SCHWARTZ INVESTMENT COUNSEL INC$4.0M1
143INTECH INVESTMENT MANAGEMENT LLC$4.0M1
144&PARTNERS$4.0M1
145Hilton Capital Management, LLC$3.9M1
146Sanctuary Advisors, LLC$3.9M1
147Atria Investments, Inc$3.9M1
148Modera Wealth Management, LLC$3.7M1
149Vident Advisory, LLC$3.7M1
150Moran Wealth Management, LLC$3.7M1
151Lansforsakringar Fondforvaltning AB (publ)$3.6M1
152Y-Intercept (Hong Kong) Ltd$3.6M1
153State of New Jersey Common Pension Fund D$3.5M1
154Dai-ichi Life Insurance Company, Ltd$3.3M1
155Zurcher Kantonalbank (Zurich Cantonalbank)$3.3M1
156Legacy Financial Strategies, LLC$3.3M1
157Cerity Partners LLC$3.2M1
158Morningstar Investment Management LLC$3.2M1
159Stratos Wealth Partners, LTD.$3.2M1
160STEPHENS INC /AR/$3.2M1
161Arizona State Retirement System$3.1M1
162Czech National Bank$3.1M1
163BRIGHT ROCK CAPITAL MANAGEMENT, LLC$3.1M1
164Mirae Asset Global Investments Co., Ltd.$3.1M1
165US BANCORP \DE\$3.1M1
166NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.0M1
167Swiss Life Asset Management Ltd$2.9M1
168Cardinal Capital Management$2.9M1
169MML INVESTORS SERVICES, LLC$2.8M1
170Oak Thistle LLC$2.8M1
171Rafferty Asset Management, LLC$2.8M1
172COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.7M1
173TICINO WEALTH$2.7M1
174JOHNSON INVESTMENT COUNSEL INC$2.6M1
175Riverwater Partners LLC$2.6M1
176Meiji Yasuda Asset Management Co Ltd.$2.6M1
177Pathstone Holdings, LLC$2.6M1
178Retirement Systems of Alabama$2.4M1
179SEB Asset Management AB$2.4M1
180Summit Trail Advisors, LLC$2.4M1
181Capital Group Private Client Services, Inc.$2.4M1
182O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.3M1
183NATIONAL BANK OF CANADA /FI/$2.3M1
184Karani Asset Management LLC$2.3M1
185Argo Wealth Advisory, LLC$2.3M1
186Elo Mutual Pension Insurance Co$2.2M1
187Woodline Partners LP$2.2M1
188Focus Partners Wealth$2.2M1
189XPONANCE LLC$2.2M1
190IFM Investors Pty Ltd$2.2M1
191Daiwa Securities Group Inc.$2.2M1
192Steward Partners Investment Advisory, LLC$2.2M1
193Delta Global Management LP$2.2M1
194Man Group plc$2.1M1
195Vanguard Personalized Indexing Management, LLC$2.1M1
196LBP AM SA$2.1M1
197BANK OF NOVA SCOTIA$2.1M1
198PUBLIC SECTOR PENSION INVESTMENT BOARD$2.0M1
199Lombard Odier Asset Management (Europe) Ltd$2.0M1
200YOUSIF CAPITAL MANAGEMENT, LLC$2.0M1
201CENTRAL TRUST Co$1.9M1
202Utah Retirement Systems$1.9M1
203DIVERSIFY WEALTH MANAGEMENT, LLC$1.9M1
204Candriam S.C.A.$1.8M1
205UniSuper Management Pty Ltd$1.8M1
206Apollon Wealth Management, LLC$1.8M1
207MACQUARIE GROUP LTD$1.7M1
208Rakuten Investment Management, Inc.$1.7M1
209GLOBEFLEX CAPITAL L P$1.7M1
210OPPENHEIMER & CO INC$1.6M1
211Taylor Frigon Capital Management LLC$1.6M1
212Nicholson Wealth Management Group, LLC$1.6M1
213M&T BANK CORP$1.6M1
214Northwest & Ethical Investments L.P.$1.6M1
215BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.6M1
216Generali Asset Management SPA SGR$1.6M1
217Henshaw Capital LLC$1.6M1
218WEYBOSSET RESEARCH & MANAGEMENT LLC$1.6M1
219NEOS Investment Management LLC$1.6M1
220QUADRANT CAPITAL GROUP LLC$1.5M1
221PAX Financial Group, LLC$1.5M1
222Eurizon Capital SGR S.p.A.$1.5M1
223WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M1
224Sumitomo Mitsui DS Asset Management Company, Ltd$1.5M1
225Linden Thomas Advisory Services, LLC$1.5M1
226NISSAY ASSET MANAGEMENT CORP /JAPAN$1.5M1
227Robeco Institutional Asset Management B.V.$1.5M1
228Ethic Inc.$1.5M1
229UMB Bank, n.a.$1.5M1
230Wealthfront Advisers LLC$1.5M1
231OSAIC HOLDINGS, INC.$1.4M1
232FRANKLIN RESOURCES INC$1.4M1
233PineStone Asset Management Inc.$1.4M1
234OMERS ADMINISTRATION Corp$1.3M1
235OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.3M1
236NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.3M1
237DAVENPORT & Co LLC$1.3M1
238ICW Investment Advisors LLC$1.3M1
239OP Asset Management Ltd$1.2M1
240MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.2M1
241STOREBRAND ASSET MANAGEMENT AS$1.2M1
242Crossmark Global Holdings, Inc.$1.2M1
243GUGGENHEIM CAPITAL LLC$1.2M1
244GHP Investment Advisors, Inc.$1.2M1
245PANAGORA ASSET MANAGEMENT INC$1.1M1
246ALPS ADVISORS INC$1.1M1
247Graham Capital Management, L.P.$1.1M1
248GATEWAY INVESTMENT ADVISERS LLC$1.1M1
249Rockefeller Capital Management L.P.$1.1M1
250OPPENHEIMER ASSET MANAGEMENT INC.$1.1M1
251BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.0M1
252Impact Capital Partners LLC$1.0M1
253National Pension Service$1.0M1
254Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.0M1
255WCM INVESTMENT MANAGEMENT, LLC$997K1
256SAGESPRING WEALTH PARTNERS, LLC$993K1
257Prospera Financial Services Inc$990K1
258Qsemble Capital Management, LP$965K1
259Sequoia Financial Advisors, LLC$954K1
260MITCHELL & PAHL PRIVATE WEALTH, LLC$945K1
261Concurrent Investment Advisors, LLC$899K1
262Inspire Investing, LLC$898K1
263Formidable Asset Management, LLC$893K1
264Keeler Thomas Management LLC$885K1
265UNITED CAPITAL FINANCIAL ADVISORS, LLC$867K1
266NewEdge Advisors, LLC$861K1
267Jefferies Financial Group Inc.$843K1
268Federation des caisses Desjardins du Quebec$831K1
269Caitlin John, LLC$820K1
270Investment Management Corp of Ontario$818K1
271ENTERPRISE FINANCIAL SERVICES CORP$817K1
272WELLINGTON MANAGEMENT GROUP LLP$816K1
273BARD ASSOCIATES INC$814K1
274COMMONWEALTH EQUITY SERVICES, LLC$811K1
275HighTower Advisors, LLC$807K1
276Holocene Advisors, LP$799K1
277BAMCO INC /NY/$793K1
278LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$786K1
279Empowered Funds, LLC$768K1
280Curated Wealth Partners LLC$748K1
281RWA WEALTH PARTNERS, LLC$748K1
282INCEPTIONR LLC$742K1
283CenterBook Partners LP$736K1
284XTX Topco Ltd$730K1
285ICICI Prudential Asset Management Co Ltd$726K1
286Advisory Advocates, LLC$713K1
287CAXTON ASSOCIATES LLP$708K1
288Midwest Trust Co$706K1
289MIZUHO SECURITIES USA LLC$690K1
290Kera Capital Partners, Inc.$683K1
291TWIN CAPITAL MANAGEMENT INC$682K1
292Impact Partnership Wealth, LLC$679K1
293MOKAN Wealth Management Inc.$668K1
294Summit Financial, LLC$668K1
295HOHIMER WEALTH MANAGEMENT, LLC$666K1
296WELCH & FORBES LLC$658K1
297SUMMITRY LLC$653K1
298Hennion & Walsh Asset Management, Inc.$650K1
299Aaron Wealth Advisors LLC$649K1
300Allspring Global Investments Holdings, LLC$638K1
301Inspire Advisors, LLC$634K1
302Diversified Trust Co$633K1
303Sepio Capital, LP$628K1
304World Investment Advisors$628K1
305Brooklyn Investment Group$607K1
306DOLIVER ADVISORS, LP$601K1
307CATALYST FINANCIAL PARTNERS LLC$595K1
308CWM, LLC$584K1
309FSM Wealth Advisors, LLC$575K1
310Bridgewater Advisors Inc.$568K1
311Global X Japan Co., Ltd.$557K1
312Envestnet Portfolio Solutions, Inc.$554K1
313D.A. DAVIDSON & CO.$553K1
314ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$546K1
315BURNEY CO/$537K1
316Maryland State Retirement & Pension System$536K1
317LRT Capital Management, LLC$528K1
318Tyche Wealth Partners LLC$525K1
319Coastal Bridge Advisors, LLC$520K1
320Odyssean, LLC$512K1
321Hardworking Capital Advisors, LLC$509K1
322Vise Technologies, Inc.$506K1
323denkapparat Operations GmbH$505K1
324KEYBANK NATIONAL ASSOCIATION/OH$494K1
325BLAIR WILLIAM & CO/IL$483K1
326Dundas Partners LLP$481K1
327PRUDENTIAL PLC$475K1
328Vontobel Holding Ltd.$475K1
329S.A. Mason LLC$474K1
330Baker Avenue Asset Management, LP$474K1
331BOOTHBAY FUND MANAGEMENT, LLC$473K1
332Keating Financial Advisory Services, Inc.$472K1
333MUFG Securities EMEA plc$469K1
334FULTON BANK, N.A.$465K1
335Chicago Partners Investment Group LLC$458K1
336Allianz Asset Management GmbH$457K1
337CI INVESTMENTS INC.$452K1
338Ballentine Partners, LLC$449K1
339ELEVATION POINT WEALTH PARTNERS, LLC$448K1
340TD Waterhouse Canada Inc.$447K1
341HUB Investment Partners, LLC$446K1
342LVW Advisors, LLC$431K1
343Osmosis Investment Management UK Ltd$429K1
344Blackhawk Capital Partners, LLC$426K1
345Arax Advisory Partners$425K1
346Ashton Thomas Private Wealth, LLC$422K1
347TOKIO MARINE ASSET MANAGEMENT CO LTD$420K1
348Caprock Group, LLC$420K1
349FOUNDATIONS INVESTMENT ADVISORS, LLC$409K1
350WEALTH ALLIANCE, LLC$408K1
351Laird Norton Wetherby Trust Company, LLC$403K1
352CHOREO, LLC$397K1
353MQS Management LLC$396K1
354Empirical Finance, LLC$394K1
355Aegis Wealth Management, Inc.$388K1
356iSAM Funds (UK) Ltd$384K1
357Frank, Rimerman Advisors LLC$371K1
358Avior Wealth Management, LLC$368K1
359Monument Capital Management$366K1
360NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$365K1
361MIRABELLA FINANCIAL SERVICES LLP$361K1
362FAS Wealth Partners, Inc.$357K1
363J. Safra Sarasin Holding AG$355K1
364Machina Capital S.A.S.$348K1
365Gibbs Wealth Management$347K1
366North Dakota State Investment Board$335K1
367Koshinski Asset Management, Inc.$334K1
368ABN AMRO INVESTMENT SOLUTIONS$334K1
369SIGNATUREFD, LLC$330K1
370Parkside Financial Bank & Trust$329K1
371EVOLVE PRIVATE WEALTH, LLC$328K1
372Metis Global Partners, LLC$325K1
373Aware Super Pty Ltd as trustee of Aware Super$323K1
374Calamos Wealth Management LLC$320K1
375Merit Financial Group, LLC$320K1
376ASR Vermogensbeheer N.V.$319K1
377Wellington Grp LLC$319K1
378Waverly Advisors, LLC$318K1
379Ipswich Investment Management Co., Inc.$315K1
380Cresset Asset Management, LLC$315K1
381HB Wealth Management, LLC$313K1
382Outlook Wealth Advisors, LLC$311K1
383STRATEGY ASSET MANAGERS LLC$310K1
384Compound Planning, Inc.$307K1
385Modern Wealth Management, LLC$306K1
386Savvy Advisors, Inc.$304K1
387Squarepoint Ops LLC$303K1
388Ascent Group, LLC$303K1
389OneDigital Investment Advisors LLC$301K1
390RITHOLTZ WEALTH MANAGEMENT$301K1
391SECURIAN ASSET MANAGEMENT, INC$298K1
392NOMURA HOLDINGS INC$298K1
393Brookstone Capital Management$296K1
394Procyon Advisors, LLC$293K1
395PRINCIPAL SECURITIES, INC.$289K1
396PRIVATE MANAGEMENT GROUP INC$287K1
397Meeder Advisory Services, Inc.$286K1
398Koesten, Hirschmann & Crabtree, INC.$283K1
399GENESIS PRIVATE WEALTH, LLC$282K1
400NICOLET BANKSHARES INC$281K1
401CAPITAL ADVISORS INC/OK$281K1
402AE Wealth Management LLC$279K1
403True North Advisors, LLC$269K1
404Westerkirk Capital Inc.$269K1
405Siemens Fonds Invest GmbH$268K1
406SCHRODER INVESTMENT MANAGEMENT GROUP$267K1
407Portside Wealth Group, LLC$266K1
408NEW WAVE WEALTH ADVISORS LLC$264K1
409CREDIT AGRICOLE S A$263K1
410Legacy Capital Wealth Partners, LLC$258K1
411NORDEN GROUP LLC$257K1
412Curi Capital, LLC$252K1
413ASSETMARK, INC$251K1
414GREENLEAF TRUST$250K1
415JOURNEY STRATEGIC WEALTH LLC$248K1
416Savant Capital, LLC$240K1
417Snowden Capital Advisors LLC$239K1
418Kathmere Capital Management, LLC$237K1
419Gradient Investments LLC$237K1
420EVERGREEN CAPITAL MANAGEMENT LLC$236K1
421Composition Wealth, LLC$235K1
422Private Advisor Group, LLC$233K1
423Phillips Wealth Planners LLC$230K1
424Petros Family Wealth, LLC$229K1
425GTS SECURITIES LLC$229K1
426PATTON FUND MANAGEMENT, INC.$226K1
427INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$223K1
428Regal Investment Advisors LLC$223K1
429FIDUCIARY TRUST CO$221K1
430MOODY ALDRICH PARTNERS LLC$220K1
431Robertson Stephens Wealth Management, LLC$215K1
432Diversified Enterprises, LLC$211K1
433Charter Capital Management, LLC\DE$211K1
434Vinva Investment Management Ltd$210K1
435Quantum Portfolio Management LLC$207K1
436Goldstein Advisors, LLC$206K1
437SFMG, LLC$204K1
438Inscription Capital, LLC$202K1
439B. Riley Wealth Advisors, Inc.$202K1
440Dynamic Advisor Solutions LLC$200K1
441KESTRA PRIVATE WEALTH SERVICES, LLC$200K1
442EXCHANGE TRADED CONCEPTS, LLC$186K1
443Hilltop National Bank$185K1
444Destiny Wealth Partners, LLC$149K1
445Walleye Trading LLC$148K1
446Tower Research Capital LLC (TRC)$131K1
447Ameritas Investment Partners, Inc.$102K1
448Caitong International Asset Management Co., Ltd$101K1
449Quarry LP$99.2K1
450Community Financial Services Group, LLC$95.9K1
451Atlantic Union Bankshares Corp$91.7K1
452Allworth Financial LP$90.3K1
453Curat Global, LLC$85.3K1
454FIL Ltd$81.9K1
455TEMA ETFS LLC$81.1K1
456HM PAYSON & CO$78.4K1
457Bayforest Capital Ltd$76.0K1
458Global Assets Advisory, LLC$75.5K1
459RMG Wealth Management LLC$75.3K1
460Blue Trust, Inc.$73.8K1
461Bank Julius Baer & Co. Ltd, Zurich$73.5K1
462MATHER GROUP, LLC.$69.1K1
463Annis Gardner Whiting Capital Advisors, LLC$68.4K1
464State of Wyoming$68.1K1
465Leonteq Securities AG$62.9K1
466Larson Financial Group LLC$61.0K1
467SJS Investment Consulting Inc.$38.2K1
468Wealth Enhancement Trust Services, Inc.$31.8K1
469True Wealth Design, LLC$29.1K1
470Clearstead Advisors, LLC$25.4K1
471Kemnay Advisory Services Inc.$21.8K1
472Cromwell Holdings LLC$21.2K1
473Pinnacle Wealth Planning Services, Inc.$21.1K1
474CVA Family Office, LLC$20.1K1
475Smartleaf Asset Management LLC$18.6K1
476Physician Wealth Advisors, Inc.$18.0K1
477ENTRUST FINANCIAL LLC$17.1K1
478WPG Advisers, LLC$15.3K1
479Marquette Asset Management, LLC$12.5K1
480NATIXIS ADVISORS, LLC$12.0K1
481JONES FINANCIAL COMPANIES LLLP$10.9K1
482ELEVATION WEALTH PARTNERS, LLC$10.1K1
483Transamerica Financial Advisors, LLC$9.8K1
484JFS WEALTH ADVISORS, LLC$8.9K1
485SIMPLEX TRADING, LLC$8.9K1
486Dogwood Wealth Management LLC$8.7K1
487Vestcor Inc$8.4K1
488Cherry Tree Wealth Management, LLC$8.4K1
489CANADA LIFE ASSURANCE Co$8.3K1
490GILPIN WEALTH MANAGEMENT, LLC$7.9K1
491AMICA MUTUAL INSURANCE CO$7.7K1
492MCF Advisors LLC$7.4K1
493Y.D. More Investments Ltd$7.3K1
494Prestige Wealth Management Group LLC$7.1K1
495Sachetta, LLC$7.1K1
496Owl Creek Wealth Partners LLC$6.3K1
497Advocate Investing Services LLC$5.8K1
498Treasurer of the State of North Carolina$4.9K1
499Global Trust Asset Management, LLC$4.7K1
500CBIZ Investment Advisory Services, LLC$4.7K1
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)3 buy / 1 sell
Congress net ($ bound)−$12.0K to $44.0K
Filers net (actions)not in build
Filers net ($ 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 JKHY

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for JKHY · financials and macro

Financials — as filed PLANNED

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