Public record / Tickers / KEY

KEY — KEYCORP /NEW/

Both disclosure regimes on one name: who in Congress filed about KEY, 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
35
all PTR rows naming KEY
Members · 12m
3
3 buys · 3 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

Kelly Loeffler · $100K–$250K

Sale · traded 2020-04-07 → filed 2020-05-01. Ranked over every KEY row by the provable lower bound, never a point estimate.

3 members · 3 buys / 3 sells

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

10 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 KEY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning KEY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 2024-05-09 LATE·818d$1K–$15Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 03-13 +25d$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 35 ↗

Members active in KEY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing KEY 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.
Julie Johnson D–TX-323−$29.0K to $13.0K4
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · KEY

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

Congress · last 90 days

Buyers
3 Alan Armstrong R–OK, Julie Johnson D–TX-32, Tommy Tuberville R–AL $3K–$45K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $403K held

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

Merged timeline of congressional filings and notable-manager moves on KEY
DateWhoChangeSize
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Tommy Tuberville CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+1,844 sh
2026-05-15Bridgewater Associates 13Ftrim−378,710 sh
2026-05-14Caxton Associates 13Ftrim−7,084 sh

7 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 KEY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BANK OF NOVA SCOTIA$3.3B1
2BlackRock, Inc.$1.8B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.3B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B1
5STATE STREET CORP$945M1
6FMR LLC$937M1
7GEODE CAPITAL MANAGEMENT, LLC$508M1
8Invesco Ltd.$386M1
9WELLINGTON MANAGEMENT GROUP LLP$344M1
10MORGAN STANLEY$281M1
11North Reef Capital Management LP$254M1
12Capital World Investors$245M1
13VICTORY CAPITAL MANAGEMENT INC$238M1
14DIMENSIONAL FUND ADVISORS LP$215M1
15NORTHERN TRUST CORP$201M1
16DEUTSCHE BANK AG\$200M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$186M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$163M1
19AQR CAPITAL MANAGEMENT LLC$156M1
20HoldCo Asset Management, LP$150M1
21UBS Group AG$138M1
22BALYASNY ASSET MANAGEMENT L.P.$130M1
23DIAMOND HILL CAPITAL MANAGEMENT INC$126M1
24BANK OF AMERICA CORP /DE/$114M1
25Legal & General Group Plc$113M1
26Bank of New York Mellon Corp$110M1
27TWO SIGMA INVESTMENTS, LP$109M1
28VANGUARD FIDUCIARY TRUST CO$108M1
29WESTFIELD CAPITAL MANAGEMENT CO LP$104M1
30ROYAL BANK OF CANADA$103M1
31BARCLAYS PLC$100M1
32PANAGORA ASSET MANAGEMENT INC$93.1M1
33Artemis Investment Management LLP$78.3M1
34Prana Capital Management, LP$78.1M1
35Freestone Grove Partners LP$77.4M1
36Amundi$71.4M1
37FULLER & THALER ASSET MANAGEMENT, INC.$67.7M1
38Qube Research & Technologies Ltd$64.5M1
39Longaeva Partners L.P.$59.6M1
40FIRST TRUST ADVISORS LP$59.2M1
41BANK OF MONTREAL /CAN/$58.0M1
42JANE STREET GROUP, LLC$54.1M1
43CITADEL ADVISORS LLC$53.4M1
44Nuveen, LLC$53.0M1
45Eurizon Capital SGR S.p.A.$50.0M1
46Assenagon Asset Management S.A.$48.7M1
47Swiss Life Asset Management Ltd$47.8M1
48WELLS FARGO & COMPANY/MN$46.8M1
49Korea Investment CORP$45.6M1
50Mitsubishi UFJ Asset Management Co., Ltd.$42.8M1
51Vanguard Global Advisers, LLC$42.2M1
52HSBC HOLDINGS PLC$41.5M1
53Sumitomo Mitsui Trust Group, Inc.$40.5M1
54MANUFACTURERS LIFE INSURANCE COMPANY, THE$38.7M1
55MILLENNIUM MANAGEMENT LLC$38.2M1
56VANGUARD ASSET MANAGEMENT, Ltd$38.1M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$35.4M1
58PRIMECAP MANAGEMENT CO/CA/$34.1M1
59Alyeska Investment Group, L.P.$33.8M1
60Retirement Systems of Alabama$33.5M1
61PZENA INVESTMENT MANAGEMENT LLC$33.3M1
62AMERIPRISE FINANCIAL INC$32.6M1
63SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$31.2M1
64RAYMOND JAMES FINANCIAL INC$31.0M1
65FRANKLIN RESOURCES INC$30.0M1
66AE Wealth Management LLC$28.7M1
67SCHRODER INVESTMENT MANAGEMENT GROUP$28.7M1
68BASSWOOD CAPITAL MANAGEMENT, L.L.C.$28.5M1
69ALPS ADVISORS INC$27.9M1
70ALLIANCEBERNSTEIN L.P.$24.6M1
71Ceredex Value Advisors LLC$23.7M1
72Quantinno Capital Management LP$23.0M1
73Focus Partners Wealth$22.9M1
74Kestra Advisory Services, LLC$22.6M1
75CITIGROUP INC$22.5M1
76Jain Global LLC$21.7M1
77PRINCIPAL FINANCIAL GROUP INC$21.2M1
78D. E. Shaw & Co., Inc.$20.3M1
79Bridgewater Associates, LP$19.4M1
80TEACHER RETIREMENT SYSTEM OF TEXAS$19.4M1
81Man Group plc$19.3M1
82Clearstead Advisors, LLC$19.2M1
83Gradient Investments LLC$19.1M1
84Cerity Partners LLC$17.9M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$17.6M1
86HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$17.6M1
87NATIXIS$17.5M1
88ADAGE CAPITAL PARTNERS GP, L.L.C.$16.8M1
89Beck Bode, LLC$16.7M1
90Schonfeld Strategic Advisors LLC$16.4M1
91SAPIENT CAPITAL LLC$16.2M1
92CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$16.2M1
93AVIVA PLC$16.0M1
94LPL Financial LLC$16.0M1
95Aberdeen Group plc$14.2M1
96VOYA INVESTMENT MANAGEMENT LLC$14.1M1
97Trexquant Investment LP$13.9M1
98Polar Asset Management Partners Inc.$13.3M1
99MACKENZIE FINANCIAL CORP$12.8M1
100NATIONAL BANK OF CANADA /FI/$12.5M1
101National Pension Service$12.3M1
102Mubadala Investment Co PJSC$12.0M1
103Corient Private Wealth LLC$11.4M1
104STATE OF WISCONSIN INVESTMENT BOARD$11.3M1
105Brookstone Capital Management$11.3M1
106NEW YORK STATE COMMON RETIREMENT FUND$10.8M1
107Swedbank AB$10.7M1
108AMERICAN CENTURY COMPANIES INC$10.6M1
109Pictet Asset Management Holding SA$10.5M1
110DANSKE BANK A/S$9.8M1
111Verition Fund Management LLC$9.8M1
112STIFEL FINANCIAL CORP$9.7M1
113Asset Advisory Group, Inc.$9.6M1
114APG Asset Management N.V.$9.4M1
115Vanguard Investments Australia, Ltd.$9.4M1
116Chevy Chase Trust Holdings, LLC$9.3M1
117BW Gestao de Investimentos Ltda.$9.2M1
118PRUDENTIAL FINANCIAL INC$9.1M1
119Wealthfront Advisers LLC$8.6M1
120Mariner, LLC$8.4M1
121SEI INVESTMENTS CO$8.4M1
122Universal- Beteiligungs- und Servicegesellschaft mbH$8.1M1
123Point72 Asset Management, L.P.$8.0M1
124Asset Management One Co., Ltd.$7.8M1
125Mitsubishi UFJ Trust & Banking Corp$7.8M1
126Walleye Capital LLC$7.6M1
127Tredje AP-fonden$7.6M1
128MACQUARIE GROUP LTD$7.6M1
129RENAISSANCE TECHNOLOGIES LLC$7.6M1
130TORONTO DOMINION BANK$7.5M1
131Zurcher Kantonalbank (Zurich Cantonalbank)$7.4M1
132NEW ENGLAND ASSET MANAGEMENT INC$7.4M1
133Creative Planning$7.2M1
134Weiss Asset Management LP$7.0M1
135KLP KAPITALFORVALTNING AS$6.9M1
136TD ASSET MANAGEMENT INC$6.8M1
137BNP Paribas Asset Management Holding S.A.$6.8M1
138Engineers Gate Manager LP$6.8M1
139LBP AM SA$6.7M1
140NOMURA ASSET MANAGEMENT CO LTD$6.7M1
141ENVESTNET ASSET MANAGEMENT INC$6.5M1
142FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.4M1
143Capital International, Inc./CA/$6.3M1
144ROYAL LONDON ASSET MANAGEMENT LTD$6.1M1
145Ethic Inc.$6.1M1
146CREDIT AGRICOLE S A$6.1M1
147Cetera Investment Advisers$5.9M1
148Interval Partners, LP$5.9M1
149Resona Asset Management Co.,Ltd.$5.9M1
150O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.9M1
151PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.8M1
152ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5.5M1
153SEB Asset Management AB$5.4M1
154Catherine Avery Investment Management LLC$5.4M1
155PUBLIC SECTOR PENSION INVESTMENT BOARD$5.3M1
156COMMONWEALTH EQUITY SERVICES, LLC$5.3M1
157STATE OF MICHIGAN RETIREMENT SYSTEM$5.3M1
158ProShare Advisors LLC$5.3M1
159CIBC Bancorp USA Inc.$5.2M1
160Czech National Bank$5.1M1
161SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.1M1
162Arizona State Retirement System$5.0M1
163NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$5.0M1
164&PARTNERS$5.0M1
165WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.0M1
166Rockefeller Capital Management L.P.$4.9M1
167CIBC WORLD MARKET INC.$4.7M1
168ExodusPoint Capital Management, LP$4.7M1
169FIFTH THIRD BANCORP$4.6M1
170Jefferies Financial Group Inc.$4.6M1
171Rafferty Asset Management, LLC$4.6M1
172CIBC Asset Management Inc$4.6M1
173NISA INVESTMENT ADVISORS, LLC$4.5M1
174Concurrent Investment Advisors, LLC$4.5M1
175HighTower Advisors, LLC$4.4M1
176MetLife Investment Management, LLC$4.4M1
177COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.4M1
178IEQ CAPITAL, LLC$4.4M1
179Pathstone Holdings, LLC$4.3M1
180Donoghue Forlines LLC$4.3M1
181State of New Jersey Common Pension Fund D$4.3M1
182IFM Investors Pty Ltd$4.3M1
183VOLORIDGE INVESTMENT MANAGEMENT, LLC$4.2M1
184Mirae Asset Global Investments Co., Ltd.$4.0M1
185DnB Asset Management AS$3.9M1
186Legato Capital Management LLC$3.7M1
187Wealthcare Advisory Partners LLC$3.7M1
188Sumitomo Mitsui DS Asset Management Company, Ltd$3.7M1
189Woodline Partners LP$3.7M1
190FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$3.7M1
191US BANCORP \DE\$3.6M1
192MALTESE CAPITAL MANAGEMENT LLC$3.6M1
193KLCM Advisors, Inc.$3.5M1
194CAISSE DES DEPOTS ET CONSIGNATIONS$3.5M1
195MERCER GLOBAL ADVISORS INC /ADV$3.4M1
196Vanguard Personalized Indexing Management, LLC$3.3M1
197TRILLIUM ASSET MANAGEMENT, LLC$3.3M1
198CWM, LLC$3.2M1
199NEOS Investment Management LLC$3.2M1
200XPONANCE LLC$3.2M1
201Daiwa Securities Group Inc.$3.2M1
202OSAIC HOLDINGS, INC.$3.2M1
203D L CARLSON INVESTMENT GROUP INC$3.1M1
204Allianz Asset Management GmbH$3.1M1
205Cinctive Capital Management LP$3.0M1
206Utah Retirement Systems$3.0M1
207Lighthouse Investment Partners, LLC$3.0M1
208Brevan Howard Capital Management LP$2.7M1
209Rakuten Investment Management, Inc.$2.7M1
210COZAD ASSET MANAGEMENT INC$2.6M1
211ICON ADVISERS INC/CO$2.6M1
212NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.6M1
213D.A. DAVIDSON & CO.$2.6M1
214USS Investment Management Ltd$2.6M1
215BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.6M1
216MFG WEALTH MANAGEMENT, INC.$2.5M1
217Venture Visionary Partners LLC$2.5M1
218Rodgers Brothers Inc.$2.5M1
219GUGGENHEIM CAPITAL LLC$2.4M1
220NISSAY ASSET MANAGEMENT CORP /JAPAN$2.4M1
221Morningstar Investment Management LLC$2.4M1
222Vident Advisory, LLC$2.4M1
223Federation des caisses Desjardins du Quebec$2.3M1
224Walleye Trading LLC$2.3M1
225PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2.3M1
226COMMERCE BANK$2.3M1
227Merit Financial Group, LLC$2.3M1
228Sequoia Financial Advisors, LLC$2.2M1
229Summit Trail Advisors, LLC$2.2M1
230Vinva Investment Management Ltd$2.2M1
231OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.2M1
232Farringdon Capital, Ltd.$2.1M1
233Ensign Peak Advisors, Inc$2.1M1
234Andra AP-fonden$2.1M1
235Janus Henderson Group Ltd.$2.1M1
236YOUSIF CAPITAL MANAGEMENT, LLC$2.1M1
237Dana Investment Advisors, Inc.$2.0M1
238MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.0M1
239TOCQUEVILLE ASSET MANAGEMENT L.P.$2.0M1
240NORDEA INVESTMENT MANAGEMENT AB$2.0M1
241OP Asset Management Ltd$2.0M1
242Avanza Fonder AB$1.9M1
243Private Advisor Group, LLC$1.9M1
244Valmark Advisers, Inc.$1.8M1
245MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.8M1
246NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.8M1
247ASSETMARK, INC$1.8M1
248Palouse Capital Management, Inc.$1.8M1
249Tidal Investments LLC$1.8M1
250Aster Capital Management (DIFC) Ltd$1.8M1
251BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.7M1
252UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.7M1
253Moors & Cabot, Inc.$1.7M1
254Fisher Asset Management, LLC$1.7M1
255Osmosis Investment Management UK Ltd$1.7M1
256XTX Topco Ltd$1.7M1
257ASR Vermogensbeheer N.V.$1.6M1
258Generali Asset Management SPA SGR$1.6M1
259Diversified Trust Co$1.6M1
260Mattson Financial Services, LLC$1.6M1
261TWO SIGMA SECURITIES, LLC$1.6M1
262United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$1.5M1
263B. Metzler seel. Sohn & Co. AG$1.5M1
264TOUNJIAN ADVISORY PARTNERS, LLC$1.5M1
265Machina Capital S.A.S.$1.5M1
266Integrated Quantitative Investments LLC$1.5M1
267INTECH INVESTMENT MANAGEMENT LLC$1.4M1
268NewEdge Advisors, LLC$1.4M1
269Arvest Bank Trust Division$1.4M1
270EVERGREEN CAPITAL MANAGEMENT LLC$1.4M1
271TRUIST FINANCIAL CORP$1.4M1
272Waterford Advisors, LLC$1.4M1
273Wealthstar Advisors, LLC$1.3M1
274Parallax Volatility Advisers, L.P.$1.3M1
275Investment Management Corp of Ontario$1.3M1
276Pine Valley Investments Ltd Liability Co$1.3M1
277CAXTON ASSOCIATES LLP$1.3M1
278MAI Capital Management$1.3M1
279Orion Porfolio Solutions, LLC$1.3M1
280EQUITABLE TRUST CO$1.3M1
281BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.3M1
282Apollon Wealth Management, LLC$1.2M1
283HENNESSY ADVISORS INC$1.2M1
284TRUE Private Wealth Advisors$1.2M1
285Meeder Advisory Services, Inc.$1.2M1
286MCDONALD PARTNERS LLC$1.2M1
287GROUPAMA ASSET MANAGMENT$1.2M1
288Patriot Financial Group Insurance Agency, LLC$1.1M1
289Norinchukin Bank, The$1.1M1
290MIZUHO SECURITIES USA LLC$1.1M1
291Register Financial Advisors LLC$1.1M1
292SummitTX Capital, L.P.$1.1M1
293Crossmark Global Holdings, Inc.$1.1M1
294Lombard Odier Asset Management (Switzerland) SA$1.1M1
295Harrington Investments, INC$1.1M1
296KESTRA PRIVATE WEALTH SERVICES, LLC$1.1M1
297HARTFORD INVESTMENT MANAGEMENT CO$1.1M1
298Centennial Wealth Advisory LLC$1.1M1
299Sivia Capital Partners, LLC$1.0M1
300Allspring Global Investments Holdings, LLC$1.0M1
301Elevated Capital Advisors, LLC$1.0M1
302Drucker Wealth 3.0, LLC$999K1
303Stratos Wealth Partners, LTD.$988K1
304iSAM Funds (UK) Ltd$980K1
305ABN AMRO INVESTMENT SOLUTIONS$980K1
306Ascent Group, LLC$975K1
307Maryland State Retirement & Pension System$969K1
308Candriam S.C.A.$968K1
309ARVEST INVESTMENTS, INC.$968K1
310ALERUS FINANCIAL NA$966K1
311Chesley Taft & Associates LLC$956K1
312Neo Ivy Capital Management$949K1
313BLAIR WILLIAM & CO/IL$946K1
314DEMMING FINANCIAL SERVICES CORP /ADV$944K1
315HB Wealth Management, LLC$943K1
316Illinois Municipal Retirement Fund$936K1
317OMERS ADMINISTRATION Corp$935K1
318WASHINGTON CAPITAL MANAGEMENT, INC$931K1
319Royal Fund Management, LLC$928K1
320LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$919K1
321M&T BANK CORP$917K1
322Carnegie Investment Counsel$909K1
323TOKIO MARINE ASSET MANAGEMENT CO LTD$905K1
324GLENMEDE TRUST CO NA$900K1
325PEAK6 LLC$891K1
326BRADLEY FOSTER & SARGENT INC/CT$886K1
327GREENWOOD CAPITAL ASSOCIATES LLC$879K1
328Fieldview Capital Management, LLC$870K1
329ING GROEP NV$865K1
330AG2R LA MONDIALE GESTION D'ACTIFS$854K1
331SALZHAUER MICHAEL$838K1
332Oak Thistle LLC$834K1
333Empowered Funds, LLC$824K1
334Frank, Rimerman Advisors LLC$823K1
335Y-Intercept (Hong Kong) Ltd$819K1
336Intrua Financial, LLC$805K1
337Buckland Partners Management Co LLC$802K1
338RITHOLTZ WEALTH MANAGEMENT$784K1
339Auxano Advisors, LLC$778K1
340MUFG Securities EMEA plc$767K1
341Focus Partners Advisor Solutions, LLC$765K1
342Sanctuary Advisors, LLC$759K1
343MML INVESTORS SERVICES, LLC$753K1
344FLPUTNAM INVESTMENT MANAGEMENT CO$748K1
345Curi Capital, LLC$744K1
346Fort Sheridan Advisors LLC$742K1
347TRUST CO OF TOLEDO NA /OH/$740K1
348Annis Gardner Whiting Capital Advisors, LLC$740K1
349Proactive Wealth Strategies LLC$737K1
350Invst, LLC$736K1
351JAMISON PRIVATE WEALTH MANAGEMENT, INC.$726K1
352COLDSTREAM CAPITAL MANAGEMENT INC$722K1
3531ST SOURCE BANK$711K1
354Avior Wealth Management, LLC$703K1
355Magnetar Financial LLC$696K1
356Saudi Central Bank$683K1
357Nordwand Advisors, LLC$682K1
358Brown Financial Advisors$675K1
359Compound Planning, Inc.$656K1
360Empirical Finance, LLC$651K1
361INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$650K1
362OXFORD ASSET MANAGEMENT LLP$647K1
363PRUDENTIAL PLC$643K1
364Essex Financial Services, Inc.$640K1
365MGO ONE SEVEN LLC$636K1
366CM WEALTH ADVISORS LLC$628K1
367Sterling Capital Management LLC$624K1
368FIDUCIARY TRUST CO$617K1
369Legacy Capital Group California, Inc.$615K1
370HOLDERNESS INVESTMENTS CO$609K1
371GATEWAY INVESTMENT ADVISERS LLC$608K1
372CHOREO, LLC$606K1
373NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$601K1
374BENJAMIN EDWARDS INC$601K1
375Steward Partners Investment Advisory, LLC$600K1
376Smartleaf Asset Management LLC$593K1
377OneAscent Financial Services LLC$591K1
378MIRABELLA FINANCIAL SERVICES LLP$590K1
379BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$577K1
380Aquatic Capital Management LLC$576K1
381INCEPTIONR LLC$570K1
382QUADRANT CAPITAL GROUP LLC$567K1
383MUFG SECURITIES AMERICAS INC.$565K1
384Voleon Capital Management LP$562K1
385Institute for Wealth Management, LLC.$556K1
386Hartford Financial Management Inc.$553K1
387North Dakota State Investment Board$548K1
388Dakota Wealth Management$534K1
389NORDEN GROUP LLC$534K1
390Baird Financial Group, Inc.$532K1
391Metis Global Partners, LLC$528K1
392Teza Capital Management LLC$523K1
393Callan Family Office, LLC$523K1
394Empire Financial Management Company, LLC$522K1
395Laird Norton Wetherby Trust Company, LLC$516K1
396Dai-ichi Life Insurance Company, Ltd$510K1
397REGIONS FINANCIAL CORP$510K1
398SECURIAN ASSET MANAGEMENT, INC$510K1
399Consilium Wealth Advisory, LLC$508K1
400Squarepoint Ops LLC$499K1
401Bryn Mawr Trust Advisors, LLC$499K1
402Banque Cantonale Vaudoise$496K1
403Vontobel Holding Ltd.$490K1
404NOMURA HOLDINGS INC$490K1
405Arax Advisory Partners$486K1
406Bleakley Financial Group, LLC$485K1
407New England Research & Management, Inc.$480K1
408Wedmont Private Capital$480K1
409SMART Wealth LLC$476K1
410Tempo Wealth, LLC$476K1
411DAYMARK WEALTH PARTNERS, LLC$467K1
412Baader Bank Aktiengesellschaft$465K1
413E. Ohman J:or Asset Management AB$463K1
414International Private Wealth Advisors LLC$458K1
415Pflug Koory, LLC$457K1
416WAYCROSS PARTNERS, LLC$456K1
417Signal Advisors Wealth, LLC$455K1
418Prosperity Consulting Group, LLC$452K1
419JOHNSON INVESTMENT COUNSEL INC$449K1
420Copley Financial Group, Inc.$444K1
421Dorsey & Whitney Trust CO LLC$440K1
422World Investment Advisors$432K1
423B. Riley Wealth Advisors, Inc.$428K1
424HANCOCK WHITNEY CORP$421K1
425Vise Technologies, Inc.$416K1
426Kingsview Wealth Management, LLC$413K1
427Gotham Asset Management, LLC$403K1
428Bull Harbor Capital LLC$393K1
429Meiji Yasuda Life Insurance Co$389K1
430Accurate Wealth Management, LLC$383K1
431SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$378K1
432Portfolio Design Labs, LLC$376K1
433Ballentine Partners, LLC$372K1
434Savant Capital, LLC$370K1
435Elo Mutual Pension Insurance Co$370K1
436PINNACLE ASSOCIATES LTD$370K1
437Bouchey Financial Group, Ltd.$369K1
438SAX WEALTH ADVISORS, LLC$366K1
439Shakespeare Wealth Management, LLC$363K1
440ABC ARBITRAGE SA$361K1
441Mayflower Financial Advisors, LLC$361K1
442Future Financial Wealth Managment LLC$360K1
443FORTRESS FINANCIAL GROUP, LLC$352K1
444TEMA ETFS LLC$352K1
445GeoWealth Management, LLC$348K1
446Summit Financial, LLC$342K1
447KEYBANK NATIONAL ASSOCIATION/OH$341K1
448LYNCH & ASSOCIATES/IN$340K1
449ASAHI LIFE ASSET MANAGEMENT CO., LTD.$339K1
450Sowell Financial Services LLC$338K1
451Abel Hall, LLC$336K1
452UMB Bank, n.a.$335K1
453PARK NATIONAL CORP /OH/$332K1
454STOREBRAND ASSET MANAGEMENT AS$326K1
455CALDWELL SUTTER CAPITAL, INC.$319K1
456Beacon Pointe Advisors, LLC$314K1
457Tower Research Capital LLC (TRC)$314K1
458Quarry LP$311K1
459EVOLVE PRIVATE WEALTH, LLC$310K1
460Chicago Partners Investment Group LLC$304K1
461Kohmann Bosshard Financial Services, LLC$300K1
462Waverly Advisors, LLC$299K1
463FOUNDERS CAPITAL MANAGEMENT, LLC$298K1
464OPPENHEIMER & CO INC$297K1
465Systematic Alpha Investments, LLC$293K1
466NWAM LLC$285K1
467LAZARD ASSET MANAGEMENT LLC$282K1
468Post Resch Tallon Group Inc.$279K1
469Lansforsakringar Fondforvaltning AB (publ)$279K1
470CVA Family Office, LLC$277K1
471Atria Investments, Inc$277K1
472Wilmington Savings Fund Society, FSB$277K1
473Modern Wealth Management, LLC$276K1
474Impact Partnership Wealth, LLC$276K1
475Ascentis Independent Advisors$275K1
476WEALTH EFFECTS LLC$275K1
477Equitable Holdings, Inc.$275K1
478Cornerstone Wealth Management, LLC$274K1
479WINTON GROUP Ltd$274K1
480Retireful, LLC$273K1
481Kuhn & Co Investment Counsel$273K1
482Pinnacle Wealth Planning Services, Inc.$269K1
483Pallas Capital Advisors LLC$266K1
484Siemens Fonds Invest GmbH$262K1
485Krilogy Financial LLC$262K1
486NorthCrest Asset Manangement, LLC$261K1
487Mutual Advisors, LLC$261K1
488Cherokee Insurance Co$261K1
489PROFUND ADVISORS LLC$260K1
490PATTON FUND MANAGEMENT, INC.$258K1
491Fifth Third Wealth Advisors LLC$257K1
492Paragon Capital Management Ltd$255K1
493MATHER GROUP, LLC.$253K1
494CARRET ASSET MANAGEMENT, LLC$253K1
495Soltis Investment Advisors LLC$252K1
496PCM Encore, LLC$251K1
497EQUITY INVESTMENT CORP$250K1
498Allworth Financial LP$249K1
499Manchester Capital Management LLC$249K1
500Clear Creek Financial Management, LLC$244K1
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 / 3 sell
Congress net ($ bound)−$42.0K to $42.0K
Filers net (actions)not in build
Filers net ($ 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 KEY

RETAINED WINDOW · ACTIVE HITS
Signal hits naming KEY
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 against2 hits

Every rule, with its definition →

Planned modules for KEY · financials and macro

Financials — as filed PLANNED

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