Public record / Tickers / MFC

MFC — MANULIFE FINANCIAL CORP

Both disclosure regimes on one name: who in Congress filed about MFC, 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
15
all PTR rows naming MFC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-14
filed 2025-05-14
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

Virginia Foxx · $100K–$250K

Sale · traded 2022-06-22 → filed 2022-07-05. Ranked over every MFC row by the provable lower bound, never a point estimate.

No member disclosed MFC in the trailing 12 months

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

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

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 MFC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MFC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-05-14Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
2024-11-06Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 10-15 +22d$1K–$15K
2024-11-06Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 10-04 +33d$1K–$15K
2024-07-09Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 06-21 +18d$1K–$15K
2023-06-11Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 05-15 +27d$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 15 ↗

Members active in MFC

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

No member disclosed MFC in the trailing 12 months.

Congress ↔ notable managers · MFC

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 Bridgewater Associates $72.6M held

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

Merged timeline of congressional filings and notable-manager moves on MFC
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Ftrim−444,423 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

Top institutional holders of MFC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1ROYAL BANK OF CANADA$3.8B1
2BANK OF MONTREAL /CAN/$2.0B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.7B1
4TD ASSET MANAGEMENT INC$1.4B1
5MACKENZIE FINANCIAL CORP$1.0B1
61832 Asset Management L.P.$973M1
7NATIONAL BANK OF CANADA /FI/$900M1
8TORONTO DOMINION BANK$693M1
9TD Waterhouse Canada Inc.$580M1
10CIBC WORLD MARKET INC.$579M1
11VANGUARD FIDUCIARY TRUST CO$509M1
12CIBC Asset Management Inc$488M1
13CANADA PENSION PLAN INVESTMENT BOARD$448M1
14Vanguard Global Advisers, LLC$411M1
15HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$403M1
16BANK OF NOVA SCOTIA$392M1
17Legal & General Group Plc$391M1
18SCOTIA CAPITAL INC.$373M1
19MORGAN STANLEY$359M1
20Federation des caisses Desjardins du Quebec$314M1
21DIMENSIONAL FUND ADVISORS LP$284M1
22WELLS FARGO & COMPANY/MN$243M1
23MASSACHUSETTS FINANCIAL SERVICES CO /MA/$219M1
24Connor, Clark & Lunn Investment Management Ltd.$211M1
25LETKO, BROSSEAU & ASSOCIATES INC$207M1
26Man Group plc$194M1
27Swiss National Bank$194M1
28HARDING LOEVNER LP$154M1
29CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$154M1
30Amundi$136M1
31BANK OF AMERICA CORP /DE/$130M1
32AustralianSuper Pty Ltd$129M1
33DEUTSCHE BANK AG\$119M1
34VANGUARD ASSET MANAGEMENT, Ltd$117M1
35AQR CAPITAL MANAGEMENT LLC$94.3M1
36UBS Group AG$87.9M1
37Invesco Ltd.$87.6M1
38BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$85.5M1
39INTACT INVESTMENT MANAGEMENT INC.$85.0M1
40Quadrature Capital Ltd$81.5M1
41Alberta Investment Management Corp$80.0M1
42BlackRock, Inc.$73.6M1
43Bridgewater Associates, LP$72.6M1
44MANUFACTURERS LIFE INSURANCE COMPANY, THE$71.1M1
45NORTHERN TRUST CORP$65.6M1
46FIL Ltd$64.9M1
47AVIVA PLC$63.5M1
48Korea Investment CORP$62.1M1
49FRANKLIN RESOURCES INC$59.1M1
50TWO SIGMA INVESTMENTS, LP$58.1M1
51Value Partners Investments Inc.$52.2M1
52GUARDIAN CAPITAL LP$50.3M1
53Zurcher Kantonalbank (Zurich Cantonalbank)$47.4M1
54Grantham, Mayo, Van Otterloo & Co. LLC$47.2M1
55Nuveen, LLC$46.6M1
56TODD ASSET MANAGEMENT LLC$43.1M1
57FIRST TRUST ADVISORS LP$40.5M1
58RENAISSANCE TECHNOLOGIES LLC$38.8M1
59CANERECTOR INC$38.3M1
60AMERICAN CENTURY COMPANIES INC$37.8M1
61Scheer, Rowlett & Associates Investment Management Ltd.$37.7M1
62Addenda Capital Inc.$36.6M1
63PUBLIC SECTOR PENSION INVESTMENT BOARD$36.5M1
64PICTON MAHONEY ASSET MANAGEMENT$36.5M1
65BNP Paribas Asset Management Holding S.A.$34.8M1
66SEB Asset Management AB$33.5M1
67BARCLAYS PLC$33.1M1
68WELLINGTON MANAGEMENT GROUP LLP$31.2M1
69Vanguard Investments Australia, Ltd.$28.8M1
70BANK OF NOVA SCOTIA TRUST CO$28.1M1
71Focus Partners Wealth$28.1M1
72MILLENNIUM MANAGEMENT LLC$25.9M1
73APG Asset Management N.V.$25.6M1
74Allspring Global Investments Holdings, LLC$23.9M1
75ENVESTNET ASSET MANAGEMENT INC$23.9M1
76RAYMOND JAMES FINANCIAL INC$23.0M1
77Pictet Asset Management Holding SA$22.5M1
78CITIGROUP INC$22.2M1
79OMERS ADMINISTRATION Corp$21.9M1
80Purpose Unlimited Inc.$21.1M1
81LPL Financial LLC$21.0M1
82Candriam S.C.A.$19.6M1
83LAZARD ASSET MANAGEMENT LLC$18.5M1
84Lombard Odier Asset Management (Europe) Ltd$18.4M1
85STATE OF WISCONSIN INVESTMENT BOARD$18.2M1
86Creative Planning$17.7M1
87CITADEL ADVISORS LLC$16.5M1
88Allianz Asset Management GmbH$16.4M1
89Cardinal Point Capital Management ULC$16.2M1
90SIG North Trading, ULC$16.1M1
91Heathbridge Capital Management Ltd.$15.7M1
92O'SHAUGHNESSY ASSET MANAGEMENT, LLC$15.2M1
93JANE STREET GROUP, LLC$15.0M1
94ASSETMARK, INC$14.6M1
95Northwest & Ethical Investments L.P.$14.4M1
96D. E. Shaw & Co., Inc.$14.4M1
97CIDEL ASSET MANAGEMENT INC$14.3M1
98FMR LLC$14.0M1
99Varma Mutual Pension Insurance Co$13.7M1
100Lansforsakringar Fondforvaltning AB (publ)$13.4M1
101ODDO BHF ASSET MANAGEMENT SAS$13.3M1
102Quantinno Capital Management LP$12.5M1
103Crossmark Global Holdings, Inc.$11.5M1
104SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$10.1M1
105USS Investment Management Ltd$9.6M1
106STIFEL FINANCIAL CORP$9.0M1
107INTECH INVESTMENT MANAGEMENT LLC$8.8M1
108Investment Management Corp of Ontario$8.2M1
109Point72 Asset Management, L.P.$8.0M1
110Genus Capital Management Inc.$8.0M1
111NATIXIS$7.5M1
112US BANCORP \DE\$7.4M1
113JCIC Asset Management Inc.$7.4M1
114Cetera Investment Advisers$7.3M1
115Gold Investment Management Ltd.$7.1M1
116Janus Henderson Group Ltd.$6.9M1
117Guardian Partners Inc.$6.8M1
118RITHOLTZ WEALTH MANAGEMENT$6.7M1
119HighTower Advisors, LLC$6.6M1
120Maryland State Retirement & Pension System$6.6M1
121Mariner, LLC$6.5M1
122Swiss Life Asset Management Ltd$6.5M1
123Utah Retirement Systems$6.3M1
124Avanza Fonder AB$6.1M1
125ALLIANCEBERNSTEIN L.P.$6.0M1
126Aviso Financial Inc.$5.8M1
127Triasima Portfolio Management inc.$5.8M1
128COMMONWEALTH EQUITY SERVICES, LLC$5.5M1
129Cerity Partners LLC$5.4M1
130Burkett Asset Management Ltd$4.9M1
131AFFINITY WEALTH MANAGEMENT LLC$4.7M1
132Vontobel Holding Ltd.$4.6M1
133Kestra Advisory Services, LLC$4.6M1
134Voleon Capital Management LP$4.6M1
135OSAIC HOLDINGS, INC.$4.5M1
136Arjuna Capital$4.5M1
137NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.2M1
138Osmosis Investment Management UK Ltd$4.2M1
139TRUSTMARK BANK TRUST DEPARTMENT$4.1M1
140Ashton Thomas Private Wealth, LLC$3.8M1
141Vident Advisory, LLC$3.8M1
142Harvest Portfolios Group Inc.$3.7M1
143Pinnacle Financial Partners, Inc.$3.6M1
144Corient Private Wealth LLC$3.5M1
145KESTRA PRIVATE WEALTH SERVICES, LLC$3.5M1
146PRUDENTIAL PLC$3.5M1
147PCJ Investment Counsel Ltd.$3.5M1
148BENJAMIN EDWARDS INC$3.4M1
149WCG Wealth Advisors LLC$3.4M1
150BCV Asset Management Inc.$3.4M1
151OPPENHEIMER ASSET MANAGEMENT INC.$3.4M1
152Vise Technologies, Inc.$3.3M1
153SUSQUEHANNA ADVISORS GROUP, INC.$3.3M1
154Waverly Advisors, LLC$3.2M1
155Vanguard Personalized Indexing Management, LLC$3.2M1
156&PARTNERS$3.0M1
157Cresset Asset Management, LLC$3.0M1
158Generali Asset Management SPA SGR$3.0M1
159Qube Research & Technologies Ltd$2.9M1
160FIFTH THIRD BANCORP$2.8M1
161OpenArc Corporate Advisory, LLC$2.7M1
162Sequoia Financial Advisors, LLC$2.7M1
163Private Advisor Group, LLC$2.7M1
164WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.7M1
165Vestmark Advisory Solutions, Inc.$2.7M1
166Baird Financial Group, Inc.$2.6M1
167CREDIT AGRICOLE S A$2.6M1
168Pathstone Holdings, LLC$2.6M1
169Walleye Trading LLC$2.5M1
170Callan Family Office, LLC$2.5M1
171ROYAL LONDON ASSET MANAGEMENT LTD$2.4M1
172Numerai GP LLC$2.4M1
173Assenagon Asset Management S.A.$2.4M1
174DAVENPORT & Co LLC$2.4M1
175LMG Wealth Partners, LLC$2.3M1
176Metis Global Partners, LLC$2.3M1
177Ensign Peak Advisors, Inc$2.2M1
178QUADRANT CAPITAL GROUP LLC$2.1M1
179TRUIST FINANCIAL CORP$2.1M1
180KEYBANK NATIONAL ASSOCIATION/OH$2.1M1
181Americana Partners, LLC$2.1M1
182HB Wealth Management, LLC$2.0M1
183SIGNATUREFD, LLC$2.0M1
184CWM, LLC$1.9M1
185Kingsview Wealth Management, LLC$1.9M1
186BayBridge Capital Group, LLC$1.9M1
187Pacifica Partners Inc.$1.9M1
188ASR Vermogensbeheer N.V.$1.9M1
189Westerkirk Capital Inc.$1.9M1
190Atria Investments, Inc$1.8M1
191PDT Partners, LLC$1.8M1
192Independent Advisor Alliance$1.8M1
193Moors & Cabot, Inc.$1.7M1
194MERCER GLOBAL ADVISORS INC /ADV$1.7M1
195M&T BANK CORP$1.7M1
196Union Bancaire Privee, UBP SA$1.7M1
197Stratos Wealth Partners, LTD.$1.7M1
198EVERGREEN CAPITAL MANAGEMENT LLC$1.7M1
199Sanctuary Advisors, LLC$1.6M1
200UniSuper Management Pty Ltd$1.6M1
201CHOREO, LLC$1.6M1
202Stamos Capital Partners, L.P.$1.6M1
203Orion Porfolio Solutions, LLC$1.6M1
204Caprock Group, LLC$1.5M1
205Laird Norton Wetherby Trust Company, LLC$1.5M1
206Lombard Odier Asset Management (Switzerland) SA$1.5M1
207Hennion & Walsh Asset Management, Inc.$1.5M1
208Lido Advisors, LLC$1.5M1
209COMMERCE BANK$1.4M1
210Savant Capital, LLC$1.4M1
211MML INVESTORS SERVICES, LLC$1.4M1
212WORLDQUANT MILLENNIUM ADVISORS LLC$1.4M1
213Redhawk Wealth Advisors, Inc.$1.3M1
214JOHNSON INVESTMENT COUNSEL INC$1.3M1
215Advisory Resource Group$1.3M1
216Kovack Advisors, Inc.$1.3M1
217F/m Investments LLC$1.3M1
218Magnetar Financial LLC$1.2M1
219LITTLE HOUSE CAPITAL LLC$1.2M1
220OPPENHEIMER & CO INC$1.2M1
221PFG Advisors$1.2M1
222DAYMARK WEALTH PARTNERS, LLC$1.2M1
223Invst, LLC$1.1M1
224Advisors Asset Management, Inc.$1.1M1
225Merit Financial Group, LLC$1.1M1
226K.J. Harrison & Partners Inc$1.1M1
227CAPSTONE INVESTMENT ADVISORS, LLC$1.1M1
228Emerald Investment Advisers, LLC$1.1M1
229REGIONS FINANCIAL CORP$1.1M1
230Tower Research Capital LLC (TRC)$1.1M1
231Compound Planning, Inc.$1.1M1
232WESTCO ADVISORY SERVICES INC /ADV$1.1M1
233BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.1M1
234NWAM LLC$1.1M1
235NORDEN GROUP LLC$1.1M1
236BROWN ADVISORY INC$1.0M1
237BURNEY CO/$1.0M1
238Bleakley Financial Group, LLC$1.0M1
239Tacita Capital Inc$1.0M1
240GRIMES & Co WEALTH MANAGEMENT, LLC$979K1
241Sumitomo Mitsui DS Asset Management Company, Ltd$958K1
242HOGE FINANCIAL SERVICES, LLC$921K1
243Concurrent Investment Advisors, LLC$888K1
244Coastline Trust Co$883K1
245Empowered Funds, LLC$882K1
246Savvy Advisors, Inc.$881K1
247AlphaCore Capital LLC$866K1
248J.W. COLE ADVISORS, INC.$838K1
249NewEdge Advisors, LLC$829K1
250MAVERICK CAPITAL LTD$823K1
251Apollon Wealth Management, LLC$814K1
252GATEWAY INVESTMENT ADVISERS LLC$785K1
253Legacy Wealth Asset Management, LLC$779K1
254World Investment Advisors$778K1
255MONTAG A & ASSOCIATES INC$767K1
256Aprio Wealth Management, LLC$754K1
257Hilltop National Bank$729K1
258Rockefeller Capital Management L.P.$713K1
259Steward Partners Investment Advisory, LLC$710K1
260BLAIR WILLIAM & CO/IL$707K1
261Beacon Pointe Advisors, LLC$704K1
262Cumberland Partners Ltd$686K1
263One Wealth Advisors, LLC$674K1
264Trek Financial, LLC$668K1
265Robertson Stephens Wealth Management, LLC$664K1
266TCTC Holdings, LLC$663K1
267Boothe Investment Group, Inc.$657K1
268SUMMITRY LLC$642K1
269AssuredPartners Investment Advisors, LLC$625K1
270Moss Adams Wealth Advisors LLC$622K1
271Squarepoint Ops LLC$621K1
272Expressive Wealth LLC$619K1
273EP Wealth Advisors, LLC$611K1
274BALYASNY ASSET MANAGEMENT L.P.$608K1
275Fideuram Asset Management (Ireland) dac$605K1
276PRINCIPAL SECURITIES, INC.$603K1
277Inspire Advisors, LLC$601K1
278Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$586K1
279HBK Sorce Advisory LLC$584K1
280CRAWFORD INVESTMENT COUNSEL INC$584K1
281NewEdge Wealth, LLC$579K1
282CLIFFORD SWAN INVESTMENT COUNSEL LLC$553K1
283Schneider Downs Wealth Management Advisors, LP$546K1
284Eddie Patel Inc$542K1
285SEI INVESTMENTS CO$539K1
286111 Capital$538K1
287MONETA GROUP INVESTMENT ADVISORS LLC$532K1
288Focus Partners Advisor Solutions, LLC$529K1
289Cassaday & Co Wealth Management LLC$526K1
290Integrated Advisors Network LLC$517K1
291Engineers Gate Manager LP$517K1
292Equitable Holdings, Inc.$517K1
293Kathmere Capital Management, LLC$503K1
294Checchi Capital Advisers, LLC$491K1
295Sivia Capital Partners, LLC$486K1
296CIBC Bancorp USA Inc.$482K1
297Beverly Hills Private Wealth, LLC$474K1
298Clearstead Advisors, LLC$473K1
299HUB Investment Partners, LLC$462K1
300Allworth Financial LP$456K1
301Patriot Financial Group Insurance Agency, LLC$452K1
302INDEPENDENT FINANCIAL GROUP, LLC$448K1
303Ascent Group, LLC$442K1
304Elevated Financial Group LLC$432K1
305MAI Capital Management$431K1
306Baader Bank Aktiengesellschaft$427K1
307VIEWPOINT INVESTMENT PARTNERS CORP$426K1
308Yanni & Associates Investment Advisors, LLC$419K1
309Baron Wealth Management LLC$418K1
310WEALTH ALLIANCE, LLC$417K1
311Capula Management Ltd$416K1
312Curi Capital, LLC$415K1
313WEBSTERROGERS FINANCIAL ADVISORS, LLC$414K1
314Fiera Capital Corp$411K1
315BROWN, LISLE/CUMMINGS, INC.$411K1
316Meeder Advisory Services, Inc.$406K1
317Bragg Financial Advisors, Inc$402K1
318PDS Planning, Inc$397K1
319STEPHENS INC /AR/$395K1
320SPIREPOINT PRIVATE CLIENT, LLC$390K1
321SAGESPRING WEALTH PARTNERS, LLC$389K1
322ASAHI LIFE ASSET MANAGEMENT CO., LTD.$387K1
323UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$386K1
324KMG FIDUCIARY PARTNERS, LLC$386K1
325Gallagher Fiduciary Advisors, LLC$380K1
326First Nebraska Trust Co$377K1
327Lewis Asset Management, LLC$375K1
328DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$372K1
329Ewing Morris & Co. Investment Partners Ltd.$369K1
330State of Wyoming$369K1
331Scientech Research LLC$367K1
332First Affirmative Financial Network$363K1
333Jain Global LLC$362K1
334Haven Private, LLC$359K1
335UNITED CAPITAL FINANCIAL ADVISORS, LLC$356K1
336Bridgewater Advisors Inc.$346K1
337Gladstone Institutional Advisory LLC$340K1
338D'Orazio & Associates, Inc.$339K1
339Hendershot Investments Inc.$333K1
340Bryn Mawr Trust Advisors, LLC$326K1
341Pekin Hardy Strauss, Inc.$325K1
342D.A. DAVIDSON & CO.$324K1
343QRG CAPITAL MANAGEMENT, INC.$323K1
344Peregrine Asset Advisers, Inc.$322K1
345WESTWOOD HOLDINGS GROUP INC$322K1
346PERSONAL CFO SOLUTIONS, LLC$308K1
347FLPUTNAM INVESTMENT MANAGEMENT CO$304K1
348MQS Management LLC$301K1
349Haverford Trust Co$300K1
350Marks Group Wealth Management, Inc$298K1
351OneDigital Investment Advisors LLC$290K1
352REAP Financial Group, LLC$290K1
353Faithward Advisors, LLC$290K1
354Epoch Investment Partners, Inc.$289K1
355Blue Trust, Inc.$289K1
356Brooklyn Investment Group$287K1
357OneAscent Financial Services LLC$286K1
358OLD NATIONAL BANCORP /IN/$285K1
359Hamilton Wealth, LLC$276K1
360RWA WEALTH PARTNERS, LLC$276K1
361STONEBRIDGE CAPITAL MANAGEMENT INC$276K1
362JMN Financial LLC$274K1
363Apella Capital, LLC$274K1
364Modern Wealth Management, LLC$274K1
365FIDELIS CAPITAL PARTNERS, LLC$270K1
366SHELTON CAPITAL MANAGEMENT$270K1
367J. Safra Sarasin Holding AG$267K1
368Perigon Wealth Management, LLC$262K1
369JONES FINANCIAL COMPANIES LLLP$261K1
370Measured Wealth Private Client Group, LLC$260K1
371Wealth Quarterback LLC$258K1
372Center for Financial Planning, Inc.$258K1
373Wealthcare Advisory Partners LLC$258K1
374Pinnacle Wealth Planning Services, Inc.$258K1
375Alaska Wealth Advisors, LLC$257K1
376ARMSTRONG ADVISORY GROUP, INC$255K1
377ALLIANZ SE$254K1
378Fisher Asset Management, LLC$253K1
379DIVERSIFY WEALTH MANAGEMENT, LLC$251K1
380Crewe Advisors LLC$248K1
381Smartleaf Asset Management LLC$247K1
382SILVERLAKE WEALTH MANAGEMENT LLC$247K1
383Rehmann Capital Advisory Group$246K1
384LaFleur & Godfrey LLC$245K1
385MITCHELL & PAHL PRIVATE WEALTH, LLC$245K1
386Larson Financial Group LLC$244K1
387Sigma Planning Corp$244K1
388ClearAlpha Technologies LP$240K1
389COLDSTREAM CAPITAL MANAGEMENT INC$239K1
390Mustard Seed Financial, LLC$239K1
391Greenspring Advisors, LLC$238K1
392Cornerstone Wealth Management, LLC$238K1
393Southland Equity Partners LLC$237K1
394FMA Wealth Management, LLC$236K1
395LOWE BROCKENBROUGH & CO INC$234K1
396Saranac Partners Ltd$232K1
397Goelzer Investment Management, Inc.$232K1
398Cannell & Spears LLC$232K1
399IEQ CAPITAL, LLC$228K1
400HSBC HOLDINGS PLC$227K1
401XTX Topco Ltd$226K1
402INSIGHT 2811, INC.$225K1
403Johnson Financial Group, Inc.$224K1
404Verdence Capital Advisors LLC$224K1
405Hunting Hill Global Capital, LLC$224K1
406Texas Capital Bank Wealth Management Services Inc$223K1
407GREAT VALLEY ADVISOR GROUP, INC.$221K1
408McHugh Group, LLC$220K1
409WEALTHEDGE INVESTMENT ADVISORS, LLC$219K1
410HFG Advisors, Inc.$219K1
411Keudell/Morrison Wealth Management$218K1
412BAR HARBOR WEALTH MANAGEMENT$218K1
413Sowell Financial Services LLC$217K1
414Belpointe Asset Management LLC$216K1
415FLAGSHIP HARBOR ADVISORS, LLC$215K1
416PRIVATE MANAGEMENT GROUP INC$215K1
417Western Wealth Management, LLC$213K1
418Retirement Planning Group, LLC$210K1
419Aptus Capital Advisors, LLC$207K1
420Astoria Portfolio Advisors LLC.$207K1
421ANCHOR CAPITAL ADVISORS LLC$207K1
422ARQ WEALTH ADVISORS, LLC$205K1
423New England Capital Financial Advisors LLC$205K1
424Wealthspire Advisors, LLC$202K1
425GHP Investment Advisors, Inc.$202K1
426Five Oceans Advisors$200K1
427GROUP ONE TRADING LLC$175K1
428Cromwell Holdings LLC$164K1
429TOMPKINS FINANCIAL CORP$159K1
430HM PAYSON & CO$148K1
431Arax Advisory Partners$135K1
432Sachetta, LLC$119K1
433LGT Financial Advisors LLC$102K1
434Wilmington Savings Fund Society, FSB$101K1
435SHP Wealth Management$94.7K1
436SALEM INVESTMENT COUNSELORS INC$93.3K1
437ENTRUST FINANCIAL LLC$87.6K1
438UMB Bank, n.a.$86.2K1
439IFG Advisory, LLC$86.1K1
440Legacy Bridge, LLC$84.7K1
441Financial Freedom, LLC$79.8K1
442Vanguard National Trust Co$79.7K1
443Spire Wealth Management$79.1K1
444Dorato Capital Management$73.0K1
445BFSG, LLC$72.5K1
446DekaBank Deutsche Girozentrale$72.0K1
447Murphy & Mullick Capital Management Corp$69.4K1
448MCF Advisors LLC$68.9K1
449CENTRAL TRUST Co$66.4K1
450CALDWELL SUTTER CAPITAL, INC.$65.2K1
451MidFirst Bank$65.0K1
452CANADA LIFE ASSURANCE Co$62.8K1
453Financial Perspectives, Inc$60.8K1
454Triumph Capital Management$60.0K1
455WealthCollab, LLC$59.9K1
456LOM Asset Management Ltd$57.0K1
457SOUTHERN MICHIGAN BANK & TRUST$56.8K1
458EFG International AG$56.8K1
459PFS Partners, LLC$56.8K1
460TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$54.6K1
461BARRETT & COMPANY, INC.$52.9K1
462Geneos Wealth Management Inc.$52.0K1
463Physician Wealth Advisors, Inc.$49.8K1
464Addison Advisors LLC$48.6K1
465NFSG Corp$48.6K1
466OSSIAM$47.8K1
467MATHER GROUP, LLC.$47.1K1
468Clarity Asset Management, Inc.$46.4K1
469JFS WEALTH ADVISORS, LLC$45.4K1
470Manchester Capital Management LLC$43.7K1
471William B. Walkup & Associates, Inc.$42.6K1
472Opal Wealth Advisors, LLC$39.1K1
473Parkside Financial Bank & Trust$36.6K1
474Valued Wealth Advisors LLC$35.8K1
475MV CAPITAL MANAGEMENT, INC.$34.4K1
476MCGUIRE CAPITAL ADVISORS INC$33.9K1
477HHM Wealth Advisors, LLC$33.9K1
478Grove Bank & Trust$31.9K1
479Private Wealth Management Group, LLC$30.9K1
480West Financial Advisors, LLC$30.1K1
481Caldwell Trust Co$29.4K1
482Pacific Center for Financial Services$28.1K1
483PINNEY & SCOFIELD, INC.$27.9K1
484DUNCKER STREETT & CO INC$26.2K1
485TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$26.0K1
486Clearstead Trust, LLC$25.6K1
487First Pacific Financial$25.4K1
488Groupe la Francaise$23.2K1
489Banque Transatlantique SA$21.9K1
490WEBSTER BANK, N. A.$20.8K1
491Smallwood Wealth Investment Management, LLC$19.1K1
492BEACON INVESTMENT ADVISORY SERVICES, INC.$18.9K1
493Key FInancial Inc$18.5K1
494TOTH FINANCIAL ADVISORY CORP$18.4K1
495DAGCO, INC.$17.1K1
496Bangor Savings Bank$15.8K1
497JPL Wealth Management, LLC$15.0K1
498Bell Investment Advisors, Inc$14.8K1
499Three Bearings Fiduciary Advisors, Inc.$13.3K1
500EASTERN BANK$13.0K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MFC

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for MFC · financials and macro

Financials — as filed PLANNED

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