Public record / Tickers / QSR

QSR — Restaurant Brands International Inc.

Both disclosure regimes on one name: who in Congress filed about QSR, 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
14
all PTR rows naming QSR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
03-06
filed 2025-03-06
13F holders
452
top-452 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

Tom Malinowski · $15.0K–$50.0K

Purchase · traded 2019-10-04 → filed 2021-08-26. Ranked over every QSR row by the provable lower bound, never a point estimate.

No member disclosed QSR 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.

8 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING QSR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning QSR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-03-06John Boozman R–ARSale · JT (jointly owned)Traded 02-04 +30d$1K–$15K
2024-05-15Tommy Tuberville R–ALSale · JT (jointly owned)Traded 04-04 +41d$1K–$15K
2023-05-12Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 04-03 +39d$1K–$15Kamendment pending
2021-08-26Tom Malinowski D–NJ-7PurchaseTraded 2019-10-30 LATE·666d$1K–$15K
2021-08-26Tom Malinowski D–NJ-7PurchaseTraded 2019-10-04 LATE·692d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 14 ↗

Members active in QSR

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

No member disclosed QSR in the trailing 12 months.

Congress ↔ notable managers · QSR

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

new + add vs trim + exit, by shares · $ = reported value now, not the change · RESTAURANT BRANDS INTL INC

Merged timeline of congressional filings and notable-manager moves on QSR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+47,544 sh
2026-05-15Bridgewater Associates 13Fadd+24,783 sh
2026-05-15Pershing Square Capital 13Ftrim−221,290 sh
2026-05-15Corvex Management 13Ftrim−830,489 sh
2026-05-15Duquesne Family Office 13Ftrim−754,565 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

Top institutional holders of QSR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital World Investors$3.2B1
2Pershing Square Capital Management, L.P.$1.7B1
3EdgePoint Investment Group Inc.$1.4B1
4ROYAL BANK OF CANADA$1.4B1
5VANGUARD CAPITAL MANAGEMENT LLC$763M1
6BANK OF MONTREAL /CAN/$667M1
7FMR LLC$611M1
8BlackRock, Inc.$590M1
9MORGAN STANLEY$541M1
10CIBC WORLD MARKET INC.$500M1
11Fiera Capital Corp$494M1
12TD ASSET MANAGEMENT INC$416M1
13BANK OF AMERICA CORP /DE/$365M1
141832 Asset Management L.P.$265M1
15Invesco Ltd.$262M1
16STATE STREET CORP$262M1
17NATIONAL BANK OF CANADA /FI/$260M1
18FIL Ltd$259M1
19VANGUARD FIDUCIARY TRUST CO$227M1
20CANADA PENSION PLAN INVESTMENT BOARD$218M1
21Capital Research Global Investors$185M1
22Vanguard Global Advisers, LLC$177M1
23TD Waterhouse Canada Inc.$174M1
24CITADEL ADVISORS LLC$154M1
25LONDON CO OF VIRGINIA$148M1
26TORONTO DOMINION BANK$131M1
27Legal & General Group Plc$127M1
28MACKENZIE FINANCIAL CORP$124M1
29Corvex Management LP$117M1
30UBS Group AG$111M1
31DIMENSIONAL FUND ADVISORS LP$101M1
32SCOTIA CAPITAL INC.$96.7M1
33CIBC Asset Management Inc$95.2M1
34Connor, Clark & Lunn Investment Management Ltd.$85.4M1
35Swiss National Bank$81.8M1
36MANUFACTURERS LIFE INSURANCE COMPANY, THE$81.5M1
37BANK OF NOVA SCOTIA$81.0M1
38CHARLES SCHWAB INVESTMENT MANAGEMENT INC$77.4M1
39PUBLIC SECTOR PENSION INVESTMENT BOARD$74.5M1
40Aviso Financial Inc.$73.2M1
41GUARDIAN CAPITAL LP$72.3M1
42NORTHERN TRUST CORP$71.5M1
43ENVESTNET ASSET MANAGEMENT INC$67.1M1
44Alberta Investment Management Corp$65.2M1
45Epoch Investment Partners, Inc.$61.6M1
46Nuveen, LLC$56.5M1
47BNP Paribas Asset Management Holding S.A.$55.7M1
48CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$54.6M1
49CIDEL ASSET MANAGEMENT INC$51.1M1
50VANGUARD ASSET MANAGEMENT, Ltd$50.6M1
51LETKO, BROSSEAU & ASSOCIATES INC$49.4M1
52Capital International Sarl$48.1M1
53INTACT INVESTMENT MANAGEMENT INC.$48.0M1
54RAYMOND JAMES FINANCIAL INC$46.5M1
55FEDERATED HERMES, INC.$44.7M1
56DEUTSCHE BANK AG\$40.7M1
57OMERS ADMINISTRATION Corp$40.6M1
58VANGUARD PORTFOLIO MANAGEMENT LLC$37.9M1
59CAPITOLIS LIQUID GLOBAL MARKETS LLC$35.0M1
60WELLS FARGO & COMPANY/MN$34.1M1
61Addenda Capital Inc.$32.2M1
62Janus Henderson Group Ltd.$31.9M1
63Amundi$31.7M1
64AustralianSuper Pty Ltd$31.0M1
65Federation des caisses Desjardins du Quebec$30.3M1
66MIC Capital Management UK LLP$28.5M1
67Woodline Partners LP$28.0M1
68CAPITAL INTERNATIONAL LTD /CA/$27.4M1
69Scheer, Rowlett & Associates Investment Management Ltd.$26.6M1
70Rockefeller Capital Management L.P.$25.2M1
71BANK OF NOVA SCOTIA TRUST CO$24.3M1
72Man Group plc$22.7M1
73Cannell & Spears LLC$22.7M1
74WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$22.3M1
75BARCLAYS PLC$22.0M1
76Capital International, Inc./CA/$21.8M1
77BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$21.7M1
78Dana Investment Advisors, Inc.$20.2M1
79AVIVA PLC$18.9M1
80Point72 Asset Management, L.P.$18.2M1
81STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$16.2M1
82Tidal Investments LLC$15.5M1
83LPL Financial LLC$14.4M1
84Korea Investment CORP$13.7M1
85AMERICAN CENTURY COMPANIES INC$13.6M1
86FIRST MANHATTAN CO. LLC.$13.5M1
87UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$13.2M1
88SEVEN GRAND MANAGERS, LLC$12.9M1
89Soroban Capital Partners LP$12.7M1
90Squarepoint Ops LLC$12.3M1
91Vanguard Investments Australia, Ltd.$12.1M1
92Zurcher Kantonalbank (Zurich Cantonalbank)$11.9M1
93HUNTINGTON NATIONAL BANK$10.9M1
94Night Squared LP$10.8M1
95OCCUDO QUANTITATIVE STRATEGIES LP$10.6M1
96ALLIANCEBERNSTEIN L.P.$10.2M1
97FRANKLIN RESOURCES INC$10.1M1
98Quantinno Capital Management LP$9.5M1
99CITIGROUP INC$9.4M1
100Hudson Bay Capital Management LP$9.3M1
101Gotham Asset Management, LLC$9.3M1
102PICTON MAHONEY ASSET MANAGEMENT$9.3M1
103MILLENNIUM MANAGEMENT LLC$9.3M1
104Pictet Asset Management Holding SA$9.2M1
105HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$9.1M1
106OPPENHEIMER ASSET MANAGEMENT INC.$8.4M1
107SEI INVESTMENTS CO$8.0M1
108COMMONWEALTH EQUITY SERVICES, LLC$7.8M1
109Bridgewater Associates, LP$7.8M1
110Purpose Unlimited Inc.$7.7M1
111STATE OF WISCONSIN INVESTMENT BOARD$7.7M1
112Northwest & Ethical Investments L.P.$7.6M1
113NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.1M1
114VOYA INVESTMENT MANAGEMENT LLC$6.7M1
115AIA Group Ltd$6.6M1
116D. E. Shaw & Co., Inc.$6.3M1
117STIFEL FINANCIAL CORP$6.1M1
118Capital Group Investment Management Pte. Ltd.$5.8M1
119Quartz Partners, LLC$5.6M1
120Lansforsakringar Fondforvaltning AB (publ)$5.6M1
121Asset Management One Co., Ltd.$5.2M1
122Cetera Investment Advisers$5.0M1
123Verition Fund Management LLC$4.7M1
124Allspring Global Investments Holdings, LLC$4.5M1
125Creative Planning$4.4M1
126Harvest Portfolios Group Inc.$4.4M1
127Utah Retirement Systems$4.1M1
128Orion Porfolio Solutions, LLC$3.9M1
129Investment Management Corp of Ontario$3.6M1
130TRUIST FINANCIAL CORP$3.5M1
131LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.5M1
132Waverly Advisors, LLC$3.4M1
133XPONANCE LLC$3.4M1
134SEB Asset Management AB$3.3M1
135FIRST TRUST ADVISORS LP$3.2M1
136Sanctuary Advisors, LLC$3.2M1
137Corient Private Wealth LLC$3.1M1
138HUSSMAN STRATEGIC ADVISORS, INC.$3.1M1
139FOUNDERS CAPITAL MANAGEMENT, LLC$3.1M1
140WELLINGTON MANAGEMENT GROUP LLP$3.0M1
141AQR CAPITAL MANAGEMENT LLC$3.0M1
142Bank OZK$2.9M1
143PRIMECAP MANAGEMENT CO/CA/$2.8M1
144OPPENHEIMER & CO INC$2.8M1
145ASSETMARK, INC$2.8M1
146&PARTNERS$2.6M1
147CAPSTONE INVESTMENT ADVISORS, LLC$2.4M1
148Great Lakes Retirement, Inc.$2.4M1
149Schonfeld Strategic Advisors LLC$2.4M1
150Avanza Fonder AB$2.2M1
151Polar Asset Management Partners Inc.$2.2M1
152NewEdge Wealth, LLC$2.2M1
153IRIDIAN ASSET MANAGEMENT LLC/CT$2.2M1
154Vestmark Advisory Solutions, Inc.$2.2M1
155USS Investment Management Ltd$2.2M1
156COMMERCE BANK$2.1M1
157Swiss Life Asset Management Ltd$2.1M1
158FIDUCIARY FAMILY OFFICE, LLC$2.1M1
159Triasima Portfolio Management inc.$2.0M1
160Atria Investments, Inc$1.9M1
161Lombard Odier Asset Management (Switzerland) SA$1.9M1
162Lebenthal Global Advisors, LLC$1.9M1
163Machina Capital S.A.S.$1.9M1
164CREDIT AGRICOLE S A$1.9M1
165M&T BANK CORP$1.8M1
166BENNETT SELBY INVESTMENTS LP$1.8M1
167GATEWAY INVESTMENT ADVISERS LLC$1.8M1
168Sepio Capital, LP$1.8M1
169Blueshift Asset Management, LLC$1.8M1
170Aspire Private Capital, LLC$1.7M1
171Donoghue Forlines LLC$1.7M1
172Hilltop National Bank$1.7M1
173Central Pacific Bank - Trust Division$1.6M1
174Graham Capital Management, L.P.$1.5M1
175Mariner, LLC$1.5M1
176OSAIC HOLDINGS, INC.$1.5M1
177GLENMEDE TRUST CO NA$1.5M1
178Lee Financial Co$1.5M1
179HighTower Advisors, LLC$1.4M1
180Kestra Advisory Services, LLC$1.4M1
181Hudson Portfolio Management LLC$1.4M1
182Beverly Hills Private Wealth, LLC$1.4M1
183FIDUCIARY TRUST CO$1.4M1
184Cerity Partners LLC$1.4M1
185Boston Partners$1.4M1
186Maryland State Retirement & Pension System$1.3M1
187JANE STREET GROUP, LLC$1.3M1
188EARNEST PARTNERS LLC$1.3M1
189ROYAL LONDON ASSET MANAGEMENT LTD$1.3M1
190BRAUN STACEY ASSOCIATES INC$1.2M1
191Caldwell Trust Co$1.1M1
192PCM Encore, LLC$1.1M1
193Engineers Gate Manager LP$1.1M1
194Royal Fund Management, LLC$1.1M1
195Waterfront Wealth Inc.$1.1M1
196Dorato Capital Management$1.0M1
197ASR Vermogensbeheer N.V.$1.0M1
198Osmosis Investment Management UK Ltd$995K1
199Generali Asset Management SPA SGR$985K1
200BOYAR ASSET MANAGEMENT INC.$973K1
201ASPIRIANT, LLC$966K1
202PRINCIPAL FINANCIAL GROUP INC$962K1
203MERCER GLOBAL ADVISORS INC /ADV$955K1
204HB Wealth Management, LLC$926K1
205Vanguard Personalized Indexing Management, LLC$917K1
206Pathstone Holdings, LLC$890K1
207AE Wealth Management LLC$875K1
208OpenArc Corporate Advisory, LLC$873K1
209Crossmark Global Holdings, Inc.$864K1
210Empowered Funds, LLC$842K1
211CIBC Bancorp USA Inc.$830K1
212WOLVERINE ASSET MANAGEMENT LLC$797K1
213SANDERS MORRIS HARRIS LLC$757K1
214O'SHAUGHNESSY ASSET MANAGEMENT, LLC$755K1
215ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$749K1
216Metis Global Partners, LLC$728K1
217Guardian Partners Inc.$702K1
218US BANCORP \DE\$698K1
219North Dakota State Investment Board$691K1
220Tower Research Capital LLC (TRC)$690K1
221UniSuper Management Pty Ltd$690K1
222MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$686K1
223Wakefield Asset Management LLLP$679K1
224Savoir Faire Capital Management, L.P.$676K1
225Laird Norton Wetherby Trust Company, LLC$672K1
226Pitcairn Wealth Advisors LLC$660K1
227SIGNATUREFD, LLC$659K1
228Farringdon Capital, Ltd.$658K1
229Sequoia Financial Advisors, LLC$648K1
230Dynamic Technology Lab Private Ltd$648K1
231MML INVESTORS SERVICES, LLC$645K1
232Sumitomo Mitsui DS Asset Management Company, Ltd$645K1
233D.A. DAVIDSON & CO.$626K1
234BKM Wealth Management, LLC$609K1
235PRUDENTIAL FINANCIAL INC$609K1
236Legacy Wealth Asset Management, LLC$604K1
237CHESAPEAKE CAPITAL CORP /IL/$599K1
238BAUPOST GROUP LLC/MA$597K1
239Prospera Financial Services Inc$584K1
240Berkeley Capital Partners, LLC$579K1
241Taproot Management LP$574K1
242QUADRANT CAPITAL GROUP LLC$566K1
243GROUP ONE TRADING LLC$563K1
244Gratus Wealth Advisors, LLC$560K1
245Salvus Wealth Management, LLC$558K1
246EXENCIAL WEALTH ADVISORS, LLC$549K1
247RITHOLTZ WEALTH MANAGEMENT$543K1
248Vident Advisory, LLC$533K1
249Envestnet Portfolio Solutions, Inc.$532K1
250UNITED CAPITAL FINANCIAL ADVISORS, LLC$497K1
251BENJAMIN EDWARDS INC$497K1
252SummitTX Capital, L.P.$494K1
253Indivisible Partners$488K1
254Probity Advisors, Inc.$485K1
255SUSQUEHANNA INTERNATIONAL GROUP, LLP$484K1
256PRINCIPAL SECURITIES, INC.$477K1
257Havemeyer Place LP$477K1
258Savant Capital, LLC$474K1
259Raleigh Capital Management Inc.$465K1
260Knollwood Investment Advisory, LLC$464K1
261Advyzon Investment Management, LLC$457K1
262NewEdge Advisors, LLC$453K1
263DAVENPORT & Co LLC$442K1
264MGO ONE SEVEN LLC$439K1
265Sowell Financial Services LLC$437K1
266Focus Partners Wealth$429K1
267Summit Trail Advisors, LLC$423K1
268Oasis Advisors, LLC$416K1
269New England Research & Management, Inc.$410K1
270Walleye Capital LLC$407K1
271SHELTON CAPITAL MANAGEMENT$403K1
272Hardy Reed LLC$401K1
273Frec Markets, Inc.$400K1
274Cumberland Partners Ltd$398K1
275Banco Santander, S.A.$388K1
276Steward Partners Investment Advisory, LLC$382K1
277Tacita Capital Inc$373K1
278Qube Research & Technologies Ltd$370K1
279Geneos Wealth Management Inc.$370K1
280Merit Financial Group, LLC$369K1
281TWO SIGMA SECURITIES, LLC$368K1
282Richard W. Paul & Associates, LLC$368K1
283Allianz Asset Management GmbH$362K1
284IEQ CAPITAL, LLC$359K1
285MAI Capital Management$359K1
286Vise Technologies, Inc.$359K1
287INSIGNEO ADVISORY SERVICES, LLC$347K1
288Phillips Wealth Planners LLC$346K1
289FSM Wealth Advisors, LLC$325K1
290Private Advisor Group, LLC$322K1
291OneDigital Investment Advisors LLC$321K1
292Wilmington Savings Fund Society, FSB$320K1
293INTECH INVESTMENT MANAGEMENT LLC$317K1
294Waldron Private Wealth LLC$309K1
295Quadcap Wealth Management, LLC$304K1
296Voya Financial Advisors, Inc.$287K1
297B. Riley Wealth Advisors, Inc.$287K1
298NorthCrest Asset Manangement, LLC$280K1
299BURNEY CO/$270K1
300CWM, LLC$270K1
301Cornerstone Select Advisors, LLC$268K1
302Burkett Asset Management Ltd$263K1
303Robertson Stephens Wealth Management, LLC$260K1
304DIMENSION CAPITAL MANAGEMENT LLC$259K1
305Pinnacle Financial Partners, Inc.$257K1
306Whetstone Capital Advisors, LLC$250K1
307Gateway Wealth Partners, LLC$237K1
3083Chopt Investment Partners, LLC$237K1
309Cardinal Point Capital Management ULC$236K1
310ELEVATION POINT WEALTH PARTNERS, LLC$231K1
311Lido Advisors, LLC$221K1
312Cerro Pacific Wealth Advisors LLC$219K1
313Everhart Financial Group, Inc.$217K1
314Ascent Group, LLC$214K1
315Sage Investment Counsel LLC$212K1
316Koshinski Asset Management, Inc.$207K1
317Compound Planning, Inc.$204K1
318Pure Financial Advisors, LLC$202K1
319Frank, Rimerman Advisors LLC$202K1
320Procyon Advisors, LLC$200K1
321GeoWealth Management, LLC$198K1
322ALERUS FINANCIAL NA$186K1
323Advisors Asset Management, Inc.$182K1
324Parkside Financial Bank & Trust$173K1
325Allworth Financial LP$157K1
326Destiny Wealth Partners, LLC$156K1
327CALDWELL SUTTER CAPITAL, INC.$154K1
328Andra AP-fonden$124K1
329Bank Julius Baer & Co. Ltd, Zurich$123K1
330New Vernon Capital Holdings II LLC$105K1
331Meramec Financial Planners, LLC$101K1
332Stonehage Fleming Financial Services Holdings Ltd$96.1K1
333Bayforest Capital Ltd$95.2K1
334Cromwell Holdings LLC$81.2K1
335Crewe Advisors LLC$74.9K1
336Arax Advisory Partners$69.8K1
337Transamerica Financial Advisors, LLC$69.6K1
338Grove Bank & Trust$59.4K1
339Pflug Koory, LLC$52.9K1
340UMB Bank, n.a.$48.3K1
341HM PAYSON & CO$45.7K1
342BEACON INVESTMENT ADVISORY SERVICES, INC.$42.0K1
343Blue Trust, Inc.$40.1K1
344Cassaday & Co Wealth Management LLC$40.1K1
345Larson Financial Group LLC$40.1K1
346Smartleaf Asset Management LLC$38.4K1
347NATIXIS$38.1K1
348Kemnay Advisory Services Inc.$34.9K1
349MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd$34.1K1
350Duquesne Family Office LLC$33.6K1
351OSSIAM$32.4K1
352Pinnacle Wealth Planning Services, Inc.$28.3K1
353TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$28.1K1
354Measured Wealth Private Client Group, LLC$25.9K1
355Hartford Financial Management Inc.$23.6K1
356MATHER GROUP, LLC.$22.4K1
357Leonteq Securities AG$19.9K1
358True Wealth Design, LLC$19.1K1
359FINANCIAL CONSULATE, INC$15.4K1
360MEEDER ASSET MANAGEMENT INC$13.6K1
361Wealth Enhancement Trust Services, Inc.$13.1K1
362FIFTH THIRD BANCORP$12.0K1
363Treasurer of the State of North Carolina$10.8K1
364Quest 10 Wealth Builders, Inc.$10.7K1
365Clearstead Advisors, LLC$10.6K1
366CANADA LIFE ASSURANCE Co$10.0K1
367WPG Advisers, LLC$9.8K1
368ENTRUST FINANCIAL LLC$9.8K1
369JPL Wealth Management, LLC$9.3K1
370JONES FINANCIAL COMPANIES LLLP$8.4K1
371SALEM INVESTMENT COUNSELORS INC$8.3K1
372MARSHALL INVESTMENT MANAGEMENT, LLC$7.8K1
373SUMMIT SECURITIES GROUP LLC$7.4K1
374Spire Wealth Management$7.4K1
375TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$6.4K1
376NATIXIS ADVISORS, LLC$5.2K1
377Westfuller Advisors, LLC$5.1K1
378Owl Creek Wealth Partners LLC$4.8K1
379Bell Investment Advisors, Inc$3.9K1
380HRT FINANCIAL LP$3.8K1
381Abound Wealth Management$3.7K1
382Gold Investment Management Ltd.$3.6K1
383DekaBank Deutsche Girozentrale$3.2K1
384Clearstead Trust, LLC$2.8K1
385SHP Wealth Management$2.5K1
386MV CAPITAL MANAGEMENT, INC.$2.2K1
387THRIVENT FINANCIAL FOR LUTHERANS$2.0K1
388Asset Dedication, LLC$1.7K1
389Wealth Science Advisors LLC$1.4K1
390Ancora Advisors LLC$1.3K1
391Physician Wealth Advisors, Inc.$6271
392JFS WEALTH ADVISORS, LLC$5921
393SouthState Bank Corp$3701
394Manchester Capital Management LLC$2221
395Rakuten Securities, Inc.$741
396Capital Analysts, LLC$681
397HAZLETT, BURT & WATSON, INC.$431
398VALLEY NATIONAL ADVISERS INC$361
399HORIZON BANCORP INC /IN/$21
400Penserra Capital Management LLC$11
401NOMURA ASSET MANAGEMENT CO LTD$01
402VANGUARD GROUP INC$01
403HARBOUR INVESTMENTS, INC.$01
404HSBC HOLDINGS PLC$01
405ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
406CIBC Private Wealth Group LLC$01
407Cadence Bank$01
408Bangor Savings Bank$01
409NORGES BANK$01
410Meritage Group LP$01
411EXCHANGE TRADED CONCEPTS, LLC$01
412Roundview Capital LLC$01
413Parallax Volatility Advisers, L.P.$01
414FOX RUN MANAGEMENT, L.L.C.$01
415Skandinaviska Enskilda Banken AB (publ)$01
416BOOTHBAY FUND MANAGEMENT, LLC$01
417Capula Management Ltd$01
418WINTON GROUP Ltd$01
419Maven Securities LTD$01
420Trexquant Investment LP$01
421CONSOLIDATED CAPITAL MANAGEMENT, LLC$01
422Skye Global Management LP$01
423DV Trading LLC$01
424Steigerwald, Gordon & Koch Inc.$01
425AIGEN INVESTMENT MANAGEMENT, LP$01
426FOUNDATIONS INVESTMENT ADVISORS, LLC$01
427Global Retirement Partners, LLC$01
428Strategic Investment Advisors / MI$01
429Qsemble Capital Management, LP$01
430Y-Intercept (Hong Kong) Ltd$01
431Lloyd Advisory Services, LLC.$01
432Stone Wealth Partners$01
433Navalign, LLC$01
434XTX Topco Ltd$01
435Timelo Investment Management Inc.$01
436Activest Wealth Management$01
437POM Investment Strategies, LLC$01
438Nilsine Partners, LLC$01
439SageView Advisory Group, LLC$01
440Hook Mill Capital Partners, LP$01
441Cape Investment Advisory, Inc.$01
442Caitong International Asset Management Co., Ltd$01
443Quarry LP$01
444Freestone Grove Partners LP$01
445Turning Point Benefit Group, Inc.$01
446Jain Global LLC$01
447Motiv8 Investments LLC$01
448Safe Harbor Fiduciary, LLC$01
449Wealth Watch Advisors, INC$01
450MidAtlantic Capital Management, Inc.$01
451Westerkirk Capital Inc.$01
452MCGUIRE CAPITAL ADVISORS INC$01
Truncated by Public Filings. The published aggregate ranks the top 452 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 QSR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for QSR · financials and macro

Financials — as filed PLANNED

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