Public record / Tickers / RF

RF — REGIONS FINANCIAL CORP

Both disclosure regimes on one name: who in Congress filed about RF, 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
47
all PTR rows naming RF
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
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

David Perdue · $100K–$250K

Purchase · traded 2019-11-11 → filed 2019-12-05. Ranked over every RF row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

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

7 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING RF · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RF
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-07-24J. French Hill R–AR-2SaleTraded 06-23 +31d$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 47 ↗

Members active in RF

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing RF 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

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

Congress ↔ notable managers · RF

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

Trimming
1 Bridgewater Associates $4.8M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · REGIONS FINANCIAL CORP NEW

Merged timeline of congressional filings and notable-manager moves on RF
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+481,754 sh
2026-05-15Gotham Asset Management 13Fadd+7,346 sh
2026-05-15Bridgewater Associates 13Ftrim−633,343 sh

3 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 RF for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.5B1
3STATE STREET CORP$1.3B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B1
5WELLINGTON MANAGEMENT GROUP LLP$944M1
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC$668M1
7GEODE CAPITAL MANAGEMENT, LLC$627M1
8MORGAN STANLEY$499M1
9Invesco Ltd.$467M1
10VICTORY CAPITAL MANAGEMENT INC$399M1
11FIRST TRUST ADVISORS LP$349M1
12DIMENSIONAL FUND ADVISORS LP$257M1
13NORTHERN TRUST CORP$221M1
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$212M1
15MASSACHUSETTS FINANCIAL SERVICES CO /MA/$186M1
16BARCLAYS PLC$181M1
17Bank of New York Mellon Corp$173M1
18THORNBURG INVESTMENT MANAGEMENT INC$170M1
19Allspring Global Investments Holdings, LLC$165M1
20Legal & General Group Plc$150M1
21ROYAL BANK OF CANADA$143M1
22UBS Group AG$138M1
23VANGUARD FIDUCIARY TRUST CO$127M1
24DEUTSCHE BANK AG\$121M1
25Amundi$116M1
26AMERICAN CENTURY COMPANIES INC$116M1
27Squarepoint Ops LLC$107M1
28AMERIPRISE FINANCIAL INC$107M1
29Qube Research & Technologies Ltd$92.7M1
30BANK OF AMERICA CORP /DE/$90.7M1
31CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$89.8M1
32FMR LLC$87.0M1
33SCHRODER INVESTMENT MANAGEMENT GROUP$82.2M1
34AQR CAPITAL MANAGEMENT LLC$79.2M1
35TWO SIGMA INVESTMENTS, LP$78.9M1
36Korea Investment CORP$74.8M1
37VOLORIDGE INVESTMENT MANAGEMENT, LLC$71.1M1
38BANK OF MONTREAL /CAN/$71.0M1
39WELLS FARGO & COMPANY/MN$70.7M1
40MILLENNIUM MANAGEMENT LLC$69.2M1
41Sumitomo Mitsui Trust Group, Inc.$62.4M1
42Swiss Life Asset Management Ltd$61.1M1
43RENAISSANCE TECHNOLOGIES LLC$56.0M1
44Nuveen, LLC$55.6M1
45Epoch Investment Partners, Inc.$55.5M1
46HSBC HOLDINGS PLC$51.0M1
47Mitsubishi UFJ Asset Management Co., Ltd.$50.9M1
48SEI INVESTMENTS CO$50.6M1
49National Pension Service$50.2M1
50Vanguard Global Advisers, LLC$50.1M1
51MANUFACTURERS LIFE INSURANCE COMPANY, THE$49.3M1
52VANGUARD ASSET MANAGEMENT, Ltd$48.4M1
53PZENA INVESTMENT MANAGEMENT LLC$48.1M1
54REGIONS FINANCIAL CORP$42.5M1
55Eurizon Capital SGR S.p.A.$38.6M1
56FIRST FINANCIAL BANKSHARES INC$36.9M1
57WORLDQUANT MILLENNIUM ADVISORS LLC$36.6M1
58Point72 Asset Management, L.P.$34.5M1
59RAYMOND JAMES FINANCIAL INC$34.2M1
60WEDGE CAPITAL MANAGEMENT L L P/NC$33.0M1
61Prana Capital Management, LP$32.7M1
62Vest Financial, LLC$32.7M1
63LPL Financial LLC$32.6M1
64CITIGROUP INC$31.1M1
65ALLIANCEBERNSTEIN L.P.$28.3M1
66AE Wealth Management LLC$27.5M1
67Quantinno Capital Management LP$26.8M1
68PRINCIPAL FINANCIAL GROUP INC$26.4M1
69Arbejdsmarkedets Tillaegspension$25.8M1
70Trexquant Investment LP$24.9M1
71NORDEA INVESTMENT MANAGEMENT AB$22.7M1
72M&T BANK CORP$22.6M1
73STIFEL FINANCIAL CORP$22.6M1
74O'SHAUGHNESSY ASSET MANAGEMENT, LLC$22.3M1
75STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$22.1M1
76GRIMES & Co WEALTH MANAGEMENT, LLC$21.9M1
77Aberdeen Group plc$21.1M1
78AVIVA PLC$20.7M1
79Mirae Asset Global Investments Co., Ltd.$20.7M1
80Sanctuary Advisors, LLC$20.2M1
81Swedbank AB$20.2M1
82FRANKLIN RESOURCES INC$19.4M1
83FIRST CITIZENS BANK & TRUST CO$18.5M1
84Universal- Beteiligungs- und Servicegesellschaft mbH$18.4M1
85United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$17.4M1
86STATE OF WISCONSIN INVESTMENT BOARD$17.3M1
87UMB Bank, n.a.$17.3M1
88Envestnet Portfolio Solutions, Inc.$17.1M1
89Assenagon Asset Management S.A.$16.8M1
90GLENMEDE TRUST CO NA$16.8M1
91TUDOR INVESTMENT CORP ET AL$16.8M1
92Midwest Trust Co$16.0M1
93BNP Paribas Asset Management Holding S.A.$14.5M1
94TD ASSET MANAGEMENT INC$14.4M1
95Cerity Partners LLC$14.4M1
96Union Bancaire Privee, UBP SA$14.1M1
97NEW YORK STATE COMMON RETIREMENT FUND$14.0M1
98Man Group plc$13.7M1
99Pictet Asset Management Holding SA$13.6M1
100Y-Intercept (Hong Kong) Ltd$13.6M1
101NATIONAL BANK OF CANADA /FI/$13.5M1
102Creative Planning$13.3M1
103BENJAMIN EDWARDS INC$13.2M1
104DANSKE BANK A/S$12.9M1
105Crossmark Global Holdings, Inc.$12.9M1
106GUGGENHEIM CAPITAL LLC$12.8M1
107PRUDENTIAL FINANCIAL INC$12.5M1
108Chevy Chase Trust Holdings, LLC$12.4M1
109D. E. Shaw & Co., Inc.$12.2M1
110Cetera Investment Advisers$12.1M1
111AustralianSuper Pty Ltd$11.8M1
112Venture Visionary Partners LLC$11.8M1
113Wealthfront Advisers LLC$11.7M1
114Stieven Capital Advisors, L.P.$11.5M1
115Schonfeld Strategic Advisors LLC$11.5M1
116Vanguard Investments Australia, Ltd.$11.4M1
117SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.3M1
118CANADA PENSION PLAN INVESTMENT BOARD$10.6M1
119ENVESTNET ASSET MANAGEMENT INC$10.4M1
120TORONTO DOMINION BANK$10.3M1
121ROYAL LONDON ASSET MANAGEMENT LTD$10.3M1
122Rafferty Asset Management, LLC$10.1M1
123CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$10.0M1
124APG Asset Management N.V.$9.9M1
125Foster Victor Wealth Advisors, LLC$9.8M1
126XTX Topco Ltd$9.8M1
127Mitsubishi UFJ Trust & Banking Corp$9.6M1
128Asset Management One Co., Ltd.$9.6M1
129NISA INVESTMENT ADVISORS, LLC$9.5M1
130FIFTH THIRD BANCORP$8.8M1
131Tredje AP-fonden$8.8M1
132FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$8.7M1
133BANK OF NOVA SCOTIA$8.6M1
134KLP KAPITALFORVALTNING AS$8.6M1
135Pinnacle Financial Partners, Inc.$8.2M1
136NOMURA ASSET MANAGEMENT CO LTD$8.1M1
137FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.9M1
138BLAIR WILLIAM & CO/IL$7.9M1
139NewEdge Advisors, LLC$7.7M1
140Huber Capital Management LLC$7.5M1
141Weiss Asset Management LP$7.5M1
142CITADEL ADVISORS LLC$7.3M1
143NATIXIS$7.3M1
144Resona Asset Management Co.,Ltd.$7.2M1
145PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$7.1M1
146Grantham, Mayo, Van Otterloo & Co. LLC$7.1M1
147MERCER GLOBAL ADVISORS INC /ADV$7.0M1
148B. Metzler seel. Sohn & Co. AG$6.9M1
149LEAVELL INVESTMENT MANAGEMENT, INC.$6.7M1
150Zurcher Kantonalbank (Zurich Cantonalbank)$6.7M1
151MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.6M1
152PUBLIC SECTOR PENSION INVESTMENT BOARD$6.4M1
153STATE OF MICHIGAN RETIREMENT SYSTEM$6.4M1
154Illinois Municipal Retirement Fund$6.3M1
155CIBC Bancorp USA Inc.$6.2M1
156Pathstone Holdings, LLC$6.2M1
157Arizona State Retirement System$6.2M1
158Czech National Bank$6.2M1
159Greystone Financial Group, LLC$6.1M1
160Quantbot Technologies LP$6.0M1
161Ensign Peak Advisors, Inc$6.0M1
162Silver Lake Advisory, LLC$6.0M1
163PRUDENTIAL PLC$6.0M1
164CIBC Asset Management Inc$5.9M1
165State of New Jersey Common Pension Fund D$5.9M1
166HighTower Advisors, LLC$5.7M1
167Harvest Portfolios Group Inc.$5.7M1
168ASR Vermogensbeheer N.V.$5.6M1
169Vident Advisory, LLC$5.5M1
170Monte Financial Group, LLC$5.5M1
171Vanguard Personalized Indexing Management, LLC$5.4M1
172MetLife Investment Management, LLC$5.3M1
173COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.3M1
174TRUIST FINANCIAL CORP$5.1M1
175COMMONWEALTH EQUITY SERVICES, LLC$5.1M1
176WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.0M1
177LAZARD ASSET MANAGEMENT LLC$5.0M1
178DnB Asset Management AS$4.9M1
179IFM Investors Pty Ltd$4.9M1
180Retirement Systems of Alabama$4.8M1
181Tidal Investments LLC$4.8M1
182Bridgewater Associates, LP$4.8M1
183SEB Asset Management AB$4.7M1
184OCCUDO QUANTITATIVE STRATEGIES LP$4.7M1
185EVENTIDE ASSET MANAGEMENT, LLC$4.6M1
186ProShare Advisors LLC$4.6M1
187CONTINENTAL ADVISORS LLC$4.6M1
188XPONANCE LLC$4.6M1
189KESTRA PRIVATE WEALTH SERVICES, LLC$4.5M1
190VOYA INVESTMENT MANAGEMENT LLC$4.5M1
191Woodline Partners LP$4.4M1
192ODDO BHF ASSET MANAGEMENT SAS$4.4M1
193Stonebridge Financial Group, LLC$4.4M1
194Atria Investments, Inc$4.3M1
195BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.3M1
196MACKENZIE FINANCIAL CORP$4.2M1
197Andra AP-fonden$4.2M1
198Sumitomo Mitsui DS Asset Management Company, Ltd$4.1M1
199Brevan Howard Capital Management LP$4.1M1
200GHP Investment Advisors, Inc.$4.1M1
201LEVEL FOUR ADVISORY SERVICES, LLC$4.1M1
202Daiwa Securities Group Inc.$4.0M1
203NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.9M1
204Utah Retirement Systems$3.7M1
205JAMES INVESTMENT RESEARCH, INC.$3.7M1
206Concurrent Investment Advisors, LLC$3.6M1
207Beacon Capital Management, LLC$3.6M1
208OMERS ADMINISTRATION Corp$3.5M1
209MACQUARIE GROUP LTD$3.4M1
210Corient Private Wealth LLC$3.4M1
211NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.4M1
212QRG CAPITAL MANAGEMENT, INC.$3.3M1
213NEOS Investment Management LLC$3.3M1
214Rakuten Investment Management, Inc.$3.3M1
215WINTON GROUP Ltd$3.2M1
216Kingsview Wealth Management, LLC$3.2M1
217STOREBRAND ASSET MANAGEMENT AS$3.2M1
218BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.2M1
219STANCE CAPITAL LLC$3.1M1
220Steward Partners Investment Advisory, LLC$3.1M1
221Siemens Fonds Invest GmbH$3.1M1
222COLDSTREAM CAPITAL MANAGEMENT INC$3.1M1
223NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.1M1
224Csenge Advisory Group$3.1M1
225HB Wealth Management, LLC$3.0M1
226NISSAY ASSET MANAGEMENT CORP /JAPAN$3.0M1
227Dana Investment Advisors, Inc.$2.9M1
228Inspire Advisors, LLC$2.9M1
229Ethic Inc.$2.8M1
230USS Investment Management Ltd$2.8M1
231Janus Henderson Group Ltd.$2.8M1
232Perigon Wealth Management, LLC$2.8M1
233Smith Thornton Advisors LLC$2.7M1
234OP Asset Management Ltd$2.7M1
235ABC ARBITRAGE SA$2.6M1
236OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
237OSAIC HOLDINGS, INC.$2.6M1
238INTECH INVESTMENT MANAGEMENT LLC$2.5M1
239YOUSIF CAPITAL MANAGEMENT, LLC$2.5M1
240MML INVESTORS SERVICES, LLC$2.5M1
241Savant Capital, LLC$2.4M1
242US BANCORP \DE\$2.4M1
243MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.4M1
244Financiere des Professionnels - Fonds d'investissement inc.$2.4M1
245COMMERCE BANK$2.4M1
246Kintegral Advisory, LLC$2.4M1
247Oak Thistle LLC$2.3M1
248PATTEN & PATTEN INC/TN$2.3M1
249TMB Capital Partners, LLC$2.3M1
250GATEWAY INVESTMENT ADVISERS LLC$2.2M1
251Avanza Fonder AB$2.2M1
252Ascent Group, LLC$2.2M1
253Candriam S.C.A.$2.2M1
254Summit Financial, LLC$2.2M1
255BROWN ADVISORY INC$2.1M1
256CREDIT AGRICOLE S A$2.1M1
257Kestra Advisory Services, LLC$2.1M1
258Linden Thomas Advisory Services, LLC$2.1M1
259Focus Partners Wealth$2.0M1
260AMG National Trust Bank$2.0M1
261Aull & Monroe Investment Management Corp$2.0M1
262Lakewood Asset Management LLC$2.0M1
263Robeco Institutional Asset Management B.V.$2.0M1
264Wealthcare Advisory Partners LLC$2.0M1
265D.A. DAVIDSON & CO.$2.0M1
266Summit Trail Advisors, LLC$2.0M1
267CWM, LLC$1.9M1
268UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.9M1
269HUNTINGTON NATIONAL BANK$1.9M1
270EVERGREEN CAPITAL MANAGEMENT LLC$1.9M1
271Southern Financial Group, LLC$1.9M1
272STEPHENS INC /AR/$1.8M1
273Rockefeller Capital Management L.P.$1.8M1
274Baird Financial Group, Inc.$1.8M1
275Virtus Investment Advisers, LLC$1.8M1
276Aptus Capital Advisors, LLC$1.8M1
277Empowered Funds, LLC$1.7M1
278SALZHAUER MICHAEL$1.7M1
279EQUITABLE TRUST CO$1.7M1
280Jain Global LLC$1.7M1
281INTACT INVESTMENT MANAGEMENT INC.$1.7M1
282Donoghue Forlines LLC$1.7M1
283MAGNOLIA CAPITAL ADVISORS LLC$1.6M1
284Investment Management Corp of Ontario$1.6M1
285Waverly Advisors, LLC$1.6M1
286SeaBridge Investment Advisors LLC$1.6M1
287Johnson Financial Group, Inc.$1.6M1
288&PARTNERS$1.6M1
289Federation des caisses Desjardins du Quebec$1.6M1
290MITCHELL MCLEOD PUGH & WILLIAMS INC$1.6M1
291Sequoia Financial Advisors, LLC$1.6M1
292Mediolanum International Funds Ltd$1.6M1
293Connor, Clark & Lunn Investment Management Ltd.$1.6M1
294Gateway Wealth Partners, LLC$1.6M1
295Confluence Wealth Services, Inc.$1.5M1
296Patten Group, Inc.$1.5M1
297Laird Norton Wetherby Trust Company, LLC$1.5M1
298Fifth Third Wealth Advisors LLC$1.5M1
299HHM Wealth Advisors, LLC$1.5M1
300MAI Capital Management$1.5M1
301BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.5M1
302Cannell & Spears LLC$1.5M1
303BARNES PETTEY FINANCIAL ADVISORS, LLC$1.5M1
304Generali Asset Management SPA SGR$1.5M1
305Integrated Quantitative Investments LLC$1.5M1
306Board of the Pension Protection Fund$1.4M1
307Inspire Investing, LLC$1.4M1
308Castle Rock Wealth Management, LLC$1.4M1
309HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.4M1
310Waterloo Capital, L.P.$1.4M1
311Orion Porfolio Solutions, LLC$1.4M1
312Merit Financial Group, LLC$1.4M1
313Abundance Wealth Counselors$1.4M1
314MIZUHO SECURITIES USA LLC$1.4M1
315TOUNJIAN ADVISORY PARTNERS, LLC$1.4M1
316AGF MANAGEMENT LTD$1.3M1
317INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$1.3M1
318ROCKLAND TRUST CO$1.3M1
319HARTFORD INVESTMENT MANAGEMENT CO$1.3M1
320Norinchukin Bank, The$1.3M1
321FCG Investment Co$1.3M1
322GROUPAMA ASSET MANAGMENT$1.2M1
323Osmosis Investment Management UK Ltd$1.2M1
324EP Wealth Advisors, LLC$1.2M1
325Maryland State Retirement & Pension System$1.2M1
326Red Door Wealth Management, LLC$1.2M1
327Drucker Wealth 3.0, LLC$1.1M1
328GatePass Capital, LLC$1.1M1
329MIRABELLA FINANCIAL SERVICES LLP$1.1M1
330ABN AMRO INVESTMENT SOLUTIONS$1.1M1
331ASSETMARK, INC$1.1M1
332WADDELL & ASSOCIATES, LLC$1.1M1
333WATERS PARKERSON & CO., LLC$1.1M1
334Bank Julius Baer & Co. Ltd, Zurich$1.1M1
335ENTERPRISE FINANCIAL SERVICES CORP$1.0M1
336CAPITOLIS LIQUID GLOBAL MARKETS LLC$1.0M1
337CAXTON ASSOCIATES LLP$1.0M1
338Perbak Capital Partners LLP$1.0M1
339J.W. COLE ADVISORS, INC.$1.0M1
340Patriot Financial Group Insurance Agency, LLC$1.0M1
341GROUP ONE TRADING LLC$1.0M1
342J. Safra Sarasin Holding AG$1.0M1
343Marble Wealth, LLC$1.0M1
344AG2R LA MONDIALE GESTION D'ACTIFS$1.0M1
345BAHL & GAYNOR INC$1.0M1
346MASTER'S WEALTH MANAGEMENT INC.$1.0M1
347Diversified Trust Co$1.0M1
348Ameritas Advisory Services, LLC$997K1
349RFG Advisory, LLC$995K1
350Frank, Rimerman Advisors LLC$990K1
351Kepler Cheuvreux (Suisse) SA$979K1
352HIGHLAND CAPITAL MANAGEMENT, LLC$969K1
353CIBC WORLD MARKET INC.$967K1
354TWIN CAPITAL MANAGEMENT INC$965K1
355TrueWealth Advisors, LLC$962K1
356Aprio Wealth Management, LLC$956K1
357Prosperity Consulting Group, LLC$951K1
358Bleakley Financial Group, LLC$942K1
359MUFG Securities EMEA plc$929K1
360WMG Financial Advisors, LLC$925K1
361BALYASNY ASSET MANAGEMENT L.P.$919K1
362Elevated Capital Advisors, LLC$915K1
363OXFORD ASSET MANAGEMENT LLP$893K1
364Mariner, LLC$892K1
365Allianz Asset Management GmbH$888K1
366World Investment Advisors$887K1
367CHOREO, LLC$887K1
368MGO ONE SEVEN LLC$877K1
369Prospera Financial Services Inc$873K1
370Lombard Odier Asset Management (Switzerland) SA$872K1
371Forvis Mazars Wealth Advisors, LLC$872K1
372SAGESPRING WEALTH PARTNERS, LLC$872K1
373Vise Technologies, Inc.$869K1
374Jefferies Financial Group Inc.$868K1
375Investment Research Partners LLC$867K1
376Invst, LLC$856K1
377OSSIAM$854K1
378Saudi Central Bank$845K1
379Empirical Finance, LLC$841K1
380Compound Planning, Inc.$840K1
381Numerai GP LLC$839K1
382Advisors Asset Management, Inc.$838K1
383Archer Investment Corp$836K1
384Meeder Advisory Services, Inc.$831K1
385FIL Ltd$825K1
386Beacon Pointe Advisors, LLC$819K1
387Sunburst Financial Group, LLC$819K1
388Capital Investment Advisors, LLC$815K1
389BARR E S & CO$810K1
390KEYBANK NATIONAL ASSOCIATION/OH$808K1
391Centennial Wealth Advisory LLC$800K1
392MONETA GROUP INVESTMENT ADVISORS LLC$798K1
393Systematic Alpha Investments, LLC$774K1
394Apollon Wealth Management, LLC$766K1
395Sterling Capital Management LLC$763K1
396Parallax Volatility Advisers, L.P.$759K1
397Western Wealth Management, LLC$758K1
398JANE STREET GROUP, LLC$758K1
399AXQ CAPITAL, LP$757K1
400TOKIO MARINE ASSET MANAGEMENT CO LTD$756K1
401FIDELIS CAPITAL PARTNERS, LLC$750K1
402LBMC INVESTMENT ADVISORS, LLC$733K1
403Advisory Alpha, LLC$728K1
404Gotham Asset Management, LLC$727K1
405NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$725K1
406Private Advisor Group, LLC$725K1
407XML Financial, LLC$723K1
408Callan Family Office, LLC$721K1
409Dai-ichi Life Insurance Company, Ltd$715K1
410QUADRANT CAPITAL GROUP LLC$712K1
411Plancorp, LLC$704K1
412denkapparat Operations GmbH$702K1
413Qtron Investments LLC$690K1
414Graham Capital Management, L.P.$689K1
415HANCOCK WHITNEY CORP$686K1
416Resonant Capital Advisors, LLC$684K1
417MUFG SECURITIES AMERICAS INC.$682K1
418LJI Wealth Management, LLC$678K1
419Hennion & Walsh Asset Management, Inc.$677K1
420Verdence Capital Advisors LLC$676K1
421Hardy Reed LLC$676K1
422Meiji Yasuda Asset Management Co Ltd.$673K1
423North Dakota State Investment Board$668K1
424GTS SECURITIES LLC$663K1
425Twin Lakes Capital Management, LLC$661K1
426Vectors Research Management, LLC$654K1
427COURIER CAPITAL LLC$653K1
428Procyon Advisors, LLC$650K1
429Metis Global Partners, LLC$649K1
430Caprock Group, LLC$645K1
431Capital Wealth Planning, LLC$641K1
432TECTONIC ADVISORS LLC$641K1
433GREENWOOD GEARHART LLC$640K1
434Equitable Holdings, Inc.$637K1
435BHK Investment Advisors, LLC$631K1
436Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$630K1
437Plan A Wealth LLC$623K1
438RITHOLTZ WEALTH MANAGEMENT$622K1
439VIAWEALTH, LLC$620K1
440Plato Investment Management Ltd$618K1
441SECURIAN ASSET MANAGEMENT, INC$615K1
442Koshinski Asset Management, Inc.$613K1
443TD Waterhouse Canada Inc.$603K1
444Checchi Capital Advisers, LLC$603K1
445MANNING & NAPIER ADVISORS LLC$601K1
446SIGNATUREFD, LLC$600K1
447Bayesian Capital Management, LP$598K1
448Fairvoy Private Wealth, LLC$597K1
449NOMURA HOLDINGS INC$594K1
450Banque Transatlantique SA$591K1
451MONTAG A & ASSOCIATES INC$591K1
452Snowden Capital Advisors LLC$587K1
453OpenArc Corporate Advisory, LLC$585K1
454Community Financial Services Group, LLC$585K1
455Banque Cantonale Vaudoise$578K1
456Prudent Man Advisors, LLC$578K1
457FIDUCIARY TRUST CO$574K1
458Fiduciary Group, LLC$572K1
459LVW Advisors, LLC$571K1
460Engineers Gate Manager LP$569K1
461Headlands Technologies LLC$567K1
462Meiji Yasuda Life Insurance Co$559K1
463Independent Advisor Alliance$558K1
464HUB Investment Partners, LLC$557K1
465BankPlus Trust Department$541K1
466Dorsey & Whitney Trust CO LLC$538K1
467Signal Advisors Wealth, LLC$534K1
468DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$529K1
469NorthCrest Asset Manangement, LLC$526K1
470HBK Sorce Advisory LLC$526K1
471GREENLEAF TRUST$520K1
472Frec Markets, Inc.$515K1
473Trivium Point Advisory, LLC$505K1
474Arista Wealth Management, LLC$503K1
475Belleair Asset Management, LLC$501K1
476Norris Financial Group, LLC$501K1
477SAPIENT CAPITAL LLC$499K1
478GC Wealth Management RIA, LLC$499K1
479Smartleaf Asset Management LLC$498K1
480Cape Investment Advisory, Inc.$494K1
481BOOTHBAY FUND MANAGEMENT, LLC$494K1
482Larson Financial Group LLC$490K1
483IAMS WEALTH MANAGEMENT, LLC$488K1
484Gallagher Fiduciary Advisors, LLC$487K1
485Keel Point, LLC$486K1
486Lido Advisors, LLC$483K1
487ATWOOD & PALMER INC$483K1
488BCS Wealth Management$482K1
489TWINBEECH CAPITAL LP$479K1
490DELTA ASSET MANAGEMENT LLC/TN$471K1
491Expressive Wealth LLC$464K1
492Aspen Wealth Management LLC$461K1
493Visionary Wealth Advisors$455K1
494NewEdge Wealth, LLC$452K1
495Security National Bank$451K1
496Sowell Financial Services LLC$450K1
497UPTICK PARTNERS, LLC$445K1
498MERIDIAN MANAGEMENT CO$444K1
499Glenview Trust Co$437K1
500MEITAV INVESTMENT HOUSE LTD$434K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

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

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ 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 RF

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for RF · financials and macro

Financials — as filed PLANNED

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