Public record / Tickers / RJF

RJF — RAYMOND JAMES FINANCIAL INC

Both disclosure regimes on one name: who in Congress filed about RJF, 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
5
all PTR rows naming RJF
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

Jared Moskowitz · $100K–$250K

Sale · traded 2023-07-14 → filed 2024-08-21. Ranked over every RJF row by the provable lower bound, never a point estimate.

No member disclosed RJF 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.

1 row 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 RJF · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RJF
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-07 +37d$1K–$15K
2024-08-21Jared Moskowitz D–FL-23SaleTraded 2023-07-14 LATE·404d$100K–$250K
2023-04-17Daniel S. Goldman D–NY-10SaleTraded 03-06 +42d$15K–$50K
2023-02-24Daniel S. Goldman D–NY-10PurchaseTraded 01-31 +24d$15K–$50K
2015-06-07Thomas MacArthur R–NJ-3Sale · JT (jointly owned)Traded 05-27 +11d$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 5 ↗

Members active in RJF

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

No member disclosed RJF in the trailing 12 months.

Congress ↔ notable managers · RJF

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
1 Tudor Investment Corp $19.7M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Raymond James Financial Inc - US

Merged timeline of congressional filings and notable-manager moves on RJF
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fnew+135,715 sh
2026-05-15Bridgewater Associates 13Ftrim−33,805 sh
2026-05-15Gotham Asset Management 13Ftrim−237 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

Top institutional holders of RJF for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.6B1
3WELLINGTON MANAGEMENT GROUP LLP$1.4B1
4PRIMECAP MANAGEMENT CO/CA/$1.4B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
6STATE STREET CORP$1.1B1
7FMR LLC$847M1
8HARRIS ASSOCIATES L P$496M1
9VICTORY CAPITAL MANAGEMENT INC$360M1
10FIRST TRUST ADVISORS LP$356M1
11BANK OF AMERICA CORP /DE/$355M1
12DIMENSIONAL FUND ADVISORS LP$347M1
13EARNEST PARTNERS LLC$322M1
14Invesco Ltd.$311M1
15MORGAN STANLEY$311M1
16NORTHERN TRUST CORP$279M1
17MASSACHUSETTS FINANCIAL SERVICES CO /MA/$273M1
18FRANKLIN RESOURCES INC$216M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$206M1
20BARCLAYS PLC$176M1
21Legal & General Group Plc$173M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$164M1
23HSBC HOLDINGS PLC$158M1
24Harfst & Associates, Inc.$154M1
25CITIGROUP INC$141M1
26VANGUARD FIDUCIARY TRUST CO$140M1
27SEI INVESTMENTS CO$133M1
28UBS Group AG$127M1
29AQR CAPITAL MANAGEMENT LLC$114M1
30MERCER GLOBAL ADVISORS INC /ADV$106M1
31Nuveen, LLC$105M1
32RAYMOND JAMES FINANCIAL INC$102M1
33DEUTSCHE BANK AG\$84.5M1
34PRINCIPAL FINANCIAL GROUP INC$79.4M1
35ENVESTNET ASSET MANAGEMENT INC$73.7M1
36WELLS FARGO & COMPANY/MN$63.5M1
37ALLIANCEBERNSTEIN L.P.$62.0M1
38AMERICAN CENTURY COMPANIES INC$60.0M1
39Mitsubishi UFJ Asset Management Co., Ltd.$59.5M1
40Amundi$58.1M1
41PFA Pension, Forsikringsaktieselskab$57.6M1
42Fisher Asset Management, LLC$57.5M1
43Vanguard Global Advisers, LLC$53.7M1
44Prana Capital Management, LP$52.0M1
45CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$50.3M1
46CANADA PENSION PLAN INVESTMENT BOARD$48.4M1
47PALISADE CAPITAL MANAGEMENT, LP$47.3M1
48National Pension Service$46.7M1
49BNP Paribas Asset Management Holding S.A.$43.5M1
50VANGUARD ASSET MANAGEMENT, Ltd$43.4M1
51PRUDENTIAL FINANCIAL INC$43.0M1
52TD ASSET MANAGEMENT INC$42.2M1
53BANK OF MONTREAL /CAN/$35.3M1
54HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$30.5M1
55BASSWOOD CAPITAL MANAGEMENT, L.L.C.$29.5M1
56SCHRODER INVESTMENT MANAGEMENT GROUP$28.7M1
57Artisan Partners Limited Partnership$28.3M1
58Connor, Clark & Lunn Investment Management Ltd.$27.6M1
59ROYAL BANK OF CANADA$26.4M1
60Federation des caisses Desjardins du Quebec$25.5M1
61Arbejdsmarkedets Tillaegspension$25.2M1
62NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$24.7M1
63Vest Financial, LLC$24.4M1
64AVIVA PLC$24.3M1
65North Reef Capital Management LP$23.0M1
66STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$23.0M1
67Baird Financial Group, Inc.$22.4M1
68Illinois Municipal Retirement Fund$22.3M1
69Korea Investment CORP$21.9M1
70Quantinno Capital Management LP$21.5M1
71Robeco Institutional Asset Management B.V.$20.8M1
72TRUIST FINANCIAL CORP$20.7M1
73D. E. Shaw & Co., Inc.$20.5M1
74TUDOR INVESTMENT CORP ET AL$19.7M1
75ROYAL LONDON ASSET MANAGEMENT LTD$19.0M1
76FIL Ltd$18.3M1
77APG Asset Management N.V.$18.2M1
78ADAGE CAPITAL PARTNERS GP, L.L.C.$17.8M1
79STATE OF WISCONSIN INVESTMENT BOARD$16.8M1
80Aberdeen Group plc$16.4M1
81Zurcher Kantonalbank (Zurich Cantonalbank)$16.2M1
82AVITY INVESTMENT MANAGEMENT INC.$15.7M1
83CITADEL ADVISORS LLC$15.5M1
84Squarepoint Ops LLC$15.4M1
85TORONTO DOMINION BANK$15.3M1
86Pictet Asset Management Holding SA$15.3M1
87Allianz Asset Management GmbH$15.3M1
88NATIONAL BANK OF CANADA /FI/$15.0M1
89PINNACLE ASSOCIATES LTD$15.0M1
90LPL Financial LLC$14.7M1
91Bragg Financial Advisors, Inc$14.0M1
92Capital Wealth Planning, LLC$13.6M1
93MANUFACTURERS LIFE INSURANCE COMPANY, THE$13.6M1
94Chevy Chase Trust Holdings, LLC$12.5M1
95Vanguard Investments Australia, Ltd.$12.5M1
96Universal- Beteiligungs- und Servicegesellschaft mbH$12.2M1
97Tredje AP-fonden$11.8M1
98Asset Management One Co., Ltd.$11.6M1
99OSAIC HOLDINGS, INC.$10.1M1
100Nemes Rush Group LLC$9.8M1
101SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$9.4M1
102NOMURA ASSET MANAGEMENT CO LTD$9.4M1
103STIFEL FINANCIAL CORP$9.2M1
104Allspring Global Investments Holdings, LLC$9.1M1
105CREDIT AGRICOLE S A$9.1M1
106Creative Planning$9.0M1
107State of New Jersey Common Pension Fund D$9.0M1
108Peterson Wealth Services$9.0M1
109Resona Asset Management Co.,Ltd.$8.6M1
110XTX Topco Ltd$8.5M1
111US BANCORP \DE\$8.5M1
112Aware Super Pty Ltd as trustee of Aware Super$8.4M1
113FIFTH THIRD BANCORP$8.2M1
114Wilmington Savings Fund Society, FSB$7.9M1
115Cetera Investment Advisers$7.9M1
116CWA Asset Management Group, LLC$7.8M1
117CIBC Bancorp USA Inc.$7.7M1
118New Age Alpha Advisors, LLC$7.7M1
119Waverly Advisors, LLC$7.6M1
120Vinva Investment Management Ltd$7.5M1
121Man Group plc$7.4M1
122Arizona State Retirement System$7.4M1
123FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$7.4M1
124BURNEY CO/$7.3M1
125Numerai GP LLC$7.3M1
126Morningstar Investment Management LLC$7.3M1
127Greenfield Seitz Capital Management, LLC$7.2M1
128PUBLIC SECTOR PENSION INVESTMENT BOARD$7.2M1
129Lighthouse Investment Partners, LLC$7.1M1
130Czech National Bank$6.9M1
131STATE OF MICHIGAN RETIREMENT SYSTEM$6.9M1
132New England Professional Planning Group Inc.$6.8M1
133TWO SIGMA INVESTMENTS, LP$6.6M1
134Lansforsakringar Fondforvaltning AB (publ)$6.5M1
135CIBC Asset Management Inc$6.5M1
136Palmer Knight Co$6.3M1
137MACKENZIE FINANCIAL CORP$6.2M1
138STOREBRAND ASSET MANAGEMENT AS$6.2M1
139Rafferty Asset Management, LLC$6.2M1
140FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.1M1
141Swiss Life Asset Management Ltd$6.1M1
142LMG Wealth Partners, LLC$5.9M1
143COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.9M1
144WESTFIELD CAPITAL MANAGEMENT CO LP$5.8M1
145OneDigital Investment Advisors LLC$5.8M1
146IFM Investors Pty Ltd$5.7M1
147PANAGORA ASSET MANAGEMENT INC$5.6M1
148CAHABA WEALTH MANAGEMENT, INC.$5.6M1
149VOYA INVESTMENT MANAGEMENT LLC$5.6M1
150KETTLE HILL CAPITAL MANAGEMENT, LLC$5.5M1
151SEB Asset Management AB$5.5M1
152Mirae Asset Global Investments Co., Ltd.$5.5M1
153Retirement Systems of Alabama$5.4M1
154Corient Private Wealth LLC$5.4M1
155ProShare Advisors LLC$5.3M1
156Pathstone Holdings, LLC$5.2M1
157Swedbank AB$5.2M1
158CIBC WORLD MARKET INC.$5.1M1
159Voleon Capital Management LP$5.1M1
160QRG CAPITAL MANAGEMENT, INC.$5.1M1
161OPPENHEIMER ASSET MANAGEMENT INC.$4.9M1
162USS Investment Management Ltd$4.8M1
163HEARTLAND ADVISORS INC$4.8M1
164OP Asset Management Ltd$4.7M1
165Daiwa Securities Group Inc.$4.7M1
166WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.7M1
167COMMONWEALTH EQUITY SERVICES, LLC$4.6M1
168MACQUARIE GROUP LTD$4.6M1
169Vanguard Personalized Indexing Management, LLC$4.5M1
170NewEdge Advisors, LLC$4.5M1
171World Investment Advisors$4.5M1
172Hennion & Walsh Asset Management, Inc.$4.4M1
173XPONANCE LLC$4.4M1
174Assenagon Asset Management S.A.$4.3M1
175Kestra Advisory Services, LLC$4.3M1
176Bridgewater Associates, LP$4.3M1
177Access Investment Management LLC$4.3M1
178NEOS Investment Management LLC$4.2M1
179Utah Retirement Systems$4.2M1
180Eurizon Capital SGR S.p.A.$4.2M1
181Cardinal Capital Management$4.1M1
182CWM, LLC$4.1M1
183Beacon Pointe Advisors, LLC$4.1M1
184Focus Partners Wealth$4.0M1
185Summit Trail Advisors, LLC$3.9M1
186O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.9M1
187Concurrent Investment Advisors, LLC$3.9M1
188UniSuper Management Pty Ltd$3.8M1
189BUCKHEAD CAPITAL MANAGEMENT LLC$3.8M1
190NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.8M1
191Rakuten Investment Management, Inc.$3.8M1
192BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.7M1
193Cumberland Partners Ltd$3.7M1
194BANK OF NOVA SCOTIA$3.7M1
195Dana Investment Advisors, Inc.$3.6M1
196Gradient Investments LLC$3.6M1
197NORDEA INVESTMENT MANAGEMENT AB$3.6M1
198MML INVESTORS SERVICES, LLC$3.5M1
199Ensign Peak Advisors, Inc$3.5M1
200NISSAY ASSET MANAGEMENT CORP /JAPAN$3.5M1
201Sumitomo Mitsui DS Asset Management Company, Ltd$3.5M1
202Cerity Partners LLC$3.4M1
203OMERS ADMINISTRATION Corp$3.4M1
204Wealthfront Advisers LLC$3.4M1
205Empowered Funds, LLC$3.4M1
206SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.3M1
207BARNES PETTEY FINANCIAL ADVISORS, LLC$3.2M1
208Siemens Fonds Invest GmbH$3.2M1
209Schneider Downs Wealth Management Advisors, LP$3.1M1
210Janus Henderson Group Ltd.$3.1M1
211REGIONS FINANCIAL CORP$3.1M1
212Schonfeld Strategic Advisors LLC$3.1M1
213Kaydan Wealth Management, Inc.$3.1M1
214HighTower Advisors, LLC$2.9M1
215OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.9M1
216MAI Capital Management$2.9M1
217Gotham Asset Management, LLC$2.9M1
218DAVENPORT & Co LLC$2.8M1
219Millstone Evans Group, LLC$2.8M1
220ELEVATION POINT WEALTH PARTNERS, LLC$2.8M1
221Center for Financial Planning, Inc.$2.8M1
222STUART INVESTMENT ADVISORS, INC.$2.8M1
223Atria Investments, Inc$2.8M1
224HANCOCK WHITNEY CORP$2.7M1
225MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.7M1
226Bank Julius Baer & Co. Ltd, Zurich$2.7M1
227Sovereign's Capital Management, LLC$2.6M1
228Sanctuary Advisors, LLC$2.6M1
229Steward Partners Investment Advisory, LLC$2.6M1
230Wellspring Financial Advisors, LLC$2.5M1
231Orion Porfolio Solutions, LLC$2.5M1
232VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.5M1
233MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.4M1
234Candriam S.C.A.$2.4M1
235Aft, Forsyth & Sober, LLC$2.4M1
236United Asset Strategies, Inc.$2.4M1
237Intellus Advisors LLC$2.2M1
238&PARTNERS$2.1M1
239D.A. DAVIDSON & CO.$2.1M1
240High Net Worth Advisory Group LLC$2.1M1
241Stablepoint Partners, LLC$2.0M1
242Davis Investment Partners, LLC$2.0M1
243WINTON GROUP Ltd$2.0M1
244Elo Mutual Pension Insurance Co$2.0M1
245Apollon Wealth Management, LLC$2.0M1
246INCEPTIONR LLC$2.0M1
247Investment Management Corp of Ontario$1.9M1
248Heritage Wealth Advisors$1.9M1
249Envestnet Portfolio Solutions, Inc.$1.9M1
250Vestmark Advisory Solutions, Inc.$1.9M1
251Klingman & Associates, LLC$1.8M1
252M&T BANK CORP$1.8M1
253Brevan Howard Capital Management LP$1.7M1
254UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.7M1
255Fairtree Asset Management (Pty) Ltd$1.7M1
256Virtus Investment Advisers, LLC$1.6M1
257MGO ONE SEVEN LLC$1.6M1
258CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.6M1
259Norinchukin Bank, The$1.6M1
260JANE STREET GROUP, LLC$1.6M1
261KEYBANK NATIONAL ASSOCIATION/OH$1.5M1
262MIZUHO SECURITIES USA LLC$1.5M1
263Wedmont Private Capital$1.5M1
264NATIXIS$1.5M1
265GOLDEN ROAD ADVISORS LLC$1.5M1
266HUB Investment Partners, LLC$1.4M1
267FORA Capital, LLC$1.4M1
268GHP Investment Advisors, Inc.$1.4M1
269Western Wealth Management, LLC$1.4M1
270Crossmark Global Holdings, Inc.$1.4M1
271Gladstone Institutional Advisory LLC$1.4M1
272Meridian Wealth Advisors, LLC$1.4M1
273Banque Cantonale Vaudoise$1.4M1
274Curi Capital, LLC$1.4M1
275NLB Skladi, upravljanje premozenja, d.o.o.$1.4M1
276Board of the Pension Protection Fund$1.3M1
277Advocacy Wealth Management, LLC$1.3M1
278Gator Capital Management, LLC$1.3M1
279Osmosis Investment Management UK Ltd$1.3M1
280PATTON FUND MANAGEMENT, INC.$1.3M1
281Sequoia Financial Advisors, LLC$1.3M1
282Maryland State Retirement & Pension System$1.3M1
283CI INVESTMENTS INC.$1.3M1
284Tidal Investments LLC$1.3M1
285COMMERCE BANK$1.2M1
286Bill Few Associates, Inc.$1.2M1
287SIGNATUREFD, LLC$1.2M1
288Atlantic Union Bankshares Corp$1.2M1
289CHIRON CAPITAL MANAGEMENT, LLC$1.2M1
290Formidable Asset Management, LLC$1.2M1
291ABN AMRO INVESTMENT SOLUTIONS$1.2M1
292Dai-ichi Life Insurance Company, Ltd$1.2M1
293Cyndeo Wealth Partners, LLC$1.2M1
294Andrew Hill Investment Advisors, Inc.$1.2M1
295Vident Advisory, LLC$1.2M1
296TT International Asset Management LTD$1.2M1
297ING GROEP NV$1.2M1
298ALPINE WOODS CAPITAL INVESTORS, LLC$1.1M1
299CPC Advisors, LLC$1.1M1
300Caprock Group, LLC$1.1M1
301Capital Investment Advisors, LLC$1.1M1
302FULTON BANK, N.A.$1.1M1
303JSF Financial, LLC$1.1M1
304Metis Global Partners, LLC$1.1M1
305Rockefeller Capital Management L.P.$1.1M1
306MUIRFIELD WEALTH ADVISORS LLC$1.1M1
307RFG - Bristol Wealth Advisors, LLC$1.1M1
308Woodline Partners LP$1.1M1
309Lebenthal Global Advisors, LLC$1.1M1
310KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$1.0M1
311OXFORD FINANCIAL GROUP, LTD. LLC$1.0M1
312MUFG Securities EMEA plc$1.0M1
313GATEWAY INVESTMENT ADVISERS LLC$1.0M1
314INTECH INVESTMENT MANAGEMENT LLC$1.0M1
315TOKIO MARINE ASSET MANAGEMENT CO LTD$1.0M1
316Skylands Capital, LLC$970K1
317INTRUST BANK NA$960K1
318ONE PLUS ONE WEALTH MANAGEMENT, LLC$934K1
319STEPHENS INC /AR/$932K1
320STALEY CAPITAL ADVISERS INC$905K1
321Empirical Finance, LLC$900K1
322Uniting Wealth Partners, LLC$870K1
323Generali Asset Management SPA SGR$863K1
324Lombard Odier Asset Management (Switzerland) SA$854K1
325Guinness Asset Management LTD$851K1
326Y-Intercept (Hong Kong) Ltd$844K1
327AlphaCore Capital LLC$831K1
328HBK Sorce Advisory LLC$816K1
329NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$813K1
330INTACT INVESTMENT MANAGEMENT INC.$796K1
331MOODY NATIONAL BANK TRUST DIVISION$789K1
332Signature Wealth Management Group$784K1
333BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$780K1
334AE Wealth Management LLC$768K1
335Blue Trust, Inc.$767K1
336HB Wealth Management, LLC$760K1
337EVERGREEN CAPITAL MANAGEMENT LLC$753K1
338North Dakota State Investment Board$746K1
339Peak Planning Group, LLC$744K1
340Net Worth Advisory Group$728K1
341denkapparat Operations GmbH$726K1
342MILLENNIUM MANAGEMENT LLC$726K1
343COLDSTREAM CAPITAL MANAGEMENT INC$722K1
344Bridgewater Advisors Inc.$718K1
345Laird Norton Wetherby Trust Company, LLC$714K1
346Wealthcare Advisory Partners LLC$708K1
347EFG International AG$705K1
348Tranquility Partners, LLC$702K1
349Avanza Fonder AB$694K1
350Grantham, Mayo, Van Otterloo & Co. LLC$686K1
351SECURIAN ASSET MANAGEMENT, INC$678K1
352one8zero8, LLC$671K1
353Lido Advisors, LLC$668K1
354NOMURA HOLDINGS INC$664K1
355ABLE Financial Group, LLC$657K1
356WETZEL INVESTMENT ADVISORS, INC.$656K1
357QUADRANT CAPITAL GROUP LLC$655K1
358JOHNSON INVESTMENT COUNSEL INC$639K1
359TEMA ETFS LLC$635K1
360NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$620K1
361HARRELL INVESTMENT PARTNERS, LLC$605K1
362GREAT VALLEY ADVISOR GROUP, INC.$590K1
363NorthCrest Asset Manangement, LLC$590K1
364Dynamic Technology Lab Private Ltd$569K1
365TECTONIC ADVISORS LLC$563K1
366NORDEN GROUP LLC$561K1
367Savant Capital, LLC$554K1
368Global Financial Private Client, LLC$553K1
369Qsemble Capital Management, LP$552K1
370BENJAMIN EDWARDS INC$552K1
371PRUDENTIAL PLC$547K1
372Caitlin John, LLC$545K1
373DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$542K1
374Integrated Advisors Network LLC$535K1
375CAPSTONE INVESTMENT ADVISORS, LLC$532K1
376Keating Financial Advisory Services, Inc.$530K1
377Rehmann Capital Advisory Group$530K1
378GUGGENHEIM CAPITAL LLC$518K1
379Callan Family Office, LLC$510K1
380Vise Technologies, Inc.$509K1
381Texas Yale Capital Corp.$499K1
382COOKSON PEIRCE & CO INC$494K1
383Westerkirk Capital Inc.$492K1
384Atlanta Consulting Group Advisors, LLC$490K1
385BOK Financial Private Wealth, Inc.$486K1
386Waterloo Capital, L.P.$482K1
387Chicago Partners Investment Group LLC$475K1
388Tower Research Capital LLC (TRC)$473K1
389Beverly Hills Private Wealth, LLC$468K1
390Visionary Wealth Advisors$467K1
391LEVEL FOUR ADVISORY SERVICES, LLC$467K1
392Kingsview Wealth Management, LLC$462K1
393ASR Vermogensbeheer N.V.$459K1
394Aaron Wealth Advisors LLC$456K1
395Merit Financial Group, LLC$451K1
396Novak & Powell Financial Services, Inc.$445K1
397Quad-Cities Investment Group, LLC$445K1
398Coquina Private Wealth LLC$444K1
399OPPENHEIMER & CO INC$424K1
400EntryPoint Capital, LLC$423K1
401Tannin Capital LLC$422K1
402Shulman DeMeo Asset Management LLC$420K1
403KESTRA PRIVATE WEALTH SERVICES, LLC$418K1
404Sowell Financial Services LLC$410K1
405Walleye Capital LLC$409K1
406Legacy Wealth Asset Management, LLC$407K1
407TEACHER RETIREMENT SYSTEM OF TEXAS$405K1
408Ballentine Partners, LLC$402K1
409Smartleaf Asset Management LLC$401K1
410FORM Wealth Advisors, LLC$400K1
411Checchi Capital Advisers, LLC$400K1
412MTM Investment Management, LLC$398K1
413ANCHYRA PARTNERS LLC$397K1
414BLAIR WILLIAM & CO/IL$395K1
415Great Lakes Retirement, Inc.$394K1
416Cornerstone Wealth Group, LLC$387K1
417Wealthspire Advisors, LLC$382K1
418PURSUIT WEALTH STRATEGIES, LLC$380K1
419BALYASNY ASSET MANAGEMENT L.P.$379K1
420Blue Chip Partners, LLC$377K1
421Agate Pass Investment Management, LLC$374K1
422Prospera Financial Services Inc$374K1
423CALTON & ASSOCIATES, INC.$370K1
424Annis Gardner Whiting Capital Advisors, LLC$366K1
425Phillips Wealth Planners LLC$366K1
426CHOREO, LLC$363K1
427Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$362K1
428First Eagle Investment Management, LLC$358K1
429Meeder Advisory Services, Inc.$358K1
430Darwin Wealth Management, LLC$354K1
431WESTPAC BANKING CORP$353K1
432Morey & Quinn Wealth Partners, LLC$353K1
433Evercore Wealth Management, LLC$352K1
434DRIVE WEALTH MANAGEMENT, LLC$348K1
435United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$347K1
436Vontobel Holding Ltd.$347K1
437Mattson Financial Services, LLC$341K1
438Samalin Investment Counsel, LLC$340K1
439Brown Financial Advisors$339K1
440MIRABELLA FINANCIAL SERVICES LLP$338K1
441Cadent Capital Advisors, LLC$337K1
442SALEM INVESTMENT COUNSELORS INC$335K1
443Clarus Group, Inc.$329K1
444TMB Capital Partners, LLC$328K1
445SEARLE & CO.$327K1
446PRINCIPAL SECURITIES, INC.$322K1
447Capula Management Ltd$315K1
448Confluence Wealth Services, Inc.$313K1
449Advisory Alpha, LLC$312K1
450Bryn Mawr Trust Advisors, LLC$309K1
451Blueshift Asset Management, LLC$309K1
452Essex Financial Services, Inc.$309K1
453Engineers Gate Manager LP$309K1
454Texas Capital Bank Wealth Management Services Inc$305K1
455Sun Financial Inc$302K1
456Revolve Wealth Partners, LLC$301K1
457COLLECTIVE FAMILY OFFICE LLC$299K1
458MATHER GROUP, LLC.$297K1
459Trust Asset Management LLC$295K1
460Horizon Advisory Services, Inc.$294K1
461Allred Capital Management, LLC$294K1
462FLAGSHIP HARBOR ADVISORS, LLC$290K1
463Principle Wealth Partners LLC$290K1
464Koshinski Asset Management, Inc.$288K1
465OpenArc Corporate Advisory, LLC$285K1
466DELTA ASSET MANAGEMENT LLC/TN$284K1
467Pinnacle Financial Partners, Inc.$279K1
468Stonebrook Private Inc.$275K1
469MQS Management LLC$271K1
470Dynamic Advisor Solutions LLC$268K1
471Southeast Asset Advisors, LLC$267K1
472EP Wealth Advisors, LLC$266K1
473CENTRAL TRUST Co$265K1
474Jefferies Financial Group Inc.$263K1
475Henderson Brothers Financial Partners, LLC$263K1
476NOVARE CAPITAL MANAGEMENT LLC$262K1
477Portside Wealth Group, LLC$261K1
478Spire Wealth Management$260K1
479Aspire Growth Partners LLC$257K1
480GTS SECURITIES LLC$256K1
481NewEdge Wealth, LLC$253K1
482SAGESPRING WEALTH PARTNERS, LLC$251K1
483BERKSHIRE ASSET MANAGEMENT LLC/PA$251K1
484Compound Planning, Inc.$248K1
485Edgestream Partners, L.P.$246K1
486EXCHANGE TRADED CONCEPTS, LLC$242K1
487EDMP, INC.$241K1
488Empirical Asset Management, LLC$240K1
489Arax Advisory Partners$240K1
490Inscription Capital, LLC$239K1
491Kohmann Bosshard Financial Services, LLC$237K1
492TD Waterhouse Canada Inc.$237K1
493Belpointe Asset Management LLC$234K1
494NICOLET BANKSHARES INC$234K1
495Smith Partners Wealth Management, LLC$232K1
496Carson Advisory Inc.$230K1
497Financial Planning Hawaii, Inc.$229K1
498Ameritas Investment Partners, Inc.$228K1
499Frec Markets, Inc.$227K1
500LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$225K1
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 RJF

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for RJF · financials and macro

Financials — as filed PLANNED

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