Public record / Tickers / SAN

SAN — Banco Santander, S.A.

Both disclosure regimes on one name: who in Congress filed about SAN, 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 SAN
Members · 12m
2
4 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Daniel S. Goldman · $50.0K–$100K

Sale · traded 2023-07-10 → filed 2023-08-13. Ranked over every SAN row by the provable lower bound, never a point estimate.

2 members · 4 buys / 0 sells

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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SAN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SAN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-31 LATE·112d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$15K–$50K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 06-09 +23d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 02-03 +10d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-10 +34d$50K–$100K
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 SAN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SAN 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.
Alan Armstrong R–OK2$16.0K to $65.0K2
Gilbert Ray Cisneros, Jr. D–CA-312$2.0K to $30.0K2

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

Congress ↔ notable managers · SAN

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

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31 $17K–$80K
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
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on SAN
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$15K–$50K
2026-07-02Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K

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 SAN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1MORGAN STANLEY$881M1
2FMR LLC$440M1
3BlackRock, Inc.$179M1
4Capital International Investors$162M1
5Chevy Chase Trust Holdings, LLC$156M1
6NORTHERN TRUST CORP$151M1
7BANK OF AMERICA CORP /DE/$129M1
8DIMENSIONAL FUND ADVISORS LP$123M1
9LAZARD ASSET MANAGEMENT LLC$94.6M1
10Clearbridge Investments, LLC$87.2M1
11CITIGROUP INC$86.6M1
12CIBC Bancorp USA Inc.$86.2M1
13Clark Capital Management Group, Inc.$75.6M1
14TODD ASSET MANAGEMENT LLC$73.9M1
15ENVESTNET ASSET MANAGEMENT INC$70.6M1
16UBS Group AG$67.0M1
17AMERICAN CENTURY COMPANIES INC$63.4M1
18BARCLAYS PLC$56.5M1
19RAYMOND JAMES FINANCIAL INC$47.1M1
20WELLS FARGO & COMPANY/MN$47.1M1
21JPMORGAN CHASE & CO$38.2M1
22Point72 Asset Management, L.P.$31.7M1
23Quantinno Capital Management LP$29.0M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$28.7M1
25ROYAL BANK OF CANADA$28.0M1
26Creative Planning$25.8M1
27O'SHAUGHNESSY ASSET MANAGEMENT, LLC$21.9M1
28AQR CAPITAL MANAGEMENT LLC$20.0M1
29LPL Financial LLC$19.0M1
30Wilkinson Global Asset Management LLC$18.5M1
31QRG CAPITAL MANAGEMENT, INC.$16.6M1
32Capital Wealth Planning, LLC$16.4M1
33MERCER GLOBAL ADVISORS INC /ADV$14.6M1
34Mariner, LLC$12.5M1
35Crossmark Global Holdings, Inc.$12.3M1
36STIFEL FINANCIAL CORP$11.8M1
37SEI INVESTMENTS CO$10.8M1
38Cerity Partners LLC$10.8M1
39Pathstone Holdings, LLC$10.7M1
40Steamboat Capital Partners, LLC$10.2M1
41Integrated Quantitative Investments LLC$8.9M1
42RWA WEALTH PARTNERS, LLC$8.8M1
43STATE STREET CORP$8.6M1
44MML INVESTORS SERVICES, LLC$8.6M1
45Cetera Investment Advisers$7.9M1
46NOMURA HOLDINGS INC$7.9M1
47Orion Porfolio Solutions, LLC$7.7M1
48US BANCORP \DE\$7.6M1
49Vanguard Personalized Indexing Management, LLC$7.4M1
50FIRST TRUST ADVISORS LP$7.3M1
51Vident Advisory, LLC$7.2M1
52Compass Rose Asset Management, LP$7.2M1
53Callan Family Office, LLC$6.5M1
54QUADRANT CAPITAL GROUP LLC$6.1M1
55HighTower Advisors, LLC$5.9M1
56FACTORY MUTUAL INSURANCE CO$5.8M1
57Laird Norton Wetherby Trust Company, LLC$5.7M1
58Connor, Clark & Lunn Investment Management Ltd.$5.5M1
59SAMLYN CAPITAL, LLC$5.1M1
60RITHOLTZ WEALTH MANAGEMENT$4.8M1
61ASSETMARK, INC$4.5M1
62Brooklyn Investment Group$4.2M1
63SIGNATUREFD, LLC$4.1M1
64Focus Partners Wealth$4.0M1
65Lighthouse Investment Partners, LLC$4.0M1
66NewEdge Wealth, LLC$4.0M1
67Naviter Wealth, LLC$3.9M1
68Verition Fund Management LLC$3.9M1
69Corient Private Wealth LLC$3.8M1
70Arlington Capital Management, Inc.$3.8M1
71OPPENHEIMER ASSET MANAGEMENT INC.$3.8M1
72Advisors Asset Management, Inc.$3.8M1
73IEQ CAPITAL, LLC$3.8M1
74Sanctuary Advisors, LLC$3.7M1
75BANK OF MONTREAL /CAN/$3.6M1
76SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.5M1
77&PARTNERS$3.4M1
78CacheTech Inc.$3.3M1
79Optiver Holding B.V.$3.2M1
80JANE STREET GROUP, LLC$3.2M1
81GUARDIAN CAPITAL LP$3.1M1
82Sequoia Financial Advisors, LLC$3.1M1
83Vestmark Advisory Solutions, Inc.$3.0M1
84Compound Planning, Inc.$3.0M1
85SCOTIA CAPITAL INC.$2.9M1
86Pekin Hardy Strauss, Inc.$2.9M1
87EVERGREEN CAPITAL MANAGEMENT LLC$2.8M1
88Adams Wealth Management$2.8M1
89UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.7M1
90PEAK6 LLC$2.7M1
91Caprock Group, LLC$2.6M1
92SIH Partners, LLLP$2.5M1
93Apollon Wealth Management, LLC$2.5M1
94Walleye Capital LLC$2.5M1
95American Trust Investment Advisors, LLC$2.4M1
96TRUIST FINANCIAL CORP$2.4M1
97Aaron Wealth Advisors LLC$2.2M1
98UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.2M1
99Bleakley Financial Group, LLC$2.2M1
100CHOREO, LLC$2.2M1
101Vise Technologies, Inc.$2.1M1
102OSAIC HOLDINGS, INC.$2.1M1
103Capital Research Global Investors$2.1M1
104OPPENHEIMER & CO INC$2.1M1
105Ballentine Partners, LLC$2.0M1
106Allspring Global Investments Holdings, LLC$2.0M1
107PRINCIPAL SECURITIES, INC.$2.0M1
108Atria Investments, Inc$1.9M1
109Rockefeller Capital Management L.P.$1.9M1
110Redhawk Wealth Advisors, Inc.$1.9M1
111Dynasty Wealth Management, LLC$1.9M1
112CIBC Asset Management Inc$1.8M1
113Verdence Capital Advisors LLC$1.8M1
114KEYBANK NATIONAL ASSOCIATION/OH$1.8M1
115Qtron Investments LLC$1.8M1
116Smartleaf Asset Management LLC$1.7M1
117Summit Trail Advisors, LLC$1.7M1
118Savant Capital, LLC$1.6M1
119Sivia Capital Partners, LLC$1.6M1
120Venture Visionary Partners LLC$1.6M1
121WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M1
122LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$1.5M1
123PINNACLE ASSOCIATES LTD$1.5M1
124M&T BANK CORP$1.4M1
125COMMONWEALTH EQUITY SERVICES, LLC$1.4M1
126NewEdge Advisors, LLC$1.4M1
127Dorsey & Whitney Trust CO LLC$1.3M1
128Marks Group Wealth Management, Inc$1.3M1
129Lido Advisors, LLC$1.2M1
130Capital World Investors$1.2M1
131FIFTH THIRD BANCORP$1.2M1
132Burkett Asset Management Ltd$1.1M1
133Engineers Gate Manager LP$1.1M1
134Merit Financial Group, LLC$1.1M1
135Kathmere Capital Management, LLC$1.1M1
136Invesco Ltd.$1.1M1
137Baron Wealth Management LLC$1.1M1
138Archford Capital Strategies, LLC$1.0M1
139OneDigital Investment Advisors LLC$1.0M1
140BLAIR WILLIAM & CO/IL$999K1
141MATHER GROUP, LLC.$997K1
142Bain Capital Public Equity, LP$996K1
143Themes Management Co LLC$995K1
144Jain Global LLC$986K1
145SAGESPRING WEALTH PARTNERS, LLC$953K1
146Strategic Global Advisors, LLC$936K1
147REGIONS FINANCIAL CORP$929K1
148COLDSTREAM CAPITAL MANAGEMENT INC$907K1
149Gallacher Capital Management LLC$901K1
150HB Wealth Management, LLC$900K1
151Prospera Financial Services Inc$875K1
152Clearstead Advisors, LLC$869K1
153Ashton Thomas Private Wealth, LLC$869K1
154Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$861K1
155Private Advisor Group, LLC$842K1
156Ascent Group, LLC$800K1
157Abel Hall, LLC$796K1
158Checchi Capital Advisers, LLC$793K1
159JMN Financial LLC$769K1
160Legacy Wealth Asset Management, LLC$764K1
161PDS Planning, Inc$749K1
162Orca Wealth Management, LLC$742K1
163FRANKLIN RESOURCES INC$734K1
164Pinnacle Wealth Planning Services, Inc.$718K1
165Five Oceans Advisors$710K1
166HORIZON KINETICS ASSET MANAGEMENT LLC$703K1
167CWM, LLC$679K1
168Walleye Trading LLC$676K1
169Focused Wealth Management, Inc$665K1
170Equitable Holdings, Inc.$651K1
171Frec Markets, Inc.$645K1
172Focus Partners Advisor Solutions, LLC$643K1
173Independent Advisor Alliance$622K1
174Gateway Wealth Partners, LLC$615K1
175SAGE RHINO CAPITAL LLC$611K1
176EP Wealth Advisors, LLC$588K1
177Aviso Financial Inc.$579K1
178HUB Investment Partners, LLC$575K1
179Envestnet Portfolio Solutions, Inc.$566K1
180INTRUST BANK NA$561K1
181Aprio Wealth Management, LLC$553K1
182LVW Advisors, LLC$547K1
183Allworth Financial LP$547K1
184Cresset Asset Management, LLC$532K1
185BENJAMIN EDWARDS INC$528K1
186Beacon Pointe Advisors, LLC$521K1
187Wedmont Private Capital$521K1
188EVOLVE PRIVATE WEALTH, LLC$514K1
189TD Waterhouse Canada Inc.$508K1
190KESTRA PRIVATE WEALTH SERVICES, LLC$498K1
191Portside Wealth Group, LLC$489K1
192DIVERSIFY WEALTH MANAGEMENT, LLC$487K1
193Greenspring Advisors, LLC$476K1
194INDEPENDENT FINANCIAL GROUP, LLC$467K1
195HUNTINGTON NATIONAL BANK$456K1
196CREDIT AGRICOLE S A$456K1
197AXQ CAPITAL, LP$438K1
198Sovran Advisors, LLC$429K1
199XPONANCE LLC$429K1
200WEALTH ALLIANCE, LLC$428K1
201Federation des caisses Desjardins du Quebec$427K1
202Waterfront Wealth Inc.$425K1
203SEEDS INVESTOR LLC$422K1
204ANCHYRA PARTNERS LLC$419K1
205Cromwell Holdings LLC$415K1
206Ascentis Independent Advisors$405K1
207New Republic Capital, LLC$404K1
208Storgate, LLC$399K1
209WEALTHEDGE INVESTMENT ADVISORS, LLC$399K1
210Gibbs Wealth Management$399K1
211IMC-Chicago, LLC$398K1
212SYM FINANCIAL Corp$397K1
213Bridgewater Advisors Inc.$394K1
214Jefferies Financial Group Inc.$390K1
215Kovack Advisors, Inc.$383K1
216NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$381K1
21755 North Private Wealth, LLC$379K1
218May Hill Capital, LLC$375K1
219PFW Advisors LLC$365K1
220Governors Lane LP$364K1
221Roehl & Yi Investment Advisors, LLC$361K1
222Arax Advisory Partners$354K1
223EARNED WEALTH ADVISORS, LLC$345K1
224West Family Investments, Inc.$344K1
225D'Orazio & Associates, Inc.$343K1
226Concurrent Investment Advisors, LLC$341K1
227OLD NATIONAL BANCORP /IN/$339K1
228Optas, LLC$337K1
229RIVERSEDGE ADVISORS, LLC$330K1
230World Investment Advisors$318K1
231Snowden Capital Advisors LLC$307K1
232GRIMES & Co WEALTH MANAGEMENT, LLC$302K1
233Syverson Strege & Co$298K1
234HANCOCK WHITNEY CORP$298K1
2351834 INVESTMENT ADVISORS CO$294K1
236Sowell Financial Services LLC$294K1
237GFS Advisors, LLC$293K1
238Transamerica Financial Advisors, LLC$289K1
239MGO ONE SEVEN LLC$283K1
240CONTRAVISORY INVESTMENT MANAGEMENT, INC.$283K1
241Athena Wealth Management, LLC$283K1
242Legacy Capital Group California, Inc.$280K1
243Modern Wealth Management, LLC$277K1
244Global Trust Asset Management, LLC$276K1
245Waverly Advisors, LLC$274K1
246Hoxton Planning & Management, LLC$273K1
247Activest Wealth Management$273K1
248NORDEN GROUP LLC$272K1
249SteelPeak Wealth, LLC$271K1
250Snider Financial Group$271K1
251CogentBlue Wealth Advisors, LLC$270K1
252Sonoma Allocations LLC$269K1
253a16z Perennial Management, L.P.$269K1
254NATIONAL BANK OF CANADA /FI/$268K1
255Csenge Advisory Group$266K1
256Rehmann Capital Advisory Group$260K1
257MOODY NATIONAL BANK TRUST DIVISION$260K1
258JACKSON THORNTON WEALTH MANAGEMENT, LLC$256K1
259Eagle Strategies LLC$255K1
260INSIGNEO ADVISORY SERVICES, LLC$251K1
261Wealthspire Advisors, LLC$248K1
262Foster Group, Inc.$245K1
263ANGELES WEALTH MANAGEMENT, LLC$244K1
264Savvy Advisors, Inc.$241K1
265GeoWealth Management, LLC$241K1
266Stratos Wealth Partners, LTD.$238K1
267Perigon Wealth Management, LLC$237K1
268Fulcrum Equity Management$236K1
269HBK Sorce Advisory LLC$236K1
270Impact Capital Partners LLC$234K1
271MATTERS CAPITAL LLC$234K1
272DRIVE WEALTH MANAGEMENT, LLC$232K1
273FIDUCIARY TRUST CO$231K1
274LAVELLE CAPITAL LP$231K1
275PERSONAL CFO SOLUTIONS, LLC$228K1
276Resonant Capital Advisors, LLC$226K1
277First Affirmative Financial Network$224K1
278FIDUCIARY FINANCIAL GROUP, LLC$224K1
279Pure Financial Advisors, LLC$210K1
280Ariadne Wealth Management, LP$209K1
281Mitsubishi UFJ Asset Management Co., Ltd.$207K1
282ALLIANCEBERNSTEIN L.P.$203K1
283SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$203K1
284XXI WEALTH, LLC$203K1
285Dynamic Advisor Solutions LLC$202K1
286EVOKE WEALTH, LLC$200K1
287Keebeck Wealth Management$200K1
288FLPUTNAM INVESTMENT MANAGEMENT CO$197K1
289Diversified Trust Co$197K1
290Choate Investment Advisors$191K1
291VANGUARD CAPITAL MANAGEMENT LLC$188K1
292SmartHarvest Portfolios, LLC$187K1
293Gotham Asset Management, LLC$187K1
294Procyon Advisors, LLC$185K1
295Soltis Investment Advisors LLC$185K1
296BAKER TILLY WEALTH MANAGEMENT, LLC$184K1
297Flatrock Wealth Partners LLC$182K1
298AE Wealth Management LLC$182K1
299Keel Point, LLC$182K1
300Strategic Financial Concepts, LLC$181K1
301Mayflower Financial Advisors, LLC$181K1
302JOURNEY STRATEGIC WEALTH LLC$181K1
303Stratos Investment Management, LLC$180K1
304Elm Partners Management LLC$179K1
305Moors & Cabot, Inc.$179K1
306Cornerstone Wealth Group, LLC$178K1
307ELEVATION POINT WEALTH PARTNERS, LLC$176K1
308Diversified Enterprises, LLC$176K1
309Sunpointe, LLC$174K1
310New Vernon Capital Holdings II LLC$171K1
311ENTERPRISE FINANCIAL SERVICES CORP$170K1
312Aspen Grove Capital, LLC$170K1
313Summit Financial, LLC$169K1
314Avidian Wealth Enterprises, LLC$169K1
315Everhart Financial Group, Inc.$168K1
316B. Riley Wealth Advisors, Inc.$168K1
317August Group Capital Ltd$162K1
318Composition Wealth, LLC$160K1
319Avestar Capital, LLC$158K1
320Samalin Investment Counsel, LLC$158K1
321Addison Advisors LLC$154K1
322OneAscent Financial Services LLC$154K1
323VestGen Advisors, LLC$150K1
324Drucker Wealth 3.0, LLC$150K1
325PharVision Advisers, LLC$150K1
326COMMERCE BANK$148K1
327GREAT VALLEY ADVISOR GROUP, INC.$146K1
328Curated Wealth Partners LLC$146K1
329Bulltick Wealth Management, LLC$146K1
330Freestone Capital Holdings, LLC$146K1
331Kingsman Wealth Management, Inc.$143K1
332Brucke Financial, Inc.$143K1
333Alvarez & Marsal Private Wealth Partners, LLC$140K1
334Advisors Capital Management, LLC$139K1
335Frank, Rimerman Advisors LLC$139K1
336Stonebrook Private Inc.$139K1
337Livet Wealth, LLC$139K1
338Quadrant Private Wealth Management, LLC$138K1
339Reliant Investment Partners, LLC$136K1
340Scissortail Wealth Management, LLC$135K1
341S Harris Financial Group, LLC$135K1
342Western Financial Corp/CA$135K1
343Owl Creek Wealth Partners LLC$135K1
344GENESIS PRIVATE WEALTH, LLC$133K1
345National Philanthropic Trust$131K1
346Klingman & Associates, LLC$131K1
347VICTORY FINANCIAL GROUP, LLC$131K1
348BBR PARTNERS, LLC$130K1
349Petros Family Wealth, LLC$130K1
350EXENCIAL WEALTH ADVISORS, LLC$130K1
351LifeGoal Investments, LLC$130K1
352Vawter Financial, Ltd.$130K1
353BROWN ADVISORY INC$129K1
354Kestra Advisory Services, LLC$128K1
355MLP3, LLC$128K1
356Connecticut Capital Management Group, LLC$128K1
357Independent Wealth Network Inc.$127K1
358FOUNDERS GROVE WEALTH PARTNERS, LLC$127K1
359BOOTHBAY FUND MANAGEMENT, LLC$126K1
360Pacific Excel Wealth Advisors, Inc.$126K1
361Nolet Wealth Management, LLC$126K1
362Boltwood Capital Management$124K1
363Brookstone Capital Management$124K1
364MAI Capital Management$123K1
365MILLENNIUM MANAGEMENT LLC$123K1
366Werba Rubin Papier Wealth Management$122K1
367Nova R Wealth, Inc.$122K1
368Elequin Capital, LP$121K1
369PCM Encore, LLC$119K1
370BINGHAM PRIVATE WEALTH, LLC$119K1
371U.S. Capital Wealth Advisors, LLC$119K1
372Steward Partners Investment Advisory, LLC$117K1
373MISSION WEALTH MANAGEMENT, LP$117K1
374Curi Capital, LLC$117K1
375STEPHENS INC /AR/$116K1
376Carrera Capital Advisors$115K1
377FIDELIS CAPITAL PARTNERS, LLC$115K1
378Sepio Capital, LP$115K1
379Walkner Condon Financial Advisors LLC$114K1
380EWA, LLC$113K1
381One68 Global Capital, LLC$111K1
382Larson Financial Group LLC$96.4K1
383JFS WEALTH ADVISORS, LLC$89.4K1
384Destiny Wealth Partners, LLC$75.9K1
385WealthCollab, LLC$75.8K1
386Parkside Financial Bank & Trust$69.6K1
387True Wealth Design, LLC$66.3K1
388FOSTER DYKEMA CABOT & PARTNERS, LLC$57.3K1
389Murphy & Mullick Capital Management Corp$51.6K1
390Blue Trust, Inc.$51.5K1
391UMB Bank, n.a.$51.0K1
392Dogwood Wealth Management LLC$49.4K1
393FEDERATED HERMES, INC.$32.8K1
394Signature Equity Partners, LLC$26.1K1
395Acumen Wealth Advisors, LLC$26.0K1
396SHP Wealth Management$26.0K1
397Retirement Wealth Solutions LLC$24.4K1
398Wellington Grp LLC$24.0K1
399Annis Gardner Whiting Capital Advisors, LLC$23.3K1
400Sachetta, LLC$22.7K1
401FINANCIAL CONSULATE, INC$22.2K1
402Physician Wealth Advisors, Inc.$22.2K1
403ALBION FINANCIAL GROUP /UT$19.3K1
404EFG International AG$19.3K1
405Medallion Wealth Advisors, LLC$19.2K1
406Hilltop Holdings Inc.$17.2K1
407Manchester Capital Management LLC$16.6K1
408Grove Bank & Trust$15.7K1
409BROWN, LISLE/CUMMINGS, INC.$14.9K1
410MCGUIRE CAPITAL ADVISORS INC$13.5K1
411GHP Investment Advisors, Inc.$13.5K1
412Bell Investment Advisors, Inc$13.1K1
413SJS Investment Consulting Inc.$12.4K1
414Kilter Group LLC$10.9K1
415Valued Wealth Advisors LLC$10.4K1
416Tower Research Capital LLC (TRC)$9.5K1
417Cassaday & Co Wealth Management LLC$9.3K1
418Stone House Investment Management, LLC$9.1K1
419PROFFITT & GOODSON INC$8.1K1
420JNBA Financial Advisors$7.9K1
421HALBERT HARGROVE GLOBAL ADVISORS, LLC$7.6K1
422JPL Wealth Management, LLC$7.1K1
423HM PAYSON & CO$6.8K1
424Intentional Wealth Strategies, LLC$6.3K1
425Paladin Partners, LLC$5.8K1
426Triumph Capital Management$5.7K1
427HighMark Wealth Management LLC$5.5K1
428Beaird Harris Wealth Management, LLC$5.2K1
429Asset Dedication, LLC$5.1K1
430PARK AVENUE SECURITIES LLC$5.1K1
431TOTH FINANCIAL ADVISORY CORP$5.0K1
432Bravera Wealth$4.4K1
433Burk Holdings LLC$4.4K1
434SALEM INVESTMENT COUNSELORS INC$4.1K1
435Elevated Capital Advisors, LLC$3.8K1
436WEBSTER BANK, N. A.$3.4K1
437MidFirst Bank$2.9K1
438AMERIFLEX GROUP, INC.$2.5K1
439MV CAPITAL MANAGEMENT, INC.$2.5K1
440CENTRAL TRUST Co$2.3K1
441American Capital Advisory, LLC$2.3K1
442Hamrick Investment Counsel, llc$2.3K1
443HRT FINANCIAL LP$2.1K1
444TOMPKINS FINANCIAL CORP$1.4K1
445Godfrey Financial Associates, Inc.$1.4K1
446TD Capital Management LLC$1.2K1
447WPG Advisers, LLC$1.2K1
448Atlantic Edge Private Wealth Management, LLC$1.1K1
449Frazier Financial Advisors, LLC$1.1K1
450Prestige Wealth Management Group LLC$9331
451ACADIAN ASSET MANAGEMENT LLC$8491
452Nvest Wealth Strategies, Inc.$4741
453West Branch Capital LLC$4231
454Cambridge Investment Research Advisors, Inc.$3751
455NATURAL INVESTMENTS, LLC$3651
456THRIVENT FINANCIAL FOR LUTHERANS$3341
457Private Wealth Management Group, LLC$1581
458Security National Bank$791
459Smithfield Trust Co$561
460VALLEY NATIONAL ADVISERS INC$441
461DHJJ Financial Advisors, Ltd.$231
462NOMURA ASSET MANAGEMENT CO LTD$01
463VANGUARD GROUP INC$01
464GLENMEDE TRUST CO NA$01
465HARBOUR INVESTMENTS, INC.$01
466GROUP ONE TRADING LLC$01
4671832 Asset Management L.P.$01
468MARIETTA INVESTMENT PARTNERS LLC$01
469ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
470CIBC Private Wealth Group LLC$01
471Cadence Bank$01
472Campbell & CO Investment Adviser LLC$01
473GSA CAPITAL PARTNERS LLP$01
474CIBC WORLD MARKET INC.$01
475CITADEL ADVISORS LLC$01
476GTS SECURITIES LLC$01
477Calamos Wealth Management LLC$01
478BSW Wealth Partners$01
479NWAM LLC$01
480Aptus Capital Advisors, LLC$01
481Clarius Group, LLC$01
482Summit Global Investments$01
483AlphaCore Capital LLC$01
484Qube Research & Technologies Ltd$01
485Crewe Advisors LLC$01
486Investors Research Corp$01
487Global Retirement Partners, LLC$01
488Gladstone Institutional Advisory LLC$01
489Inscription Capital, LLC$01
490CERTUITY, LLC$01
491State of Wyoming$01
492Sage Mountain Advisors LLC$01
493AlTi Global, Inc.$01
494DV EQUITIES, LLC$01
495Interchange Capital Partners, LLC$01
496NFSG Corp$01
497Stiles Financial Services Inc$01
498AXXCESS WEALTH MANAGEMENT, LLC$01
499Forum Financial Management, LP$01
500SageView Advisory Group, LLC$01
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)4 buy / 0 sell
Congress net ($ bound)$18.0K to $95.0K
Filers net (actions)not in build
Filers net ($ 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 SAN

RETAINED WINDOW · ACTIVE HITS
Signal hits naming SAN
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for SAN · financials and macro

Financials — as filed PLANNED

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