Public record / Tickers / SAP

SAP — SAP SE

Both disclosure regimes on one name: who in Congress filed about SAP, 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
53
all PTR rows naming SAP
Members · 12m
4
4 buys · 5 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

Bradley Scott Schneider · $250K–$500K

Sale · traded 2018-01-12 → filed 2018-02-15. Ranked over every SAP row by the provable lower bound, never a point estimate.

4 members · 4 buys / 5 sells

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

10 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

20 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. 20 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SAP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SAP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$15K–$50K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 11-07 +38d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 53 ↗

Members active in SAP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SAP 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-95−$43.0K to $27.0K2
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Alan Armstrong R–OK1$15.0K to $50.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · SAP

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $15K–$50K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Gotham Asset Management $273K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SAP SE

Merged timeline of congressional filings and notable-manager moves on SAP
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$15K–$50K
2026-05-15Ruane Cunniff & Goldfarb 13Fadd+703,982 sh
2026-05-15Tudor Investment Corp 13Fadd+112,493 sh
2026-05-15Gotham Asset Management 13Ftrim−67 sh

4 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 SAP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1EAGLE CAPITAL MANAGEMENT LLC$1.3B1
2FMR LLC$1.1B1
3Capital International Investors$854M1
4D. E. Shaw & Co., Inc.$729M1
5MORGAN STANLEY$619M1
6WINDACRE PARTNERSHIP LLC$473M1
7BANK OF AMERICA CORP /DE/$346M1
8NORTHERN TRUST CORP$245M1
9UBS Group AG$236M1
10BlackRock, Inc.$197M1
11Quadrature Capital Ltd$196M1
12Tidal Investments LLC$173M1
13MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$153M1
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$151M1
15WCM INVESTMENT MANAGEMENT, LLC$140M1
16Ruane, Cunniff & Goldfarb L.P.$128M1
17WELLS FARGO & COMPANY/MN$122M1
18JANE STREET GROUP, LLC$120M1
19ROYAL BANK OF CANADA$120M1
20ENVESTNET ASSET MANAGEMENT INC$120M1
21PRINCIPAL FINANCIAL GROUP INC$94.3M1
22Connor, Clark & Lunn Investment Management Ltd.$91.4M1
23VOLORIDGE INVESTMENT MANAGEMENT, LLC$89.2M1
24BRANDES INVESTMENT PARTNERS, LP$79.7M1
25CAUSEWAY CAPITAL MANAGEMENT LLC$78.1M1
26MENORA MIVTACHIM HOLDINGS LTD.$77.7M1
27TWO SIGMA INVESTMENTS, LP$76.3M1
28BROWN ADVISORY INC$73.1M1
29TD ASSET MANAGEMENT INC$65.1M1
30CRAWFORD INVESTMENT COUNSEL INC$63.9M1
31HARDING LOEVNER LP$61.5M1
32CITADEL ADVISORS LLC$58.1M1
33CIBC Bancorp USA Inc.$54.9M1
34Aviso Financial Inc.$51.1M1
35MASSACHUSETTS FINANCIAL SERVICES CO /MA/$47.4M1
36FIRST TRUST ADVISORS LP$45.7M1
37HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$43.9M1
38RAYMOND JAMES FINANCIAL INC$42.2M1
39NewEdge Advisors, LLC$36.6M1
40AMF Tjanstepension AB$33.5M1
41Clearbridge Investments, LLC$32.4M1
421832 Asset Management L.P.$31.0M1
43SEI INVESTMENTS CO$30.6M1
44BECKER CAPITAL MANAGEMENT INC$29.7M1
45DEPRINCE RACE & ZOLLO INC$27.7M1
46STIFEL FINANCIAL CORP$26.8M1
47CHARLES SCHWAB INVESTMENT MANAGEMENT INC$26.5M1
48HSBC HOLDINGS PLC$26.4M1
49Petrus Trust Company, LTA$26.1M1
50AMERICAN CENTURY COMPANIES INC$25.2M1
51Quantinno Capital Management LP$24.6M1
52CIDEL ASSET MANAGEMENT INC$24.6M1
53Cerity Partners LLC$23.9M1
54TUDOR INVESTMENT CORP ET AL$23.8M1
55COERENTE CAPITAL MANAGEMENT$23.6M1
56Pathstone Holdings, LLC$22.2M1
57Creative Planning$22.0M1
58LPL Financial LLC$21.6M1
59MARSICO CAPITAL MANAGEMENT LLC$21.5M1
60Y-Intercept (Hong Kong) Ltd$21.0M1
61Aberdeen Group plc$20.4M1
62Vident Advisory, LLC$20.3M1
63BANK OF MONTREAL /CAN/$19.6M1
64Aquatic Capital Management LLC$18.2M1
65Capital International, Inc./CA/$17.9M1
66AQR CAPITAL MANAGEMENT LLC$17.5M1
67THORNBURG INVESTMENT MANAGEMENT INC$17.4M1
68Obermeyer Wealth Partners$17.4M1
69Grantham, Mayo, Van Otterloo & Co. LLC$17.3M1
70US BANCORP \DE\$16.8M1
71UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$16.7M1
72O'SHAUGHNESSY ASSET MANAGEMENT, LLC$15.7M1
73HighTower Advisors, LLC$15.5M1
74SUSQUEHANNA INTERNATIONAL GROUP, LLP$15.4M1
75Dash Acquisitions Inc.$14.5M1
76TB Capital Gestao de Recursos Ltda.$13.3M1
77Crossmark Global Holdings, Inc.$13.1M1
78ASSETMARK, INC$12.5M1
79SCOTIA CAPITAL INC.$12.3M1
80WELLINGTON MANAGEMENT GROUP LLP$11.7M1
81FORA Capital, LLC$11.4M1
82POLEN CAPITAL MANAGEMENT LLC$11.4M1
83Value Partners Investments Inc.$11.0M1
84QRG CAPITAL MANAGEMENT, INC.$10.5M1
85NorthCrest Asset Manangement, LLC$10.4M1
86DIMENSIONAL FUND ADVISORS LP$10.3M1
87Hudson Bay Capital Management LP$10.3M1
88CAMBIAR INVESTORS LLC$10.0M1
89Alphadyne Asset Management LP$9.9M1
90Cetera Investment Advisers$9.9M1
91Allspring Global Investments Holdings, LLC$9.6M1
92MERCER GLOBAL ADVISORS INC /ADV$9.6M1
93Vestmark Advisory Solutions, Inc.$9.1M1
94OPPENHEIMER ASSET MANAGEMENT INC.$8.9M1
95Invesco Ltd.$8.7M1
96Foresight Global Investors, Inc.$8.7M1
97Mariner, LLC$8.7M1
98Guardian Partners Inc.$8.6M1
99Brooklyn Investment Group$8.6M1
100Vanguard Personalized Indexing Management, LLC$8.4M1
101JENNISON ASSOCIATES LLC$8.3M1
102Focus Partners Wealth$8.2M1
103Federation des caisses Desjardins du Quebec$8.0M1
104TD Waterhouse Canada Inc.$8.0M1
105TRUIST FINANCIAL CORP$7.8M1
106Callan Family Office, LLC$7.6M1
107Bulltick Wealth Management, LLC$7.5M1
108RWA WEALTH PARTNERS, LLC$7.4M1
109PEAK6 LLC$7.2M1
110&PARTNERS$6.9M1
111MML INVESTORS SERVICES, LLC$6.4M1
112NAPLES GLOBAL ADVISORS, LLC$6.3M1
113Laird Norton Wetherby Trust Company, LLC$6.1M1
114NATIONAL BANK OF CANADA /FI/$5.9M1
115Delta Investment Management, LLC$5.7M1
116Vise Technologies, Inc.$5.6M1
117CIBC Asset Management Inc$5.5M1
118FULTON BREAKEFIELD BROENNIMAN LLC$5.5M1
119CITIGROUP INC$5.4M1
120HARBER ASSET MANAGEMENT LLC$5.4M1
121M&T BANK CORP$5.3M1
122CIBC WORLD MARKET INC.$5.1M1
123Sanctuary Advisors, LLC$4.9M1
124Moran Wealth Management, LLC$4.8M1
125FRANKLIN RESOURCES INC$4.7M1
126QUADRANT CAPITAL GROUP LLC$4.7M1
127Walleye Trading LLC$4.6M1
128DEUTSCHE BANK AG\$4.6M1
129Bleakley Financial Group, LLC$4.6M1
130Corient Private Wealth LLC$4.6M1
131Rockefeller Capital Management L.P.$4.5M1
132LOWE BROCKENBROUGH & CO INC$4.4M1
133RITHOLTZ WEALTH MANAGEMENT$4.2M1
134Hollow Brook Wealth Management LLC$4.2M1
135NIA IMPACT ADVISORS, LLC$4.1M1
136Skye Global Management LP$4.0M1
137OSAIC HOLDINGS, INC.$3.9M1
138Timber Creek Capital Management LLC$3.9M1
139Capital Investment Counsel, Inc$3.8M1
140EAGLE GLOBAL ADVISORS LLC$3.7M1
141Atria Investments, Inc$3.6M1
142Walleye Capital LLC$3.6M1
143WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.5M1
144IEQ CAPITAL, LLC$3.5M1
145NewEdge Wealth, LLC$3.5M1
146SIGNATUREFD, LLC$3.3M1
147Aperture Investors, LLC$3.3M1
148FACTORY MUTUAL INSURANCE CO$3.3M1
149DIVIDEND ASSETS CAPITAL, LLC$3.3M1
150Naviter Wealth, LLC$3.3M1
151MILLENNIUM MANAGEMENT LLC$3.3M1
152LAZARD ASSET MANAGEMENT LLC$3.2M1
153Sequoia Financial Advisors, LLC$3.1M1
154EVENTIDE ASSET MANAGEMENT, LLC$3.1M1
155NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.1M1
156Prosperity Consulting Group, LLC$3.1M1
157LONGFELLOW INVESTMENT MANAGEMENT CO LLC$3.1M1
158Journey Advisory Group, LLC$3.0M1
159EXENCIAL WEALTH ADVISORS, LLC$2.9M1
160Caprock Group, LLC$2.9M1
161Squarepoint Ops LLC$2.9M1
162COMMONWEALTH EQUITY SERVICES, LLC$2.8M1
163JCIC Asset Management Inc.$2.8M1
164EVERGREEN CAPITAL MANAGEMENT LLC$2.8M1
165ELEVATION POINT WEALTH PARTNERS, LLC$2.8M1
166Orion Porfolio Solutions, LLC$2.8M1
167CHOREO, LLC$2.7M1
168Lido Advisors, LLC$2.7M1
169ALLIANCEBERNSTEIN L.P.$2.7M1
170Select Equity Group, L.P.$2.6M1
171KEYBANK NATIONAL ASSOCIATION/OH$2.6M1
172Advisors Asset Management, Inc.$2.6M1
173HOWARD HUGHES MEDICAL INSTITUTE$2.5M1
174Pinnacle Financial Partners, Inc.$2.5M1
175Capital World Investors$2.5M1
176Atlantic Union Bankshares Corp$2.5M1
177Legacy Wealth Asset Management, LLC$2.5M1
178XTX Topco Ltd$2.5M1
179DARA CAPITAL US, INC.$2.4M1
180Nuveen, LLC$2.4M1
181HB Wealth Management, LLC$2.4M1
182Qube Research & Technologies Ltd$2.3M1
183BAILARD, INC.$2.3M1
184Hennion & Walsh Asset Management, Inc.$2.2M1
185PRIMECAP MANAGEMENT CO/CA/$2.2M1
186BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.2M1
187SIG BROKERAGE, LP$2.2M1
188BENJAMIN EDWARDS INC$2.1M1
189Acumen Wealth Advisors, LLC$2.1M1
190DIVERSIFY WEALTH MANAGEMENT, LLC$2.1M1
191Perigon Wealth Management, LLC$2.1M1
192STATE STREET CORP$2.1M1
193PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$2.1M1
194Aaron Wealth Advisors LLC$2.1M1
195PRINCIPAL SECURITIES, INC.$2.1M1
196Burkett Asset Management Ltd$2.0M1
197Alaethes Wealth, LLC$1.9M1
198UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.9M1
199HANCOCK WHITNEY CORP$1.9M1
200Summit Trail Advisors, LLC$1.9M1
201GeoWealth Management, LLC$1.9M1
202Woodline Partners LP$1.8M1
203National Philanthropic Trust$1.8M1
204Frank, Rimerman Advisors LLC$1.7M1
205GC Wealth Management RIA, LLC$1.7M1
206Qtron Investments LLC$1.7M1
207Twin Tree Management, LP$1.6M1
208Sendero Wealth Management, LLC$1.6M1
209First Affirmative Financial Network$1.6M1
210KING LUTHER CAPITAL MANAGEMENT CORP$1.6M1
211Prospera Financial Services Inc$1.6M1
212PCM Encore, LLC$1.6M1
213Dorsey & Whitney Trust CO LLC$1.6M1
214CHIRON CAPITAL MANAGEMENT, LLC$1.5M1
215COLDSTREAM CAPITAL MANAGEMENT INC$1.5M1
216Cresset Asset Management, LLC$1.5M1
217Aptus Capital Advisors, LLC$1.5M1
218Permanens Capital L.P.$1.5M1
219Smartleaf Asset Management LLC$1.4M1
220FEDERATED HERMES, INC.$1.4M1
221Pacific Capital Partners Ltd$1.4M1
222WINTON GROUP Ltd$1.4M1
223Compound Planning, Inc.$1.4M1
224Beacon Pointe Advisors, LLC$1.4M1
225Concurrent Investment Advisors, LLC$1.4M1
226Ballentine Partners, LLC$1.4M1
227Advisors Capital Management, LLC$1.4M1
228Merit Financial Group, LLC$1.4M1
229Cornerstone Planning, LLC$1.3M1
230Stablepoint Partners, LLC$1.3M1
231SevenBridge Financial Group, LLC$1.3M1
232BURNEY CO/$1.2M1
233Snowden Capital Advisors LLC$1.2M1
234Steward Partners Investment Advisory, LLC$1.2M1
235NATIXIS$1.2M1
236denkapparat Operations GmbH$1.2M1
237Pinnacle Wealth Planning Services, Inc.$1.2M1
238SALT Holding Corp.$1.1M1
239Ridgewood Investments LLC$1.1M1
240Daiwa Securities Group Inc.$1.1M1
241Capital Research Global Investors$1.1M1
242YHB Investment Advisors, Inc.$1.1M1
243Palogic Value Management, L.P.$1.1M1
244Checchi Capital Advisers, LLC$1.0M1
245May Hill Capital, LLC$997K1
246GFS Advisors, LLC$992K1
247Sivia Capital Partners, LLC$983K1
248Mitsubishi UFJ Asset Management Co., Ltd.$981K1
249Sierra Legacy Group$979K1
250Balentine LLC$969K1
251Marks Group Wealth Management, Inc$922K1
252Asset Dedication, LLC$899K1
253Henshaw Capital LLC$884K1
254Modern Wealth Management, LLC$878K1
255Circle Wealth Management, LLC$868K1
256MITCHELL & PAHL PRIVATE WEALTH, LLC$866K1
257Gibbs Wealth Management$852K1
258Private Advisor Group, LLC$845K1
259FIFTH THIRD BANCORP$844K1
260Northern Financial Advisors Inc$842K1
261REGIONS FINANCIAL CORP$838K1
262Envestnet Portfolio Solutions, Inc.$834K1
263BSW Wealth Partners$827K1
264MAI Capital Management$827K1
265Gryphon Financial Partners LLC$820K1
266PERSONAL CFO SOLUTIONS, LLC$808K1
267Haverford Trust Co$808K1
268AE Wealth Management LLC$773K1
269Fiera Capital Corp$759K1
270Headlands Technologies LLC$759K1
271FIDELIS CAPITAL PARTNERS, LLC$758K1
272PROFUND ADVISORS LLC$746K1
273CWM, LLC$744K1
274American Trust Investment Advisors, LLC$723K1
275Krilogy Financial LLC$716K1
276INTRUST BANK NA$713K1
277Northwest & Ethical Investments L.P.$712K1
278AXQ CAPITAL, LP$697K1
279Americana Partners, LLC$692K1
280BKM Wealth Management, LLC$681K1
281Bridgewater Advisors Inc.$675K1
282Leonteq Securities AG$667K1
283HARBOUR INVESTMENT MANAGEMENT LLC$661K1
284Stonehage Fleming Financial Services Holdings Ltd$658K1
285JOHNSON INVESTMENT COUNSEL INC$650K1
286WEALTHEDGE INVESTMENT ADVISORS, LLC$646K1
287Modera Wealth Management, LLC$641K1
288PDS Planning, Inc$633K1
289ALPS ADVISORS INC$632K1
290Vann Equity Management LLC$619K1
291Dynamic Advisor Solutions LLC$617K1
292LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$616K1
293MISSION WEALTH MANAGEMENT, LP$616K1
294Apollon Wealth Management, LLC$615K1
295Calamos Advisors LLC$614K1
296TCTC Holdings, LLC$610K1
297Vest Financial, LLC$608K1
298South Shore Capital Advisors$606K1
299COMMERCE BANK$606K1
300Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$605K1
301Resonant Capital Advisors, LLC$604K1
302Blue Trust, Inc.$603K1
303LVW Advisors, LLC$595K1
304Kathmere Capital Management, LLC$587K1
305Jefferies Financial Group Inc.$585K1
306Schonfeld Strategic Advisors LLC$582K1
307SAGE RHINO CAPITAL LLC$579K1
308AIGEN INVESTMENT MANAGEMENT, LP$578K1
309Diversified Trust Co$577K1
310Sowell Financial Services LLC$568K1
311Savant Capital, LLC$566K1
312Clearstead Advisors, LLC$566K1
313Rehmann Capital Advisory Group$564K1
314TOCQUEVILLE ASSET MANAGEMENT L.P.$559K1
315Allworth Financial LP$557K1
316KESTRA PRIVATE WEALTH SERVICES, LLC$556K1
317Vontobel Holding Ltd.$551K1
318Capital Group Private Client Services, Inc.$541K1
319INSIGNEO ADVISORY SERVICES, LLC$534K1
320Blueshift Asset Management, LLC$530K1
321EP Wealth Advisors, LLC$528K1
322ANGELES WEALTH MANAGEMENT, LLC$527K1
323ForthRight Wealth Management, LLC$520K1
324Ascent Group, LLC$520K1
325ROMAN BUTLER FULLERTON & CO$512K1
326SAGESPRING WEALTH PARTNERS, LLC$511K1
327Voleon Capital Management LP$511K1
328ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$502K1
329Frec Markets, Inc.$490K1
330Pure Financial Advisors, LLC$487K1
331Clare Market Investments LLC$486K1
332Avestar Capital, LLC$484K1
333BALYASNY ASSET MANAGEMENT L.P.$479K1
334Stratos Wealth Partners, LTD.$474K1
335New Republic Capital, LLC$471K1
336D.A. DAVIDSON & CO.$470K1
337DRW Securities, LLC$470K1
338Optas, LLC$458K1
339Portside Wealth Group, LLC$455K1
340Wedmont Private Capital$454K1
341OpenArc Corporate Advisory, LLC$454K1
342XPONANCE LLC$451K1
343TRITONPOINT WEALTH, LLC$449K1
344BIRCH FINANCIAL GROUP, LLC$444K1
345Cetera Trust Company, N.A$431K1
346HBK Sorce Advisory LLC$420K1
347U.S. Capital Wealth Advisors, LLC$419K1
348EJMK Ventures LLC$417K1
349Kestra Advisory Services, LLC$417K1
350WEALTH ALLIANCE, LLC$412K1
351Composition Wealth, LLC$412K1
352Janus Henderson Group Ltd.$407K1
353Independent Advisor Alliance$405K1
354OneAscent Financial Services LLC$404K1
355PINNACLE ASSOCIATES LTD$401K1
356GROUP ONE TRADING LLC$396K1
357NORDEN GROUP LLC$395K1
358OPPENHEIMER & CO INC$394K1
359ANCHYRA PARTNERS LLC$392K1
360Pine Haven Investment Counsel, Inc$391K1
361Abel Hall, LLC$390K1
362Indivisible Partners$380K1
363DRIVE WEALTH MANAGEMENT, LLC$377K1
364Aprio Wealth Management, LLC$372K1
365RFG Advisory, LLC$370K1
366World Investment Advisors$367K1
367B. Riley Wealth Advisors, Inc.$360K1
368Legacy Capital Group California, Inc.$359K1
369Choate Investment Advisors$358K1
370Equitable Holdings, Inc.$357K1
371LCM Capital Management Inc$353K1
372West Family Investments, Inc.$353K1
373Brucke Financial, Inc.$352K1
374Ashton Thomas Private Wealth, LLC$349K1
375Quantum Portfolio Management LLC$347K1
376MATHER GROUP, LLC.$344K1
377Ascentis Independent Advisors$341K1
378TWO SIGMA SECURITIES, LLC$341K1
379Jain Global LLC$338K1
380EVOLVE PRIVATE WEALTH, LLC$338K1
381Arax Advisory Partners$337K1
382MGO ONE SEVEN LLC$334K1
383Cromwell Holdings LLC$334K1
384Strategic Global Advisors, LLC$333K1
385GUGGENHEIM CAPITAL LLC$324K1
386Gallacher Capital Management LLC$324K1
387Foster Victor Wealth Advisors, LLC$323K1
388SCHRODER INVESTMENT MANAGEMENT GROUP$318K1
389Sagewood Asset Management LP$317K1
390DAVIS R M INC$317K1
391GREAT VALLEY ADVISOR GROUP, INC.$308K1
392Malaga Cove Capital, LLC$302K1
393Harvest Portfolios Group Inc.$302K1
394Western Wealth Management, LLC$296K1
395Five Oceans Advisors$296K1
396JOURNEY STRATEGIC WEALTH LLC$293K1
397MMA ASSET MANAGEMENT LLC$293K1
398Joel Isaacson & Co., LLC$292K1
399Baron Wealth Management LLC$292K1
400Red Door Wealth Management, LLC$292K1
401HUB Investment Partners, LLC$290K1
402Focus Partners Advisor Solutions, LLC$282K1
403FSM Wealth Advisors, LLC$282K1
404Addison Advisors LLC$279K1
405Diversified Enterprises, LLC$277K1
406FLPUTNAM INVESTMENT MANAGEMENT CO$276K1
407R Squared Ltd$276K1
408Integrity Financial Corp /WA$274K1
409GATEWAY INVESTMENT ADVISERS LLC$273K1
410Gotham Asset Management, LLC$273K1
411FIDUCIARY TRUST CO$273K1
412Traveka Wealth, LLC$269K1
413Apella Capital, LLC$264K1
414CERTIOR FINANCIAL GROUP, LLC$262K1
415SEEDS INVESTOR LLC$261K1
416Advisor OS, LLC$258K1
417Moors & Cabot, Inc.$254K1
418Bond & Devick Financial Network, Inc.$253K1
419HARRIS ASSOCIATES L P$249K1
420LEVEL FOUR ADVISORY SERVICES, LLC$246K1
421BYRNE FINANCIAL FREEDOM, LLC$243K1
422MOODY NATIONAL BANK TRUST DIVISION$243K1
423OneDigital Investment Advisors LLC$240K1
424Avior Wealth Management, LLC$238K1
425BANK OF NOVA SCOTIA$236K1
426Foster Group, Inc.$236K1
427Texas Yale Capital Corp.$236K1
428Sepio Capital, LP$235K1
429Entelevest, LLC$233K1
430Sunpointe, LLC$232K1
431OLD NATIONAL BANCORP /IN/$231K1
432Voya Financial Advisors, Inc.$229K1
433Trek Financial, LLC$227K1
434SmartHarvest Portfolios, LLC$226K1
435SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$226K1
436Keebeck Wealth Management$225K1
437STEPHENS INC /AR/$225K1
438Linscomb Wealth, Inc.$224K1
439INDEPENDENT FINANCIAL GROUP, LLC$224K1
440PFG Investments, LLC$223K1
441True North Advisors, LLC$222K1
442OneAscent Family Office, LLC$221K1
443EVOKE WEALTH, LLC$221K1
444Financiere des Professionnels - Fonds d'investissement inc.$220K1
445D'Orazio & Associates, Inc.$218K1
446Savvy Advisors, Inc.$217K1
447Wealthcare Advisory Partners LLC$216K1
448Clear Harbor Asset Management, LLC$213K1
449Aspen Grove Capital, LLC$210K1
450JACKSON THORNTON WEALTH MANAGEMENT, LLC$209K1
451Brookstone Capital Management$208K1
452Cordgrass Capital Advisors, LLC$208K1
453EARNED WEALTH ADVISORS, LLC$207K1
454FULTON BANK, N.A.$206K1
455Waverly Advisors, LLC$206K1
456RIVERSEDGE ADVISORS, LLC$204K1
457ENTERPRISE FINANCIAL SERVICES CORP$203K1
458Baird Financial Group, Inc.$202K1
459EWA, LLC$201K1
460DAVENPORT & Co LLC$200K1
461Purpose Unlimited Inc.$188K1
462Centennial Bank/AR/$180K1
463Johnson Financial Group, Inc.$177K1
464Wealth Enhancement Trust Services, Inc.$174K1
465UMB Bank, n.a.$162K1
466Community Financial Services Group, LLC$159K1
467Spire Wealth Management$140K1
468CENTRAL TRUST Co$121K1
469State of Wyoming$121K1
470Migdal Insurance & Financial Holdings Ltd.$114K1
471Grove Bank & Trust$107K1
472TopTier Wealth Management, LLC$102K1
473Owl Creek Wealth Partners LLC$91.6K1
474Parkside Financial Bank & Trust$88.5K1
475J. Stern & Co. LLP$87.0K1
476Evelyn Partners Asset Management Ltd$72.9K1
477Opal Wealth Advisors, LLC$71.7K1
478Clearstead Trust, LLC$66.3K1
479FIL Ltd$65.9K1
480EASTERN BANK$62.5K1
481Larson Financial Group LLC$61.0K1
482SYNTAX RESEARCH, INC.$61.0K1
483Key FInancial Inc$53.4K1
484HM PAYSON & CO$51.4K1
485NATIXIS ADVISORS, LLC$47.6K1
486Elequin Capital, LP$46.7K1
487Cherry Tree Wealth Management, LLC$41.3K1
488Transamerica Financial Advisors, LLC$34.8K1
489TOTH FINANCIAL ADVISORY CORP$34.2K1
490Geneos Wealth Management Inc.$34.2K1
491Medallion Wealth Advisors, LLC$34.2K1
492WPG Advisers, LLC$32.7K1
493Physician Wealth Advisors, Inc.$32.0K1
494Rakuten Securities, Inc.$31.8K1
495FOSTER DYKEMA CABOT & PARTNERS, LLC$30.8K1
496Intentional Wealth Strategies, LLC$29.8K1
497Beaird Harris Wealth Management, LLC$29.1K1
498JFS WEALTH ADVISORS, LLC$28.8K1
499DAGCO, INC.$28.8K1
500SHP Wealth Management$26.1K1
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 / 5 sell
Congress net ($ bound)−$57.0K to $90.0K
Filers net (actions)not in build
Filers net ($ 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 SAP

RETAINED WINDOW · ACTIVE HITS
Signal hits naming SAP
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 SAP · financials and macro

Financials — as filed PLANNED

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