Public record / Tickers / SCCO

SCCO — SOUTHERN COPPER CORP/

Both disclosure regimes on one name: who in Congress filed about SCCO, 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
18
all PTR rows naming SCCO
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-11
filed 2025-04-11
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

Tommy Tuberville · $100K–$250K

Sale · traded 2022-06-17 → filed 2022-07-13. Ranked over every SCCO row by the provable lower bound, never a point estimate.

No member disclosed SCCO 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

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 SCCO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SCCO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-04-11Marjorie Taylor Greene R–GA-14PurchaseTraded 04-08 +3d$1K–$15K
2025-01-27Marjorie Taylor Greene R–GA-14PurchaseTraded 01-08 +19d$1K–$15K
2024-11-21Marjorie Taylor Greene R–GA-14PurchaseTraded 11-20 +1d$1K–$15K
2024-09-23Marjorie Taylor Greene R–GA-14PurchaseTraded 09-20 +3d$1K–$15K
2024-02-14Tommy Tuberville R–ALSale · JT (jointly owned)Traded 01-22 +23d$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 18 ↗

Members active in SCCO

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

No member disclosed SCCO in the trailing 12 months.

Congress ↔ notable managers · SCCO

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 Duquesne Family Office $21.0K held
Trimming
1 Gotham Asset Management $67.7M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SOUTHERN COPPER CORP

Merged timeline of congressional filings and notable-manager moves on SCCO
DateWhoChangeSize
2026-05-15Duquesne Family Office 13Fadd+1,026 sh
2026-05-15Gotham Asset Management 13Ftrim−52,611 sh

2 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 SCCO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.6B1
2Capital World Investors$1.5B1
3STATE STREET CORP$501M1
4MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$422M1
5MORGAN STANLEY$244M1
6BANK OF AMERICA CORP /DE/$228M1
7Capital Research Global Investors$219M1
8AGF MANAGEMENT LTD$219M1
9UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$217M1
10CITIGROUP INC$173M1
11Legal & General Group Plc$159M1
12NORTHERN TRUST CORP$155M1
13TWO SIGMA INVESTMENTS, LP$145M1
14CITADEL ADVISORS LLC$134M1
15UBS Group AG$122M1
16Empower Advisory Group, LLC$117M1
17AMERIPRISE FINANCIAL INC$116M1
18GEODE CAPITAL MANAGEMENT, LLC$111M1
19VANGUARD PORTFOLIO MANAGEMENT LLC$102M1
20FMR LLC$101M1
21Squarepoint Ops LLC$87.6M1
22HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$85.3M1
23DIMENSIONAL FUND ADVISORS LP$80.4M1
24SEI INVESTMENTS CO$77.4M1
25Amundi$77.3M1
26Robeco Institutional Asset Management B.V.$72.8M1
27NORDEA INVESTMENT MANAGEMENT AB$70.4M1
28VOLORIDGE INVESTMENT MANAGEMENT, LLC$70.1M1
29Bank Julius Baer & Co. Ltd, Zurich$68.4M1
30Gotham Asset Management, LLC$67.7M1
31SCHRODER INVESTMENT MANAGEMENT GROUP$65.9M1
32JENNISON ASSOCIATES LLC$65.6M1
33General Pension Society PZU Joint Stock Co$65.2M1
34WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$63.3M1
35Bank of New York Mellon Corp$61.9M1
36ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$59.7M1
37Allspring Global Investments Holdings, LLC$59.5M1
38AXIOM INVESTORS LLC /DE$59.1M1
39Universal- Beteiligungs- und Servicegesellschaft mbH$58.7M1
40Nuveen, LLC$58.5M1
41DRIEHAUS CAPITAL MANAGEMENT LLC$55.7M1
42VANGUARD ASSET MANAGEMENT, Ltd$52.5M1
43CANADA PENSION PLAN INVESTMENT BOARD$46.7M1
44Temasek Holdings (Private) Ltd$46.5M1
45MACKENZIE FINANCIAL CORP$42.6M1
46DEUTSCHE BANK AG\$39.6M1
47Tidal Investments LLC$39.2M1
48Sumitomo Mitsui Trust Group, Inc.$37.7M1
49Randolph Co Inc$37.0M1
50CHARLES SCHWAB INVESTMENT MANAGEMENT INC$35.1M1
51WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$33.7M1
52CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$33.1M1
53CAPITAL ADVISORS INC/OK$31.2M1
54HSBC HOLDINGS PLC$31.1M1
55FIL Ltd$30.5M1
56Swiss National Bank$30.2M1
57Aberdeen Group plc$30.2M1
58PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$27.1M1
59USS Investment Management Ltd$25.8M1
60WELLS FARGO & COMPANY/MN$25.4M1
61NEW YORK STATE COMMON RETIREMENT FUND$24.9M1
62Pictet Asset Management Holding SA$24.4M1
63ROYAL LONDON ASSET MANAGEMENT LTD$23.9M1
64ALPS ADVISORS INC$23.8M1
65LPL Financial LLC$22.5M1
66Capital Wealth Planning, LLC$21.9M1
67AMERICAN CENTURY COMPANIES INC$21.6M1
68FIRST TRUST ADVISORS LP$20.3M1
69Vantage Investment Partners, LLC$19.8M1
70Invesco Ltd.$19.5M1
71Mitsubishi UFJ Asset Management Co., Ltd.$19.4M1
72ROYAL BANK OF CANADA$18.7M1
73Y-Intercept (Hong Kong) Ltd$18.7M1
74RAYMOND JAMES FINANCIAL INC$18.5M1
75Creative Planning$18.3M1
76SEB Asset Management AB$18.0M1
77GATEWAY INVESTMENT ADVISERS LLC$17.5M1
78BEACON INVESTMENT ADVISORY SERVICES, INC.$16.6M1
79Greenline Partners, LLC$16.2M1
80PUBLIC SECTOR PENSION INVESTMENT BOARD$16.0M1
81SUSQUEHANNA INTERNATIONAL GROUP, LLP$15.8M1
82MILLENNIUM MANAGEMENT LLC$15.7M1
83KCM INVESTMENT ADVISORS LLC$14.8M1
84WESTWOOD HOLDINGS GROUP INC$14.4M1
85CIBC Bancorp USA Inc.$14.3M1
86US BANCORP \DE\$14.3M1
87Qube Research & Technologies Ltd$13.6M1
88NISA INVESTMENT ADVISORS, LLC$13.1M1
89FRANKLIN RESOURCES INC$12.7M1
90Andra AP-fonden$12.5M1
91BANK OF MONTREAL /CAN/$12.3M1
92STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$12.0M1
93AVIVA PLC$12.0M1
94Zurcher Kantonalbank (Zurich Cantonalbank)$11.9M1
95Varma Mutual Pension Insurance Co$11.9M1
96FORA Capital, LLC$11.8M1
97MANNING & NAPIER ADVISORS LLC$11.7M1
98Cetera Investment Advisers$11.7M1
99Aware Super Pty Ltd as trustee of Aware Super$11.4M1
100VANGUARD CAPITAL MANAGEMENT LLC$11.3M1
101COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$11.1M1
102BARCLAYS PLC$10.9M1
103Regal Partners Ltd$10.8M1
104AQR CAPITAL MANAGEMENT LLC$10.6M1
105OSAIC HOLDINGS, INC.$10.4M1
106Rockefeller Capital Management L.P.$10.2M1
107U.S. Capital Wealth Advisors, LLC$10.1M1
108COMMERCE BANK$9.6M1
109Oak Harvest Investment Services$9.5M1
110Security National Bank$9.3M1
111HighTower Advisors, LLC$9.0M1
112ICICI Prudential Asset Management Co Ltd$8.8M1
113Quantinno Capital Management LP$8.8M1
114Empowered Funds, LLC$8.7M1
115JAMISON PRIVATE WEALTH MANAGEMENT, INC.$8.7M1
116DEPRINCE RACE & ZOLLO INC$8.5M1
117PDT Partners, LLC$8.1M1
118Mariner, LLC$7.9M1
119Vident Advisory, LLC$7.7M1
120Corient Private Wealth LLC$7.6M1
121Orion Porfolio Solutions, LLC$7.4M1
122OCCUDO QUANTITATIVE STRATEGIES LP$7.4M1
123XTX Topco Ltd$7.1M1
124NewEdge Advisors, LLC$7.0M1
125FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.0M1
126Walleye Trading LLC$7.0M1
127CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$6.9M1
128Americana Partners, LLC$6.8M1
129FIRST NATIONAL TRUST CO$6.8M1
130Calamos Advisors LLC$6.7M1
131Schonfeld Strategic Advisors LLC$6.7M1
132Sterling Capital Management LLC$6.3M1
133Korea Investment CORP$6.3M1
134BNP Paribas Asset Management Holding S.A.$6.3M1
135Advisors Asset Management, Inc.$6.3M1
136KLP KAPITALFORVALTNING AS$6.3M1
137Voleon Capital Management LP$6.3M1
138CFC Planning Co LLC$6.2M1
139ENVESTNET ASSET MANAGEMENT INC$6.2M1
140Summit Financial, LLC$6.1M1
141Occidental Asset Management, LLC$6.1M1
142B. Metzler seel. Sohn & Co. AG$6.1M1
143BARINGS LLC$6.0M1
144BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.0M1
145Inspire Investing, LLC$5.9M1
146Vanguard Personalized Indexing Management, LLC$5.9M1
147Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.$5.8M1
148Davidson Capital Management Inc.$5.7M1
149GROUP ONE TRADING LLC$5.6M1
150MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.6M1
151Alphadyne Asset Management LP$5.6M1
152NewSquare Capital LLC$5.4M1
153Abacus FCF Advisors LLC$5.3M1
154O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.3M1
155STIFEL FINANCIAL CORP$5.2M1
156Mitsubishi UFJ Trust & Banking Corp$5.1M1
157CIBC Asset Management Inc$5.1M1
158Ashoka WhiteOak Capital Pte Ltd$4.9M1
159COMMONWEALTH EQUITY SERVICES, LLC$4.9M1
160KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$4.9M1
161Kestra Advisory Services, LLC$4.8M1
162OPPENHEIMER ASSET MANAGEMENT INC.$4.7M1
163ALLIANCEBERNSTEIN L.P.$4.6M1
164NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4.6M1
165Sava Infond d.o.o.$4.6M1
166Strengthening Families & Communities, LLC$4.5M1
167TRUIST FINANCIAL CORP$4.3M1
168AFFINITY WEALTH MANAGEMENT LLC$4.2M1
169WESTFIELD CAPITAL MANAGEMENT CO LP$4.2M1
170AGP FRANKLIN, LLC$4.1M1
171National Pension Service$4.1M1
172SIG BROKERAGE, LP$4.1M1
173LBP AM SA$4.1M1
174AZZAD ASSET MANAGEMENT INC /ADV$4.0M1
175PARSONS CAPITAL MANAGEMENT INC/RI$4.0M1
176Convergence Investment Partners, LLC$3.9M1
177D.A. DAVIDSON & CO.$3.8M1
178Resona Asset Management Co.,Ltd.$3.8M1
179Qsemble Capital Management, LP$3.8M1
180Eurizon Capital SGR S.p.A.$3.8M1
181DnB Asset Management AS$3.7M1
182Independent Solutions Wealth Management, LLC$3.6M1
183PEAK6 LLC$3.6M1
184MERCER GLOBAL ADVISORS INC /ADV$3.6M1
185TD ASSET MANAGEMENT INC$3.6M1
186NATIONAL BANK OF CANADA /FI/$3.6M1
187M&T BANK CORP$3.5M1
188Vontobel Holding Ltd.$3.4M1
189Uniplan Investment Counsel, Inc.$3.4M1
190Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$3.4M1
191QUADRANT CAPITAL GROUP LLC$3.4M1
192Man Group plc$3.3M1
193Marshall Financial Group, LLC$3.3M1
194Mirae Asset Global Investments Co., Ltd.$3.2M1
195Vanguard Investments Australia, Ltd.$3.2M1
196SCHOLTZ & COMPANY, LLC$3.2M1
197Lansforsakringar Fondforvaltning AB (publ)$3.1M1
198Zurich Insurance Group Ltd/FI$3.1M1
199GREAT LAKES ADVISORS, LLC$3.1M1
200Laird Norton Wetherby Trust Company, LLC$3.0M1
201Sanctuary Advisors, LLC$2.9M1
202Asset Management One Co., Ltd.$2.9M1
203INDEPENDENT FINANCIAL GROUP, LLC$2.8M1
204Bellwether Advisors, LLC$2.8M1
205Pathstone Holdings, LLC$2.8M1
206Precision Wealth Strategies, LLC$2.8M1
207ARBOR CAPITAL MANAGEMENT INC /ADV$2.8M1
208Drucker Wealth 3.0, LLC$2.8M1
209TD Waterhouse Canada Inc.$2.8M1
210Steward Partners Investment Advisory, LLC$2.8M1
211ADVOCATE GROUP LLC$2.7M1
212Madison Asset Management, LLC$2.7M1
213DIVERSIFY WEALTH MANAGEMENT, LLC$2.7M1
214Susquehanna Portfolio Strategies, LLC$2.7M1
215JAMES INVESTMENT RESEARCH, INC.$2.6M1
216Swiss Life Asset Management Ltd$2.6M1
217Lido Advisors, LLC$2.6M1
218Cerity Partners LLC$2.5M1
219Vise Technologies, Inc.$2.5M1
220Altman Advisors, Inc.$2.5M1
221DENALI ADVISORS LLC$2.5M1
222FOUNDATIONS INVESTMENT ADVISORS, LLC$2.4M1
223&PARTNERS$2.4M1
224CREDIT AGRICOLE S A$2.4M1
225SCOTIA CAPITAL INC.$2.4M1
226Utah Retirement Systems$2.3M1
227Calamos Wealth Management LLC$2.3M1
228Avanza Fonder AB$2.3M1
229MML INVESTORS SERVICES, LLC$2.2M1
230Walser Wealth Management Company, A Ltd Liability Co$2.2M1
231NOMURA ASSET MANAGEMENT CO LTD$2.2M1
232United Capital Management of KS, Inc.$2.2M1
233Knights of Columbus Asset Advisors LLC$2.2M1
234McAlvany Wealth Management LLC$2.2M1
235IFM Investors Pty Ltd$2.1M1
236TEACHER RETIREMENT SYSTEM OF TEXAS$2.1M1
237NLB Skladi, upravljanje premozenja, d.o.o.$2.0M1
238Blackstone Inc.$2.0M1
239Banque Cantonale Vaudoise$2.0M1
240Sequoia Financial Advisors, LLC$2.0M1
241Cypress Capital Management LLC (WY)$1.9M1
242Sigma Planning Corp$1.9M1
243Mayflower Financial Advisors, LLC$1.9M1
244FLORIDA FINANCIAL ADVISORS, LLC$1.9M1
245Diversified Trust Co$1.8M1
246Philadelphia Investment Partners, LLC$1.8M1
247American Financial Advisors, LLC$1.8M1
248Merit Financial Group, LLC$1.8M1
249PRINCIPAL FINANCIAL GROUP INC$1.8M1
250VANGUARD FIDUCIARY TRUST CO$1.7M1
251Savvy Advisors, Inc.$1.7M1
252Connor, Clark & Lunn Investment Management Ltd.$1.7M1
253Cherokee Insurance Co$1.7M1
254Moran Wealth Management, LLC$1.7M1
255LAZARD ASSET MANAGEMENT LLC$1.7M1
256Powell Investment Advisors, LLC$1.7M1
257BENJAMIN EDWARDS INC$1.7M1
258NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.7M1
259DRW Securities, LLC$1.6M1
260CONFLUENCE INVESTMENT MANAGEMENT LLC$1.6M1
261PCM Encore, LLC$1.6M1
262WESTPAC BANKING CORP$1.6M1
263Generali Investments CEE, investicni spolecnost, a.s.$1.6M1
264Vanguard Global Advisers, LLC$1.6M1
265Private Advisor Group, LLC$1.5M1
266RFG Advisory, LLC$1.5M1
267NORDEN GROUP LLC$1.5M1
268MEEDER ASSET MANAGEMENT INC$1.5M1
269SIGNATUREFD, LLC$1.5M1
270EXCHANGE TRADED CONCEPTS, LLC$1.5M1
271MACQUARIE GROUP LTD$1.5M1
272Retireful, LLC$1.5M1
273Compound Planning, Inc.$1.5M1
274RWC ASSET ADVISORS (US) LLC$1.5M1
275OMERS ADMINISTRATION Corp$1.5M1
276Verition Fund Management LLC$1.5M1
277Summit Trail Advisors, LLC$1.5M1
278Atria Investments, Inc$1.4M1
279OmniStar Financial Group, Inc.$1.4M1
280NOVEM GROUP$1.4M1
281Mesirow Financial Investment Management, Inc.$1.4M1
282Glaxis Capital Management, LLC$1.4M1
283Johnson Financial Group, Inc.$1.4M1
284VOYA INVESTMENT MANAGEMENT LLC$1.4M1
285Range Financial Group LLC$1.3M1
286SATURNA CAPITAL CORP$1.3M1
287BANK OF NOVA SCOTIA$1.2M1
288VICTORY CAPITAL MANAGEMENT INC$1.2M1
289Harfst & Associates, Inc.$1.2M1
290First Pacific Advisors, LP$1.2M1
291Banco Santander, S.A.$1.2M1
292LAFFER TENGLER INVESTMENTS, INC.$1.2M1
293FIDELIS CAPITAL PARTNERS, LLC$1.2M1
294CIBC WORLD MARKET INC.$1.2M1
295D.B. Root & Company, LLC$1.2M1
296Mutual Advisors, LLC$1.2M1
297Venture Visionary Partners LLC$1.2M1
298Focus Partners Wealth$1.2M1
299Balboa Wealth Partners$1.2M1
300Prosperity Consulting Group, LLC$1.2M1
301WORLDQUANT MILLENNIUM ADVISORS LLC$1.1M1
302Aptus Capital Advisors, LLC$1.1M1
303XPONANCE LLC$1.1M1
304UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.1M1
305Inspire Advisors, LLC$1.1M1
306BOOTHBAY FUND MANAGEMENT, LLC$1.1M1
307Bosman Wealth Management, LLC$1.1M1
308JANE STREET GROUP, LLC$1.1M1
309PLIMOTH TRUST CO LLC$1.1M1
310ION Fund Management Ltd$1.1M1
311Spire Wealth Management$1.1M1
312E. Ohman J:or Asset Management AB$1.0M1
313Metis Global Partners, LLC$1.0M1
314National Wealth Management Group, LLC$1.0M1
315Redwood Wealth Management Group, LLC$1.0M1
316WELLINGTON MANAGEMENT GROUP LLP$1.0M1
317FIFTH THIRD BANCORP$1.0M1
318HB Wealth Management, LLC$989K1
319Blue Trust, Inc.$982K1
320OSSIAM$978K1
321SevenBridge Financial Group, LLC$952K1
322PARAGON FINANCIAL PARTNERS, INC.$945K1
323VEGA INVESTMENT SOLUTIONS$945K1
324Integrated Advisors Network LLC$926K1
325HUB Investment Partners, LLC$923K1
326Financial Sense Advisors, Inc.$918K1
327CWM, LLC$916K1
328Emergent Wealth Advisors, LLC$914K1
329Themes Management Co LLC$907K1
330FEDERATED HERMES, INC.$903K1
331CHAPIN DAVIS, INC.$901K1
332CHESAPEAKE CAPITAL CORP /IL/$891K1
333Illinois Municipal Retirement Fund$890K1
334GREAT VALLEY ADVISOR GROUP, INC.$887K1
335HOLDERNESS INVESTMENTS CO$884K1
336Checchi Capital Advisers, LLC$863K1
337Jefferies Financial Group Inc.$862K1
338Krane Funds Advisors LLC$856K1
339OXFORD FINANCIAL GROUP, LTD. LLC$850K1
340MAI Capital Management$849K1
341Ensign Peak Advisors, Inc$840K1
342Balefire, LLC$838K1
343Belpointe Asset Management LLC$838K1
344Fortis Capital Advisors, LLC$838K1
345Fund Advisors of America Inc/FL$838K1
346J.W. COLE ADVISORS, INC.$833K1
347180 WEALTH ADVISORS, LLC$831K1
348KESTRA PRIVATE WEALTH SERVICES, LLC$825K1
349one8zero8, LLC$822K1
350denkapparat Operations GmbH$820K1
351Walleye Capital LLC$817K1
352Elequin Capital, LP$814K1
353Parvin Asset Management, LLC$807K1
354Sumitomo Mitsui DS Asset Management Company, Ltd$794K1
355Pure Financial Advisors, LLC$791K1
356Novak & Powell Financial Services, Inc.$790K1
357Savant Capital, LLC$774K1
358WEALTH ALLIANCE, LLC$772K1
359SBI Securities Co., Ltd.$760K1
360Federation des caisses Desjardins du Quebec$757K1
361VIAWEALTH, LLC$754K1
362Graham Capital Management, L.P.$754K1
363Fractal Investments LLC$753K1
364GeoWealth Management, LLC$751K1
365Kovack Advisors, Inc.$749K1
366Ballentine Partners, LLC$741K1
367Focus Financial Network, Inc.$741K1
368Geneos Wealth Management Inc.$732K1
369Maryland State Retirement & Pension System$732K1
370INTECH INVESTMENT MANAGEMENT LLC$729K1
371Brooklyn Investment Group$727K1
372MISSION WEALTH MANAGEMENT, LP$723K1
373Ascentis Independent Advisors$720K1
374Uncommon Cents Investing LLC$709K1
375GC Wealth Management RIA, LLC$706K1
376HBK Sorce Advisory LLC$700K1
377RENAISSANCE TECHNOLOGIES LLC$694K1
378Marex Group Ltd$663K1
379Terra Nova Asset Management LLC$659K1
380BAILARD, INC.$657K1
381CENTRAL TRUST Co$656K1
382Prospera Financial Services Inc$654K1
383Callan Family Office, LLC$645K1
384First City Capital Management, Inc.$637K1
385Cadence Wealth Management LLC$637K1
386Qtron Investments LLC$634K1
387Larry Mathis Financial Planning, LLC$634K1
388SMART Wealth LLC$628K1
389GABLES CAPITAL MANAGEMENT INC.$626K1
390MGO ONE SEVEN LLC$624K1
391PRUDENTIAL FINANCIAL INC$623K1
392Bryn Mawr Trust Advisors, LLC$608K1
393Outlook Wealth Advisors, LLC$605K1
394BankChampaign, National Association$600K1
395Baird Financial Group, Inc.$596K1
396Valley Brook Capital Group, Inc.$580K1
397LEVEL FOUR ADVISORY SERVICES, LLC$576K1
398Wedmont Private Capital$571K1
399Fideuram Asset Management (Ireland) dac$565K1
400Perbak Capital Partners LLP$562K1
401PDS Planning, Inc$560K1
402Modern Wealth Management, LLC$560K1
403Argos Wealth Advisors, LLC$556K1
404YOUSIF CAPITAL MANAGEMENT, LLC$555K1
405Quadrant Private Wealth Management, LLC$551K1
406Amova Asset Management Americas, Inc.$551K1
407Stanley-Laman Group, Ltd.$545K1
408Veracity Capital LLC$537K1
409UHLMANN PRICE SECURITIES, LLC$537K1
410Cauble & Harre Wealth Management, Inc.$534K1
411OneDigital Investment Advisors LLC$509K1
412BLAIR WILLIAM & CO/IL$507K1
413Chung Wu Investment Group, LLC$503K1
414NorthCrest Asset Manangement, LLC$485K1
415GUGGENHEIM CAPITAL LLC$483K1
416Daiwa Securities Group Inc.$481K1
417Meeder Advisory Services, Inc.$476K1
418Triad Wealth Partners, LLC$472K1
419Crossmark Global Holdings, Inc.$469K1
420CHOREO, LLC$468K1
421Fogel Capital Management, Inc.$466K1
422Wealthcare Advisory Partners LLC$456K1
423Snowden Capital Advisors LLC$453K1
424World Investment Advisors$451K1
425nVerses Capital, LLC$450K1
426PRINCIPAL SECURITIES, INC.$446K1
427Fortis Capital Management LLC$440K1
428CONGRESS ASSET MANAGEMENT CO$433K1
429Clare Market Investments LLC$432K1
430FOCUSED ALPHA, LLC$423K1
431North Dakota State Investment Board$422K1
432Capital International Sarl$422K1
433Wealthfront Advisers LLC$418K1
434Ariadne Wealth Management, LP$418K1
435EXENCIAL WEALTH ADVISORS, LLC$414K1
436Legacy Capital Wealth Partners, LLC$408K1
437DELTEC ASSET MANAGEMENT LLC$405K1
438Allworth Financial LP$402K1
439DRIVE WEALTH MANAGEMENT, LLC$401K1
440Legacy Edge Advisors, LLC$399K1
441Equitable Holdings, Inc.$398K1
442Royal Fund Management, LLC$396K1
443OLD MISSION CAPITAL LLC$396K1
444PINNACLE ASSOCIATES LTD$394K1
445Concurrent Investment Advisors, LLC$394K1
446Leo Wealth, LLC$393K1
447Janus Henderson Group Ltd.$389K1
448Cyndeo Wealth Partners, LLC$386K1
449CHICAGO TRUST Co NA$382K1
450Freestone Capital Holdings, LLC$381K1
451MONTAG A & ASSOCIATES INC$380K1
452Oasis Advisors, LLC$378K1
453Shoker Investment Counsel, Inc.$373K1
454MMA ASSET MANAGEMENT LLC$368K1
455Beacon Pointe Advisors, LLC$367K1
456SHRIER WEALTH MANAGEMENT, LLC$360K1
457Wealth Management Associates, Inc.$360K1
458Berger Financial Group, Inc$359K1
459BEACON FINANCIAL GROUP$359K1
460PANAGORA ASSET MANAGEMENT INC$357K1
461AMERICAN NATIONAL BANK & TRUST$356K1
462Headlands Technologies LLC$349K1
463FINANCIAL CONSULATE, INC$349K1
464Bridgewater Advisors Inc.$346K1
465FIDUCIARY TRUST CO$344K1
466OLD NATIONAL BANCORP /IN/$344K1
467COLDSTREAM CAPITAL MANAGEMENT INC$342K1
468Orion Capital Management LLC$341K1
469Ethic Inc.$340K1
470LGT Group Foundation$335K1
471NISSAY ASSET MANAGEMENT CORP /JAPAN$333K1
472AE Wealth Management LLC$328K1
473COMPASS CAPITAL CORP /MA/ /ADV$326K1
474Autumn Glory Partners, LLC$323K1
475Kingsview Wealth Management, LLC$323K1
476Finer Wealth Management, Inc.$322K1
477Monument Capital Management$322K1
478Advyzon Investment Management, LLC$321K1
479ACADIAN ASSET MANAGEMENT LLC$319K1
480QRG CAPITAL MANAGEMENT, INC.$310K1
481Centiva Capital, LP$306K1
482WESPAC Advisors, LLC$304K1
483Moisand Fitzgerald Tamayo, LLC$304K1
484HMS Capital Management, LLC$301K1
485FIRST COMMONWEALTH FINANCIAL CORP /PA/$299K1
486MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC$295K1
487Foster Group, Inc.$286K1
488OPPENHEIMER & CO INC$286K1
489FOX RUN MANAGEMENT, L.L.C.$284K1
490BFI Infinity Ltd.$284K1
491Odyssean, LLC$283K1
492Aaron Wealth Advisors LLC$282K1
493Pinnacle Wealth Planning Services, Inc.$279K1
494Kingdom Financial Group LLC.$279K1
495Banco BTG Pactual S.A.$279K1
496Advisor Resource Council$278K1
497Smartleaf Asset Management LLC$278K1
498Weil Company, Inc.$278K1
499PFG Investments, LLC$276K1
500Sound View Wealth Advisors Group, LLC$276K1
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 SCCO

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SCCO · financials and macro

Financials — as filed PLANNED

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