Public record / Tickers / SCI

SCI — SERVICE CORP INTERNATIONAL

Both disclosure regimes on one name: who in Congress filed about SCI, 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
49
all PTR rows naming SCI
Members · 12m
1
0 buys · 15 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
13F holders
476
top-476 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

April McClain Delaney · $50.0K–$100K

Sale · traded 2026-08-25 → filed 2026-09-09. Ranked over every SCI row by the provable lower bound, never a point estimate.

1 member · 0 buys / 15 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

17 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. 17 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SCI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SCI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 08-25 +15d$50K–$100K
2026-09-09April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 08-04 +36d$1K–$15K
2026-09-09April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 08-03 +37d$1K–$15K
2026-08-03April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 07-30 +4d$1K–$15K
2026-08-03April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 07-27 +7d$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 49 ↗

Members active in SCI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SCI 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.
April McClain Delaney D–MD-615−$310K to −$64.0K2

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

Congress ↔ notable managers · SCI

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

Congress · last 90 days

Buyers
0
Sellers
1 April McClain Delaney D–MD-6 $58K–$220K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $27.6M held
Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on SCI
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSale$50K–$100K
2026-09-09April McClain Delaney CongressSale$1K–$15K
2026-09-09April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+81,574 sh

10 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 SCI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2BAILLIE GIFFORD & CO$710M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$577M1
4Select Equity Group, L.P.$504M1
5FMR LLC$496M1
6VANGUARD CAPITAL MANAGEMENT LLC$495M1
7STATE STREET CORP$363M1
8Swedbank AB$344M1
9Invesco Ltd.$299M1
10MORGAN STANLEY$286M1
11DIMENSIONAL FUND ADVISORS LP$189M1
12FIL Ltd$173M1
13ALLIANCEBERNSTEIN L.P.$161M1
14Capital International Investors$135M1
15NORDEA INVESTMENT MANAGEMENT AB$132M1
16HighTower Advisors, LLC$122M1
17BANK OF AMERICA CORP /DE/$114M1
18NORTHERN TRUST CORP$111M1
19ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$103M1
20FIRST MANHATTAN CO. LLC.$96.0M1
21DEUTSCHE BANK AG\$87.1M1
22UBS Group AG$83.7M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$81.2M1
24VANGUARD FIDUCIARY TRUST CO$70.9M1
25PRINCIPAL FINANCIAL GROUP INC$59.6M1
26AQR CAPITAL MANAGEMENT LLC$54.9M1
27TWO SIGMA INVESTMENTS, LP$52.0M1
28DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$51.8M1
29FEDERATED HERMES, INC.$51.6M1
30UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$46.2M1
31WELLINGTON MANAGEMENT GROUP LLP$39.2M1
32D. E. Shaw & Co., Inc.$35.1M1
33COMGEST GLOBAL INVESTORS S.A.S.$34.2M1
34RFG Advisory, LLC$33.8M1
35TD ASSET MANAGEMENT INC$32.5M1
36Nuveen, LLC$31.7M1
37Candriam S.C.A.$29.7M1
38Norinchukin Bank, The$29.3M1
39Global Alpha Capital Management Ltd.$28.7M1
40Gotham Asset Management, LLC$27.6M1
41Retirement Systems of Alabama$27.1M1
42CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$26.6M1
43ProShare Advisors LLC$26.2M1
44CWM, LLC$24.8M1
45Amundi$24.6M1
46Swiss National Bank$22.9M1
47FRANKLIN RESOURCES INC$22.7M1
48RAYMOND JAMES FINANCIAL INC$20.9M1
49NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$20.3M1
50Sequoia Financial Advisors, LLC$17.3M1
51Legal & General Group Plc$16.4M1
52ALPS ADVISORS INC$15.4M1
53ENVESTNET ASSET MANAGEMENT INC$15.1M1
54Perpetual Ltd$15.1M1
55Universal- Beteiligungs- und Servicegesellschaft mbH$13.9M1
56GROUPAMA ASSET MANAGMENT$13.7M1
57PANAGORA ASSET MANAGEMENT INC$13.6M1
58BARCLAYS PLC$13.3M1
59LPL Financial LLC$13.2M1
60WELLS FARGO & COMPANY/MN$12.8M1
61ASSETMARK, INC$12.4M1
62STATE OF WISCONSIN INVESTMENT BOARD$12.3M1
63STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.7M1
64Fisher Asset Management, LLC$10.5M1
65VANGUARD ASSET MANAGEMENT, Ltd$10.3M1
66Aptus Capital Advisors, LLC$10.2M1
67Trexquant Investment LP$9.4M1
68ROYAL BANK OF CANADA$8.9M1
69SEI INVESTMENTS CO$8.9M1
70CIBC Bancorp USA Inc.$8.5M1
71AMF Tjanstepension AB$8.2M1
72Rockefeller Capital Management L.P.$8.1M1
73MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.0M1
74Quantinno Capital Management LP$7.7M1
75JGP Wealth Management, LLC$7.2M1
76NEW YORK STATE COMMON RETIREMENT FUND$6.5M1
77Nordwand Advisors, LLC$6.2M1
78GATEWAY INVESTMENT ADVISERS LLC$5.9M1
79Janus Henderson Group Ltd.$5.1M1
80Vanguard Global Advisers, LLC$4.9M1
81New Age Alpha Advisors, LLC$4.8M1
82Castlefield Investment Partners LLP$4.4M1
83MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.4M1
84JLB & ASSOCIATES INC$4.4M1
85Zurcher Kantonalbank (Zurich Cantonalbank)$4.2M1
86Bell Asset Management Ltd$4.2M1
87Pathstone Holdings, LLC$3.9M1
88FIRST TRUST ADVISORS LP$3.8M1
89Connor, Clark & Lunn Investment Management Ltd.$3.7M1
90YOUSIF CAPITAL MANAGEMENT, LLC$3.5M1
91Southeast Asset Advisors, LLC$3.5M1
92CITIGROUP INC$3.4M1
93Allianz Asset Management GmbH$3.4M1
94Aristotle Capital Boston, LLC$3.3M1
95Cerity Partners LLC$3.3M1
96FIFTH THIRD BANCORP$3.3M1
97State of New Jersey Common Pension Fund D$3.2M1
98Consolidated Investment Group LLC$3.2M1
99Arizona State Retirement System$3.2M1
100AE Wealth Management LLC$3.1M1
101Stanley-Laman Group, Ltd.$3.0M1
102PRUDENTIAL FINANCIAL INC$2.9M1
103Holocene Advisors, LP$2.9M1
104Vanguard Investments Australia, Ltd.$2.9M1
105COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.9M1
106AMERICAN CENTURY COMPANIES INC$2.8M1
107PALISADE CAPITAL MANAGEMENT, LP$2.8M1
108STATE OF MICHIGAN RETIREMENT SYSTEM$2.8M1
109Creative Planning$2.7M1
110O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.7M1
111Linden Thomas Advisory Services, LLC$2.7M1
112D.A. DAVIDSON & CO.$2.7M1
1132Xideas AG$2.6M1
114CLOUGH CAPITAL PARTNERS L P$2.6M1
115NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.6M1
116OSAIC HOLDINGS, INC.$2.4M1
117Compagnie Lombard Odier SCmA$2.4M1
118TEACHER RETIREMENT SYSTEM OF TEXAS$2.4M1
119CREDIT AGRICOLE S A$2.4M1
120OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.4M1
121Westerkirk Capital Inc.$2.3M1
122TRUIST FINANCIAL CORP$2.2M1
123INTECH INVESTMENT MANAGEMENT LLC$2.2M1
124Federation des caisses Desjardins du Quebec$2.2M1
125COLDSTREAM CAPITAL MANAGEMENT INC$2.2M1
126LRT Capital Management, LLC$2.2M1
127Capital International, Inc./CA/$2.1M1
128Ameritas Investment Partners, Inc.$2.1M1
129BANK OF MONTREAL /CAN/$2.1M1
130NATIONAL BANK OF CANADA /FI/$2.0M1
131Pictet Asset Management Holding SA$1.9M1
132CITADEL ADVISORS LLC$1.9M1
133OLD NATIONAL BANCORP /IN/$1.9M1
134Utah Retirement Systems$1.8M1
135Summit Trail Advisors, LLC$1.8M1
136VICTORY CAPITAL MANAGEMENT INC$1.8M1
137Asset Management One Co., Ltd.$1.8M1
138Vanguard Personalized Indexing Management, LLC$1.7M1
139Henshaw Capital LLC$1.7M1
140RBF Capital, LLC$1.7M1
141GREAT LAKES ADVISORS, LLC$1.6M1
142MML INVESTORS SERVICES, LLC$1.6M1
143COMMONWEALTH EQUITY SERVICES, LLC$1.6M1
144Cetera Investment Advisers$1.5M1
145HOWLAND CAPITAL MANAGEMENT LLC$1.5M1
146SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M1
147Quintet Private Bank (Europe) S.A.$1.4M1
148NewEdge Advisors, LLC$1.4M1
149XPONANCE LLC$1.4M1
150LGT Fund Management Co Ltd.$1.4M1
151ONTARIO TEACHERS PENSION PLAN BOARD$1.4M1
152Callan Family Office, LLC$1.4M1
153Walleye Trading LLC$1.3M1
154NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.3M1
155PRINCIPAL SECURITIES, INC.$1.3M1
156AlTi Global, Inc.$1.3M1
157LEAVELL INVESTMENT MANAGEMENT, INC.$1.2M1
158BANK OF NOVA SCOTIA$1.2M1
159Lee Financial Co$1.2M1
160WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M1
161Northwest & Ethical Investments L.P.$1.1M1
162M&T BANK CORP$1.1M1
163IAMS WEALTH MANAGEMENT, LLC$1.1M1
164Prospera Financial Services Inc$1.1M1
165Monument Capital Management$1.0M1
166Empowered Funds, LLC$1.0M1
167Perbak Capital Partners LLP$1.0M1
168PINNACLE ASSOCIATES LTD$1.0M1
169Mirabaud Asset Management Ltd$994K1
170VOYA INVESTMENT MANAGEMENT LLC$980K1
171Maia Wealth LLC$980K1
172EXCHANGE TRADED CONCEPTS, LLC$962K1
173Crossmark Global Holdings, Inc.$950K1
174Sanctuary Advisors, LLC$933K1
175Union Bancaire Privee, UBP SA$928K1
176OPPENHEIMER & CO INC$908K1
177LETSON INVESTMENT MANAGEMENT, INC.$907K1
178Centiva Capital, LP$907K1
179TCM Advisors, LLC$876K1
180SECURIAN ASSET MANAGEMENT, INC$843K1
181Aquatic Capital Management LLC$834K1
182Aurdan Capital Management, LLC$824K1
183FIDUCIARY TRUST CO$812K1
184MERCER GLOBAL ADVISORS INC /ADV$805K1
185Lighthouse Investment Partners, LLC$798K1
186Capital Investment Advisory Services, LLC$796K1
187Chevy Chase Trust Holdings, LLC$796K1
188MACKENZIE FINANCIAL CORP$767K1
189Procyon Advisors, LLC$737K1
190Compound Planning, Inc.$735K1
191COMMERCE BANK$731K1
192Swiss Life Asset Management Ltd$713K1
193RITHOLTZ WEALTH MANAGEMENT$686K1
194HBK Sorce Advisory LLC$686K1
195&PARTNERS$670K1
196GUGGENHEIM CAPITAL LLC$659K1
197Merit Financial Group, LLC$629K1
198Ensign Peak Advisors, Inc$602K1
199Ascent Wealth Partners, LLC$598K1
200US BANCORP \DE\$592K1
201WADDELL & ASSOCIATES, LLC$582K1
202HB Wealth Management, LLC$573K1
203Global Trust Asset Management, LLC$570K1
204Tranquility Partners, LLC$567K1
205Waverly Advisors, LLC$551K1
206FORA Capital, LLC$548K1
207Larson Financial Group LLC$547K1
208Maryland State Retirement & Pension System$542K1
209Focus Partners Wealth$542K1
210HSBC HOLDINGS PLC$537K1
211Baird Financial Group, Inc.$535K1
212Brooklyn Investment Group$534K1
213Sepio Capital, LP$533K1
214JANE STREET GROUP, LLC$523K1
215MASTERINVEST Kapitalanlage GmbH$510K1
216Corient Private Wealth LLC$509K1
217CRAWFORD INVESTMENT COUNSEL INC$498K1
218CIBC WORLD MARKET INC.$495K1
219Modern Wealth Management, LLC$494K1
220VOLORIDGE INVESTMENT MANAGEMENT, LLC$493K1
221Empirical Finance, LLC$489K1
222STEPHENS INC /AR/$485K1
223BUCKHEAD CAPITAL MANAGEMENT LLC$465K1
224BBR PARTNERS, LLC$463K1
225AIRE ADVISORS, LLC$454K1
226LONDON CO OF VIRGINIA$447K1
227LWM Advisory Services, LLC$438K1
228STIFEL FINANCIAL CORP$433K1
229FINANCIAL MANAGEMENT NETWORK INC$431K1
230CIBC Asset Management Inc$417K1
231Concurrent Investment Advisors, LLC$416K1
232nVerses Capital, LLC$409K1
233Cadent Capital Advisors, LLC$389K1
234Allspring Global Investments Holdings, LLC$389K1
235QUADRANT CAPITAL GROUP LLC$384K1
236Kestra Advisory Services, LLC$377K1
237SHELTON CAPITAL MANAGEMENT$375K1
238Tower Research Capital LLC (TRC)$374K1
239Allworth Financial LP$369K1
240Engineers Gate Manager LP$362K1
241Private Advisor Group, LLC$351K1
242Vise Technologies, Inc.$348K1
243Laird Norton Wetherby Trust Company, LLC$347K1
244Indie Asset Partners, LLC$343K1
245ABN AMRO INVESTMENT SOLUTIONS$334K1
246Corient IA LLC$333K1
247Lombard Odier Asset Management (USA) Corp$333K1
248EVERGREEN CAPITAL MANAGEMENT LLC$331K1
249North Dakota State Investment Board$329K1
250UNITED CAPITAL FINANCIAL ADVISORS, LLC$327K1
251Tidal Investments LLC$325K1
252CANADA PENSION PLAN INVESTMENT BOARD$322K1
253Geneos Wealth Management Inc.$321K1
254Steward Partners Investment Advisory, LLC$315K1
255JOURNEY STRATEGIC WEALTH LLC$311K1
256Summit Financial, LLC$306K1
257Ashton Thomas Private Wealth, LLC$306K1
258CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$305K1
259MGO ONE SEVEN LLC$304K1
260Compass Advisory Group LLC$299K1
261Empower Advisory Group, LLC$292K1
262Atria Investments, Inc$288K1
263Vident Advisory, LLC$286K1
264Proficio Capital Partners LLC$283K1
265Delta Investment Management, LLC$282K1
266WORLDQUANT MILLENNIUM ADVISORS LLC$281K1
267Truvestments Capital LLC$280K1
268SNS Financial Group, LLC$278K1
269Kingsview Wealth Management, LLC$274K1
270Marks Group Wealth Management, Inc$270K1
271Ethic Inc.$268K1
272UNIVERSITY OF CHICAGO$268K1
273BNP Paribas Asset Management Holding S.A.$266K1
274Meiji Yasuda Asset Management Co Ltd.$265K1
275Lido Advisors, LLC$265K1
276SEEDS INVESTOR LLC$260K1
277Fairfield Financial Advisors, LTD$259K1
278PROFUND ADVISORS LLC$251K1
279S Harris Financial Group, LLC$250K1
280JACOBSON & SCHMITT ADVISORS, LLC$248K1
281InTrack Investment Management Inc$248K1
282Savvy Advisors, Inc.$247K1
283Point Windward Advisors Inc.$246K1
284Horst & Graben Wealth Management LLC$245K1
285PATRON PARTNERS, LLC$239K1
286PLIMOTH TRUST CO LLC$236K1
287Beacon Pointe Advisors, LLC$236K1
288Man Group plc$233K1
289Stratos Wealth Partners, LTD.$231K1
290Legacy Capital Wealth Partners, LLC$229K1
291SIGNATUREFD, LLC$229K1
292Eurizon Capital SGR S.p.A.$223K1
293KESTRA PRIVATE WEALTH SERVICES, LLC$220K1
294Advisors Capital Management, LLC$218K1
295Orion Porfolio Solutions, LLC$217K1
296Walleye Capital LLC$214K1
297Global Financial Private Client, LLC$213K1
298Caerus Investment Advisors, LLC$212K1
299Graves Light Lenhart Wealth, Inc.$211K1
300Barnes Wealth Management Group, Inc$209K1
301Sargent Investment Group, LLC$208K1
302Tranquilli Financial Advisor LLC$208K1
303Brookmont Capital Management$207K1
304CADINHA & CO LLC$206K1
305Founders Capital Management$149K1
306UMB Bank, n.a.$139K1
307GROUP ONE TRADING LLC$138K1
308Clearstead Advisors, LLC$112K1
309Smartleaf Asset Management LLC$108K1
310NOMURA ASSET MANAGEMENT CO LTD$99.8K1
311NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$87.7K1
312Avalon Trust Co$82.5K1
313Spire Wealth Management$77.0K1
314Destiny Wealth Partners, LLC$71.9K1
315TD Waterhouse Canada Inc.$71.4K1
316STEPH & CO$69.7K1
317GABLES CAPITAL MANAGEMENT INC.$67.0K1
318MAI Capital Management$64.5K1
319VISION FINANCIAL MARKETS LLC$54.3K1
320TRUST CO OF TOLEDO NA /OH/$48.8K1
321Asset Dedication, LLC$48.4K1
322Annis Gardner Whiting Capital Advisors, LLC$47.0K1
323Premier Fund Managers Ltd$44.5K1
324NFSG Corp$39.0K1
325Aster Capital Management (DIFC) Ltd$37.0K1
326Parkside Financial Bank & Trust$35.2K1
327Blue Trust, Inc.$33.4K1
328ACADIAN ASSET MANAGEMENT LLC$33.0K1
329Maj Invest Holding A/S$30.9K1
330Mitsubishi UFJ Asset Management Co., Ltd.$21.8K1
331N.E.W. Advisory Services LLC$21.7K1
332C WorldWide Group Holding A/S$18.9K1
333Lavaca Capital LLC$16.8K1
334Axiom Investment Management LLC$16.5K1
335HOEY INVESTMENTS, INC$16.0K1
336Investment Research & Advisory Group, Inc.$13.1K1
337CVA Family Office, LLC$12.6K1
338Center for Financial Planning, Inc.$12.3K1
339Financial Freedom, LLC$10.4K1
340HRT FINANCIAL LP$10.3K1
341GHP Investment Advisors, Inc.$10.2K1
342CHILTON CAPITAL MANAGEMENT LLC$10.1K1
343SJS Investment Consulting Inc.$10.0K1
344Leonteq Securities AG$9.9K1
345Caitlin John, LLC$9.9K1
346FARMERS & MERCHANTS INVESTMENTS INC$9.5K1
347Arax Advisory Partners$9.3K1
348SHP Wealth Management$9.2K1
349Clearstead Trust, LLC$9.0K1
350Bayforest Capital Ltd$9.0K1
351INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8.2K1
352WPG Advisers, LLC$8.0K1
353HFM Investment Advisors, LLC$7.8K1
354Owl Creek Wealth Partners LLC$7.0K1
355CANADA LIFE ASSURANCE Co$6.8K1
356Keating Financial Advisory Services, Inc.$6.8K1
357BELLEVUE ASSET MANAGEMENT, LLC$6.2K1
358NATIXIS ADVISORS, LLC$6.2K1
359Johnson Financial Group, Inc.$6.1K1
360JFS WEALTH ADVISORS, LLC$6.0K1
361Transamerica Financial Advisors, LLC$5.5K1
362Pinnacle Wealth Planning Services, Inc.$5.0K1
363MBM WEALTH CONSULTANTS, LLC$5.0K1
364Treasurer of the State of North Carolina$4.8K1
365American Capital Advisory, LLC$4.6K1
366KBC Group NV$4.6K1
367EFG International AG$4.5K1
368Frazier Financial Advisors, LLC$4.4K1
369CALDWELL SUTTER CAPITAL, INC.$4.2K1
370Strategic Investment Solutions, Inc. /IL$4.2K1
371Avion Wealth$3.9K1
372CENTRAL TRUST Co$3.9K1
373AMICA MUTUAL INSURANCE CO$3.8K1
374TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3.7K1
375State of Alaska, Department of Revenue$3.5K1
376THRIVENT FINANCIAL FOR LUTHERANS$3.4K1
377Triumph Capital Management$3.3K1
378MATHER GROUP, LLC.$3.2K1
379Sachetta, LLC$2.8K1
380South Dakota Investment Council$2.6K1
381Prestige Wealth Management Group LLC$2.3K1
382DiNuzzo Private Wealth, Inc.$2.1K1
383SWAN Capital LLC$2.1K1
384Valued Wealth Advisors LLC$2.0K1
385Cromwell Holdings LLC$1.8K1
386Rialto Wealth Management, LLC$1.7K1
387EVERMAY WEALTH MANAGEMENT LLC$1.7K1
388ATWOOD & PALMER INC$1.5K1
389Marquette Asset Management, LLC$1.5K1
390Crewe Advisors LLC$1.5K1
391Bell Investment Advisors, Inc$1.4K1
392True Wealth Design, LLC$1.4K1
393SALEM INVESTMENT COUNSELORS INC$1.3K1
394Manchester Capital Management LLC$1.2K1
395Sunrise Financial Services, LLC$9901
396ALBION FINANCIAL GROUP /UT$9081
397Vermillion Wealth Management, Inc.$8251
398Orion Capital Management LLC$7431
399Kilter Group LLC$6611
400HERITAGE INVESTORS MANAGEMENT CORP$6541
401Intentional Wealth Strategies, LLC$4951
402Salomon & Ludwin, LLC$4241
403Quaker Wealth Management, LLC$3311
404DecisionPoint Financial, LLC$3311
405Seneschal Advisors, LLC$3311
406Claret Asset Management Corp$2311
407Smithfield Trust Co$2121
408MV CAPITAL MANAGEMENT, INC.$1661
409Signature Equity Partners, LLC$1651
410Employees Retirement System of Texas$1121
411Rakuten Securities, Inc.$831
412HAZLETT, BURT & WATSON, INC.$331
413Raleigh Capital Management Inc.$141
414Jefferies Financial Group Inc.$01
415VANGUARD GROUP INC$01
416HARBOUR INVESTMENTS, INC.$01
417JONES FINANCIAL COMPANIES LLLP$01
418Brandywine Global Investment Management, LLC$01
419BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$01
420DAVENPORT & Co LLC$01
421Banco Santander, S.A.$01
422NBT BANK, N.A.$01
423PRUDENTIAL PLC$01
424COMERICA BANK$01
425TRUST CO OF VERMONT$01
426BALYASNY ASSET MANAGEMENT L.P.$01
427SILVERCREST ASSET MANAGEMENT GROUP LLC$01
428MILLENNIUM MANAGEMENT LLC$01
429CIBC Private Wealth Group LLC$01
430BROWN ADVISORY INC$01
431Magnetar Financial LLC$01
432NORGES BANK$01
433Hudson Bay Capital Management LP$01
434WBI INVESTMENTS, LLC$01
435Verition Fund Management LLC$01
436TWO SIGMA ADVISERS, LP$01
437Edgestream Partners, L.P.$01
438DT Investment Partners, LLC$01
439BOOTHBAY FUND MANAGEMENT, LLC$01
440Alpha Cubed Investments, LLC$01
441Arete Wealth Advisors, LLC$01
442ARMISTICE CAPITAL, LLC$01
443Maven Securities LTD$01
444Krilogy Financial LLC$01
445Numerai GP LLC$01
446McIlrath & Eck, LLC$01
447Garner Asset Management Corp$01
448Qube Research & Technologies Ltd$01
449ExodusPoint Capital Management, LP$01
450West Branch Capital LLC$01
451Atom Investors LP$01
452Global Retirement Partners, LLC$01
453Oak Thistle LLC$01
454MQS Management LLC$01
455TWINBEECH CAPITAL LP$01
456Banque Cantonale Vaudoise$01
457INCEPTIONR LLC$01
458XTX Topco Ltd$01
459Coppell Advisory Solutions LLC$01
460Focus Partners Advisor Solutions, LLC$01
461TUCKER ASSET MANAGEMENT LLC$01
462CenterBook Partners LP$01
463AlphaQuest LLC$01
464Forum Financial Management, LP$01
465SageView Advisory Group, LLC$01
466iSAM Funds (UK) Ltd$01
467Cape Investment Advisory, Inc.$01
468Dunhill Financial, LLC$01
469Caitong International Asset Management Co., Ltd$01
470Quarry LP$01
471EntryPoint Capital, LLC$01
472Freestone Grove Partners LP$01
473Central Pacific Bank - Trust Division$01
474BCS Private Wealth Management, Inc.$01
475Worthington Financial Partners, LLC$01
47646 Peaks LLC$01
Truncated by Public Filings. The published aggregate ranks the top 476 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)0 buy / 15 sell
Congress net ($ bound)−$310K to −$64.0K
Filers net (actions)not in build
Filers net ($ 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 SCI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SCI · financials and macro

Financials — as filed PLANNED

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