Public record / Tickers / SF

SF — STIFEL FINANCIAL CORP

Both disclosure regimes on one name: who in Congress filed about SF, 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
13
all PTR rows naming SF
Members · 12m
3
3 buys · 3 sells · by trade date
Latest PTR
09-04
filed 2026-09-04
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

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

Purchase · traded 2026-07-10 → filed 2026-09-04. Ranked over every SF row by the provable lower bound, never a point estimate.

3 members · 3 buys / 3 sells

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

3 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

9 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. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SF · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SF
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 07-10 LATE·56d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2025-11-03 LATE·71d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 11-24 +21d$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-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 13 ↗

Members active in SF

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SF 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-93−$29.0K to $13.0K2
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Julia Letlow R–LA-51$1.0K to $15.0K2

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

Congress ↔ notable managers · SF

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

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

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

Merged timeline of congressional filings and notable-manager moves on SF
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Tudor Investment Corp 13Fadd+429,332 sh
2026-05-15Bridgewater Associates 13Ftrim−9,711 sh
2026-05-15Moore Capital Management 13Fexit−89,344 sh
2026-05-14Caxton Associates 13Fadd+2,230 sh

5 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 SF for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2AQR CAPITAL MANAGEMENT LLC$622M1
3FMR LLC$601M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$527M1
5VANGUARD CAPITAL MANAGEMENT LLC$491M1
6STATE STREET CORP$344M1
7ALLIANCEBERNSTEIN L.P.$339M1
8Boston Partners$313M1
9STIFEL FINANCIAL CORP$279M1
10WELLINGTON MANAGEMENT GROUP LLP$273M1
11EARNEST PARTNERS LLC$273M1
12Capital Research Global Investors$207M1
13DIMENSIONAL FUND ADVISORS LP$193M1
14MORGAN STANLEY$146M1
15BANK OF AMERICA CORP /DE/$139M1
16Fisher Asset Management, LLC$125M1
17NORTHERN TRUST CORP$113M1
18NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$108M1
19JACOBS LEVY EQUITY MANAGEMENT, INC$101M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$98.6M1
21Qube Research & Technologies Ltd$93.5M1
22Fiera Capital Corp$90.6M1
23FULLER & THALER ASSET MANAGEMENT, INC.$90.1M1
24PRINCIPAL FINANCIAL GROUP INC$79.5M1
25VANGUARD FIDUCIARY TRUST CO$69.5M1
26VICTORY CAPITAL MANAGEMENT INC$64.3M1
27UBS Group AG$58.0M1
28Point72 Asset Management, L.P.$53.7M1
29ENVESTNET ASSET MANAGEMENT INC$47.3M1
30D. E. Shaw & Co., Inc.$46.0M1
31ALGEBRIS (UK) LTD$44.6M1
32HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$42.3M1
33Invesco Ltd.$41.2M1
34Amundi$36.3M1
35TUDOR INVESTMENT CORP ET AL$36.2M1
36BARCLAYS PLC$36.0M1
37VOLORIDGE INVESTMENT MANAGEMENT, LLC$33.7M1
38Walleye Capital LLC$32.8M1
39WELLS FARGO & COMPANY/MN$31.9M1
40JANE STREET GROUP, LLC$31.9M1
41MILLENNIUM MANAGEMENT LLC$31.4M1
42Prana Capital Management, LP$31.3M1
43SEI INVESTMENTS CO$30.5M1
44UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$30.3M1
45Retirement Systems of Alabama$29.5M1
46TWO SIGMA INVESTMENTS, LP$27.1M1
47Woodline Partners LP$26.8M1
48Engineers Gate Manager LP$25.7M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$25.3M1
50BANK OF NOVA SCOTIA$25.3M1
51PANAGORA ASSET MANAGEMENT INC$24.8M1
52IEQ CAPITAL, LLC$23.0M1
53Quantinno Capital Management LP$22.8M1
54CITADEL ADVISORS LLC$22.6M1
55Nuveen, LLC$22.6M1
56Swiss National Bank$22.3M1
57STATE OF WISCONSIN INVESTMENT BOARD$19.4M1
58Voleon Capital Management LP$19.4M1
59RAYMOND JAMES FINANCIAL INC$19.4M1
60Jain Global LLC$18.5M1
61WINTON GROUP Ltd$18.3M1
62ADAGE CAPITAL PARTNERS GP, L.L.C.$18.2M1
63Mariner, LLC$16.9M1
64VOYA INVESTMENT MANAGEMENT LLC$16.8M1
65Brevan Howard Capital Management LP$16.4M1
66NATIXIS$16.1M1
67Access Investment Management LLC$15.8M1
68Moran Wealth Management, LLC$15.1M1
69Legal & General Group Plc$14.7M1
70AXIOM INVESTORS LLC /DE$14.3M1
71DEUTSCHE BANK AG\$13.7M1
72Curi Capital, LLC$13.7M1
73Cerity Partners LLC$13.5M1
74NATIONAL BANK OF CANADA /FI/$13.3M1
75CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$13.2M1
76FRANKLIN RESOURCES INC$12.1M1
77Trexquant Investment LP$11.9M1
78EULAV Asset Management$11.6M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.4M1
80Creative Planning$11.2M1
81ROYAL BANK OF CANADA$10.6M1
82VANGUARD ASSET MANAGEMENT, Ltd$10.5M1
83PICTON MAHONEY ASSET MANAGEMENT$10.4M1
84CWM, LLC$10.4M1
85HEARTLAND ADVISORS INC$9.9M1
86Channing Capital Management, LLC$9.8M1
87SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$9.6M1
88CITIGROUP INC$9.6M1
89Universal- Beteiligungs- und Servicegesellschaft mbH$9.5M1
90Assenagon Asset Management S.A.$9.4M1
91BW Gestao de Investimentos Ltda.$9.2M1
92TEACHER RETIREMENT SYSTEM OF TEXAS$8.9M1
93LAZARD ASSET MANAGEMENT LLC$8.5M1
94FIRST TRUST ADVISORS LP$8.5M1
95Philadelphia Financial Management of San Francisco, LLC$8.4M1
96PDT Partners, LLC$8.3M1
97Connor, Clark & Lunn Investment Management Ltd.$8.3M1
98MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.1M1
99MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.1M1
100Man Group plc$8.0M1
101AMERICAN CENTURY COMPANIES INC$8.0M1
102OPPENHEIMER ASSET MANAGEMENT INC.$7.8M1
103Schonfeld Strategic Advisors LLC$7.6M1
104CANADA PENSION PLAN INVESTMENT BOARD$7.6M1
105CASTLEARK MANAGEMENT LLC$7.5M1
106RENAISSANCE TECHNOLOGIES LLC$7.5M1
107ExodusPoint Capital Management, LP$7.5M1
108Allspring Global Investments Holdings, LLC$6.7M1
109Kingsview Wealth Management, LLC$6.5M1
110ZACKS INVESTMENT MANAGEMENT$6.3M1
111MERCER GLOBAL ADVISORS INC /ADV$6.2M1
112Edgestream Partners, L.P.$6.2M1
113BOOTHBAY FUND MANAGEMENT, LLC$6.1M1
114New Age Alpha Advisors, LLC$6.0M1
1151492 Capital Management LLC$6.0M1
116HSBC HOLDINGS PLC$6.0M1
117WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.9M1
118XTX Topco Ltd$5.9M1
119BANK OF MONTREAL /CAN/$5.9M1
120Y-Intercept (Hong Kong) Ltd$5.6M1
121Vanguard Global Advisers, LLC$5.5M1
122LPL Financial LLC$5.5M1
123FIFTH THIRD BANCORP$5.5M1
124Dana Investment Advisors, Inc.$5.4M1
125Squarepoint Ops LLC$5.3M1
126Focus Partners Wealth$5.3M1
127Verdence Capital Advisors LLC$5.1M1
128Janus Henderson Group Ltd.$5.1M1
129BRANDYWINE OAK PRIVATE WEALTH LLC$4.9M1
130BALYASNY ASSET MANAGEMENT L.P.$4.9M1
131TRILLIUM ASSET MANAGEMENT, LLC$4.8M1
132EVOLVE PRIVATE WEALTH, LLC$4.6M1
133Beverly Hills Private Wealth, LLC$4.5M1
134SCHRODER INVESTMENT MANAGEMENT GROUP$4.5M1
135Covenant Asset Management, LLC$4.4M1
136Pathstone Holdings, LLC$4.4M1
137Orion Porfolio Solutions, LLC$4.3M1
138Cinctive Capital Management LP$4.3M1
139North Reef Capital Management LP$4.2M1
140US BANCORP \DE\$4.2M1
141Stanley-Laman Group, Ltd.$3.8M1
142Ameritas Investment Partners, Inc.$3.7M1
143Palisades Investment Partners, LLC$3.6M1
144DAVENPORT & Co LLC$3.6M1
145REGIONS FINANCIAL CORP$3.5M1
146PRUDENTIAL FINANCIAL INC$3.5M1
147State of New Jersey Common Pension Fund D$3.3M1
148MARTINGALE ASSET MANAGEMENT L P$3.1M1
149Arizona State Retirement System$3.1M1
150MONETA GROUP INVESTMENT ADVISORS LLC$3.1M1
151Meramec Financial Planners, LLC$3.1M1
152Bridgewater Associates, LP$3.1M1
153MML INVESTORS SERVICES, LLC$3.0M1
154Magnetar Financial LLC$3.0M1
155Gator Capital Management, LLC$3.0M1
156Aquatic Capital Management LLC$3.0M1
157Zurcher Kantonalbank (Zurich Cantonalbank)$2.9M1
158Vanguard Investments Australia, Ltd.$2.9M1
159INTECH INVESTMENT MANAGEMENT LLC$2.9M1
160GUGGENHEIM CAPITAL LLC$2.9M1
161Steward Partners Investment Advisory, LLC$2.9M1
162COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.8M1
163STATE OF MICHIGAN RETIREMENT SYSTEM$2.7M1
164ASSETMARK, INC$2.6M1
165Cetera Investment Advisers$2.6M1
166FIRST NATIONAL BANK OF OMAHA$2.5M1
167NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.5M1
168Corient Private Wealth LLC$2.5M1
169Vanguard Personalized Indexing Management, LLC$2.4M1
170CREDIT AGRICOLE S A$2.4M1
171Vestmark Advisory Solutions, Inc.$2.4M1
172OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
173LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.3M1
174PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$2.3M1
175Interval Partners, LP$2.2M1
176Elo Mutual Pension Insurance Co$2.2M1
177PMC FIG Opportunities LLC$2.2M1
178AIA Group Ltd$2.2M1
179O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.1M1
180Federation des caisses Desjardins du Quebec$2.1M1
181TRUIST FINANCIAL CORP$1.9M1
182QUADRANT CAPITAL GROUP LLC$1.9M1
183Illinois Municipal Retirement Fund$1.9M1
184Summit Trail Advisors, LLC$1.9M1
185BROWN ADVISORY INC$1.9M1
186LECAP ASSET MANAGEMENT LTD$1.8M1
187Pictet Asset Management Holding SA$1.8M1
188AXQ CAPITAL, LP$1.8M1
189Tidal Investments LLC$1.7M1
190Riverwater Partners LLC$1.7M1
191ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.7M1
192Quantum Private Wealth, LLC$1.7M1
193Gradient Investments LLC$1.6M1
194Sivia Capital Partners, LLC$1.6M1
195Merit Financial Group, LLC$1.6M1
196Zurich Insurance Group Ltd/FI$1.6M1
197Atria Investments, Inc$1.6M1
198Focus Partners Advisor Solutions, LLC$1.6M1
199COMMERCE BANK$1.6M1
200QRG CAPITAL MANAGEMENT, INC.$1.6M1
201Calamos Advisors LLC$1.5M1
202HighTower Advisors, LLC$1.5M1
203MACKENZIE FINANCIAL CORP$1.4M1
204Alyeska Investment Group, L.P.$1.4M1
205XPONANCE LLC$1.3M1
206NewEdge Advisors, LLC$1.3M1
207COLDSTREAM CAPITAL MANAGEMENT INC$1.3M1
208CHOREO, LLC$1.2M1
209Centiva Capital, LP$1.2M1
210Tributary Capital Management, LLC$1.2M1
211Lighthouse Investment Partners, LLC$1.2M1
212Rockefeller Capital Management L.P.$1.2M1
213Sanctuary Advisors, LLC$1.1M1
214&PARTNERS$1.1M1
215EAGLE ROCK INVESTMENT COMPANY, LLC$1.1M1
216Pallas Capital Advisors LLC$1.1M1
217Plancorp, LLC$1.1M1
218HANCOCK WHITNEY CORP$1.0M1
219Bull Harbor Capital LLC$1.0M1
220UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.0M1
221Concurrent Investment Advisors, LLC$1.0M1
222Sequoia Financial Advisors, LLC$1.0M1
223ING GROEP NV$998K1
224Swiss Life Asset Management Ltd$969K1
225Krilogy Financial LLC$947K1
226Polymer Capital Management (US) LLC$944K1
227Chicago Partners Investment Group LLC$937K1
228TT International Asset Management LTD$922K1
229FEDERATED HERMES, INC.$896K1
230Persistent Asset Partners Ltd$887K1
231Pinnacle Financial Partners, Inc.$875K1
232Crossmark Global Holdings, Inc.$843K1
233SECURIAN ASSET MANAGEMENT, INC$831K1
234Empowered Funds, LLC$786K1
235Impact Partnership Wealth, LLC$780K1
236Morningstar Investment Management LLC$766K1
237Ensign Peak Advisors, Inc$756K1
238MALTESE CAPITAL MANAGEMENT LLC$739K1
239MIRABELLA FINANCIAL SERVICES LLP$737K1
240EDMP, INC.$719K1
241HB Wealth Management, LLC$696K1
242Snowden Capital Advisors LLC$688K1
243Daiwa Securities Group Inc.$685K1
244M&T BANK CORP$669K1
245Haven Private, LLC$667K1
246CAXTON ASSOCIATES LLP$666K1
247BLAIR WILLIAM & CO/IL$659K1
248J.M. Arbour, LLC$649K1
249NorthCrest Asset Manangement, LLC$644K1
250B. Riley Wealth Advisors, Inc.$642K1
251Tower Research Capital LLC (TRC)$640K1
252Waverly Advisors, LLC$636K1
253First National Advisers, LLC$624K1
254Baird Financial Group, Inc.$607K1
255FIDUCIARY TRUST CO$606K1
256GATEWAY INVESTMENT ADVISERS LLC$604K1
257Private Advisor Group, LLC$602K1
258VARCOV Co.$602K1
259Utah Retirement Systems$588K1
260Rehmann Capital Advisory Group$587K1
261Machina Capital S.A.S.$576K1
262Radnor Capital Management, LLC$562K1
263Numerai GP LLC$546K1
264nVerses Capital, LLC$544K1
265Callan Family Office, LLC$542K1
266CI INVESTMENTS INC.$533K1
267Maryland State Retirement & Pension System$514K1
268Allworth Financial LP$512K1
269CAPSTONE INVESTMENT ADVISORS, LLC$497K1
270Meeder Advisory Services, Inc.$486K1
271Stratos Wealth Partners, LTD.$484K1
272OCCUDO QUANTITATIVE STRATEGIES LP$481K1
273Freestone Grove Partners LP$479K1
274WHITENER CAPITAL MANAGEMENT, INC.$478K1
275INCEPTIONR LLC$473K1
276Blueshift Asset Management, LLC$469K1
277OneDigital Investment Advisors LLC$469K1
278Detalus Advisors, LLC$466K1
279OLD NATIONAL BANCORP /IN/$462K1
280IMC-Chicago, LLC$454K1
281Perigon Wealth Management, LLC$454K1
282ProShare Advisors LLC$452K1
283Rothschild Wealth LLC$448K1
284EVERGREEN CAPITAL MANAGEMENT LLC$445K1
285KEYBANK NATIONAL ASSOCIATION/OH$442K1
286JOURNEY STRATEGIC WEALTH LLC$437K1
287WADDELL & ASSOCIATES, LLC$435K1
288Caerus Investment Advisors, LLC$425K1
289MAI Capital Management$425K1
290Clark Capital Management Group, Inc.$423K1
291EVOKE WEALTH, LLC$417K1
292AIGEN INVESTMENT MANAGEMENT, LP$412K1
293Dynamic Technology Lab Private Ltd$411K1
294Northwest & Ethical Investments L.P.$409K1
295Parcion Private Wealth LLC$404K1
296Larson Financial Group LLC$396K1
297Parkside Financial Bank & Trust$391K1
298Avise Financial Cooperative, Inc.$390K1
299AVIVA PLC$389K1
300CITIZENS FINANCIAL GROUP INC/RI$383K1
301Brooklyn Investment Group$379K1
302INTRUST BANK NA$376K1
303RITHOLTZ WEALTH MANAGEMENT$376K1
304Vident Advisory, LLC$375K1
305Sowell Financial Services LLC$375K1
306Essex Financial Services, Inc.$372K1
307SHELTON CAPITAL MANAGEMENT$366K1
308iSAM Funds (UK) Ltd$365K1
309BEESE FULMER INVESTMENT MANAGEMENT, INC.$362K1
310CIBC Asset Management Inc$361K1
311DAYMARK WEALTH PARTNERS, LLC$358K1
312WBI INVESTMENTS, LLC$357K1
313TD ASSET MANAGEMENT INC$355K1
314ROBERTS GLORE & CO INC /IL/$350K1
315FULTON BANK, N.A.$346K1
316Dundas Partners LLP$346K1
317GenTrust, LLC$343K1
318Formidable Asset Management, LLC$338K1
319Bridgefront Capital, LLC$337K1
320DRIVE WEALTH MANAGEMENT, LLC$336K1
321Impact Capital Partners LLC$336K1
322PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$333K1
323PINNACLE ASSOCIATES LTD$328K1
324Blue Trust, Inc.$326K1
325Legacy Capital Wealth Partners, LLC$325K1
326Mitsubishi UFJ Trust & Banking Corp$324K1
327North Dakota State Investment Board$320K1
328DRW Securities, LLC$312K1
329STEPHENS INC /AR/$310K1
330QTR Family Wealth, LLC$302K1
331OSAIC HOLDINGS, INC.$299K1
332ETF Store, Inc.$296K1
333Envestnet Portfolio Solutions, Inc.$294K1
334Compound Planning, Inc.$292K1
335CIBC Bancorp USA Inc.$288K1
336KESTRA PRIVATE WEALTH SERVICES, LLC$288K1
337Clearstead Advisors, LLC$287K1
338Caitlin John, LLC$284K1
339JACKSON THORNTON WEALTH MANAGEMENT, LLC$283K1
340Midwest Trust Co$279K1
341COMMONWEALTH EQUITY SERVICES, LLC$279K1
342ELEVATION POINT WEALTH PARTNERS, LLC$278K1
343R Squared Ltd$277K1
344MQS Management LLC$277K1
345Kera Capital Partners, Inc.$273K1
346Meiji Yasuda Asset Management Co Ltd.$260K1
347NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$256K1
348KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$251K1
349COUNTRY TRUST BANK$249K1
350PROFUND ADVISORS LLC$247K1
351Serenity Investment Advisors$246K1
352PRINCETON CAPITAL MANAGEMENT LLC$244K1
353DIVERSIFY WEALTH MANAGEMENT, LLC$244K1
354PRINCIPAL SECURITIES, INC.$242K1
355Caprock Group, LLC$239K1
356Lido Advisors, LLC$239K1
357Walleye Trading LLC$238K1
358SIGNATUREFD, LLC$237K1
359Eurizon Capital SGR S.p.A.$232K1
360Evelyn Partners Investment Management Services Ltd$231K1
361Ballentine Partners, LLC$230K1
362EXCHANGE TRADED CONCEPTS, LLC$229K1
363MOODY ALDRICH PARTNERS LLC$229K1
364NewEdge Wealth, LLC$228K1
365Grant Private Wealth Management Inc$227K1
366WINEBRENNER CAPITAL MANAGEMENT LLC$226K1
367waypoint wealth counsel$225K1
368Vise Technologies, Inc.$219K1
369HUB Investment Partners, LLC$216K1
370WORLDQUANT MILLENNIUM ADVISORS LLC$216K1
371PCM Encore, LLC$213K1
372Baker Avenue Asset Management, LP$209K1
373SAGE RHINO CAPITAL LLC$202K1
374BNP Paribas Asset Management Holding S.A.$198K1
375UMB Bank, n.a.$197K1
376Johnson Financial Group, Inc.$187K1
377Arax Advisory Partners$178K1
378Acropolis Investment Management, LLC$158K1
379Hilltop National Bank$149K1
380Kemnay Advisory Services Inc.$142K1
381NOMURA ASSET MANAGEMENT CO LTD$140K1
382FINANCIAL CONSULATE, INC$138K1
383Destiny Wealth Partners, LLC$137K1
384WESTPAC BANKING CORP$123K1
385State of Wyoming$122K1
386SJS Investment Consulting Inc.$94.3K1
387MATHER GROUP, LLC.$78.1K1
388Bayforest Capital Ltd$77.8K1
389True Wealth Design, LLC$68.2K1
390MONTAG A & ASSOCIATES INC$64.8K1
391Smartleaf Asset Management LLC$60.8K1
392Aster Capital Management (DIFC) Ltd$56.8K1
393Wellington Grp LLC$37.0K1
394HM PAYSON & CO$36.4K1
395Activest Wealth Management$34.3K1
396Mitsubishi UFJ Asset Management Co., Ltd.$30.7K1
397ALGERT GLOBAL LLC$27.2K1
398Keating Financial Advisory Services, Inc.$26.4K1
399JPL Wealth Management, LLC$23.7K1
400OSTERWEIS CAPITAL MANAGEMENT INC$23.5K1
401MidFirst Bank$20.7K1
402Pinnacle Wealth Planning Services, Inc.$20.5K1
403Measured Wealth Private Client Group, LLC$20.3K1
404Salomon & Ludwin, LLC$19.2K1
405SALEM INVESTMENT COUNSELORS INC$16.6K1
406CENTRAL TRUST Co$16.3K1
407Annis Gardner Whiting Capital Advisors, LLC$15.9K1
408CVA Family Office, LLC$15.7K1
409JFS WEALTH ADVISORS, LLC$15.2K1
410First Pacific Financial$14.8K1
411WPG Advisers, LLC$13.1K1
412Dogwood Wealth Management LLC$12.4K1
413Treasurer of the State of North Carolina$12.0K1
414HRT FINANCIAL LP$11.6K1
415Frazier Financial Advisors, LLC$10.4K1
416Owl Creek Wealth Partners LLC$9.9K1
417Global X Japan Co., Ltd.$9.8K1
418THRIVENT FINANCIAL FOR LUTHERANS$9.1K1
419CANADA LIFE ASSURANCE Co$8.0K1
420Retirement Wealth Solutions LLC$7.7K1
421Bell Investment Advisors, Inc$6.7K1
422Transamerica Financial Advisors, LLC$6.4K1
423WealthCollab, LLC$5.6K1
424Millstone Evans Group, LLC$5.3K1
425AMALGAMATED BANK$5.1K1
426NATIXIS ADVISORS, LLC$4.8K1
427WEBSTER BANK, N. A.$4.7K1
428JONES FINANCIAL COMPANIES LLLP$4.4K1
429Private Wealth Management Group, LLC$4.3K1
430Physician Wealth Advisors, Inc.$4.1K1
431State of Alaska, Department of Revenue$3.9K1
432SHP Wealth Management$3.5K1
433Signature Equity Partners, LLC$3.3K1
434Prestige Wealth Management Group LLC$3.0K1
435Moisand Fitzgerald Tamayo, LLC$2.7K1
436Manchester Capital Management LLC$2.5K1
437DiNuzzo Private Wealth, Inc.$2.5K1
438Sachetta, LLC$2.2K1
439TD Capital Management LLC$2.1K1
440Addison Advisors LLC$2.1K1
441ALBION FINANCIAL GROUP /UT$2.0K1
442PARK AVENUE SECURITIES LLC$1.9K1
443Glen Eagle Advisors, LLC$1.8K1
444SouthState Bank Corp$1.6K1
445ELEVATION WEALTH PARTNERS, LLC$1.6K1
446Rialto Wealth Management, LLC$1.6K1
447Vestcor Inc$1.4K1
448South Dakota Investment Council$1.2K1
449BROWN, LISLE/CUMMINGS, INC.$1.2K1
450Kilter Group LLC$1.1K1
451Cromwell Holdings LLC$1.0K1
452HFM Investment Advisors, LLC$9611
453INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8881
454Vermillion Wealth Management, Inc.$8871
455ATWOOD & PALMER INC$7401
456GHP Investment Advisors, Inc.$7401
457Nemes Rush Group LLC$6651
458Wealth Enhancement Trust Services, Inc.$6651
459KBC Group NV$3431
460Quaker Wealth Management, LLC$2961
461Intentional Wealth Strategies, LLC$2961
462PEAPACK GLADSTONE FINANCIAL CORP$2921
463GSA CAPITAL PARTNERS LLP$2891
464Valued Wealth Advisors LLC$2271
465Portus Wealth Advisors, LLC$2241
466American Capital Advisory, LLC$2221
467ACADIAN ASSET MANAGEMENT LLC$1971
468DekaBank Deutsche Girozentrale$1101
469TFC Financial Management, Inc.$741
470JTC Employer Solutions Trustee Ltd$361
471Capital Advisors, Ltd. LLC$41
472Avion Wealth$11
473VANGUARD GROUP INC$01
474SMITH, MOORE & CO.$01
475GLENMEDE TRUST CO NA$01
476HARBOUR INVESTMENTS, INC.$01
477Brandywine Global Investment Management, LLC$01
478COMERICA BANK$01
479TORONTO DOMINION BANK$01
480SILVERCREST ASSET MANAGEMENT GROUP LLC$01
481Hilltop Holdings Inc.$01
482CIBC Private Wealth Group LLC$01
483Covenant Partners, LLC$01
484Polar Asset Management Partners Inc.$01
485NORGES BANK$01
486PRELUDE CAPITAL MANAGEMENT, LLC$01
487AMG National Trust Bank$01
488Rafferty Asset Management, LLC$01
489SUSQUEHANNA INTERNATIONAL GROUP, LLP$01
490MOORE CAPITAL MANAGEMENT, LP$01
491Verition Fund Management LLC$01
492Alberta Investment Management Corp$01
493Virtu Financial LLC$01
494HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$01
495EP Wealth Advisors, LLC$01
496BTG Pactual Asset Management US LLC$01
497FJ Capital Management LLC$01
498Versor Investments LP$01
499Integrated Advisors Network LLC$01
500NorthCoast Asset Management 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)3 buy / 3 sell
Congress net ($ bound)−$42.0K to $42.0K
Filers net (actions)not in build
Filers net ($ 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 SF

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SF · financials and macro

Financials — as filed PLANNED

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