Public record / Tickers / SFM

SFM — Sprouts Farmers Market, Inc.

Both disclosure regimes on one name: who in Congress filed about SFM, 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 SFM
Members · 12m
2
3 buys · 2 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. · $15.0K–$50.0K

Purchase · traded 2026-07-16 → filed 2026-09-04. Ranked over every SFM row by the provable lower bound, never a point estimate.

2 members · 3 buys / 2 sells

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

4 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 SFM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SFM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 07-16 LATE·50d$15K–$50K
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
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 09-25 +27d$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 SFM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SFM 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-94−$28.0K to $28.0K2
Gilbert Ray Cisneros, Jr. D–CA-311$15.0K to $50.0K2

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

Congress ↔ notable managers · SFM

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 $15K–$50K
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 · SPROUTS FMRS MKT INC

Merged timeline of congressional filings and notable-manager moves on SFM
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressPurchase$15K–$50K
2026-05-15Coatue Management 13Fadd+601,887 sh
2026-05-15Gotham Asset Management 13Ftrim−61,656 sh
2026-05-15Bridgewater Associates 13Ftrim−6,103 sh
2026-05-14Caxton Associates 13Fadd+29,015 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 SFM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$985M1
2BlackRock, Inc.$809M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$382M1
4VANGUARD CAPITAL MANAGEMENT LLC$330M1
5MORGAN STANLEY$301M1
6NORDEA INVESTMENT MANAGEMENT AB$263M1
7STATE STREET CORP$243M1
8RENAISSANCE TECHNOLOGIES LLC$188M1
9DIMENSIONAL FUND ADVISORS LP$147M1
10AQR CAPITAL MANAGEMENT LLC$147M1
11BARROW HANLEY MEWHINNEY & STRAUSS LLC$129M1
12Swedbank AB$122M1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$104M1
14COATUE MANAGEMENT LLC$92.8M1
15Champlain Investment Partners, LLC$91.1M1
16Alyeska Investment Group, L.P.$89.9M1
17Invesco Ltd.$81.1M1
18AMF Tjanstepension AB$66.0M1
19NORTHERN TRUST CORP$65.0M1
20AMERICAN CENTURY COMPANIES INC$58.0M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$55.0M1
22VICTORY CAPITAL MANAGEMENT INC$50.4M1
23VANGUARD FIDUCIARY TRUST CO$47.6M1
24PRINCIPAL FINANCIAL GROUP INC$44.2M1
25Qube Research & Technologies Ltd$42.3M1
26BANK OF AMERICA CORP /DE/$40.3M1
27Freestone Grove Partners LP$38.6M1
28Point72 Asset Management, L.P.$37.7M1
29Capital Research Global Investors$33.9M1
30Nuveen, LLC$32.5M1
31BNP Paribas Asset Management Holding S.A.$32.4M1
32GILDER GAGNON HOWE & CO LLC$31.4M1
33DEUTSCHE BANK AG\$31.0M1
34UBS Group AG$30.1M1
35MANE GLOBAL CAPITAL MANAGEMENT LP$29.6M1
36WELLS FARGO & COMPANY/MN$28.7M1
37Retirement Systems of Alabama$25.8M1
38FIL Ltd$23.4M1
39MAIRS & POWER INC$22.5M1
40FULLER & THALER ASSET MANAGEMENT, INC.$22.5M1
41Bragg Financial Advisors, Inc$22.4M1
42RAYMOND JAMES FINANCIAL INC$21.8M1
43ROYAL LONDON ASSET MANAGEMENT LTD$19.3M1
44LPL Financial LLC$18.4M1
45TWO SIGMA INVESTMENTS, LP$17.7M1
46Trexquant Investment LP$17.4M1
47ABN AMRO Bank N.V.$17.0M1
48PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$16.8M1
49CITIGROUP INC$16.2M1
50Swiss National Bank$14.9M1
51NOMURA ASSET MANAGEMENT CO LTD$14.2M1
52LAZARD ASSET MANAGEMENT LLC$13.9M1
53Mariner, LLC$13.5M1
54Gotham Asset Management, LLC$13.4M1
55Robeco Schweiz AG$12.7M1
56Bridgewater Associates, LP$12.7M1
57INVESTMENT HOUSE LLC$12.7M1
58SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.5M1
59Pictet Asset Management Holding SA$12.5M1
60Legal & General Group Plc$11.8M1
61CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$11.7M1
62Trek Financial, LLC$11.5M1
63CANADA PENSION PLAN INVESTMENT BOARD$11.4M1
64Moran Wealth Management, LLC$11.1M1
65GW HENSSLER & ASSOCIATES LTD$10.1M1
66ALLIANCEBERNSTEIN L.P.$9.8M1
67Mawer Investment Management Ltd.$9.6M1
68RENAISSANCE GROUP LLC$9.3M1
69Assenagon Asset Management S.A.$9.2M1
70FRANKLIN RESOURCES INC$9.1M1
71Robeco Institutional Asset Management B.V.$8.7M1
72Pine Valley Investments Ltd Liability Co$8.6M1
73Empowered Funds, LLC$8.4M1
74Amundi$8.3M1
75MILLENNIUM MANAGEMENT LLC$8.3M1
76ABN AMRO INVESTMENT SOLUTIONS$8.2M1
77Empirical Finance, LLC$8.1M1
78Universal- Beteiligungs- und Servicegesellschaft mbH$7.7M1
79CIBC WORLD MARKET INC.$7.7M1
80CITADEL ADVISORS LLC$7.7M1
81Pekin Hardy Strauss, Inc.$7.5M1
82SEI INVESTMENTS CO$7.3M1
83Man Group plc$7.3M1
84JACOBS LEVY EQUITY MANAGEMENT, INC$7.2M1
85DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$7.1M1
86Triodos Investment Management BV$7.1M1
87Creative Planning$7.0M1
88VANGUARD ASSET MANAGEMENT, Ltd$6.9M1
89CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$6.7M1
90Verition Fund Management LLC$6.6M1
91Quadrature Capital Ltd$6.6M1
92BARCLAYS PLC$6.4M1
93Rockefeller Capital Management L.P.$6.1M1
94Arkfeld Wealth Strategies, L.L.C.$6.0M1
95ENVESTNET ASSET MANAGEMENT INC$5.7M1
96Voleon Capital Management LP$5.6M1
97Jain Global LLC$5.6M1
98Quantinno Capital Management LP$5.5M1
99Invenomic Capital Management LP$5.4M1
100ASSETMARK, INC$5.4M1
101MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.3M1
102STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.3M1
103Merit Financial Group, LLC$5.2M1
104FIRST SABREPOINT CAPITAL MANAGEMENT LP$5.0M1
105Lifetime Wealth Management P.C.$4.9M1
106Holocene Advisors, LP$4.9M1
107New Age Alpha Advisors, LLC$4.8M1
108PEAK6 LLC$4.5M1
109ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4.5M1
110Dana Investment Advisors, Inc.$4.2M1
111Illinois Municipal Retirement Fund$4.2M1
112Rodgers Brothers Inc.$4.2M1
113Prosperitas Financial LLC$4.1M1
114IEQ CAPITAL, LLC$4.1M1
115Night Squared LP$4.0M1
116Corient Private Wealth LLC$3.9M1
117Vanguard Global Advisers, LLC$3.9M1
118Measured Risk Portfolios, Inc.$3.9M1
119Leibman Financial Services, Inc.$3.9M1
120HORAN Wealth, LLC$3.9M1
121STATE OF WISCONSIN INVESTMENT BOARD$3.9M1
122ROYAL BANK OF CANADA$3.6M1
123Susquehanna Portfolio Strategies, LLC$3.5M1
124Tidal Investments LLC$3.3M1
125Janus Henderson Group Ltd.$3.3M1
126CWM, LLC$3.2M1
127INTECH INVESTMENT MANAGEMENT LLC$3.2M1
128WORLDQUANT MILLENNIUM ADVISORS LLC$3.2M1
129FIFTH THIRD BANCORP$3.2M1
130Zurcher Kantonalbank (Zurich Cantonalbank)$3.1M1
131Summit Financial, LLC$3.0M1
132JT Stratford LLC$3.0M1
133McBroom & Associates, LLC$3.0M1
134WELLINGTON MANAGEMENT GROUP LLP$3.0M1
135EXCHANGE TRADED CONCEPTS, LLC$3.0M1
136SIGNET FINANCIAL MANAGEMENT, LLC$2.9M1
137FIRST TRUST ADVISORS LP$2.9M1
138Eurizon Capital SGR S.p.A.$2.9M1
139IMC-Chicago, LLC$2.9M1
140MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.9M1
141Ruffer LLP$2.8M1
142Headlands Technologies LLC$2.8M1
143CAXTON ASSOCIATES LLP$2.8M1
144D. E. Shaw & Co., Inc.$2.8M1
145VOYA INVESTMENT MANAGEMENT LLC$2.7M1
146O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.7M1
147BANK OF MONTREAL /CAN/$2.6M1
148State of New Jersey Common Pension Fund D$2.6M1
149Cerity Partners LLC$2.6M1
150Cetera Investment Advisers$2.5M1
151LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.5M1
152TRILLIUM ASSET MANAGEMENT, LLC$2.4M1
153Union Bancaire Privee, UBP SA$2.2M1
154Ameritas Investment Partners, Inc.$2.1M1
155BANK OF NOVA SCOTIA$2.1M1
156CREDIT AGRICOLE S A$2.1M1
157Aurora Investment Counsel$2.1M1
158Arizona State Retirement System$2.1M1
159XTX Topco Ltd$2.1M1
160Ashton Thomas Private Wealth, LLC$2.0M1
161Pathstone Holdings, LLC$2.0M1
162MERCER GLOBAL ADVISORS INC /ADV$2.0M1
163HighTower Advisors, LLC$2.0M1
164Riverwater Partners LLC$2.0M1
165Strategic Global Advisors, LLC$1.9M1
166Vanguard Investments Australia, Ltd.$1.9M1
167Ensign Peak Advisors, Inc$1.9M1
168COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.9M1
169SummitTX Capital, L.P.$1.9M1
170SCHRODER INVESTMENT MANAGEMENT GROUP$1.9M1
171Fieldview Capital Management, LLC$1.9M1
172Edgestream Partners, L.P.$1.8M1
173STATE OF MICHIGAN RETIREMENT SYSTEM$1.8M1
174WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.8M1
175OP Asset Management Ltd$1.8M1
176NORTHSTAR ASSET MANAGEMENT INC$1.8M1
177Delta Global Management LP$1.7M1
178XPONANCE LLC$1.7M1
179NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.7M1
180Vanguard Personalized Indexing Management, LLC$1.7M1
181Havemeyer Place LP$1.6M1
182Covea Finance$1.6M1
183MACKENZIE FINANCIAL CORP$1.6M1
184OSAIC HOLDINGS, INC.$1.6M1
185OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
186Candriam S.C.A.$1.5M1
187ExodusPoint Capital Management, LP$1.5M1
188Inspire Investing, LLC$1.5M1
189Scott & Selber, Inc.$1.4M1
190MILESTONE ASSET MANAGEMENT, LLC$1.4M1
191TWO SIGMA SECURITIES, LLC$1.4M1
192Mitsubishi UFJ Trust & Banking Corp$1.4M1
193Diversified Trust Co$1.4M1
194HSBC HOLDINGS PLC$1.4M1
195Bleakley Financial Group, LLC$1.3M1
196Matisse Capital$1.2M1
197QUADRANT CAPITAL GROUP LLC$1.2M1
198Green Alpha Advisors, LLC$1.2M1
199Access Investment Management LLC$1.1M1
200Sovereign's Capital Management, LLC$1.1M1
201BLAIR WILLIAM & CO/IL$1.1M1
202TEACHER RETIREMENT SYSTEM OF TEXAS$1.1M1
203Carnegie Investment Counsel$1.0M1
204Three Seasons Wealth, LLC$1.0M1
205NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.0M1
206Arjuna Capital$1.0M1
207HANCOCK WHITNEY CORP$1.0M1
208Annex Advisory Services, LLC$1.0M1
209OCCUDO QUANTITATIVE STRATEGIES LP$1.0M1
210B. Metzler seel. Sohn & Co. AG$967K1
211Dynamic Technology Lab Private Ltd$965K1
212TT International Asset Management LTD$958K1
213Henshaw Capital LLC$949K1
214M&T BANK CORP$941K1
215MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$941K1
216NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$934K1
217COMMONWEALTH EQUITY SERVICES, LLC$927K1
218Vident Advisory, LLC$926K1
219OPPENHEIMER ASSET MANAGEMENT INC.$924K1
220Walleye Capital LLC$923K1
221Dakota Wealth Management$920K1
222Sidoxia Capital Management, LLC$905K1
223RITHOLTZ WEALTH MANAGEMENT$894K1
224NEW YORK LIFE INVESTMENT MANAGEMENT LLC$881K1
225Rare Wolf Capital LLC$869K1
226Indivisible Partners$865K1
227Elo Mutual Pension Insurance Co$856K1
228FIRST CITIZENS BANK & TRUST CO$845K1
229Envestnet Portfolio Solutions, Inc.$831K1
230October Effect Ltd$825K1
231WASHINGTON CAPITAL MANAGEMENT, INC$822K1
232Chicago Partners Investment Group LLC$819K1
233Orion Porfolio Solutions, LLC$816K1
234BFSG, LLC$815K1
235STIFEL FINANCIAL CORP$807K1
236ESSEX INVESTMENT MANAGEMENT CO LLC$802K1
237Qsemble Capital Management, LP$800K1
238L2 Asset Management, LLC$793K1
239VERUS CAPITAL PARTNERS, LLC$791K1
240GROUP ONE TRADING LLC$778K1
241AIA Group Ltd$775K1
242Monaco Asset Management SAM$771K1
243Y-Intercept (Hong Kong) Ltd$767K1
244Kestra Investment Management, LLC$761K1
245Unified Investment Management$750K1
246Numerai GP LLC$737K1
247FOX RUN MANAGEMENT, L.L.C.$719K1
248SIMPLEX TRADING, LLC$715K1
249PRIVATE CLIENT SERVICES, LLC$709K1
250J.W. COLE ADVISORS, INC.$701K1
251Swiss Life Asset Management Ltd$690K1
252MAI Capital Management$670K1
253BROWN ADVISORY INC$667K1
254Advisors Asset Management, Inc.$660K1
255Brooklyn Investment Group$658K1
256AE Wealth Management LLC$653K1
257Engineers Gate Manager LP$645K1
258Resonant Capital Advisors, LLC$629K1
259Summit Trail Advisors, LLC$628K1
260EVOLVE PRIVATE WEALTH, LLC$625K1
261TOCQUEVILLE ASSET MANAGEMENT L.P.$620K1
262Sequoia Financial Advisors, LLC$616K1
263Focus Partners Wealth$614K1
264HB Wealth Management, LLC$613K1
265FOUNDATIONS INVESTMENT ADVISORS, LLC$609K1
266TRUIST FINANCIAL CORP$608K1
267Vise Technologies, Inc.$607K1
268J. Derek Lewis & Associates Inc.$605K1
269CITIZENS FINANCIAL GROUP INC/RI$601K1
270Callan Family Office, LLC$601K1
271Citizens Business Bank$598K1
272FEDERATED HERMES, INC.$597K1
273CAPSTONE INVESTMENT ADVISORS, LLC$570K1
274Silver Coast Investments LLC$570K1
275US BANCORP \DE\$560K1
276SLT Holdings LLC$557K1
277PRUDENTIAL FINANCIAL INC$556K1
278SECURIAN ASSET MANAGEMENT, INC$547K1
279Financiere des Professionnels - Fonds d'investissement inc.$527K1
280EASTERLY INVESTMENT PARTNERS LLC$521K1
281EVERGREEN CAPITAL MANAGEMENT LLC$512K1
282Steward Partners Investment Advisory, LLC$499K1
283Polymer Capital Management (US) LLC$497K1
284JANE STREET GROUP, LLC$493K1
285Crossmark Global Holdings, Inc.$489K1
286Savant Capital, LLC$478K1
287Sanctuary Advisors, LLC$472K1
288Federation des caisses Desjardins du Quebec$468K1
289ALPS ADVISORS INC$466K1
290PFG Investments, LLC$458K1
291Allianz Asset Management GmbH$453K1
292AXXCESS WEALTH MANAGEMENT, LLC$451K1
293Suncoast Equity Management$447K1
294Wedmont Private Capital$446K1
295Apollon Wealth Management, LLC$444K1
296State of Wyoming$438K1
297CIBC Bancorp USA Inc.$438K1
298Legacy Wealth Asset Management, LLC$418K1
299Caprock Group, LLC$417K1
300BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$415K1
301Tower Research Capital LLC (TRC)$413K1
302&PARTNERS$410K1
303Equitable Holdings, Inc.$410K1
304Utah Retirement Systems$399K1
305Estate Planners Group, LLC$393K1
306CMG Global Holdings, LLC$386K1
307Templeton & Phillips Capital Management, LLC$386K1
308FLPUTNAM INVESTMENT MANAGEMENT CO$383K1
309Maryland State Retirement & Pension System$379K1
310Sepio Capital, LP$377K1
311ProShare Advisors LLC$374K1
312Andina Capital Management, LLC$367K1
313KEYBANK NATIONAL ASSOCIATION/OH$365K1
314Rafferty Asset Management, LLC$363K1
315GUGGENHEIM CAPITAL LLC$361K1
316NewEdge Advisors, LLC$358K1
317FULTON BANK, N.A.$357K1
318Brookstone Capital Management$350K1
319NORDEN GROUP LLC$347K1
320Focus Partners Advisor Solutions, LLC$339K1
321Allspring Global Investments Holdings, LLC$338K1
322Keebeck Wealth Management$335K1
323Brevan Howard Capital Management LP$333K1
324SIGNATUREFD, LLC$329K1
325Cresset Asset Management, LLC$327K1
326Bridgefront Capital, LLC$321K1
327NOMURA HOLDINGS INC$319K1
328Bank Julius Baer & Co. Ltd, Zurich$317K1
329Frec Markets, Inc.$312K1
330SkyOak Wealth, LLC$309K1
331Laird Norton Wetherby Trust Company, LLC$307K1
332COLDSTREAM CAPITAL MANAGEMENT INC$305K1
333Ballentine Partners, LLC$293K1
334RWA WEALTH PARTNERS, LLC$285K1
335UNITED CAPITAL FINANCIAL ADVISORS, LLC$285K1
336Westerkirk Capital Inc.$276K1
337CSS LLC/IL$272K1
338Lido Advisors, LLC$269K1
339Groupe la Francaise$269K1
340INTRUST BANK NA$257K1
341Beacon Pointe Advisors, LLC$257K1
342MAINSTAY CAPITAL MANAGEMENT LLC /ADV$256K1
343Advisors Capital Management, LLC$253K1
344SHELTON CAPITAL MANAGEMENT$248K1
345MIRABELLA FINANCIAL SERVICES LLP$246K1
346GREENWOOD CAPITAL ASSOCIATES LLC$245K1
347CIBC Asset Management Inc$243K1
348KESTRA PRIVATE WEALTH SERVICES, LLC$239K1
349CHICAGO TRUST Co NA$230K1
350North Dakota State Investment Board$221K1
351Curi Capital, LLC$220K1
352Ervin Investment Management, LLC$218K1
353Independent Advisor Alliance$218K1
354Allworth Financial LP$217K1
355Baird Financial Group, Inc.$213K1
356Caerus Investment Advisors, LLC$211K1
357Pallas Capital Advisors LLC$210K1
358Bull Harbor Capital LLC$208K1
359Alphadyne Asset Management LP$207K1
360Stratos Wealth Partners, LTD.$205K1
361QRG CAPITAL MANAGEMENT, INC.$204K1
362Kestra Advisory Services, LLC$203K1
363JOURNEY STRATEGIC WEALTH LLC$201K1
364SHP Wealth Management$191K1
365Keating Financial Advisory Services, Inc.$188K1
366Millstone Evans Group, LLC$181K1
367Blue Trust, Inc.$167K1
368Larson Financial Group LLC$143K1
369CENTRAL TRUST Co$132K1
370UMB Bank, n.a.$127K1
371Arax Advisory Partners$108K1
372Pinnacle Wealth Planning Services, Inc.$84.2K1
373MRP Capital Investments, LLC$61.7K1
374AMERIFLEX GROUP, INC.$53.7K1
375CFG Wealth Management Services, Inc.$50.9K1
376Legacy Wealth Managment, LLC/ID$48.9K1
377Tradewinds Capital Management, LLC$46.3K1
378Leonteq Securities AG$43.8K1
379Avalon Trust Co$42.9K1
380AlphaCentric Advisors LLC$41.0K1
381WealthCollab, LLC$39.7K1
382MidFirst Bank$38.6K1
383Crewe Advisors LLC$35.2K1
384TD Waterhouse Canada Inc.$34.1K1
385MATHER GROUP, LLC.$32.2K1
386Geneos Wealth Management Inc.$30.9K1
387Owl Creek Wealth Partners LLC$30.5K1
388Mitsubishi UFJ Asset Management Co., Ltd.$27.7K1
389Bell Investment Advisors, Inc$26.7K1
390STANCE CAPITAL LLC$25.1K1
391Annis Gardner Whiting Capital Advisors, LLC$24.6K1
392True Wealth Design, LLC$24.0K1
393Parkside Financial Bank & Trust$19.9K1
394MCGUIRE CAPITAL ADVISORS INC$17.7K1
395Claret Asset Management Corp$17.1K1
396Elequin Capital, LP$15.8K1
397Synergy Investment Management, LLC$15.4K1
398ELEVATION WEALTH PARTNERS, LLC$15.3K1
399VEGA INVESTMENT SOLUTIONS$15.2K1
400Smartleaf Asset Management LLC$15.1K1
401SJS Investment Consulting Inc.$14.0K1
402DekaBank Deutsche Girozentrale$13.6K1
403Acumen Wealth Advisors, LLC$11.5K1
404Private Wealth Management Group, LLC$10.8K1
405JFS WEALTH ADVISORS, LLC$9.3K1
406Transamerica Financial Advisors, LLC$9.0K1
407Manchester Capital Management LLC$7.7K1
408Bank of New Hampshire$7.7K1
409MEEDER ASSET MANAGEMENT INC$7.4K1
410Clearstead Advisors, LLC$6.8K1
411CVA Family Office, LLC$6.2K1
412NATIONAL BANK OF CANADA /FI/$6.2K1
413Wilmington Savings Fund Society, FSB$6.0K1
414Intentional Wealth Strategies, LLC$5.1K1
415ACADIAN ASSET MANAGEMENT LLC$5.1K1
416CANADA LIFE ASSURANCE Co$4.9K1
417Rakuten Securities, Inc.$4.4K1
418United Financial Planning Group LLC$4.4K1
419Prestige Wealth Management Group LLC$4.3K1
420ALGERT GLOBAL LLC$4.3K1
421ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$4.2K1
422SWAN Capital LLC$3.9K1
423Global Trust Asset Management, LLC$3.7K1
424JPL Wealth Management, LLC$3.6K1
425South Dakota Investment Council$3.5K1
426BankPlus Trust Department$3.4K1
427Treasurer of the State of North Carolina$3.2K1
428First Pacific Financial$2.9K1
429State of Alaska, Department of Revenue$2.7K1
430INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.7K1
431Clearstead Trust, LLC$2.5K1
432Physician Wealth Advisors, Inc.$2.5K1
433Sachetta, LLC$2.5K1
434Activest Wealth Management$2.5K1
435Hurley Capital, LLC$2.3K1
436Cherry Tree Wealth Management, LLC$2.2K1
437Valued Wealth Advisors LLC$2.2K1
438Kilter Group LLC$2.2K1
439THRIVENT FINANCIAL FOR LUTHERANS$1.9K1
440Triumph Capital Management$1.9K1
441Godfrey Financial Associates, Inc.$1.9K1
442CHASE INVESTMENT COUNSEL CORP$1.9K1
443JONES FINANCIAL COMPANIES LLLP$1.5K1
444Asset Dedication, LLC$1.5K1
445Addison Advisors LLC$1.5K1
446DiNuzzo Private Wealth, Inc.$1.5K1
447NATIXIS ADVISORS, LLC$1.4K1
448WEBSTER BANK, N. A.$1.2K1
449Cromwell Holdings LLC$1.2K1
450Retirement Wealth Solutions LLC$1.2K1
451KBC Group NV$1.1K1
452Rachor Investment Advisory Services, LLC$1.1K1
453N.E.W. Advisory Services LLC$1.0K1
454PICTON MAHONEY ASSET MANAGEMENT$8481
455Financial Network Wealth Advisors LLC$7711
456Signature Equity Partners, LLC$7711
457BROWN, LISLE/CUMMINGS, INC.$5401
458Rialto Wealth Management, LLC$5401
459NATURAL INVESTMENTS, LLC$4681
460Atlantic Union Bankshares Corp$4631
461MV CAPITAL MANAGEMENT, INC.$4631
462Vestcor Inc$4561
463Vermillion Wealth Management, Inc.$3861
464Merrithew & Thorsten Inc$3101
465Quaker Wealth Management, LLC$3091
466Cassaday & Co Wealth Management LLC$3091
467American Capital Advisory, LLC$3091
468GSA CAPITAL PARTNERS LLP$2561
469Caitong International Asset Management Co., Ltd$2311
470HRT FINANCIAL LP$2211
471GHP Investment Advisors, Inc.$781
472Smithfield Trust Co$161
473Capital Advisors, Ltd. LLC$11
474Avion Wealth$01
475Jefferies Financial Group Inc.$01
476VANGUARD GROUP INC$01
477MML INVESTORS SERVICES, LLC$01
478ANDERSON HOAGLAND & CO$01
479HARBOUR INVESTMENTS, INC.$01
480PRUDENTIAL PLC$01
481COMERICA BANK$01
482HM PAYSON & CO$01
483BURNEY CO/$01
484LEIGH BALDWIN & CO., LLC$01
485TORONTO DOMINION BANK$01
486VIRGINIA RETIREMENT SYSTEMS ET Al$01
487WEXFORD CAPITAL LP$01
488OMERS ADMINISTRATION Corp$01
489BALYASNY ASSET MANAGEMENT L.P.$01
490NATIXIS$01
491CIBC Private Wealth Group LLC$01
492Graham Capital Management, L.P.$01
493Clark Capital Management Group, Inc.$01
494Magnetar Financial LLC$01
495NORGES BANK$01
496Marquette Asset Management, LLC$01
497TWO SIGMA ADVISERS, LP$01
498Daiwa Securities Group Inc.$01
499DRW Securities, LLC$01
500SRH ADVISORS, 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 / 2 sell
Congress net ($ bound)−$13.0K to $78.0K
Filers net (actions)not in build
Filers net ($ 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 SFM

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

Financials — as filed PLANNED

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