Public record / Tickers / SGI

SGI — SOMNIGROUP INTERNATIONAL INC.

Both disclosure regimes on one name: who in Congress filed about SGI, 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
14
all PTR rows naming SGI
Members · 12m
2
6 buys · 7 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
13F holders
497
top-497 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 · $100K–$250K

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

2 members · 6 buys / 7 sells

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

14 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. 14 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SGI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SGI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 08-25 +15d$100K–$250K
2026-08-03April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 07-30 +4d$15K–$50K
2026-04-06April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 03-31 +6d$1K–$15K
2026-04-06April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 03-16 +21d$1K–$15K
2026-04-06April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 03-13 +24d$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 14 ↗

Members active in SGI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SGI 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-610−$291K to $6.0K2
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

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

Congress ↔ notable managers · SGI

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

Congress · last 90 days

Buyers
1 April McClain Delaney D–MD-6 $15K–$50K
Sellers
1 April McClain Delaney D–MD-6 $100K–$250K

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

Notable managers · quarter ended 2026-03-31

Adding
1 D1 Capital Partners $347M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SOMNIGROUP INTERNATIONAL INC

Merged timeline of congressional filings and notable-manager moves on SGI
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSale$100K–$250K
2026-08-03April McClain Delaney CongressPurchase$15K–$50K
2026-05-15D1 Capital Partners 13Fnew+4,688,423 sh
2026-05-15Third Point 13Ftrim−1,129,231 sh
2026-05-15Gotham Asset Management 13Ftrim−65,282 sh
2026-05-15Soros Fund Management 13Ftrim−41,203 sh
2026-05-15Moore Capital Management 13Ftrim−20,111 sh

7 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 SGI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$2.1B1
2BlackRock, Inc.$1.5B1
3Select Equity Group, L.P.$686M1
4VANGUARD CAPITAL MANAGEMENT LLC$671M1
5Linonia Partnership LP$649M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$624M1
7WINDACRE PARTNERSHIP LLC$608M1
8STATE STREET CORP$509M1
9BROWNING WEST LP$436M1
10ABRAMS CAPITAL MANAGEMENT, L.P.$429M1
11GEODE CAPITAL MANAGEMENT, LLC$359M1
12D1 Capital Partners L.P.$347M1
13Artisan Partners Limited Partnership$342M1
14Boston Partners$281M1
15LONDON CO OF VIRGINIA$235M1
16Allspring Global Investments Holdings, LLC$224M1
17TIMUCUAN ASSET MANAGEMENT INC/FL$217M1
18Darsana Capital Partners LP$196M1
19Third Point LLC$168M1
20BANK OF AMERICA CORP /DE/$166M1
21Point72 Asset Management, L.P.$164M1
22MORGAN STANLEY$154M1
23DIMENSIONAL FUND ADVISORS LP$141M1
24WELLINGTON MANAGEMENT GROUP LLP$132M1
25NORTHERN TRUST CORP$131M1
26Avala Global LP$125M1
27EMINENCE CAPITAL, LP$112M1
28UBS Group AG$111M1
29CHARLES SCHWAB INVESTMENT MANAGEMENT INC$105M1
30Invesco Ltd.$104M1
31Bank of New York Mellon Corp$104M1
32VANGUARD FIDUCIARY TRUST CO$97.8M1
33Hudson Way Capital Management LLC$94.9M1
34SEI INVESTMENTS CO$89.5M1
35STEADFAST CAPITAL MANAGEMENT LP$77.4M1
36Forest Avenue Capital Management LP$74.8M1
37Clearbridge Investments, LLC$57.6M1
38140 Summer Partners LP$53.0M1
39CITADEL ADVISORS LLC$51.2M1
40VOLORIDGE INVESTMENT MANAGEMENT, LLC$51.0M1
41M.D. Sass, LLC$47.5M1
42Avantyr Capital Partners, LP$46.1M1
43GOODNOW INVESTMENT GROUP, LLC$45.1M1
44ROYAL BANK OF CANADA$45.0M1
45SW Investment Management LLC$44.4M1
46RHUMBLINE ADVISERS$42.1M1
47Greenstone Partners & Co., LLC$42.0M1
48Qube Research & Technologies Ltd$40.0M1
49SCOPUS ASSET MANAGEMENT, L.P.$39.6M1
50ENVESTNET ASSET MANAGEMENT INC$38.6M1
51No Street GP LP$38.4M1
52PRINCIPAL FINANCIAL GROUP INC$37.8M1
53Nuveen, LLC$37.1M1
54RENAISSANCE TECHNOLOGIES LLC$36.5M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$33.9M1
56Swiss National Bank$29.2M1
57Artemis Investment Management LLP$28.0M1
58Robertson Opportunity Capital, LLC$26.2M1
59Squarepoint Ops LLC$25.7M1
60Gotham Asset Management, LLC$25.2M1
61ArrowMark Colorado Holdings LLC$24.9M1
62ADAGE CAPITAL PARTNERS GP, L.L.C.$24.6M1
63ALLIANCEBERNSTEIN L.P.$24.1M1
64Retirement Systems of Alabama$23.2M1
65RAYMOND JAMES FINANCIAL INC$21.6M1
66Broad Bay Capital Management, LP$21.4M1
67Legal & General Group Plc$21.2M1
68CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$19.7M1
69Anabranch Capital Management, LP$19.3M1
70MAKENA CAPITAL MANAGEMENT LLC$18.6M1
71WELLS FARGO & COMPANY/MN$17.7M1
72STATE OF WISCONSIN INVESTMENT BOARD$16.2M1
73AMERIPRISE FINANCIAL INC$15.3M1
74JANE STREET GROUP, LLC$14.4M1
75BALYASNY ASSET MANAGEMENT L.P.$14.3M1
76PARNASSUS INVESTMENTS, LLC$14.0M1
77VANGUARD ASSET MANAGEMENT, Ltd$13.3M1
78SOROS FUND MANAGEMENT LLC$13.2M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$12.7M1
80Cresset Asset Management, LLC$12.3M1
81RIHO Partners, LLC$12.1M1
82Quantinno Capital Management LP$11.4M1
83LPL Financial LLC$11.1M1
84Jain Global LLC$10.8M1
85Janus Henderson Group Ltd.$10.5M1
86OPPENHEIMER ASSET MANAGEMENT INC.$10.5M1
87Watchtower Advisors, LP$10.3M1
88Trexquant Investment LP$10.3M1
89NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$10.1M1
90Schonfeld Strategic Advisors LLC$10.1M1
91DRIEHAUS CAPITAL MANAGEMENT LLC$10.0M1
92FRANKLIN RESOURCES INC$9.4M1
93TECTONIC ADVISORS LLC$9.2M1
94XTX Topco Ltd$9.2M1
95Tidal Investments LLC$9.1M1
96TWINBEECH CAPITAL LP$9.0M1
97MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.3M1
98MetLife Investment Management, LLC$8.3M1
99DONALDSON CAPITAL MANAGEMENT, LLC$7.9M1
100FFT WEALTH MANAGEMENT LLC$7.8M1
101INTECH INVESTMENT MANAGEMENT LLC$7.7M1
102IPG Investment Advisors LLC$7.5M1
103NEW YORK STATE COMMON RETIREMENT FUND$7.2M1
104Emmett Investment Management, LP$7.1M1
105ARGENT CAPITAL MANAGEMENT LLC$6.7M1
106CITIGROUP INC$6.7M1
107ELWOOD CAPITAL PARTNERS LP$6.7M1
108Vanguard Global Advisers, LLC$6.6M1
109VICTORY CAPITAL MANAGEMENT INC$6.6M1
110PANAGORA ASSET MANAGEMENT INC$6.4M1
111Kemnay Advisory Services Inc.$6.3M1
112Man Group plc$6.3M1
113MERCER GLOBAL ADVISORS INC /ADV$6.1M1
114MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.9M1
115Transamerica Financial Advisors, LLC$5.8M1
116BARCLAYS PLC$5.6M1
117Cartenna Capital, LP$5.5M1
118STIFEL FINANCIAL CORP$5.4M1
119Atria Investments, Inc$5.1M1
120Heights Point Management, LP$5.1M1
121State of New Jersey Common Pension Fund D$5.0M1
122Moran Wealth Management, LLC$5.0M1
123Southeast Asset Advisors, LLC$5.0M1
124VISTA INVESTMENT PARTNERS LLC$4.9M1
125YOUSIF CAPITAL MANAGEMENT, LLC$4.7M1
126BEACONLIGHT CAPITAL, LLC$4.4M1
127Salvus Wealth Management, LLC$4.3M1
128SPIREPOINT PRIVATE CLIENT, LLC$4.3M1
129FIRST TRUST ADVISORS LP$4.3M1
130MILLENNIUM MANAGEMENT LLC$4.2M1
131Arizona State Retirement System$4.0M1
132Summit Trail Advisors, LLC$4.0M1
133COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.9M1
134FIFTH THIRD BANCORP$3.8M1
135STATE OF MICHIGAN RETIREMENT SYSTEM$3.7M1
136Numerai GP LLC$3.7M1
137Vanguard Investments Australia, Ltd.$3.7M1
138Zurcher Kantonalbank (Zurich Cantonalbank)$3.7M1
139AQR CAPITAL MANAGEMENT LLC$3.6M1
140CASTLEARK MANAGEMENT LLC$3.6M1
141NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.5M1
142IRONWOOD INVESTMENT MANAGEMENT LLC$3.5M1
143HighTower Advisors, LLC$3.4M1
144Mariner, LLC$3.4M1
145XPONANCE LLC$3.3M1
146KLP KAPITALFORVALTNING AS$3.3M1
147Empowered Funds, LLC$3.3M1
148HSBC HOLDINGS PLC$3.3M1
149OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M1
150Verition Fund Management LLC$3.1M1
151Silvant Capital Management LLC$3.1M1
152Qsemble Capital Management, LP$3.1M1
153Cerity Partners LLC$3.0M1
154O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.0M1
155SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.9M1
156Ameritas Investment Partners, Inc.$2.9M1
157Texas Yale Capital Corp.$2.8M1
158MML INVESTORS SERVICES, LLC$2.8M1
159VISTA INVESTMENT PARTNERS II, LLC$2.7M1
160Illinois Municipal Retirement Fund$2.7M1
161Sequoia Financial Advisors, LLC$2.7M1
162New Age Alpha Advisors, LLC$2.7M1
163National Philanthropic Trust$2.7M1
164Cetera Investment Advisers$2.6M1
165Utah Retirement Systems$2.4M1
166NISA INVESTMENT ADVISORS, LLC$2.4M1
167Pictet Asset Management Holding SA$2.4M1
168Orion Porfolio Solutions, LLC$2.3M1
169BANK OF MONTREAL /CAN/$2.3M1
170CIBC Bancorp USA Inc.$2.1M1
171TEACHER RETIREMENT SYSTEM OF TEXAS$2.0M1
172Calamos Advisors LLC$2.0M1
173AXQ CAPITAL, LP$2.0M1
174Creative Planning$1.9M1
175Vanguard Personalized Indexing Management, LLC$1.9M1
176VOYA INVESTMENT MANAGEMENT LLC$1.9M1
177Vestmark Advisory Solutions, Inc.$1.7M1
178Pathstone Holdings, LLC$1.7M1
179OCCUDO QUANTITATIVE STRATEGIES LP$1.7M1
180DEUTSCHE BANK AG\$1.6M1
181BENJAMIN EDWARDS INC$1.6M1
182Havemeyer Place LP$1.5M1
183TD ASSET MANAGEMENT INC$1.5M1
184Coyle Financial Counsel LLC$1.5M1
185Amundi$1.4M1
186Quantum Portfolio Management LLC$1.4M1
187QUADRANT CAPITAL GROUP LLC$1.4M1
188SALEM INVESTMENT COUNSELORS INC$1.4M1
189GUGGENHEIM CAPITAL LLC$1.4M1
190Ashton Thomas Private Wealth, LLC$1.4M1
191PICTON MAHONEY ASSET MANAGEMENT$1.3M1
192Lighthouse Investment Partners, LLC$1.3M1
193KIECKHEFER GROUP LLC$1.3M1
194Magnetar Financial LLC$1.3M1
195FEDERATED HERMES, INC.$1.2M1
196J. Goldman & Co LP$1.2M1
197MACKENZIE FINANCIAL CORP$1.2M1
198M&T BANK CORP$1.2M1
199Morey & Quinn Wealth Partners, LLC$1.2M1
200Strata Wealth Advisors, LLC$1.2M1
201SECURIAN ASSET MANAGEMENT, INC$1.1M1
202TRUIST FINANCIAL CORP$1.1M1
203Mitsubishi UFJ Trust & Banking Corp$1.1M1
204AMERICAN CENTURY COMPANIES INC$1.1M1
205OSAIC HOLDINGS, INC.$1.1M1
206Highlander Partners, L.P.$1.0M1
207&PARTNERS$1.0M1
208Federation des caisses Desjardins du Quebec$979K1
209INCEPTIONR LLC$976K1
210Ethic Inc.$958K1
211Swiss Life Asset Management Ltd$910K1
212HB Wealth Management, LLC$894K1
213Vident Advisory, LLC$887K1
214AIGEN INVESTMENT MANAGEMENT, LP$883K1
215BOOTHBAY FUND MANAGEMENT, LLC$874K1
216Oak Thistle LLC$874K1
217Index Technologies Group LLC$872K1
218ALLIANZ SE$830K1
219OpenArc Corporate Advisory, LLC$823K1
220BLAIR WILLIAM & CO/IL$811K1
221Ensign Peak Advisors, Inc$786K1
222GREENLEAF TRUST$775K1
223Crossmark Global Holdings, Inc.$768K1
224DnB Asset Management AS$765K1
225Maryland State Retirement & Pension System$726K1
226Inspire Investing, LLC$722K1
227Concurrent Investment Advisors, LLC$717K1
228BROWN ADVISORY INC$716K1
229VestGen Investment Management$697K1
230SCHRODER INVESTMENT MANAGEMENT GROUP$686K1
231Martel Wealth Advisors LLC$679K1
232Castle Hook Partners LP$677K1
233Advisor OS, LLC$667K1
234MOORE CAPITAL MANAGEMENT, LP$663K1
235Waverly Advisors, LLC$661K1
236NATIONAL BANK OF CANADA /FI/$652K1
237Tower Research Capital LLC (TRC)$638K1
238COMMERCE BANK$630K1
239BBR PARTNERS, LLC$630K1
240KESTRA PRIVATE WEALTH SERVICES, LLC$630K1
241ProShare Advisors LLC$622K1
242PRUDENTIAL FINANCIAL INC$610K1
243SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$610K1
244De Lisle Partners LLP$591K1
245Walleye Capital LLC$586K1
246GATEWAY INVESTMENT ADVISERS LLC$569K1
247FOX RUN MANAGEMENT, L.L.C.$556K1
248GROUP ONE TRADING LLC$540K1
249FORA Capital, LLC$538K1
250SHELTON CAPITAL MANAGEMENT$520K1
251UNITED CAPITAL FINANCIAL ADVISORS, LLC$518K1
252NWF Advisory Services Inc.$517K1
253ARISTEIA CAPITAL, L.L.C.$495K1
254Ballentine Partners, LLC$493K1
255Blueshift Asset Management, LLC$484K1
256CIBC Asset Management Inc$478K1
257Dynamic Technology Lab Private Ltd$463K1
258Fifth Third Wealth Advisors LLC$454K1
259North Dakota State Investment Board$437K1
260Vise Technologies, Inc.$434K1
261WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$433K1
262COLDSTREAM CAPITAL MANAGEMENT INC$430K1
263Corient Private Wealth LLC$421K1
264Bridgefront Capital, LLC$419K1
265Arax Advisory Partners$413K1
266BURNEY CO/$412K1
267EVERGREEN CAPITAL MANAGEMENT LLC$409K1
268Fieldview Capital Management, LLC$407K1
269PRELUDE CAPITAL MANAGEMENT, LLC$402K1
270State of Wyoming$399K1
271Dempze Nancy E$392K1
272Eurizon Capital SGR S.p.A.$390K1
273PROFUND ADVISORS LLC$388K1
274Brown Miller Wealth Management, LLC$384K1
275AXXCESS WEALTH MANAGEMENT, LLC$384K1
276Cynosure Group, LLC$373K1
277BLUEDOOR PRIVATE WEALTH, LLC$370K1
278SHARPEPOINT LLC$367K1
279Compound Planning, Inc.$361K1
280Meiji Yasuda Asset Management Co Ltd.$358K1
281Snowden Capital Advisors LLC$347K1
282LEVEL FOUR ADVISORY SERVICES, LLC$332K1
283London & Capital Asset Management Ltd$329K1
284Steward Partners Investment Advisory, LLC$328K1
285Rockefeller Capital Management L.P.$326K1
286QRG CAPITAL MANAGEMENT, INC.$324K1
287Ausdal Financial Partners, Inc.$322K1
288Advyzon Investment Management, LLC$319K1
289Colonial River Investments, LLC$312K1
290SEEDS INVESTOR LLC$310K1
291MQS Management LLC$300K1
292Koshinski Asset Management, Inc.$299K1
293STEPHENS INC /AR/$296K1
294US BANCORP \DE\$293K1
295CHICAGO TRUST Co NA$282K1
296PRINCIPAL SECURITIES, INC.$275K1
297Focus Partners Wealth$264K1
298MIRABELLA FINANCIAL SERVICES LLP$260K1
299Centiva Capital, LP$258K1
300BNP Paribas Asset Management Holding S.A.$258K1
301IEQ CAPITAL, LLC$256K1
302AlTi Global, Inc.$248K1
303Perbak Capital Partners LLP$246K1
304NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$243K1
305EXCHANGE TRADED CONCEPTS, LLC$241K1
306ELEVATION POINT WEALTH PARTNERS, LLC$241K1
307Allianz Asset Management GmbH$230K1
308OneDigital Investment Advisors LLC$229K1
309STRATEGY ASSET MANAGERS LLC$226K1
310Curated Wealth Partners LLC$222K1
311Brevan Howard Capital Management LP$221K1
312Rafferty Asset Management, LLC$219K1
313Laird Norton Wetherby Trust Company, LLC$217K1
314Acorn Wealth Advisors, LLC$213K1
315Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$211K1
316OXFORD ASSET MANAGEMENT LLP$207K1
317Platform Technology Partners$205K1
318Apella Capital, LLC$201K1
319TD Waterhouse Canada Inc.$183K1
320UMB Bank, n.a.$181K1
321Freestone Grove Partners LP$174K1
322Canton Hathaway, LLC$150K1
323Archer Investment Corp$150K1
324CWM, LLC$128K1
325Banque Cantonale Vaudoise$120K1
326Atlantic Union Bankshares Corp$120K1
327SIGNATUREFD, LLC$117K1
328MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$113K1
329Sterling Capital Management LLC$107K1
330AlphaCentric Advisors LLC$79.5K1
331CENTRAL TRUST Co$77.2K1
332Bayforest Capital Ltd$71.8K1
333Truvestments Capital LLC$66.1K1
334Blue Trust, Inc.$56.0K1
335SHP Wealth Management$53.9K1
336Smartleaf Asset Management LLC$45.9K1
337Allworth Financial LP$45.4K1
338NOMURA ASSET MANAGEMENT CO LTD$39.2K1
339NATIXIS ADVISORS, LLC$38.0K1
340DANSKE BANK A/S$37.0K1
341Hilton Head Capital Partners, LLC$34.9K1
342Mirae Asset Global Investments Co., Ltd.$33.7K1
343FIL Ltd$32.2K1
344ASSETMARK, INC$31.2K1
345Quarry LP$30.9K1
346Parkside Financial Bank & Trust$28.8K1
347Clark Wealth Partners$25.2K1
348Mitsubishi UFJ Asset Management Co., Ltd.$23.1K1
349MAI Capital Management$19.6K1
350Clearstead Advisors, LLC$17.6K1
351Signature Equity Partners, LLC$16.9K1
352North Growth Management Ltd.$15.0K1
353Owl Creek Wealth Partners LLC$13.7K1
354FARMERS & MERCHANTS INVESTMENTS INC$12.6K1
355NEW YORK STATE TEACHERS RETIREMENT SYSTEM$11.8K1
356MATHER GROUP, LLC.$11.4K1
357JPL Wealth Management, LLC$10.9K1
358Key FInancial Inc$10.0K1
359Dogwood Wealth Management LLC$9.9K1
360MEEDER ASSET MANAGEMENT INC$9.5K1
361CANADA LIFE ASSURANCE Co$9.1K1
362INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8.0K1
363AMALGAMATED BANK$7.4K1
364Larson Financial Group LLC$7.4K1
365JFS WEALTH ADVISORS, LLC$7.3K1
366CVA Family Office, LLC$7.2K1
367Pinnacle Wealth Planning Services, Inc.$6.8K1
368JONES FINANCIAL COMPANIES LLLP$6.7K1
369Treasurer of the State of North Carolina$6.4K1
370CHILTON CAPITAL MANAGEMENT LLC$6.1K1
371South Dakota Investment Council$3.6K1
372Private Wealth Management Group, LLC$3.3K1
373SJS Investment Consulting Inc.$3.2K1
374Elevated Capital Advisors, LLC$3.0K1
375Bell Investment Advisors, Inc$2.7K1
376Cromwell Holdings LLC$2.4K1
377Van Berkom & Associates Inc.$2.0K1
378Activest Wealth Management$1.7K1
379State of Alaska, Department of Revenue$1.6K1
380First Pacific Financial$1.4K1
381BROWN, LISLE/CUMMINGS, INC.$1.3K1
382True Wealth Design, LLC$1.3K1
383Vermillion Wealth Management, Inc.$1.3K1
384DiNuzzo Private Wealth, Inc.$1.3K1
385ELEVATION WEALTH PARTNERS, LLC$1.2K1
386Nemes Rush Group LLC$1.2K1
387Clearstead Trust, LLC$1.1K1
388Stone House Investment Management, LLC$9611
389Rialto Wealth Management, LLC$8881
390PARK AVENUE SECURITIES LLC$8691
391HRT FINANCIAL LP$7411
392Intentional Wealth Strategies, LLC$7391
393SouthState Bank Corp$6661
394Quaker Wealth Management, LLC$5921
395MONTAG A & ASSOCIATES INC$5601
396American Capital Advisory, LLC$5181
397KBC Group NV$4271
398HFM Investment Advisors, LLC$3701
399WINSLOW ASSET MANAGEMENT INC$3541
400SBI Securities Co., Ltd.$2961
401Penserra Capital Management LLC$2331
402Abound Wealth Management$2271
403TOTH FINANCIAL ADVISORY CORP$2221
404Manchester Capital Management LLC$2221
405Seneschal Advisors, LLC$2221
406Caitong International Asset Management Co., Ltd$1481
407Murphy & Mullick Capital Management Corp$1481
408Cassaday & Co Wealth Management LLC$741
409Harvest Fund Management Co., Ltd$111
410Capital Advisors, Ltd. LLC$11
411Jefferies Financial Group Inc.$01
412VANGUARD GROUP INC$01
413WELCH & FORBES LLC$01
414THRIVENT FINANCIAL FOR LUTHERANS$01
415HARBOUR INVESTMENTS, INC.$01
416BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$01
417COMERICA BANK$01
418HM PAYSON & CO$01
419MAVERICK CAPITAL LTD$01
420ONTARIO TEACHERS PENSION PLAN BOARD$01
421TORONTO DOMINION BANK$01
422VIRGINIA RETIREMENT SYSTEMS ET Al$01
423OSTERWEIS CAPITAL MANAGEMENT INC$01
424D. E. Shaw & Co., Inc.$01
425INTRUST BANK NA$01
426Sculptor Capital LP$01
427KEYBANK NATIONAL ASSOCIATION/OH$01
428SIG BROKERAGE, LP$01
429BRIDGEWAY CAPITAL MANAGEMENT, LLC$01
430FLPUTNAM INVESTMENT MANAGEMENT CO$01
431ALGERT GLOBAL LLC$01
432SCOPIA CAPITAL MANAGEMENT LP$01
433CIBC Private Wealth Group LLC$01
434Bangor Savings Bank$01
435Weiss Asset Management LP$01
436NORGES BANK$01
437PEAK6 LLC$01
438Hudson Bay Capital Management LP$01
439Marquette Asset Management, LLC$01
440K.J. Harrison & Partners Inc$01
441Lisanti Capital Growth, LLC$01
442Meritage Group LP$01
443Sigma Planning Corp$01
444GTS SECURITIES LLC$01
445IMC-Chicago, LLC$01
446Johnson Financial Group, Inc.$01
447Lombard Odier Asset Management (USA) Corp$01
448Quantbot Technologies LP$01
449Zweig-DiMenna Associates LLC$01
450Twin Tree Management, LP$01
451Banco BTG Pactual S.A.$01
452JNBA Financial Advisors$01
453Interval Partners, LP$01
454WINTON GROUP Ltd$01
455Engineers Gate Manager LP$01
456Merit Financial Group, LLC$01
457Versor Investments LP$01
458Grove Bank & Trust$01
459Garner Asset Management Corp$01
460DV Trading LLC$01
461Ceredex Value Advisors LLC$01
462Elo Mutual Pension Insurance Co$01
463Machina Capital S.A.S.$01
464Global Retirement Partners, LLC$01
465DNCA FINANCE$01
466Wealthfront Advisers LLC$01
467Ararat Capital Management LP$01
468Y-Intercept (Hong Kong) Ltd$01
469Sanctuary Advisors, LLC$01
470Xcel Wealth Management, LLC$01
471Avion Wealth$01
472Aquatic Capital Management LLC$01
473Kestra Advisory Services, LLC$01
474Tabor Asset Management, LP$01
475PINNBROOK CAPITAL MANAGEMENT LP$01
476Optiver Holding B.V.$01
477NewEdge Wealth, LLC$01
478AlphaQuest LLC$01
479PharVision Advisers, LLC$01
480Kinetic Partners Management, LP$01
481Forum Financial Management, LP$01
482SageView Advisory Group, LLC$01
483Hook Mill Capital Partners, LP$01
484Dunhill Financial, LLC$01
485Polymer Capital Management (US) LLC$01
486Envestnet Portfolio Solutions, Inc.$01
487Annis Gardner Whiting Capital Advisors, LLC$01
488Turning Point Benefit Group, Inc.$01
489Scientech Research LLC$01
490Motiv8 Investments LLC$01
491IMG Wealth Management, Inc.$01
492Wealth Watch Advisors, INC$01
493SAGESPRING WEALTH PARTNERS, LLC$01
494WPG Advisers, LLC$01
495OPTIMA CAPITAL LLC$01
496Lotus Technology Management, LP$01
497Keating Financial Advisory Services, Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 497 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)6 buy / 7 sell
Congress net ($ bound)−$320K to $19.0K
Filers net (actions)not in build
Filers net ($ 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 SGI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SGI · financials and macro

Financials — as filed PLANNED

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