Public record / Tickers / SHOP

SHOP — SHOPIFY INC.

Both disclosure regimes on one name: who in Congress filed about SHOP, 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
29
all PTR rows naming SHOP
Members · 12m
1
3 buys · 2 sells · by trade date
Latest PTR
03-12
filed 2026-03-12
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

Jonathan L. Jackson · $50.0K–$100K

Sale · traded 2026-01-30 → filed 2026-02-23. Ranked over every SHOP row by the provable lower bound, never a point estimate.

1 member · 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.

6 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

12 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. 12 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SHOP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SHOP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-12Jonathan L. Jackson D–IL-1SaleTraded 02-03 +37d$1K–$15K
2026-02-23Jonathan L. Jackson D–IL-1Sale · JT (jointly owned)Traded 01-30 +24d$50K–$100K
2026-01-08Jonathan L. Jackson D–IL-1Purchase · JT (jointly owned)Traded 2025-12-08 +31d$50K–$100K
2025-11-10Jonathan L. Jackson D–IL-1PurchaseTraded 10-08 +33d$1K–$15K
2025-11-10Jonathan L. Jackson D–IL-1Purchase · JT (jointly owned)Traded 10-06 +35d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 29 ↗

Members active in SHOP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SHOP 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.
Jonathan L. Jackson D–IL-15−$49.0K to $114K2

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

Congress ↔ notable managers · SHOP

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

Congress · last 90 days

Buyers
0
Sellers
0

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

Notable managers · quarter ended 2026-03-31

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

Merged timeline of congressional filings and notable-manager moves on SHOP
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fnew+279,318 sh
2026-05-15Gotham Asset Management 13Fadd+2,727 sh
2026-05-15Moore Capital Management 13Ftrim−2,276 sh
2026-05-15Soros Fund Management 13Fexit−5,376 sh
2026-05-14Caxton Associates 13Fexit−23,574 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

full holders view ↗
Top institutional holders of SHOP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital International Investors$5.9B1
2FMR LLC$5.4B1
3VANGUARD CAPITAL MANAGEMENT LLC$4.0B1
4Capital World Investors$4.0B1
5BAILLIE GIFFORD & CO$3.4B1
6MORGAN STANLEY$2.9B1
7ROYAL BANK OF CANADA$2.6B1
8FIL Ltd$2.2B1
9JENNISON ASSOCIATES LLC$1.9B1
10BANK OF MONTREAL /CAN/$1.5B1
11NATIONAL BANK OF CANADA /FI/$1.5B1
12ALLIANCEBERNSTEIN L.P.$1.4B1
13Capital Research Global Investors$1.4B1
14BANK OF AMERICA CORP /DE/$1.3B1
15VANGUARD FIDUCIARY TRUST CO$1.3B1
16Invesco Ltd.$1.3B1
171832 Asset Management L.P.$1.2B1
18MACKENZIE FINANCIAL CORP$1.2B1
19TD ASSET MANAGEMENT INC$1.1B1
20WELLINGTON MANAGEMENT GROUP LLP$1.1B1
21SANDS CAPITAL MANAGEMENT, LLC$1.1B1
22BlackRock, Inc.$1.1B1
23MANUFACTURERS LIFE INSURANCE COMPANY, THE$998M1
24CANADA PENSION PLAN INVESTMENT BOARD$986M1
25FRANKLIN RESOURCES INC$982M1
26MASSACHUSETTS FINANCIAL SERVICES CO /MA/$789M1
27Connor, Clark & Lunn Investment Management Ltd.$758M1
28Newlands Management Operations LLC$750M1
29Legal & General Group Plc$750M1
30POLEN CAPITAL MANAGEMENT LLC$748M1
31WCM INVESTMENT MANAGEMENT, LLC$747M1
32EDGEWOOD MANAGEMENT LLC$720M1
33Nuveen, LLC$603M1
34Vanguard Global Advisers, LLC$584M1
35UBS Group AG$561M1
36BAMCO INC /NY/$560M1
37Artisan Partners Limited Partnership$517M1
38CIBC Asset Management Inc$511M1
39Swiss National Bank$488M1
40Janus Henderson Group Ltd.$479M1
41JANE STREET GROUP, LLC$415M1
42DEUTSCHE BANK AG\$383M1
43Amundi$380M1
44BANK OF NOVA SCOTIA$379M1
45WELLS FARGO & COMPANY/MN$365M1
46TORONTO DOMINION BANK$362M1
47Clearbridge Investments, LLC$361M1
48Federation des caisses Desjardins du Quebec$345M1
49CHARLES SCHWAB INVESTMENT MANAGEMENT INC$323M1
50SEI INVESTMENTS CO$321M1
51Mirova US LLC$317M1
52SUSQUEHANNA INTERNATIONAL GROUP, LLP$267M1
53ENVESTNET ASSET MANAGEMENT INC$267M1
54RAYMOND JAMES FINANCIAL INC$261M1
55GILDER GAGNON HOWE & CO LLC$256M1
56PICTON MAHONEY ASSET MANAGEMENT$253M1
57VANGUARD ASSET MANAGEMENT, Ltd$253M1
58NORTHERN TRUST CORP$216M1
59BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$208M1
60MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$203M1
61Strategy Capital LLC$196M1
62Ashe Capital Management, LP$195M1
63Pictet Asset Management Holding SA$192M1
64Barton Investment Management$190M1
65ProShare Advisors LLC$184M1
66BROWN ADVISORY INC$177M1
67LPL Financial LLC$174M1
68D. E. Shaw & Co., Inc.$173M1
69Polar Capital Holdings Plc$171M1
70AMERICAN CENTURY COMPANIES INC$168M1
71CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$165M1
72SCOTIA CAPITAL INC.$155M1
73TD Waterhouse Canada Inc.$141M1
74FIRST TRUST ADVISORS LP$140M1
75ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$119M1
76NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$119M1
77Addenda Capital Inc.$118M1
78BNP Paribas Asset Management Holding S.A.$117M1
79Durable Capital Partners LP$115M1
80Hudson Bay Capital Management LP$113M1
81Alberta Investment Management Corp$110M1
82Korea Investment CORP$107M1
83Thrive Capital Management, LLC$106M1
84CITIGROUP INC$106M1
85SUSQUEHANNA ADVISORS GROUP, INC.$104M1
86FEDERATED HERMES, INC.$102M1
87MUFG Securities EMEA plc$99.5M1
88CIBC Bancorp USA Inc.$98.0M1
89STATE STREET CORP$95.3M1
90Capital International, Inc./CA/$93.2M1
91DIMENSIONAL FUND ADVISORS LP$92.9M1
92Capital International Sarl$91.8M1
93Allspring Global Investments Holdings, LLC$91.4M1
94SCHRODER INVESTMENT MANAGEMENT GROUP$87.8M1
95HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$80.2M1
96NEOS Investment Management LLC$78.9M1
97Stony Point Capital LLC$74.9M1
98APG Asset Management N.V.$74.8M1
99BLAIR WILLIAM & CO/IL$74.4M1
100Vanguard Investments Australia, Ltd.$72.3M1
101Fiera Capital Corp$72.1M1
102PUBLIC SECTOR PENSION INVESTMENT BOARD$72.0M1
103Zurcher Kantonalbank (Zurich Cantonalbank)$68.6M1
104Rockefeller Capital Management L.P.$68.1M1
105VOYA INVESTMENT MANAGEMENT LLC$67.1M1
106NZS Capital, LLC$65.3M1
107GUARDIAN CAPITAL LP$62.0M1
108ROYAL LONDON ASSET MANAGEMENT LTD$61.6M1
109SurgoCap Partners LP$61.2M1
110STEADFAST CAPITAL MANAGEMENT LP$56.2M1
111VOLORIDGE INVESTMENT MANAGEMENT, LLC$56.2M1
112OSAIC HOLDINGS, INC.$53.9M1
113Creative Planning$52.2M1
114CITADEL ADVISORS LLC$49.9M1
115LAZARD ASSET MANAGEMENT LLC$49.6M1
116Privium Fund Management B.V.$48.3M1
117CAPITAL INTERNATIONAL LTD /CA/$48.2M1
118Ensign Peak Advisors, Inc$48.2M1
119USS Investment Management Ltd$47.8M1
120STIFEL FINANCIAL CORP$47.3M1
121STATE OF WISCONSIN INVESTMENT BOARD$45.6M1
122KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$45.3M1
123Kinetic Partners Management, LP$44.7M1
124Cetera Investment Advisers$44.2M1
125Zurich Insurance Group Ltd/FI$43.7M1
126Altshuler Shaham Ltd$43.5M1
127AustralianSuper Pty Ltd$43.4M1
128AMF Tjanstepension AB$41.6M1
129Advisors Asset Management, Inc.$40.3M1
130TRUIST FINANCIAL CORP$39.2M1
131COMMONWEALTH EQUITY SERVICES, LLC$39.0M1
132Allianz Asset Management GmbH$38.9M1
133CASTLEARK MANAGEMENT LLC$36.8M1
134DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$36.3M1
135Man Group plc$36.0M1
136Mariner, LLC$35.4M1
137Northwest & Ethical Investments L.P.$35.0M1
138Lansforsakringar Fondforvaltning AB (publ)$34.1M1
139TUDOR INVESTMENT CORP ET AL$33.1M1
140Investment Management Corp of Ontario$33.1M1
141OPPENHEIMER ASSET MANAGEMENT INC.$32.0M1
142Walleye Capital LLC$31.6M1
143Cornerstone Capital, Inc.$31.3M1
144Harvest Portfolios Group Inc.$31.1M1
145HighTower Advisors, LLC$30.2M1
146BRISTOL JOHN W & CO INC /NY/$30.2M1
147AQR CAPITAL MANAGEMENT LLC$29.1M1
148INTACT INVESTMENT MANAGEMENT INC.$29.1M1
149GUGGENHEIM CAPITAL LLC$28.0M1
150Select Equity Group, L.P.$28.0M1
151THORNBURG INVESTMENT MANAGEMENT INC$27.7M1
152Pathstone Holdings, LLC$27.7M1
153MILLENNIUM MANAGEMENT LLC$27.6M1
154OSSIAM$27.3M1
155Gavilan Investment Partners LLC$27.3M1
156PRINCIPAL FINANCIAL GROUP INC$26.3M1
157Quantinno Capital Management LP$26.3M1
158MML INVESTORS SERVICES, LLC$26.2M1
159ASSETMARK, INC$26.0M1
160SEB Asset Management AB$25.7M1
161NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$25.4M1
162ThornTree Capital Partners LP$25.1M1
163Swiss Life Asset Management Ltd$24.7M1
164INTECH INVESTMENT MANAGEMENT LLC$24.3M1
165BROWN CAPITAL MANAGEMENT LLC$23.9M1
166Baker Avenue Asset Management, LP$23.7M1
167Manchester Global Management (UK) Ltd$23.7M1
168Ampersand Capital Group, L.P.$23.7M1
169Islander Capital Partners, L.P.$23.2M1
170Varma Mutual Pension Insurance Co$22.6M1
171D.A. DAVIDSON & CO.$22.3M1
172Focus Partners Wealth$22.0M1
173NISSAY ASSET MANAGEMENT CORP /JAPAN$21.9M1
174Maryland State Retirement & Pension System$21.4M1
175Nippon Life Global Investors Americas, Inc.$21.0M1
176ODDO BHF ASSET MANAGEMENT SAS$20.3M1
177Bank Pictet & Cie (Europe) AG$19.9M1
178Daiwa Securities Group Inc.$19.4M1
179HSBC HOLDINGS PLC$18.6M1
180Baird Financial Group, Inc.$18.5M1
181Triasima Portfolio Management inc.$18.4M1
182WELCH & FORBES LLC$18.2M1
183Gryphon Financial Partners LLC$18.1M1
184UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$17.9M1
185Ilex Capital Partners (UK) LLP$17.7M1
186Apollon Wealth Management, LLC$17.6M1
187Sanctuary Advisors, LLC$17.5M1
188Arthedge Capital Management, LLC$17.4M1
189Danica Pension, Livsforsikringsaktieselskab$17.3M1
190Gerber Kawasaki Wealth & Investment Management$17.0M1
191Vestmark Advisory Solutions, Inc.$17.0M1
192NOMURA HOLDINGS INC$16.9M1
193Generali Asset Management SPA SGR$16.8M1
194TREMBLANT CAPITAL GROUP$16.4M1
195Dash Acquisitions Inc.$16.3M1
196Marcho Partners LLP$16.3M1
197SHELTON CAPITAL MANAGEMENT$16.2M1
198Carnegie Investment Counsel$16.1M1
199TRILLIUM ASSET MANAGEMENT, LLC$16.1M1
200Utah Retirement Systems$15.9M1
201WINTON GROUP Ltd$15.7M1
202Steadview Capital Management LLC$15.2M1
203Atria Investments, Inc$15.2M1
204Cerity Partners LLC$15.1M1
205Equitable Holdings, Inc.$15.0M1
206SteelPeak Wealth, LLC$15.0M1
207Corient Private Wealth LLC$14.8M1
208Baltimore-Washington Financial Advisors, Inc.$14.8M1
209TWO SIGMA INVESTMENTS, LP$14.7M1
210Cresset Asset Management, LLC$14.4M1
211READYSTATE ASSET MANAGEMENT LP$14.3M1
212Texas Yale Capital Corp.$14.0M1
213GLENMEDE TRUST CO NA$13.7M1
214AIA Group Ltd$13.1M1
215TOCQUEVILLE ASSET MANAGEMENT L.P.$13.0M1
216Mitsubishi UFJ Asset Management Co., Ltd.$12.9M1
217O'SHAUGHNESSY ASSET MANAGEMENT, LLC$12.5M1
218Tower Research Capital LLC (TRC)$12.5M1
219Rafferty Asset Management, LLC$12.4M1
220Kestra Advisory Services, LLC$12.3M1
221Voleon Capital Management LP$12.3M1
222Capital Group Private Client Services, Inc.$12.2M1
223MARKEL GROUP INC.$12.2M1
224Nepsis Inc.$12.1M1
225STATE OF MICHIGAN RETIREMENT SYSTEM$11.8M1
226LBP AM SA$11.8M1
227Freestone Grove Partners LP$11.6M1
228Yarbrough Capital, LLC$11.6M1
229SIERRA SUMMIT ADVISORS LLC$11.5M1
230Y-Intercept (Hong Kong) Ltd$11.3M1
231Candriam S.C.A.$11.3M1
232Insight Holdings Group, LLC$11.2M1
233Dana Investment Advisors, Inc.$11.2M1
234CREDIT AGRICOLE S A$11.2M1
235Asset Management One Co., Ltd.$11.2M1
236WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$11.1M1
237Covenant Asset Management, LLC$11.1M1
238Venture Visionary Partners LLC$11.0M1
239MERCER GLOBAL ADVISORS INC /ADV$10.9M1
240Lido Advisors, LLC$10.9M1
241Telemark Asset Management, LLC$10.7M1
242Capital Group Investment Management Pte. Ltd.$10.6M1
243NewEdge Advisors, LLC$10.6M1
244Qube Research & Technologies Ltd$10.5M1
245&PARTNERS$10.5M1
246EXCHANGE TRADED CONCEPTS, LLC$10.1M1
247NOMURA ASSET MANAGEMENT CO LTD$10.0M1
248Trexquant Investment LP$9.9M1
249M&T BANK CORP$9.8M1
250Mubadala Investment Co PJSC$9.8M1
251IMC-Chicago, LLC$9.7M1
252ATALANTA SOSNOFF CAPITAL, LLC$9.5M1
253Purpose Unlimited Inc.$9.5M1
254PROFUND ADVISORS LLC$9.3M1
255MMBG INVESTMENT ADVISORS CO.$9.2M1
256Bank Julius Baer & Co. Ltd, Zurich$9.1M1
257Lombard Odier Asset Management (Switzerland) SA$9.0M1
258EFG International AG$9.0M1
259PCJ Investment Counsel Ltd.$8.9M1
260NATIXIS$8.9M1
261Vident Advisory, LLC$8.7M1
262Osmosis Investment Management UK Ltd$8.7M1
263Americana Partners, LLC$8.6M1
264COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$8.5M1
265Calamos Advisors LLC$8.5M1
266Third View Private Wealth, LLC$8.4M1
267Saba Capital Management, L.P.$8.4M1
268WCG Wealth Advisors LLC$8.2M1
269NorthCrest Asset Manangement, LLC$8.1M1
270Rakuten Investment Management, Inc.$8.1M1
271EULAV Asset Management$8.1M1
272XTX Topco Ltd$8.0M1
273Cornerstone Advisors, LLC$8.0M1
274PRUDENTIAL PLC$8.0M1
275Callan Family Office, LLC$7.9M1
276Black Swift Group, LLC$7.8M1
277US BANCORP \DE\$7.7M1
278Fortis Capital Management LLC$7.6M1
279Faithward Advisors, LLC$7.5M1
280NLB Skladi, upravljanje premozenja, d.o.o.$7.3M1
281Vanguard Personalized Indexing Management, LLC$7.3M1
282ALLIANZ SE$7.2M1
283BANK OF NOVA SCOTIA TRUST CO$7.2M1
284COMMERCE BANK$7.1M1
285Tidal Investments LLC$7.1M1
286JCIC Asset Management Inc.$7.0M1
287Headlands Technologies LLC$7.0M1
288Aviso Financial Inc.$7.0M1
289UNITED CAPITAL FINANCIAL ADVISORS, LLC$6.9M1
290OMERS ADMINISTRATION Corp$6.9M1
291Torrey Growth & Income Advisors$6.8M1
292NewEdge Wealth, LLC$6.8M1
293Beacon Pointe Advisors, LLC$6.7M1
294DNCA FINANCE$6.5M1
295OPPENHEIMER & CO INC$6.5M1
296IEQ CAPITAL, LLC$6.4M1
297Weaver Capital Management LLC$6.4M1
298HUB Investment Partners, LLC$6.3M1
299Synergy Financial Group, LTD$6.3M1
300Kovack Advisors, Inc.$6.2M1
30112 West Capital Management LP$6.2M1
302DIVERSIFY WEALTH MANAGEMENT, LLC$6.2M1
303Optiver Holding B.V.$6.0M1
304SIGNATUREFD, LLC$5.8M1
305Engineers Gate Manager LP$5.8M1
306Steward Partners Investment Advisory, LLC$5.8M1
307KESTRA PRIVATE WEALTH SERVICES, LLC$5.8M1
308BENJAMIN EDWARDS INC$5.7M1
309Vise Technologies, Inc.$5.5M1
310KR Capital LP$5.5M1
311AE Wealth Management LLC$5.5M1
312CHOREO, LLC$5.4M1
313Robeco Institutional Asset Management B.V.$5.4M1
314Private Advisor Group, LLC$5.4M1
315Norinchukin Bank, The$5.3M1
316OAK RIDGE INVESTMENTS LLC$5.3M1
317FLAGSHIP HARBOR ADVISORS, LLC$5.2M1
318GATEWAY INVESTMENT ADVISERS LLC$5.2M1
319ARTHUR M. COHEN & ASSOCIATES, LLC$5.2M1
320Orion Porfolio Solutions, LLC$5.2M1
321Sepio Capital, LP$5.2M1
322Infusive Asset Management Inc.$5.2M1
323Blackstone Inc.$5.2M1
324BAILARD, INC.$5.1M1
325NORDEA INVESTMENT MANAGEMENT AB$5.0M1
326Metis Global Partners, LLC$4.9M1
327STEPHENS INC /AR/$4.7M1
328Laird Norton Wetherby Trust Company, LLC$4.7M1
329NIGHTVIEW CAPITAL, LLC$4.7M1
330ALERUS FINANCIAL NA$4.7M1
331E Fund Management Co., Ltd.$4.6M1
332Assenagon Asset Management S.A.$4.6M1
333Merit Financial Group, LLC$4.6M1
334Connective Capital Management, LLC$4.6M1
335Octahedron Capital Management L.P.$4.6M1
336PITTENGER & ANDERSON INC$4.6M1
337DEEPWATER ASSET MANAGEMENT, LLC$4.5M1
338FIFTH THIRD BANCORP$4.4M1
339Mitsubishi UFJ Trust & Banking Corp$4.4M1
340Portside Wealth Group, LLC$4.4M1
341Prairie Wealth Advisors, Inc.$4.3M1
342J.W. COLE ADVISORS, INC.$4.3M1
343Castlefield Investment Partners LLP$4.2M1
344Independent Solutions Wealth Management, LLC$4.2M1
345Gibbs Wealth Management$4.1M1
346Capula Management Ltd$4.1M1
347Empowered Funds, LLC$4.0M1
348Global Wealth Management Investment Advisory, Inc.$4.0M1
349ING GROEP NV$3.9M1
350QUADRANT CAPITAL GROUP LLC$3.9M1
351RITHOLTZ WEALTH MANAGEMENT$3.9M1
352UniSuper Management Pty Ltd$3.8M1
353Compound Planning, Inc.$3.8M1
354GC Wealth Management RIA, LLC$3.8M1
355AZZAD ASSET MANAGEMENT INC /ADV$3.7M1
356Transamerica Financial Advisors, LLC$3.7M1
357Laurion Capital Management LP$3.6M1
358Sequoia Financial Advisors, LLC$3.6M1
359Wealthfront Advisers LLC$3.6M1
360DIKER MANAGEMENT LLC$3.6M1
361Snowden Capital Advisors LLC$3.5M1
362Crossmark Global Holdings, Inc.$3.5M1
363Genus Capital Management Inc.$3.5M1
364SIG North Trading, ULC$3.5M1
365Prospera Financial Services Inc$3.5M1
366Envestnet Portfolio Solutions, Inc.$3.4M1
367Kingsview Wealth Management, LLC$3.4M1
368Vontobel Holding Ltd.$3.4M1
369Concurrent Investment Advisors, LLC$3.4M1
370NORDEN GROUP LLC$3.4M1
371Asset One Wealth Management LLC$3.3M1
372ASR Vermogensbeheer N.V.$3.2M1
373FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$3.2M1
374B & T Capital Management DBA Alpha Capital Management$3.2M1
375Strategic Advisors LLC$3.2M1
376Summit Financial, LLC$3.2M1
377Bleakley Financial Group, LLC$3.2M1
378Biondo Investment Advisors, LLC$3.2M1
379MONTRUSCO BOLTON INVESTMENTS INC.$3.1M1
380Legal Advantage Investments, Inc.$3.1M1
381Stratos Wealth Partners, LTD.$3.1M1
382WORLDQUANT MILLENNIUM ADVISORS LLC$3.1M1
383RFG Advisory, LLC$3.0M1
384PEAK6 LLC$3.0M1
385Prasad Wealth Partners, LLC$3.0M1
386Intellectus Partners, LLC$2.9M1
387PRINCIPAL SECURITIES, INC.$2.9M1
388Mutual Advisors, LLC$2.9M1
389Palidye Holdings (Caymans) Ltd$2.8M1
390Quadrature Capital Ltd$2.8M1
391World Investment Advisors$2.7M1
392Clear Harbor Asset Management, LLC$2.7M1
393TWO SIGMA SECURITIES, LLC$2.7M1
394Savant Capital, LLC$2.7M1
395PARSONS CAPITAL MANAGEMENT INC/RI$2.7M1
396Investment Insight Wealth Management, LLC$2.7M1
397Focus Financial Network, Inc.$2.6M1
398United Advisor Group, LLC$2.5M1
399Grove Bank & Trust$2.5M1
400EP Wealth Advisors, LLC$2.5M1
401Allworth Financial LP$2.5M1
402LMR Partners LLP$2.5M1
403ELEVATION POINT WEALTH PARTNERS, LLC$2.5M1
404Verdence Capital Advisors LLC$2.5M1
405INSIGNEO ADVISORY SERVICES, LLC$2.5M1
406ACORN FINANCIAL ADVISORY SERVICES INC /ADV$2.4M1
407ALPS ADVISORS INC$2.4M1
408ICICI Prudential Asset Management Co Ltd$2.4M1
409INTEGRITY ALLIANCE, LLC.$2.4M1
410Sigma Planning Corp$2.4M1
411CWM, LLC$2.3M1
412Weinberger Asset Management, Inc$2.3M1
413Centiva Capital, LP$2.3M1
414MSA Advisors, LLC$2.3M1
415INDEPENDENT FINANCIAL GROUP, LLC$2.3M1
416Financial Perspectives, Inc$2.2M1
417Chicago Partners Investment Group LLC$2.2M1
418INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.2M1
419CAP Partners, LLC$2.2M1
420INTERCAPITAL, LLC$2.2M1
421Central Pacific Bank - Trust Division$2.2M1
422Clearstead Advisors, LLC$2.2M1
423Three Seasons Wealth, LLC$2.2M1
424Caprock Group, LLC$2.2M1
425Rare Wolf Capital LLC$2.2M1
426Element Squared LLC$2.2M1
427BetterWealth, LLC$2.2M1
428CABOT WEALTH MANAGEMENT INC$2.1M1
429Cypress Wealth Services, LLC$2.1M1
430Independent Advisor Alliance$2.1M1
431PERSONAL CFO SOLUTIONS, LLC$2.1M1
432Aster Capital Management (DIFC) Ltd$2.1M1
433Wealthspire Advisors, LLC$2.1M1
434Baer Investment Advisory LLC$2.1M1
435Avestar Capital, LLC$2.0M1
436MONTAG A & ASSOCIATES INC$2.0M1
437SWS Partners$2.0M1
438Gotham Asset Management, LLC$2.0M1
439Aristotle Atlantic Partners, LLC$2.0M1
440NorthCoast Asset Management LLC$2.0M1
441Simplicity Wealth,LLC$1.9M1
442Procyon Advisors, LLC$1.9M1
443Malaga Cove Capital, LLC$1.9M1
444UHLMANN PRICE SECURITIES, LLC$1.9M1
445LEVEL FOUR ADVISORY SERVICES, LLC$1.9M1
446CAPITAL ADVISORS INC/OK$1.9M1
447SummitTX Capital, L.P.$1.8M1
448Sumitomo Mitsui DS Asset Management Company, Ltd$1.8M1
449MAI Capital Management$1.8M1
450REGIONS FINANCIAL CORP$1.8M1
451Arkfeld Wealth Strategies, L.L.C.$1.8M1
452HARRELL INVESTMENT PARTNERS, LLC$1.7M1
453EVENTIDE ASSET MANAGEMENT, LLC$1.7M1
454Annis Gardner Whiting Capital Advisors, LLC$1.7M1
455GABLES CAPITAL MANAGEMENT INC.$1.7M1
456Ted Buchan & Co$1.7M1
457U.S. Capital Wealth Advisors, LLC$1.7M1
458MISSION WEALTH MANAGEMENT, LP$1.7M1
459Huntleigh Advisors, Inc.$1.7M1
460Empower Advisory Group, LLC$1.7M1
461WT Wealth Management$1.7M1
462Fideuram Asset Management (Ireland) dac$1.7M1
463Institute for Wealth Management, LLC.$1.7M1
464Waverly Advisors, LLC$1.7M1
465GREAT VALLEY ADVISOR GROUP, INC.$1.6M1
466EVERGREEN CAPITAL MANAGEMENT LLC$1.6M1
467Dynasty Wealth Management, LLC$1.6M1
468Avior Wealth Management, LLC$1.6M1
469CORRADO ADVISORS, LLC$1.6M1
470Ausdal Financial Partners, Inc.$1.6M1
471Norris Financial Group, LLC$1.6M1
472MGO ONE SEVEN LLC$1.6M1
473WATERSHED PRIVATE WEALTH LLC$1.6M1
474Truvestments Capital LLC$1.6M1
475State of Wyoming$1.5M1
476ASHTON THOMAS SECURITIES, LLC$1.5M1
477Aptus Capital Advisors, LLC$1.5M1
478Sowell Financial Services LLC$1.5M1
479Pine Valley Investments Ltd Liability Co$1.5M1
480COLDSTREAM CAPITAL MANAGEMENT INC$1.5M1
481PenderFund Capital Management Ltd.$1.5M1
482Cache Advisors, LLC$1.5M1
483MEANS INVESTMENT CO., INC.$1.5M1
484SCS Capital Management LLC$1.5M1
485Signal Advisors Wealth, LLC$1.5M1
486CONWAY CAPITAL MANAGEMENT, INC.$1.5M1
487EVOKE WEALTH, LLC$1.5M1
488Oder Investment Management, LLC$1.4M1
489Intrinsic Value Partners, LLC$1.4M1
490OneDigital Investment Advisors LLC$1.4M1
491Savvy Advisors, Inc.$1.4M1
492DAVENPORT & Co LLC$1.4M1
493STABLEFORD CAPITAL II LLC$1.4M1
494EARNED WEALTH ADVISORS, LLC$1.4M1
495PARNASSUS INVESTMENTS, LLC$1.4M1
496Perennial Investment Advisors, LLC$1.4M1
497Verition Fund Management LLC$1.4M1
498Strong Retirement Solutions LLC$1.4M1
499HB Wealth Management, LLC$1.4M1
500Clare Market Investments LLC$1.3M1
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)−$49.0K to $114K
Filers net (actions)not in build
Filers net ($ 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 SHOP

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SHOP · financials and macro

Financials — as filed PLANNED

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