Public record / Tickers / SMCI

SMCI — Super Micro Computer, Inc.

Both disclosure regimes on one name: who in Congress filed about SMCI, 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
11
all PTR rows naming SMCI
Members · 12m
2
1 buys · 2 sells · by trade date
Latest PTR
01-13
filed 2026-01-13
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

Tim Moore · $15.0K–$50.0K

Sale · traded 2025-05-02 → filed 2025-06-13. Ranked over every SMCI row by the provable lower bound, never a point estimate.

2 members · 1 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.

Every row filed inside 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

11 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. 11 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SMCI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SMCI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-13John Boozman R–ARSale · JT (jointly owned)Traded 2025-12-31 +13d$1K–$15K
2026-01-13John Boozman R–ARPurchase · JT (jointly owned)Traded 2025-12-11 +33d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 11-12 +33d$1K–$15K
2025-10-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 09-05 +35d$1K–$15K
2025-06-13Tim Moore R–NC-14SaleTraded 05-02 +42d$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 11 ↗

Members active in SMCI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SMCI 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.
John Boozman R–AR2−$14.0K to $14.0K6
Gilbert Ray Cisneros, Jr. D–CA-311−$15.0K to −$1.0K2

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

Congress ↔ notable managers · SMCI

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

Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on SMCI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+98,909 sh
2026-05-15Bridgewater Associates 13Fnew+73,888 sh

2 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 SMCI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$987M1
2VANGUARD CAPITAL MANAGEMENT LLC$749M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$673M1
4STATE STREET CORP$501M1
5GEODE CAPITAL MANAGEMENT, LLC$321M1
6UBS Group AG$275M1
7Invesco Ltd.$269M1
8MORGAN STANLEY$175M1
9WELLS FARGO & COMPANY/MN$113M1
10JANE STREET GROUP, LLC$101M1
11NORTHERN TRUST CORP$98.7M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$94.8M1
13DIMENSIONAL FUND ADVISORS LP$92.9M1
14Legal & General Group Plc$90.6M1
15BANK OF AMERICA CORP /DE/$88.7M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$85.7M1
17VANGUARD FIDUCIARY TRUST CO$65.4M1
18CITIGROUP INC$63.8M1
19CANADA PENSION PLAN INVESTMENT BOARD$62.5M1
20NATIONAL BANK OF CANADA /FI/$60.4M1
21HAWK RIDGE CAPITAL MANAGEMENT LP$52.9M1
22Marex Group Ltd$51.1M1
23DEUTSCHE BANK AG\$45.2M1
24MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$41.5M1
25Amundi$38.5M1
26CITADEL ADVISORS LLC$37.1M1
27NEEDHAM INVESTMENT MANAGEMENT LLC$36.8M1
28Swiss National Bank$35.9M1
29HSBC HOLDINGS PLC$33.9M1
30Weiss Asset Management LP$31.8M1
31Nuveen, LLC$31.2M1
32BANK OF MONTREAL /CAN/$30.5M1
33ROYAL BANK OF CANADA$29.7M1
34Mitsubishi UFJ Asset Management Co., Ltd.$28.2M1
35CANTOR FITZGERALD, L. P.$26.4M1
36Vanguard Global Advisers, LLC$25.1M1
37NATIXIS$22.8M1
38TWO SIGMA INVESTMENTS, LP$20.7M1
39Clear Street Group Inc.$20.4M1
40VANGUARD ASSET MANAGEMENT, Ltd$20.2M1
41LPL Financial LLC$19.8M1
42MIZUHO MARKETS AMERICAS LLC$19.3M1
43CREDIT AGRICOLE S A$17.8M1
44Schonfeld Strategic Advisors LLC$17.1M1
45Quadrature Capital Ltd$16.8M1
46IMC-Chicago, LLC$16.5M1
47Walleye Trading LLC$16.5M1
48NOMURA HOLDINGS INC$16.2M1
49SUSQUEHANNA INTERNATIONAL GROUP, LLP$15.0M1
50ALLIANCEBERNSTEIN L.P.$14.6M1
51FIRST TRUST ADVISORS LP$14.1M1
52PRINCIPAL FINANCIAL GROUP INC$12.9M1
53GROUP ONE TRADING LLC$12.3M1
54Ardmore Road Asset Management LP$12.0M1
55TORONTO DOMINION BANK$11.9M1
56RPG Investment Advisory, LLC$11.8M1
57Engineers Gate Manager LP$11.4M1
58Aberdeen Group plc$11.1M1
59MILLENNIUM MANAGEMENT LLC$11.0M1
60Trexquant Investment LP$10.5M1
61STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.5M1
62AVIVA PLC$10.0M1
63PEAK6 LLC$9.8M1
64STIFEL FINANCIAL CORP$9.6M1
65ADAGE CAPITAL PARTNERS GP, L.L.C.$8.9M1
66Korea Investment CORP$8.9M1
67OPPENHEIMER & CO INC$8.7M1
68DIVERSIFY WEALTH MANAGEMENT, LLC$8.6M1
69Vident Advisory, LLC$8.4M1
70D. E. Shaw & Co., Inc.$8.3M1
71Ensign Peak Advisors, Inc$8.3M1
72Nepsis Inc.$8.2M1
73FMR LLC$8.1M1
74Diversify Advisory Services, LLC$7.9M1
75COMMONWEALTH EQUITY SERVICES, LLC$7.8M1
76Cetera Investment Advisers$7.7M1
77Centiva Capital, LP$7.7M1
78RAYMOND JAMES FINANCIAL INC$7.4M1
79Leonteq Securities AG$6.9M1
80STATE OF WISCONSIN INVESTMENT BOARD$6.5M1
81NEW YORK STATE COMMON RETIREMENT FUND$6.3M1
82Vanguard Investments Australia, Ltd.$6.2M1
83Parallax Volatility Advisers, L.P.$6.1M1
84MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.1M1
85OSAIC HOLDINGS, INC.$5.9M1
86TD ASSET MANAGEMENT INC$5.8M1
87Chevy Chase Trust Holdings, LLC$5.6M1
88DANSKE BANK A/S$5.4M1
89PRUDENTIAL FINANCIAL INC$5.4M1
90Quinn Opportunity Partners LLC$5.4M1
91Asset Management One Co., Ltd.$5.1M1
92APG Asset Management N.V.$5.1M1
93Centric Wealth Management$5.1M1
94Zurcher Kantonalbank (Zurich Cantonalbank)$5.1M1
95Universal- Beteiligungs- und Servicegesellschaft mbH$5.1M1
96Allianz Asset Management GmbH$5.0M1
97STOREBRAND ASSET MANAGEMENT AS$4.8M1
98Pictet Asset Management Holding SA$4.7M1
99KLP KAPITALFORVALTNING AS$4.7M1
100Oak Thistle LLC$4.6M1
101BANK OF NOVA SCOTIA$4.6M1
102Inspire Investing, LLC$4.6M1
103CAPSTONE INVESTMENT ADVISORS, LLC$4.6M1
104Tredje AP-fonden$4.6M1
105Caption Management, LLC$4.5M1
106Optiver Holding B.V.$4.4M1
107EXCHANGE TRADED CONCEPTS, LLC$4.4M1
108Grantham, Mayo, Van Otterloo & Co. LLC$4.4M1
109CIBC WORLD MARKET INC.$4.3M1
110State of New Jersey Common Pension Fund D$4.2M1
111NOMURA ASSET MANAGEMENT CO LTD$4.2M1
112AQR CAPITAL MANAGEMENT LLC$4.2M1
113Gotham Asset Management, LLC$4.1M1
114AMERICAN CENTURY COMPANIES INC$3.8M1
115NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.7M1
116Rockefeller Capital Management L.P.$3.7M1
117Lansforsakringar Fondforvaltning AB (publ)$3.6M1
118BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.6M1
119Resona Asset Management Co.,Ltd.$3.5M1
120Quantinno Capital Management LP$3.5M1
121ExodusPoint Capital Management, LP$3.4M1
122Varma Mutual Pension Insurance Co$3.4M1
123Arizona State Retirement System$3.3M1
124Tidal Investments LLC$3.3M1
125SEI INVESTMENTS CO$3.3M1
126FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.3M1
127CIBC Bancorp USA Inc.$3.3M1
128Mirae Asset Global Investments Co., Ltd.$3.2M1
129Equitable Holdings, Inc.$3.1M1
130Czech National Bank$3.1M1
131Rafferty Asset Management, LLC$3.0M1
132Summit Financial, LLC$3.0M1
133MetLife Investment Management, LLC$2.9M1
134CIBC Asset Management Inc$2.8M1
135USS Investment Management Ltd$2.8M1
136Walleye Capital LLC$2.8M1
137Creative Planning$2.8M1
138DnB Asset Management AS$2.7M1
139CVFG LLC$2.7M1
140HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$2.7M1
141COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.7M1
142Assenagon Asset Management S.A.$2.6M1
143UniSuper Management Pty Ltd$2.6M1
144XPONANCE LLC$2.6M1
145Elequin Capital, LP$2.5M1
146SEB Asset Management AB$2.4M1
147Retirement Systems of Alabama$2.4M1
148VOYA INVESTMENT MANAGEMENT LLC$2.4M1
149IFM Investors Pty Ltd$2.4M1
150Woodline Partners LP$2.3M1
151Vontobel Holding Ltd.$2.3M1
152Daiwa Securities Group Inc.$2.2M1
153TWINBEECH CAPITAL LP$2.1M1
154BOOTHBAY FUND MANAGEMENT, LLC$2.1M1
155ProShare Advisors LLC$2.1M1
156HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.1M1
157GMT CAPITAL CORP$2.1M1
158WOLVERINE ASSET MANAGEMENT LLC$2.1M1
159Delta Global Management LP$2.1M1
160TRUIST FINANCIAL CORP$2.0M1
161Bouvel Investment Partners, LLC$2.0M1
162PUBLIC SECTOR PENSION INVESTMENT BOARD$2.0M1
163MERCER GLOBAL ADVISORS INC /ADV$1.9M1
164Utah Retirement Systems$1.9M1
165Edgestream Partners, L.P.$1.9M1
166QRG CAPITAL MANAGEMENT, INC.$1.7M1
167Calamos Advisors LLC$1.7M1
168BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.7M1
169Bridgewater Associates, LP$1.7M1
170Prospera Financial Services Inc$1.7M1
171NEOS Investment Management LLC$1.6M1
172Jefferies Financial Group Inc.$1.6M1
173NISSAY ASSET MANAGEMENT CORP /JAPAN$1.6M1
174Rakuten Investment Management, Inc.$1.6M1
175NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.6M1
176Wealthfront Advisers LLC$1.5M1
177BNP Paribas Asset Management Holding S.A.$1.5M1
178FIFTH THIRD BANCORP$1.5M1
179Integrated Financial Solutions, Inc.$1.5M1
180Lombard Odier Asset Management (Switzerland) SA$1.5M1
181Sumitomo Mitsui DS Asset Management Company, Ltd$1.4M1
182TD Waterhouse Canada Inc.$1.4M1
183Twin Tree Management, LP$1.4M1
184RENAISSANCE TECHNOLOGIES LLC$1.4M1
185ROYAL LONDON ASSET MANAGEMENT LTD$1.3M1
186DBA TRADING, LLC$1.3M1
187OXFORD ASSET MANAGEMENT LLP$1.3M1
188Man Group plc$1.3M1
189ASR Vermogensbeheer N.V.$1.3M1
190OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.3M1
191Swiss Life Asset Management Ltd$1.3M1
192WINTON GROUP Ltd$1.3M1
193Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.3M1
194Board of the Pension Protection Fund$1.3M1
195NewEdge Advisors, LLC$1.3M1
196FRANKLIN RESOURCES INC$1.3M1
197OP Asset Management Ltd$1.2M1
198MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.2M1
199Janus Henderson Group Ltd.$1.2M1
200GTS SECURITIES LLC$1.1M1
201MML INVESTORS SERVICES, LLC$1.1M1
202NORDEA INVESTMENT MANAGEMENT AB$1.1M1
203&PARTNERS$1.1M1
204HighTower Advisors, LLC$1.1M1
205World Investment Advisors$1.1M1
206Kassira Wealth Management LLC$1.1M1
207Pathstone Holdings, LLC$1.1M1
208INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.1M1
209Vanguard Personalized Indexing Management, LLC$1.1M1
210LONESTAR CAPITAL MANAGEMENT LLC$1.0M1
211HUB Investment Partners, LLC$1.0M1
212Private Advisor Group, LLC$1.0M1
213EDMP, INC.$996K1
214WELLINGTON MANAGEMENT GROUP LLP$973K1
215SummitTX Capital, L.P.$967K1
216Summit Trail Advisors, LLC$954K1
217BLKBRD Asset Management, LP$926K1
218SIH Partners, LLLP$919K1
219LBMC INVESTMENT ADVISORS, LLC$898K1
220Kestra Advisory Services, LLC$889K1
221Torrey Growth & Income Advisors$886K1
222Investment Management Corp of Ontario$874K1
223PRUDENTIAL PLC$855K1
224Krane Funds Advisors LLC$851K1
225Moors & Cabot, Inc.$842K1
226Kerrisdale Advisers, LLC$805K1
227National Pension Service$780K1
228Allworth Financial LP$775K1
229EASTERLY INVESTMENT PARTNERS LLC$761K1
230Federation des caisses Desjardins du Quebec$743K1
231PRELUDE CAPITAL MANAGEMENT, LLC$734K1
232Point72 Asset Management, L.P.$729K1
233Norinchukin Bank, The$714K1
234Apollon Wealth Management, LLC$695K1
235MIZUHO SECURITIES USA LLC$693K1
236Robeco Institutional Asset Management B.V.$691K1
237SCHRODER INVESTMENT MANAGEMENT GROUP$686K1
238NLB Skladi, upravljanje premozenja, d.o.o.$665K1
239Candriam S.C.A.$658K1
240Perigon Wealth Management, LLC$649K1
241Sequoia Financial Advisors, LLC$642K1
242TOKIO MARINE ASSET MANAGEMENT CO LTD$615K1
243Concentric Capital Strategies, LP$612K1
244US BANCORP \DE\$605K1
245Snowden Capital Advisors LLC$602K1
246MACQUARIE GROUP LTD$595K1
247Maryland State Retirement & Pension System$589K1
248AMG National Trust Bank$567K1
249KESTRA PRIVATE WEALTH SERVICES, LLC$556K1
250HBK Sorce Advisory LLC$541K1
251MACKENZIE FINANCIAL CORP$540K1
252DAVENPORT & Co LLC$538K1
253Ausdal Financial Partners, Inc.$538K1
254Crossmark Global Holdings, Inc.$536K1
255Longitude (Cayman) Ltd.$535K1
256FIRST COMMUNITY TRUST NA$533K1
257Sanctuary Advisors, LLC$519K1
258Allspring Global Investments Holdings, LLC$511K1
259Avanza Fonder AB$508K1
260Massar Capital Management, LP$507K1
261SILVER OAK SECURITIES, INCORPORATED$506K1
262Clarity Wealth Advisors, LLC$503K1
263ABN AMRO INVESTMENT SOLUTIONS$501K1
264Mezzasalma Advisors, LLC$492K1
265Militia Capital Management LLC$488K1
266M&T BANK CORP$486K1
267Focused Wealth Management, Inc$484K1
268Seelaus Asset Management LLC$480K1
269Cerity Partners LLC$478K1
270Generali Asset Management SPA SGR$478K1
271Corient Private Wealth LLC$477K1
272Lido Advisors, LLC$472K1
273Fideuram Asset Management (Ireland) dac$471K1
274MUFG Securities EMEA plc$469K1
275WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$464K1
276Oxinas Partners, LLC$458K1
277AE Wealth Management LLC$456K1
278Wealth Quarterback LLC$452K1
279Saudi Central Bank$452K1
280CWM, LLC$445K1
281Osmosis Investment Management UK Ltd$444K1
282GATEWAY INVESTMENT ADVISERS LLC$440K1
283Inspire Advisors, LLC$438K1
284OSSIAM$436K1
285INTECH INVESTMENT MANAGEMENT LLC$415K1
286Sigma Planning Corp$410K1
287Aware Super Pty Ltd as trustee of Aware Super$408K1
288Steward Partners Investment Advisory, LLC$398K1
289FOUNDATIONS INVESTMENT ADVISORS, LLC$397K1
290MGO ONE SEVEN LLC$396K1
291Vise Technologies, Inc.$395K1
292SCOTIA CAPITAL INC.$394K1
293HB Wealth Management, LLC$391K1
294Focus Financial Network, Inc.$379K1
295PANAGORA ASSET MANAGEMENT INC$378K1
296DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$376K1
297NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$367K1
298Tradewinds Capital Management, LLC$358K1
299Frank, Rimerman Advisors LLC$354K1
300WMG Financial Advisors, LLC$353K1
301Squarepoint Ops LLC$343K1
302North Dakota State Investment Board$342K1
303RWA WEALTH PARTNERS, LLC$338K1
304INDEPENDENT FINANCIAL GROUP, LLC$337K1
305GREAT VALLEY ADVISOR GROUP, INC.$337K1
306Metis Global Partners, LLC$332K1
307EFG International AG$331K1
308TWO SIGMA SECURITIES, LLC$329K1
309Odyssean, LLC$324K1
310Wealthcare Advisory Partners LLC$322K1
311Hennion & Walsh Asset Management, Inc.$322K1
312Independent Advisor Alliance$318K1
313Arlington Capital Management, Inc.$316K1
314Pathway Financial Advisers, LLC$314K1
315E Fund Management Co., Ltd.$311K1
316SECURIAN ASSET MANAGEMENT, INC$310K1
317Baader Bank Aktiengesellschaft$310K1
318GRIFFIN ASSET MANAGEMENT, INC.$306K1
319Tower Research Capital LLC (TRC)$305K1
320Sowell Financial Services LLC$305K1
321E. Ohman J:or Asset Management AB$303K1
322GUGGENHEIM CAPITAL LLC$296K1
323Huntleigh Advisors, Inc.$291K1
324Geneos Wealth Management Inc.$290K1
325UNITED CAPITAL FINANCIAL ADVISORS, LLC$288K1
326Chicago Partners Investment Group LLC$282K1
327nVerses Capital, LLC$280K1
328Rayburn West Financial Services LLC$276K1
329Krilogy Financial LLC$274K1
330BEESE FULMER INVESTMENT MANAGEMENT, INC.$271K1
331O'SHAUGHNESSY ASSET MANAGEMENT, LLC$269K1
332BLAIR WILLIAM & CO/IL$267K1
333Mariner, LLC$267K1
334Siemens Fonds Invest GmbH$265K1
335BHK Investment Advisors, LLC$265K1
336VARCOV Co.$263K1
337ENVESTNET ASSET MANAGEMENT INC$260K1
338IEQ CAPITAL, LLC$251K1
339MIRABELLA FINANCIAL SERVICES LLP$251K1
340AZZAD ASSET MANAGEMENT INC /ADV$245K1
341Triumph Capital Management$237K1
342SLT Holdings LLC$237K1
343T3 Companies, LLC$235K1
344PFG Investments, LLC$233K1
345Prairiewood Capital, LLC$232K1
346Signal Advisors Wealth, LLC$228K1
347LMR Partners LLP$228K1
348Arista Wealth Management, LLC$228K1
349WORLD EQUITY GROUP, INC.$225K1
350Ionic Capital Management LLC$223K1
351Counterpoint Mutual Funds LLC$223K1
352Strong Retirement Solutions LLC$222K1
353J.W. COLE ADVISORS, INC.$221K1
354TEMA ETFS LLC$220K1
355Beacon Pointe Advisors, LLC$217K1
356Interchange Capital Partners, LLC$215K1
357Acorn Wealth Advisors, LLC$213K1
358Cornerstone Wealth Management, LLC$212K1
359Argos Wealth Advisors, LLC$212K1
360Concurrent Investment Advisors, LLC$211K1
361Traynor Capital Management, Inc.$210K1
362GLENMEDE TRUST CO NA$208K1
363Stratos Wealth Partners, LTD.$206K1
364Global Assets Advisory, LLC$204K1
365VestGen Advisors, LLC$202K1
366XTX Topco Ltd$201K1
367Bayforest Capital Ltd$200K1
368Quarry LP$165K1
369MAI Capital Management$162K1
370Eurizon Capital SGR S.p.A.$160K1
371Truvestments Capital LLC$152K1
372SIGNATUREFD, LLC$139K1
373Freestone Grove Partners LP$122K1
374Advisors Asset Management, Inc.$103K1
375WESTPAC BANKING CORP$101K1
376QUADRANT CAPITAL GROUP LLC$91.7K1
377MATHER GROUP, LLC.$83.6K1
378FIL Ltd$81.5K1
379NFSG Corp$77.5K1
380Spire Wealth Management$70.7K1
381Pinnacle Wealth Planning Services, Inc.$68.7K1
382MCF Advisors LLC$68.0K1
383HM PAYSON & CO$67.4K1
384Larson Financial Group LLC$63.9K1
385Vermillion Wealth Management, Inc.$62.1K1
386FINANCIAL CONSULATE, INC$48.6K1
387FEDERATED HERMES, INC.$48.0K1
388Clearstead Advisors, LLC$47.7K1
389UMB Bank, n.a.$47.3K1
390HRT FINANCIAL LP$42.1K1
391Compagnie Lombard Odier SCmA$41.0K1
392Smartleaf Asset Management LLC$38.1K1
393Banque Cantonale Vaudoise$37.0K1
394Rakuten Securities, Inc.$33.3K1
395JFS WEALTH ADVISORS, LLC$31.6K1
396Blue Trust, Inc.$25.8K1
397SALEM INVESTMENT COUNSELORS INC$24.9K1
398Keating Financial Advisory Services, Inc.$24.4K1
399SHP Wealth Management$24.0K1
400ASSETMARK, INC$23.4K1
401Beaird Harris Wealth Management, LLC$22.8K1
402Central Pacific Bank - Trust Division$22.8K1
403Hurley Capital, LLC$20.5K1
404Parkside Financial Bank & Trust$20.4K1
405EASTERN BANK$19.4K1
406TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$17.1K1
407Intesa Sanpaolo Wealth Management$15.8K1
408Atlantic Union Bankshares Corp$15.1K1
409WealthCollab, LLC$14.1K1
410CENTRAL TRUST Co$13.7K1
411EDMOND DE ROTHSCHILD HOLDING S.A.$13.7K1
412Portus Wealth Advisors, LLC$13.5K1
413Caitong International Asset Management Co., Ltd$12.8K1
414ARMSTRONG ADVISORY GROUP, INC$12.3K1
415CVA Family Office, LLC$11.8K1
416HHM Wealth Advisors, LLC$11.4K1
417Annis Gardner Whiting Capital Advisors, LLC$10.4K1
418IMG Wealth Management, Inc.$9.1K1
419NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9.0K1
420Owl Creek Wealth Partners LLC$8.2K1
421Medallion Wealth Advisors, LLC$8.0K1
422Orion Capital Management LLC$7.1K1
423FARMERS & MERCHANTS INVESTMENTS INC$7.1K1
424Legacy Wealth Managment, LLC/ID$6.8K1
425Bell Investment Advisors, Inc$6.5K1
426ARCADIA INVESTMENT MANAGEMENT CORP/MI$6.3K1
427N.E.W. Advisory Services LLC$6.1K1
428WOLFF WIESE MAGANA LLC$6.0K1
429Moisand Fitzgerald Tamayo, LLC$5.7K1
430Prestige Wealth Management Group LLC$5.7K1
431Treasurer of the State of North Carolina$5.0K1
432Kemnay Advisory Services Inc.$4.7K1
433Investors Research Corp$4.6K1
434New England Capital Financial Advisors LLC$4.6K1
435Hilltop National Bank$4.6K1
436Kilter Group LLC$4.5K1
437Sachetta, LLC$4.3K1
438Quest 10 Wealth Builders, Inc.$4.1K1
439Virtu Financial LLC$4.0K1
440Corsicana & Co.$3.6K1
441PFS Partners, LLC$3.4K1
442ELEVATION WEALTH PARTNERS, LLC$3.2K1
443Signature Equity Partners, LLC$3.0K1
444Center for Financial Planning, Inc.$3.0K1
445Ilmarinen Mutual Pension Insurance Co$2.6K1
446My Portfolio Guide, LLC$2.6K1
447Physician Wealth Advisors, Inc.$2.3K1
448SJS Investment Consulting Inc.$2.3K1
449VAN ECK ASSOCIATES CORP$2.2K1
450Frazier Financial Advisors, LLC$2.1K1
451Cromwell Holdings LLC$2.0K1
452Transamerica Financial Advisors, LLC$2.0K1
453Private Wealth Management Group, LLC$1.9K1
454SUMMIT SECURITIES GROUP LLC$1.9K1
455IFG Advisory, LLC$1.8K1
456MV CAPITAL MANAGEMENT, INC.$1.7K1
457KBC Group NV$1.7K1
458Clayton Financial Group LLC$1.6K1
459Financial Network Wealth Advisors LLC$1.5K1
460Independence Bank of Kentucky$1.5K1
461JPL Wealth Management, LLC$1.5K1
462Manchester Capital Management LLC$1.5K1
463Caitlin John, LLC$1.4K1
464Abound Wealth Management$1.3K1
465Wealth Enhancement Trust Services, Inc.$1.3K1
466ALGERT GLOBAL LLC$1.2K1
467State of Alaska, Department of Revenue$1.1K1
468True Wealth Design, LLC$1.1K1
469Clearstead Trust, LLC$1.0K1
470Rialto Wealth Management, LLC$8661
471Crewe Advisors LLC$8431
472MASECO LLP$7291
473Quaker Wealth Management, LLC$6841
474Stone House Investment Management, LLC$6831
475Missouri Trust & Investment Co$6831
476MCGUIRE CAPITAL ADVISORS INC$6831
477X-Square Capital, LLC$6491
478Valued Wealth Advisors LLC$5931
479DiNuzzo Private Wealth, Inc.$5471
480Investors Portfolio Services LLC$4881
481BFSG, LLC$4561
482THRIVENT FINANCIAL FOR LUTHERANS$4341
483Johnson Financial Group, Inc.$4101
484Wall Street Financial Group, Inc.$4101
485SouthState Bank Corp$3651
486CMT Capital Markets Trading GmbH$3621
487VANGUARD ADVISERS INC$3421
488GHP Investment Advisors, Inc.$3421
489Vestcor Inc$2361
490PARK AVENUE SECURITIES LLC$2341
491ALLIANZ SE$2281
492Harel Insurance Investments & Financial Services Ltd.$2281
493Bernard Wealth Management Corp.$2281
494HFM Investment Advisors, LLC$2281
495BROWN, LISLE/CUMMINGS, INC.$1661
496Seneschal Advisors, LLC$1601
497Retirement Wealth Solutions LLC$1601
498CENTAURUS FINANCIAL, INC.$1251
499GODSEY & GIBB, INC$1141
500American Capital Advisory, LLC$1141
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)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ 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 SMCI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SMCI · financials and macro

Financials — as filed PLANNED

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