Public record / Tickers / SO

SO — SOUTHERN CO

Both disclosure regimes on one name: who in Congress filed about SO, 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
71
all PTR rows naming SO
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
01-16
filed 2026-01-16
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

Virginia Foxx · $100K–$250K

Sale · traded 2020-08-31 → filed 2020-09-04. Ranked over every SO row by the provable lower bound, never a point estimate.

2 members · 1 buys / 1 sells

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

9 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

7 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. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-16Jared Moskowitz D–FL-23PurchaseTraded 2025-12-02 +45d$1K–$15K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-08-29Marjorie Taylor Greene R–GA-14PurchaseTraded 08-28 +1d$1K–$15K
2025-05-09Jared Moskowitz D–FL-23PurchaseTraded 04-07 +32d$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 71 ↗

Members active in SO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SO 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.
Jared Moskowitz D–FL-231$1.0K to $15.0K3
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · SO

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

Adding
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on SO
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−6,486 sh
2026-05-15Bridgewater Associates 13Ftrim−23,198 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

full holders view ↗
Top institutional holders of SO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$8.7B1
2VANGUARD CAPITAL MANAGEMENT LLC$6.9B1
3STATE STREET CORP$6.1B1
4Capital World Investors$5.4B1
5JPMORGAN CHASE & CO$4.2B1
6GEODE CAPITAL MANAGEMENT, LLC$2.8B1
7VANGUARD PORTFOLIO MANAGEMENT LLC$2.5B1
8FMR LLC$2.2B1
9FRANKLIN RESOURCES INC$1.6B1
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.5B1
11MORGAN STANLEY$1.2B1
12NORTHERN TRUST CORP$949M1
13AMERIPRISE FINANCIAL INC$910M1
14ROYAL BANK OF CANADA$845M1
15BANK OF AMERICA CORP /DE/$809M1
16Legal & General Group Plc$758M1
17Bank of New York Mellon Corp$703M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$686M1
19VANGUARD FIDUCIARY TRUST CO$598M1
20Invesco Ltd.$535M1
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$499M1
22BARCLAYS PLC$441M1
23WELLINGTON MANAGEMENT GROUP LLP$436M1
24WELLS FARGO & COMPANY/MN$411M1
25Pictet Asset Management Holding SA$409M1
26UBS Group AG$393M1
27Nuveen, LLC$376M1
28Mawer Investment Management Ltd.$330M1
29Amundi$321M1
30Swiss National Bank$312M1
31RAYMOND JAMES FINANCIAL INC$304M1
32LPL Financial LLC$296M1
33National Pension Service$278M1
34DIMENSIONAL FUND ADVISORS LP$256M1
35Capital Research Global Investors$252M1
36CITIGROUP INC$252M1
37Mitsubishi UFJ Asset Management Co., Ltd.$241M1
38ENVESTNET ASSET MANAGEMENT INC$236M1
39Sumitomo Mitsui Trust Group, Inc.$235M1
40Vanguard Global Advisers, LLC$233M1
41Soroban Capital Partners LP$229M1
42Ensign Peak Advisors, Inc$218M1
43DEUTSCHE BANK AG\$204M1
44CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$203M1
45VANGUARD ASSET MANAGEMENT, Ltd$200M1
46COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$189M1
47JENNISON ASSOCIATES LLC$186M1
48Pinnacle Financial Partners, Inc.$186M1
49FEDERATED HERMES, INC.$182M1
50HSBC HOLDINGS PLC$169M1
51BANK OF MONTREAL /CAN/$166M1
52Energy Income Partners, LLC$166M1
53Janus Henderson Group Ltd.$165M1
54PRUDENTIAL FINANCIAL INC$154M1
55Empower Advisory Group, LLC$153M1
56HighTower Advisors, LLC$146M1
57Focus Partners Wealth$141M1
58PRINCIPAL FINANCIAL GROUP INC$140M1
59CONFLUENCE INVESTMENT MANAGEMENT LLC$137M1
60MANUFACTURERS LIFE INSURANCE COMPANY, THE$134M1
61Capital International Investors$134M1
62ADAGE CAPITAL PARTNERS GP, L.L.C.$115M1
63Squarepoint Ops LLC$114M1
64DUFF & PHELPS INVESTMENT MANAGEMENT CO$104M1
65Vanguard Investments Australia, Ltd.$103M1
66STIFEL FINANCIAL CORP$102M1
67NEW YORK STATE COMMON RETIREMENT FUND$101M1
68CAPITAL ADVISORS INC/OK$100M1
69NewEdge Advisors, LLC$100M1
70ZACKS INVESTMENT MANAGEMENT$100M1
71TRUIST FINANCIAL CORP$93.7M1
72STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$92.7M1
73ALLIANCEBERNSTEIN L.P.$91.2M1
74CITADEL ADVISORS LLC$86.4M1
75COMMONWEALTH EQUITY SERVICES, LLC$86.0M1
76Qube Research & Technologies Ltd$83.6M1
77Korea Investment CORP$81.1M1
78ExodusPoint Capital Management, LP$80.6M1
79Cetera Investment Advisers$77.1M1
80Mitsubishi UFJ Trust & Banking Corp$76.7M1
81Welch Group, LLC$75.6M1
82CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$71.9M1
83FIRST TRUST ADVISORS LP$71.7M1
84MACQUARIE GROUP LTD$71.5M1
85Bank Julius Baer & Co. Ltd, Zurich$71.0M1
86VICTORY CAPITAL MANAGEMENT INC$67.9M1
87SCHRODER INVESTMENT MANAGEMENT GROUP$66.2M1
88Universal- Beteiligungs- und Servicegesellschaft mbH$66.0M1
89APG Asset Management N.V.$62.4M1
90Capital Investment Advisors, LLC$61.8M1
91Assenagon Asset Management S.A.$58.8M1
92Sterling Capital Management LLC$57.9M1
93STATE OF WISCONSIN INVESTMENT BOARD$56.9M1
94Creative Planning$56.9M1
95Investment Management Corp of Ontario$56.7M1
96Clark Capital Management Group, Inc.$56.5M1
97NATIONAL BANK OF CANADA /FI/$56.4M1
981832 Asset Management L.P.$54.6M1
99ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$54.0M1
100OSAIC HOLDINGS, INC.$53.1M1
101DnB Asset Management AS$52.8M1
102Chevy Chase Trust Holdings, LLC$52.7M1
103Magellan Asset Management Ltd$52.7M1
104SEI INVESTMENTS CO$51.5M1
105Asset Management One Co., Ltd.$50.0M1
106CIBC Asset Management Inc$49.0M1
107Zurich Insurance Group Ltd/FI$45.8M1
108WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$44.8M1
109Quantinno Capital Management LP$44.4M1
110MILLENNIUM MANAGEMENT LLC$44.3M1
111Mariner, LLC$43.8M1
112OpenArc Corporate Advisory, LLC$43.6M1
113EDGAR LOMAX CO/VA$43.2M1
114PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$43.1M1
115Resona Asset Management Co.,Ltd.$42.9M1
116Aberdeen Group plc$42.6M1
117RENAISSANCE TECHNOLOGIES LLC$41.7M1
118Calamos Advisors LLC$40.6M1
119TD ASSET MANAGEMENT INC$40.4M1
120NOMURA ASSET MANAGEMENT CO LTD$40.3M1
121US BANCORP \DE\$39.6M1
122Sanctuary Advisors, LLC$38.9M1
123MACKENZIE FINANCIAL CORP$38.5M1
124Capital International, Inc./CA/$37.9M1
125CAHABA WEALTH MANAGEMENT, INC.$37.6M1
126EP Wealth Advisors, LLC$37.2M1
127Aptus Capital Advisors, LLC$36.8M1
128AQR CAPITAL MANAGEMENT LLC$36.5M1
129WORLDQUANT MILLENNIUM ADVISORS LLC$36.4M1
130State of New Jersey Common Pension Fund D$36.3M1
131Allspring Global Investments Holdings, LLC$35.8M1
132Southern Financial Group, LLC$35.5M1
133CIBC Bancorp USA Inc.$35.3M1
134Kestra Advisory Services, LLC$35.1M1
135D. E. Shaw & Co., Inc.$34.7M1
136MML INVESTORS SERVICES, LLC$33.9M1
137TORONTO DOMINION BANK$33.8M1
138GW HENSSLER & ASSOCIATES LTD$33.1M1
139Waverly Advisors, LLC$32.4M1
140Zurcher Kantonalbank (Zurich Cantonalbank)$32.2M1
141FIFTH THIRD BANCORP$32.0M1
142Aventail Capital Group, LP$30.8M1
143PUBLIC SECTOR PENSION INVESTMENT BOARD$30.2M1
144AMERICAN CENTURY COMPANIES INC$29.6M1
145LIBERTY ONE INVESTMENT MANAGEMENT, LLC$29.4M1
146FOUNDATIONS INVESTMENT ADVISORS, LLC$29.4M1
147Arizona State Retirement System$29.1M1
148VOYA INVESTMENT MANAGEMENT LLC$29.1M1
149Czech National Bank$28.9M1
150Baird Financial Group, Inc.$28.9M1
151IFM Investors Pty Ltd$28.8M1
152Shaolin Capital Management LLC$28.5M1
153Susquehanna Portfolio Strategies, LLC$28.2M1
154Crossmark Global Holdings, Inc.$28.0M1
155Illinois Municipal Retirement Fund$27.9M1
156STATE OF MICHIGAN RETIREMENT SYSTEM$27.8M1
157Osmosis Investment Management UK Ltd$27.0M1
158Arbejdsmarkedets Tillaegspension$26.0M1
159Swiss Life Asset Management Ltd$25.7M1
160CRAWFORD INVESTMENT COUNSEL INC$25.3M1
161Cerity Partners LLC$25.2M1
162Gotham Asset Management, LLC$24.9M1
163HANCOCK WHITNEY CORP$24.8M1
164MetLife Investment Management, LLC$24.8M1
165MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$24.8M1
166HENNESSY ADVISORS INC$24.7M1
167Corient Private Wealth LLC$24.1M1
168O'SHAUGHNESSY ASSET MANAGEMENT, LLC$23.8M1
169MAI Capital Management$23.0M1
170BECKER CAPITAL MANAGEMENT INC$23.0M1
171Allworth Financial LP$22.9M1
172Rockefeller Capital Management L.P.$22.8M1
173MERCER GLOBAL ADVISORS INC /ADV$22.8M1
174Retirement Systems of Alabama$22.6M1
175FUKOKU MUTUAL LIFE INSURANCE CO$22.2M1
176Richard C. Young & CO., LTD.$22.0M1
177Advisors Capital Management, LLC$21.9M1
178Midwest Trust Co$21.8M1
179Calamos Wealth Management LLC$21.6M1
180NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$21.4M1
181Savant Capital, LLC$21.1M1
182Mirae Asset Global Investments Co., Ltd.$20.9M1
183Walleye Capital LLC$20.8M1
184Woodline Partners LP$20.8M1
185Carnegie Investment Counsel$20.6M1
186BW Gestao de Investimentos Ltda.$20.2M1
187CWA Asset Management Group, LLC$20.2M1
188FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$20.0M1
189Wealthfront Advisers LLC$19.7M1
190SUSQUEHANNA INTERNATIONAL GROUP, LLP$19.4M1
191BENJAMIN EDWARDS INC$19.3M1
192BANK OF NOVA SCOTIA$19.1M1
193XPONANCE LLC$19.1M1
194TEACHER RETIREMENT SYSTEM OF TEXAS$18.9M1
195Orion Porfolio Solutions, LLC$18.9M1
196Daiwa Securities Group Inc.$18.6M1
197HB Wealth Management, LLC$18.5M1
198Eurizon Capital SGR S.p.A.$18.2M1
199REGIONS FINANCIAL CORP$18.1M1
200KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$18.1M1
201NICHOLS & PRATT ADVISERS LLP /MA$18.0M1
202&PARTNERS$17.8M1
203Connor, Clark & Lunn Investment Management Ltd.$17.4M1
204Utah Retirement Systems$17.3M1
205MOODY LYNN LIEBERSON & WALKER, LLC$17.2M1
206USS Investment Management Ltd$16.9M1
207Sumitomo Mitsui DS Asset Management Company, Ltd$16.7M1
208Steward Partners Investment Advisory, LLC$16.7M1
209Brookstone Capital Management$16.5M1
210INTECH INVESTMENT MANAGEMENT LLC$16.1M1
211ProShare Advisors LLC$16.1M1
212FIRST NATIONAL BANK OF OMAHA$15.9M1
213Rakuten Investment Management, Inc.$15.8M1
214EXCHANGE TRADED CONCEPTS, LLC$15.7M1
215NEOS Investment Management LLC$15.5M1
216CWM, LLC$15.3M1
217BALYASNY ASSET MANAGEMENT L.P.$15.2M1
218COMMERCE BANK$15.2M1
219Vanguard Personalized Indexing Management, LLC$15.2M1
220TWO SIGMA INVESTMENTS, LP$15.1M1
221OneDigital Investment Advisors LLC$14.9M1
222M&T BANK CORP$14.8M1
223Dai-ichi Life Insurance Company, Ltd$14.8M1
224NEW YORK LIFE INVESTMENT MANAGEMENT LLC$14.8M1
225BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$14.6M1
226NISA INVESTMENT ADVISORS, LLC$14.5M1
227CCM INVESTMENT ADVISERS LLC$14.4M1
228Voleon Capital Management LP$14.4M1
229Bragg Financial Advisors, Inc$14.1M1
230NISSAY ASSET MANAGEMENT CORP /JAPAN$13.6M1
231YOUSIF CAPITAL MANAGEMENT, LLC$13.5M1
232LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$13.5M1
233Biondo Investment Advisors, LLC$13.4M1
234BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$13.2M1
235Pathstone Holdings, LLC$13.0M1
236DAVENPORT & Co LLC$13.0M1
237KANAWHA CAPITAL MANAGEMENT LLC$12.9M1
238JAMISON PRIVATE WEALTH MANAGEMENT, INC.$12.8M1
239KLINGENSTEIN FIELDS & CO LP$12.8M1
240NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$12.8M1
241QRG CAPITAL MANAGEMENT, INC.$12.7M1
242Baltimore-Washington Financial Advisors, Inc.$12.7M1
243Weiss Asset Management LP$12.7M1
244BLAIR WILLIAM & CO/IL$12.7M1
245Bell Bank$12.7M1
246KEYBANK NATIONAL ASSOCIATION/OH$12.6M1
247Independent Advisor Alliance$12.5M1
248Graham Capital Management, L.P.$12.5M1
249PINNACLE ASSOCIATES LTD$12.5M1
250OREGON PUBLIC EMPLOYEES RETIREMENT FUND$12.2M1
251Fisher Asset Management, LLC$11.8M1
252Signature Wealth Management Group$11.7M1
253ROYAL LONDON ASSET MANAGEMENT LTD$11.5M1
254STEPHENS INC /AR/$11.4M1
255Metis Global Partners, LLC$11.3M1
256MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$11.3M1
257Fairvoy Private Wealth, LLC$11.1M1
258KING LUTHER CAPITAL MANAGEMENT CORP$11.1M1
259PICTON MAHONEY ASSET MANAGEMENT$11.0M1
260Freestone Capital Holdings, LLC$11.0M1
261Keel Point, LLC$11.0M1
262Quadrature Capital Ltd$10.9M1
263ALERUS FINANCIAL NA$10.6M1
264RWC Asset Management LLP$10.6M1
265Concurrent Investment Advisors, LLC$10.5M1
266ASSOCIATED BANC-CORP$10.5M1
267ARS Wealth Advisors Group, LLC$10.4M1
268Sequoia Financial Advisors, LLC$10.4M1
269ROCKLAND TRUST CO$10.4M1
270Vinva Investment Management Ltd$10.4M1
271Azimuth Capital Investment Management LLC$10.3M1
272Visionary Wealth Advisors$10.3M1
273RFG Advisory, LLC$10.3M1
274D.A. DAVIDSON & CO.$10.3M1
275UHLMANN PRICE SECURITIES, LLC$10.1M1
276SPIREPOINT PRIVATE CLIENT, LLC$10.1M1
277Atria Investments, Inc$10.1M1
278Lido Advisors, LLC$10.0M1
279CULLINAN ASSOCIATES INC$10.0M1
280Merit Financial Group, LLC$9.9M1
281TCTC Holdings, LLC$9.8M1
282Edgestream Partners, L.P.$9.7M1
283Private Advisor Group, LLC$9.7M1
284Principle Wealth Partners LLC$9.6M1
285Cornerstone Wealth Group, LLC$9.6M1
286Foster Victor Wealth Advisors, LLC$9.5M1
287BAILLIE GIFFORD & CO$9.4M1
288Trexquant Investment LP$9.4M1
289Beacon Pointe Advisors, LLC$9.4M1
290FIL Ltd$9.3M1
291Dynamic Advisor Solutions LLC$9.3M1
292Aequim Alternative Investments LP$9.2M1
293Windle Wealth, LLC$9.2M1
294Fiduciary Group, LLC$9.1M1
295LEVEL FOUR ADVISORY SERVICES, LLC$9.1M1
296GLENMEDE TRUST CO NA$8.9M1
297GUGGENHEIM CAPITAL LLC$8.9M1
298Sound View Wealth Advisors Group, LLC$8.7M1
299Rafferty Asset Management, LLC$8.6M1
300Chronos Wealth Management, LLC$8.5M1
301Blue Trust, Inc.$8.4M1
302UniSuper Management Pty Ltd$8.4M1
303Summit Financial, LLC$8.3M1
304ADVOCATE GROUP LLC$8.3M1
305Sky Investment Group LLC$8.3M1
306UNITED CAPITAL FINANCIAL ADVISORS, LLC$8.0M1
307TD Waterhouse Canada Inc.$8.0M1
308Equitable Holdings, Inc.$8.0M1
309Lifeworks Advisors, LLC$7.9M1
310ELEVATION POINT WEALTH PARTNERS, LLC$7.9M1
311CENTRAL TRUST Co$7.8M1
312KESTRA PRIVATE WEALTH SERVICES, LLC$7.7M1
313TRUSTMARK BANK TRUST DEPARTMENT$7.6M1
314EDMOND DE ROTHSCHILD HOLDING S.A.$7.6M1
315Aull & Monroe Investment Management Corp$7.5M1
316Prospera Financial Services Inc$7.5M1
317NAPLES GLOBAL ADVISORS, LLC$7.4M1
318ALBION FINANCIAL GROUP /UT$7.4M1
319Edgemoor Investment Advisors, Inc.$7.3M1
320Stratos Wealth Partners, LTD.$7.3M1
321Man Group plc$7.3M1
322Marietta Wealth Management, LLC$7.2M1
323BFSG, LLC$7.1M1
324Vident Advisory, LLC$7.1M1
325JANE STREET GROUP, LLC$7.1M1
326StoneX Group Inc.$7.0M1
327CARRET ASSET MANAGEMENT, LLC$6.9M1
328Carson Advisory Inc.$6.9M1
329Advisors Asset Management, Inc.$6.9M1
330Telos Capital Management, Inc.$6.8M1
331Towne Trust Company, N.A$6.8M1
332EVENTIDE ASSET MANAGEMENT, LLC$6.8M1
333GLOBALT Investments LLC / GA$6.7M1
334ALPINE WOODS CAPITAL INVESTORS, LLC$6.7M1
335HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6.7M1
336Jackson Hole Capital Partners, LLC$6.7M1
337MITCHELL MCLEOD PUGH & WILLIAMS INC$6.5M1
338Vestmark Advisory Solutions, Inc.$6.5M1
339Empowered Funds, LLC$6.4M1
340MIZUHO SECURITIES USA LLC$6.4M1
341OPPENHEIMER & CO INC$6.4M1
342NORDEA INVESTMENT MANAGEMENT AB$6.4M1
343Apollon Wealth Management, LLC$6.3M1
344LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$6.2M1
345Griffith & Werner, Inc.$6.2M1
346Trinity Legacy Partners, LLC$6.1M1
347MONEY CONCEPTS CAPITAL CORP$6.1M1
348HARTFORD INVESTMENT MANAGEMENT CO$6.1M1
349Moors & Cabot, Inc.$6.0M1
350SIGNATUREFD, LLC$6.0M1
351Capital Investment Counsel, LLC$6.0M1
352Vest Financial, LLC$6.0M1
353Core Alternative Capital$6.0M1
354DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$5.9M1
355PRUDENTIAL PLC$5.9M1
356Tidal Investments LLC$5.7M1
357Wealthcare Advisory Partners LLC$5.7M1
358AE Wealth Management LLC$5.7M1
359SHERMAN PORFOLIOS, LLC$5.7M1
360Trajan Wealth LLC$5.7M1
361Csenge Advisory Group$5.6M1
362Goelzer Investment Management, Inc.$5.6M1
363BNP Paribas Asset Management Holding S.A.$5.5M1
364CHOREO, LLC$5.4M1
365Baugh & Associates, LLC$5.4M1
366Providence Capital Advisors, LLC$5.4M1
367Global Wealth Management Investment Advisory, Inc.$5.4M1
368Federation des caisses Desjardins du Quebec$5.4M1
369Clearbridge Investments, LLC$5.4M1
370VIRGINIA WEALTH MANAGEMENT GROUP, INC.$5.4M1
371United Bank$5.3M1
372Maryland State Retirement & Pension System$5.3M1
373FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$5.2M1
374GQG Partners LLC$5.2M1
375MGO ONE SEVEN LLC$5.2M1
376TOKIO MARINE ASSET MANAGEMENT CO LTD$5.1M1
377Envestnet Portfolio Solutions, Inc.$5.1M1
378IHT Wealth Management, LLC$5.0M1
379CREDIT AGRICOLE S A$4.9M1
380EASTERN BANK$4.9M1
381American Trust Investment Advisors, LLC$4.9M1
382Coastal Bridge Advisors, LLC$4.9M1
383SAGESPRING WEALTH PARTNERS, LLC$4.9M1
384MONTAG A & ASSOCIATES INC$4.9M1
385MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$4.9M1
386OMERS ADMINISTRATION Corp$4.9M1
387Cornerstone Capital, Inc.$4.9M1
388HENGEHOLD CAPITAL MANAGEMENT LLC$4.8M1
389ABN AMRO INVESTMENT SOLUTIONS$4.8M1
390Norinchukin Bank, The$4.8M1
391WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$4.7M1
392Kentucky Trust Co$4.7M1
393BROWN ADVISORY INC$4.7M1
394Marble Wealth, LLC$4.6M1
395Apollon Financial, LLC$4.6M1
396CI INVESTMENTS INC.$4.6M1
397BAILARD, INC.$4.5M1
398Jain Global LLC$4.5M1
399Clearstead Advisors, LLC$4.5M1
400GWN SECURITIES INC.$4.5M1
401CAPITOLIS LIQUID GLOBAL MARKETS LLC$4.4M1
402Rench Wealth Management, Inc.$4.4M1
403Pathway Financial Advisers, LLC$4.4M1
404MUFG Securities EMEA plc$4.4M1
405UMB Bank, n.a.$4.3M1
406CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$4.3M1
407Diversified Enterprises, LLC$4.3M1
408Concord Wealth Partners$4.3M1
409FIRST CITIZENS BANK & TRUST CO$4.3M1
410RED CEDAR INVESTMENT MANAGEMENT, LLC$4.3M1
411Portman Square Capital LLP$4.3M1
412New Age Alpha Advisors, LLC$4.3M1
413Laurel Wealth Advisors LLC$4.3M1
414MTM Investment Management, LLC$4.2M1
415CANADA PENSION PLAN INVESTMENT BOARD$4.2M1
416Wills Financial Group LLC$4.2M1
417First National Advisers, LLC$4.1M1
418Brooklyn Investment Group$4.1M1
419BUCKHEAD CAPITAL MANAGEMENT LLC$4.1M1
420TrueWealth Advisors, LLC$4.1M1
421MAINSTAY CAPITAL MANAGEMENT LLC /ADV$4.1M1
422HF Advisory Group, LLC$4.1M1
423Palisade Asset Management, LLC$4.0M1
424Bank OZK$4.0M1
425Callan Family Office, LLC$4.0M1
426DAYMARK WEALTH PARTNERS, LLC$3.9M1
427Ameritas Investment Partners, Inc.$3.9M1
428Boston Partners$3.9M1
429Saudi Central Bank$3.9M1
430Sigma Planning Corp$3.9M1
431Fifth Third Wealth Advisors LLC$3.9M1
432Robbins Farley$3.9M1
433Lombard Odier Asset Management (Switzerland) SA$3.9M1
434Elo Mutual Pension Insurance Co$3.9M1
435Kingsview Wealth Management, LLC$3.8M1
436Great Lakes Retirement, Inc.$3.8M1
437Concord Asset Management, LLC/VA$3.8M1
438Essex Financial Services, Inc.$3.8M1
439U.S. Capital Wealth Advisors, LLC$3.8M1
440Vise Technologies, Inc.$3.8M1
441Smartleaf Asset Management LLC$3.8M1
442Glenview Trust Co$3.7M1
443CANANDAIGUA NATIONAL CORP$3.7M1
444WOLVERINE ASSET MANAGEMENT LLC$3.7M1
445PROFUND ADVISORS LLC$3.6M1
446JPL Wealth Management, LLC$3.6M1
447Citizens National Bank Trust Department$3.6M1
448Stonebridge Financial Group, LLC$3.6M1
449All Terrain Financial Advisors, LLC$3.5M1
450Family Legacy, Inc.$3.5M1
451Empirical Finance, LLC$3.5M1
452Capital International Sarl$3.5M1
453Summit Trail Advisors, LLC$3.5M1
454OneAscent Wealth Management LLC$3.5M1
455FAS Wealth Partners, Inc.$3.5M1
456QUADRANT CAPITAL GROUP LLC$3.5M1
457Gateway Wealth Partners, LLC$3.4M1
458NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.4M1
459ANCHYRA PARTNERS LLC$3.4M1
460PANAGORA ASSET MANAGEMENT INC$3.4M1
461Pinnacle Wealth Management Advisory Group, LLC$3.4M1
462Slagle Financial, LLC$3.4M1
463WATERS PARKERSON & CO., LLC$3.3M1
464KCM INVESTMENT ADVISORS LLC$3.3M1
465Sovereign Financial Group, Inc.$3.3M1
466Parallax Volatility Advisers, L.P.$3.3M1
467Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$3.3M1
468Avantax Planning Partners, Inc.$3.3M1
469Texas Yale Capital Corp.$3.3M1
470Lantz Financial LLC$3.3M1
471WEST PACES ADVISORS INC.$3.3M1
472GREAT VALLEY ADVISOR GROUP, INC.$3.3M1
473Plan Group Financial, LLC$3.3M1
474COURIER CAPITAL LLC$3.2M1
475apricus wealth, LLC$3.2M1
476Rockline Wealth Management, LLC$3.2M1
477WOODMONT INVESTMENT COUNSEL LLC$3.2M1
478IEQ CAPITAL, LLC$3.2M1
479PETTYJOHN, WOOD & WHITE, INC$3.2M1
480DANSKE BANK A/S$3.2M1
481Hennion & Walsh Asset Management, Inc.$3.2M1
482Adalta Capital Management LLC$3.2M1
483Leelyn Smith, LLC$3.2M1
484LITTLE HOUSE CAPITAL LLC$3.2M1
485Perigon Wealth Management, LLC$3.2M1
486GREAT LAKES ADVISORS, LLC$3.2M1
487FIRST NATIONAL TRUST CO$3.1M1
488Mutual Advisors, LLC$3.1M1
489M3 Wealth Management, LLC$3.1M1
490INTACT INVESTMENT MANAGEMENT INC.$3.1M1
491Ethic Inc.$3.1M1
492Marshall Financial Group, LLC$3.1M1
493Bleakley Financial Group, LLC$3.1M1
494North Dakota State Investment Board$3.1M1
495Spartan Wealth Advisory Services LLC$3.0M1
496Murphy, Middleton, Hinkle & Parker, Inc.$3.0M1
497SouthState Bank Corp$3.0M1
498Focus Partners Advisor Solutions, LLC$3.0M1
499LongView Wealth Management$3.0M1
500Caldwell Trust Co$3.0M1
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 / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ 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 SO

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SO · financials and macro

Financials — as filed PLANNED

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