Public record / Tickers / SSB

SSB — SouthState Bank Corp

Both disclosure regimes on one name: who in Congress filed about SSB, 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
28
all PTR rows naming SSB
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-10
filed 2023-08-10
13F holders
431
top-431 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

Rick W. Allen · $100K–$250K

Sale · traded 2021-09-28 → filed 2023-08-10. Ranked over every SSB row by the provable lower bound, never a point estimate.

No member disclosed SSB in the trailing 12 months

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

24 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

No dated SSB rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SSB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SSB
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-10Rick W. Allen R–GA-12Sale · partial · SP (partial sale, spouse-owned)Traded 03-09 LATE·154d$50K–$100K
2023-08-10Rick W. Allen R–GA-12Sale · partial · SP (partial sale, spouse-owned)Traded 01-13 LATE·209d$50K–$100K
2023-08-10Rick W. Allen R–GA-12Sale · partial · SP (partial sale, spouse-owned)Traded 2022-05-05 LATE·462d$50K–$100K
2023-08-10Rick W. Allen R–GA-12Sale · partial · SP (partial sale, spouse-owned)Traded 2022-04-04 LATE·493d$50K–$100K
2023-08-10Rick W. Allen R–GA-12Sale · partial · SP (partial sale, spouse-owned)Traded 2022-02-16 LATE·540d$50K–$100K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 28 ↗

Members active in SSB

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed SSB in the trailing 12 months.

Congress ↔ notable managers · SSB

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
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SOUTHSTATE BK CORP

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of SSB for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$876M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$574M1
3DIMENSIONAL FUND ADVISORS LP$457M1
4VANGUARD CAPITAL MANAGEMENT LLC$407M1
5STATE STREET CORP$346M1
6Invesco Ltd.$197M1
7AMERICAN CENTURY COMPANIES INC$195M1
8FRANKLIN RESOURCES INC$165M1
9FMR LLC$161M1
10VICTORY CAPITAL MANAGEMENT INC$156M1
11MORGAN STANLEY$136M1
12AQR CAPITAL MANAGEMENT LLC$136M1
13WELLINGTON MANAGEMENT GROUP LLP$122M1
14EARNEST PARTNERS LLC$114M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$113M1
16FIRST TRUST ADVISORS LP$106M1
17Allspring Global Investments Holdings, LLC$101M1
18Capital International Investors$98.6M1
19WESTWOOD HOLDINGS GROUP INC$93.7M1
20Capital Research Global Investors$89.6M1
21Qube Research & Technologies Ltd$84.6M1
22MANUFACTURERS LIFE INSURANCE COMPANY, THE$78.7M1
23Capital World Investors$78.0M1
24NORTHERN TRUST CORP$76.1M1
25BANK OF AMERICA CORP /DE/$72.8M1
26UBS Group AG$69.8M1
27DEPRINCE RACE & ZOLLO INC$67.4M1
28Holocene Advisors, LP$64.0M1
29VANGUARD FIDUCIARY TRUST CO$56.7M1
30Fisher Asset Management, LLC$54.7M1
31SCHRODER INVESTMENT MANAGEMENT GROUP$54.6M1
32ALGEBRIS (UK) LTD$49.8M1
33SEI INVESTMENTS CO$38.0M1
34BNP Paribas Asset Management Holding S.A.$32.6M1
35NFJ INVESTMENT GROUP, LLC$29.7M1
36Nuveen, LLC$27.3M1
37REGIONS FINANCIAL CORP$25.1M1
38Stieven Capital Advisors, L.P.$24.9M1
39Retirement Systems of Alabama$24.6M1
40UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$23.9M1
41BANK OF MONTREAL /CAN/$23.6M1
42Verition Fund Management LLC$21.7M1
43PRINCIPAL FINANCIAL GROUP INC$20.5M1
44MALTESE CAPITAL MANAGEMENT LLC$18.5M1
45Swiss National Bank$18.4M1
46ADAGE CAPITAL PARTNERS GP, L.L.C.$17.9M1
47NewEdge Advisors, LLC$16.6M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.0M1
49STATE OF WISCONSIN INVESTMENT BOARD$15.7M1
50Jain Global LLC$13.9M1
51Ceredex Value Advisors LLC$13.7M1
52CITADEL ADVISORS LLC$13.1M1
53BARCLAYS PLC$12.3M1
54Legal & General Group Plc$11.8M1
55Hudson Bay Capital Management LP$11.7M1
56ALLIANCEBERNSTEIN L.P.$11.7M1
57RAYMOND JAMES FINANCIAL INC$11.3M1
58Azora Capital LP$11.0M1
59HighTower Advisors, LLC$10.8M1
60FIRST NATIONAL BANK OF OMAHA$10.3M1
61MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$10.1M1
62ENVESTNET ASSET MANAGEMENT INC$10.0M1
63BASSWOOD CAPITAL MANAGEMENT, L.L.C.$9.9M1
64PRIVATE MANAGEMENT GROUP INC$9.3M1
65Brevan Howard Capital Management LP$9.3M1
66CRAWFORD INVESTMENT COUNSEL INC$9.2M1
67SILVERCREST ASSET MANAGEMENT GROUP LLC$9.1M1
68Quantinno Capital Management LP$9.1M1
69JANE STREET GROUP, LLC$8.9M1
70VANGUARD ASSET MANAGEMENT, Ltd$8.9M1
71WELLS FARGO & COMPANY/MN$8.2M1
72Channing Capital Management, LLC$7.9M1
73Trexquant Investment LP$7.8M1
74Leeward Investments, LLC - MA$7.7M1
75STIFEL FINANCIAL CORP$7.4M1
76Longaeva Partners L.P.$7.2M1
77Creative Planning$7.1M1
78Vest Financial, LLC$6.8M1
79CITIGROUP INC$6.6M1
80ROYAL BANK OF CANADA$6.6M1
81BALYASNY ASSET MANAGEMENT L.P.$6.6M1
82BOOTHBAY FUND MANAGEMENT, LLC$6.3M1
83Pinnacle Financial Partners, Inc.$6.3M1
84TWO SIGMA INVESTMENTS, LP$5.7M1
85TRUIST FINANCIAL CORP$5.6M1
86Y-Intercept (Hong Kong) Ltd$4.9M1
87Rafferty Asset Management, LLC$4.7M1
88TD ASSET MANAGEMENT INC$4.7M1
89GUGGENHEIM CAPITAL LLC$4.5M1
90ADVISORY RESEARCH INC$4.4M1
91CIBC Bancorp USA Inc.$4.3M1
92Janus Henderson Group Ltd.$4.1M1
93Vanguard Global Advisers, LLC$4.1M1
94XTX Topco Ltd$3.9M1
95BRANT POINT INVESTMENT MANAGEMENT LLC$3.8M1
96MARTIN & CO INC /TN/$3.7M1
97SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.6M1
98DEUTSCHE BANK AG\$3.5M1
99Curi Capital, LLC$3.5M1
100Zurcher Kantonalbank (Zurich Cantonalbank)$3.4M1
101Oliver Luxxe Assets LLC$3.3M1
102Universal- Beteiligungs- und Servicegesellschaft mbH$3.3M1
103FIFTH THIRD BANCORP$3.2M1
104WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.1M1
105Point72 Asset Management, L.P.$3.0M1
106Man Group plc$2.9M1
107SALZHAUER MICHAEL$2.9M1
108BIP Wealth, LLC$2.9M1
109Beacon Pointe Advisors, LLC$2.9M1
110CAMBIAR INVESTORS LLC$2.8M1
111Arizona State Retirement System$2.6M1
112Independent Advisor Alliance$2.5M1
113Mariner, LLC$2.5M1
114LPL Financial LLC$2.4M1
115ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.4M1
116HSBC HOLDINGS PLC$2.4M1
117State of New Jersey Common Pension Fund D$2.3M1
118COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.3M1
119Vanguard Investments Australia, Ltd.$2.3M1
120PMC FIG Opportunities LLC$2.2M1
121STATE OF MICHIGAN RETIREMENT SYSTEM$2.2M1
122Atom Investors LP$2.2M1
123Pathstone Holdings, LLC$2.1M1
124ELEVATION POINT WEALTH PARTNERS, LLC$2.1M1
125Vestmark Advisory Solutions, Inc.$2.1M1
126NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.1M1
127Cyndeo Wealth Partners, LLC$2.0M1
128Petiole USA ltd$2.0M1
129CONTINENTAL ADVISORS LLC$2.0M1
130Edgestream Partners, L.P.$2.0M1
131CWM, LLC$2.0M1
132Dana Investment Advisors, Inc.$1.9M1
133CANADA PENSION PLAN INVESTMENT BOARD$1.9M1
134OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.9M1
135Waverly Advisors, LLC$1.8M1
136OPPENHEIMER ASSET MANAGEMENT INC.$1.8M1
137Cetera Investment Advisers$1.8M1
138MONTAG A & ASSOCIATES INC$1.7M1
139Ameritas Investment Partners, Inc.$1.7M1
140Carlson Capital, L.P.$1.7M1
141HB Wealth Management, LLC$1.7M1
142PICTON MAHONEY ASSET MANAGEMENT$1.6M1
143iSAM Funds (UK) Ltd$1.6M1
144MAI Capital Management$1.6M1
145Pictet Asset Management Holding SA$1.5M1
146HOWARD FINANCIAL SERVICES, LTD.$1.5M1
147Linscomb Wealth, Inc.$1.5M1
148Laurel Wealth Advisors LLC$1.4M1
149COMMONWEALTH EQUITY SERVICES, LLC$1.4M1
150Vanguard Personalized Indexing Management, LLC$1.4M1
151TEACHER RETIREMENT SYSTEM OF TEXAS$1.4M1
152Ashton Thomas Private Wealth, LLC$1.4M1
153Cerity Partners LLC$1.4M1
154MERCER GLOBAL ADVISORS INC /ADV$1.3M1
155SIGNATUREFD, LLC$1.3M1
156World Investment Advisors$1.3M1
157HBK Sorce Advisory LLC$1.3M1
158MAVERICK CAPITAL LTD$1.2M1
159Inspire Investing, LLC$1.2M1
160STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.2M1
161Oak Thistle LLC$1.2M1
162Jefferies Financial Group Inc.$1.2M1
163Fourthstone LLC$1.2M1
164MANGROVE PARTNERS IM, LLC$1.2M1
165Zurich Insurance Group Ltd/FI$1.1M1
166MOODY NATIONAL BANK TRUST DIVISION$1.1M1
167XPONANCE LLC$1.1M1
168NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.1M1
169Concurrent Investment Advisors, LLC$1.1M1
170SALEM INVESTMENT COUNSELORS INC$1.1M1
171Investors Research Corp$1.0M1
172Huber Capital Management LLC$1.0M1
173MILLENNIUM MANAGEMENT LLC$1.0M1
174OSAIC HOLDINGS, INC.$1.0M1
175TWINBEECH CAPITAL LP$1.0M1
176First National Advisers, LLC$989K1
177SPIREPOINT PRIVATE CLIENT, LLC$959K1
178KDK Private Wealth Management, LLC$954K1
179MIRABELLA FINANCIAL SERVICES LLP$945K1
180CIBC WORLD MARKET INC.$924K1
181SFMG, LLC$916K1
182IEQ CAPITAL, LLC$888K1
183Persistent Asset Partners Ltd$888K1
184FOX RUN MANAGEMENT, L.L.C.$870K1
185Summit Wealth Partners, LLC$815K1
186Amundi$755K1
187Angel Oak Capital Advisors, LLC$740K1
188SouthState Bank Corp$730K1
189FEDERATED HERMES, INC.$729K1
190FOUNDATIONS INVESTMENT ADVISORS, LLC$696K1
191ENDEAVOUR CAPITAL ADVISORS INC$694K1
192SECURIAN ASSET MANAGEMENT, INC$668K1
193VOYA INVESTMENT MANAGEMENT LLC$662K1
194Swiss Life Asset Management Ltd$659K1
195U.S. Capital Wealth Advisors, LLC$642K1
196Nicholson Wealth Management Group, LLC$640K1
197JAMES INVESTMENT RESEARCH, INC.$632K1
198JMN Financial LLC$624K1
199Sequoia Financial Advisors, LLC$623K1
200QUADRANT CAPITAL GROUP LLC$622K1
201GREENWOOD CAPITAL ASSOCIATES LLC$617K1
202SeaCrest Wealth Management, LLC$617K1
203SHEETS SMITH WEALTH MANAGEMENT$599K1
204UNITED CAPITAL FINANCIAL ADVISORS, LLC$589K1
205CSS LLC/IL$585K1
206Texas Capital Bank Wealth Management Services Inc$580K1
207GATEWAY INVESTMENT ADVISERS LLC$580K1
208Sanctuary Advisors, LLC$572K1
209Federation des caisses Desjardins du Quebec$542K1
210PRUDENTIAL FINANCIAL INC$542K1
211KEYBANK NATIONAL ASSOCIATION/OH$538K1
212OpenArc Corporate Advisory, LLC$528K1
213O'SHAUGHNESSY ASSET MANAGEMENT, LLC$516K1
214Savant Capital, LLC$510K1
215CFO4Life Group, LLC$510K1
216Qsemble Capital Management, LP$505K1
217Ensign Peak Advisors, Inc$491K1
218Utah Retirement Systems$490K1
219ProVise Management Group, LLC$476K1
220CAPSTONE INVESTMENT ADVISORS, LLC$471K1
221Diametric Capital, LP$464K1
222Havemeyer Place LP$463K1
223NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$458K1
224Maryland State Retirement & Pension System$451K1
225First City Capital Management, Inc.$444K1
226Vise Technologies, Inc.$439K1
227Cornerstone Management, Inc.$435K1
228Kestra Advisory Services, LLC$426K1
229CHOREO, LLC$419K1
230Meeder Advisory Services, Inc.$417K1
231EVERGREEN CAPITAL MANAGEMENT LLC$412K1
232DOLIVER ADVISORS, LP$405K1
233Richard Young Associates, Ltd.$398K1
234Summit Trail Advisors, LLC$384K1
235Corient Private Wealth LLC$378K1
236Teza Capital Management LLC$377K1
237Polymer Capital Management (US) LLC$377K1
238Connor, Clark & Lunn Investment Management Ltd.$370K1
239ProShare Advisors LLC$368K1
240M&T BANK CORP$366K1
241Atria Investments, Inc$347K1
242WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$346K1
243Palacios Wealth Management, LLC$343K1
244RITHOLTZ WEALTH MANAGEMENT$342K1
245Crusonia Wealth Advisors LLC$340K1
246Platform Technology Partners$336K1
247Bison Wealth, LLC$335K1
248FLYWHEEL PRIVATE WEALTH LLC$333K1
249WEST PACES ADVISORS INC.$333K1
250ISLAY CAPITAL MANAGEMENT, LLC$333K1
251MAINSAIL ASSET MANAGEMENT, LLC$332K1
252Aaron Wealth Advisors LLC$332K1
253Peachtree Investment Partners, LLC$331K1
254Forvis Mazars Wealth Advisors, LLC$324K1
255INTRUST BANK NA$319K1
256Tower Research Capital LLC (TRC)$319K1
257J.W. COLE ADVISORS, INC.$318K1
258Chicago Partners Investment Group LLC$316K1
259BLAIR WILLIAM & CO/IL$316K1
260Requisite Capital Management, LLC$305K1
261Baird Financial Group, Inc.$303K1
262SHELTON CAPITAL MANAGEMENT$301K1
263Segment Wealth Management, LLC$299K1
264PANAGORA ASSET MANAGEMENT INC$297K1
265Crossmark Global Holdings, Inc.$295K1
266DAVENPORT & Co LLC$292K1
267CIBC Asset Management Inc$292K1
268Bragg Financial Advisors, Inc$291K1
269Emerald Investment Advisers, LLC$285K1
270GTS SECURITIES LLC$278K1
271Wedmont Private Capital$277K1
272Weil Company, Inc.$275K1
273North Dakota State Investment Board$271K1
274Abel Hall, LLC$264K1
275PROFUND ADVISORS LLC$264K1
276&PARTNERS$258K1
277HANOVER ADVISORS INC$257K1
278Trail Ridge Investment Advisors, LLC$256K1
279Compound Planning, Inc.$241K1
280Voleon Capital Management LP$241K1
281Stratos Wealth Partners, LTD.$241K1
282MEITAV INVESTMENT HOUSE LTD$239K1
283MQS Management LLC$239K1
284Vident Advisory, LLC$237K1
285Peak Asset Management, LLC$234K1
286Focus Partners Advisor Solutions, LLC$230K1
287BUILDER INVESTMENT GROUP INC /ADV$224K1
288Biltmore Family Office, LLC$216K1
289AE Wealth Management LLC$215K1
290MML INVESTORS SERVICES, LLC$214K1
291Abacus Planning Group, Inc.$212K1
292Meiji Yasuda Asset Management Co Ltd.$210K1
293Callan Family Office, LLC$208K1
294Rockefeller Capital Management L.P.$207K1
295Central Pacific Bank - Trust Division$206K1
296Mill Capital Management, LLC$205K1
297Hamilton Wealth, LLC$202K1
298Moisand Fitzgerald Tamayo, LLC$201K1
299Allworth Financial LP$199K1
300UMB Bank, n.a.$149K1
301US BANCORP \DE\$140K1
302Blue Trust, Inc.$96.8K1
303BFSG, LLC$95.3K1
304NOMURA ASSET MANAGEMENT CO LTD$89.7K1
305Eurizon Capital SGR S.p.A.$75.4K1
306State of Wyoming$72.8K1
307Caldwell Trust Co$57.5K1
308Pinnacle Wealth Planning Services, Inc.$54.5K1
309GHP Investment Advisors, Inc.$51.9K1
310Steward Partners Investment Advisory, LLC$48.7K1
311Measured Wealth Private Client Group, LLC$47.5K1
312TFC Financial Management, Inc.$46.4K1
313Salomon & Ludwin, LLC$43.7K1
314Quarry LP$42.8K1
315Wellington Grp LLC$42.6K1
316SIMPLEX TRADING, LLC$40.3K1
317THRIVENT FINANCIAL FOR LUTHERANS$26.6K1
318Mitsubishi UFJ Asset Management Co., Ltd.$26.4K1
319Arax Advisory Partners$24.4K1
320Smartleaf Asset Management LLC$20.4K1
321MTM Investment Management, LLC$18.2K1
322ASSETMARK, INC$17.4K1
323MATHER GROUP, LLC.$15.4K1
324Owl Creek Wealth Partners LLC$14.8K1
325Destiny Wealth Partners, LLC$13.5K1
326Acumen Wealth Advisors, LLC$13.4K1
327True Wealth Design, LLC$13.0K1
328NFSG Corp$13.0K1
329NATIXIS ADVISORS, LLC$12.5K1
330GODSEY & GIBB, INC$11.1K1
331CVA Family Office, LLC$10.1K1
332ALGERT GLOBAL LLC$7.0K1
333Key FInancial Inc$5.4K1
334JFS WEALTH ADVISORS, LLC$5.3K1
335Keating Financial Advisory Services, Inc.$5.3K1
336Parkside Financial Bank & Trust$4.8K1
337Bell Investment Advisors, Inc$4.6K1
338MidFirst Bank$4.3K1
339Treasurer of the State of North Carolina$3.9K1
340Hunter Perkins Capital Management, LLC$3.4K1
341HRT FINANCIAL LP$2.9K1
342JONES FINANCIAL COMPANIES LLLP$2.8K1
343JPL Wealth Management, LLC$2.8K1
344TD Capital Management LLC$2.1K1
345SJS Investment Consulting Inc.$2.1K1
346Private Wealth Management Group, LLC$2.1K1
347M Holdings Securities, Inc.$2.1K1
348Rialto Wealth Management, LLC$1.9K1
349Clearstead Advisors, LLC$1.9K1
350BROWN, LISLE/CUMMINGS, INC.$1.9K1
351Marquette Asset Management, LLC$1.8K1
352Cromwell Holdings LLC$1.5K1
353Transamerica Financial Advisors, LLC$1.3K1
354WPG Advisers, LLC$1.3K1
355DiNuzzo Private Wealth, Inc.$1.1K1
356State of Alaska, Department of Revenue$9111
357Intentional Wealth Strategies, LLC$6481
358MV CAPITAL MANAGEMENT, INC.$5561
359HFM Investment Advisors, LLC$5551
360Vermillion Wealth Management, Inc.$4631
361SHP Wealth Management$4631
362Activest Wealth Management$4631
363Westfuller Advisors, LLC$4331
364PARK AVENUE SECURITIES LLC$4311
365Annis Gardner Whiting Capital Advisors, LLC$3711
366Larson Financial Group LLC$3701
367GSA CAPITAL PARTNERS LLP$3491
368INGALLS & SNYDER LLC$3091
369KBC Group NV$2911
370Signature Equity Partners, LLC$2871
371TopTier Wealth Management, LLC$2781
372Ceeto Capital Group, LLC$2091
373Prestige Wealth Management Group LLC$1861
374Quest 10 Wealth Builders, Inc.$1851
375American Capital Advisory, LLC$931
376Capital Advisors, Ltd. LLC$111
377Avion Wealth$21
378BANK OF NOVA SCOTIA$01
379FIDUCIARY TRUST CO$01
380VANGUARD GROUP INC$01
381STEPHENS INC /AR/$01
382HARBOUR INVESTMENTS, INC.$01
383JOHNSON INVESTMENT COUNSEL INC$01
384COMERICA BANK$01
385VIRGINIA RETIREMENT SYSTEMS ET Al$01
386SMITH CHAS P & ASSOCIATES PA CPAS$01
387TRUST CO OF VERMONT$01
388NATIXIS$01
389CIBC Private Wealth Group LLC$01
390Forest Hill Capital, LLC$01
391Magnetar Financial LLC$01
392NORGES BANK$01
393Southeast Asset Advisors, LLC$01
394Ruffer LLP$01
395Alyeska Investment Group, L.P.$01
396B. Riley Wealth Advisors, Inc.$01
397DRW Securities, LLC$01
398TCTC Holdings, LLC$01
399Minerva Advisors LLC$01
400Focus Partners Wealth$01
401BW Gestao de Investimentos Ltda.$01
402Perigon Wealth Management, LLC$01
403Select Equity Group, L.P.$01
404FJ Capital Management LLC$01
405Caprock Group, LLC$01
406Sagewood Asset Management LP$01
407Verdence Capital Advisors LLC$01
408IFG Advisory, LLC$01
409AIGEN INVESTMENT MANAGEMENT, LP$01
410Global Retirement Partners, LLC$01
411HHM Wealth Advisors, LLC$01
412Black Diamond Financial, LLC$01
413Ferguson Shapiro LLC$01
414Aquatic Capital Management LLC$01
415INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$01
416OCCUDO QUANTITATIVE STRATEGIES LP$01
417INCEPTIONR LLC$01
418F/m Investments LLC$01
419North Reef Capital Management LP$01
420AlphaQuest LLC$01
421Forum Financial Management, LP$01
422SageView Advisory Group, LLC$01
423AXQ CAPITAL, LP$01
424Cresta Advisors, Ltd.$01
425Dunhill Financial, LLC$01
426Caitong International Asset Management Co., Ltd$01
427Impact Partnership Wealth, LLC$01
428Keyes, Stange & Wooten Wealth Management, LLC$01
429Sivia Capital Partners, LLC$01
430OPTIMA CAPITAL LLC$01
431CAPITOLIS LIQUID GLOBAL MARKETS LLC$01
Truncated by Public Filings. The published aggregate ranks the top 431 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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 SSB

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SSB · financials and macro

Financials — as filed PLANNED

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