Public record / Tickers / SSNC

SSNC — SS&C Technologies Holdings Inc

Both disclosure regimes on one name: who in Congress filed about SSNC, 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
33
all PTR rows naming SSNC
Members · 12m
1
0 buys · 4 sells · by trade date
Latest PTR
05-08
filed 2026-05-08
13F holders
488
top-488 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

Gilbert Ray Cisneros, Jr. · $15.0K–$50.0K

Sale · traded 2026-04-06 → filed 2026-05-08. Ranked over every SSNC row by the provable lower bound, never a point estimate.

1 member · 0 buys / 4 sells

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

7 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SSNC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SSNC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 05-01 +7d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 04-29 +9d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 04-13 +25d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 04-06 +32d$15K–$50K
2023-10-10Lois Frankel D–FL-22SaleTraded 09-08 +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 33 ↗

Members active in SSNC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SSNC 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.
Gilbert Ray Cisneros, Jr. D–CA-314−$95.0K to −$18.0K2

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

Congress ↔ notable managers · SSNC

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 · SS&C TECH HLDGS

Merged timeline of congressional filings and notable-manager moves on SSNC
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fnew+506,115 sh
2026-05-15Tudor Investment Corp 13Fadd+293,383 sh
2026-05-15Bridgewater Associates 13Fnew+34,704 sh
2026-05-14Caxton Associates 13Fnew+4,797 sh

4 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 SSNC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2FMR LLC$745M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$742M1
4PZENA INVESTMENT MANAGEMENT LLC$655M1
5VANGUARD CAPITAL MANAGEMENT LLC$625M1
6Janus Henderson Group Ltd.$569M1
7STATE STREET CORP$423M1
8CITADEL ADVISORS LLC$377M1
9BANK OF MONTREAL /CAN/$338M1
10Swedbank AB$291M1
11CANTILLON CAPITAL MANAGEMENT LLC$254M1
12DIMENSIONAL FUND ADVISORS LP$211M1
13AQR CAPITAL MANAGEMENT LLC$191M1
14Qube Research & Technologies Ltd$151M1
15Robeco Institutional Asset Management B.V.$137M1
16Amundi$123M1
17ALKEON CAPITAL MANAGEMENT LLC$119M1
18Boston Partners$116M1
19BANK OF AMERICA CORP /DE/$113M1
20JANE STREET GROUP, LLC$108M1
21NORTHERN TRUST CORP$92.8M1
22VANGUARD FIDUCIARY TRUST CO$87.7M1
23MORGAN STANLEY$87.2M1
24Legal & General Group Plc$82.7M1
25BRANDES INVESTMENT PARTNERS, LP$81.5M1
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$79.6M1
27DEUTSCHE BANK AG\$69.2M1
28Junto Capital Management LP$69.0M1
29MILLENNIUM MANAGEMENT LLC$68.6M1
30LAKEWOOD CAPITAL MANAGEMENT, LP$64.0M1
31D. E. Shaw & Co., Inc.$63.6M1
32CHARLES SCHWAB INVESTMENT MANAGEMENT INC$62.9M1
33FIRST TRUST ADVISORS LP$61.3M1
34Sunriver Management LLC$53.9M1
35Invesco Ltd.$50.3M1
36Squarepoint Ops LLC$49.6M1
37GMT CAPITAL CORP$47.7M1
38VICTORY CAPITAL MANAGEMENT INC$47.3M1
39MACKENZIE FINANCIAL CORP$46.1M1
40VOLORIDGE INVESTMENT MANAGEMENT, LLC$44.8M1
41COMMERCE BANK$44.5M1
42Hudson Way Capital Management LLC$44.0M1
43Swiss National Bank$43.6M1
44WELLS FARGO & COMPANY/MN$42.4M1
45Heron Bay Capital Management$42.1M1
46UBS Group AG$40.7M1
47PANAGORA ASSET MANAGEMENT INC$40.4M1
48BAMCO INC /NY/$38.7M1
49SUSQUEHANNA INTERNATIONAL GROUP, LLP$35.2M1
50Gotham Asset Management, LLC$34.2M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$33.9M1
52Allspring Global Investments Holdings, LLC$33.3M1
53Callodine Capital Management, LP$30.4M1
54SEB Asset Management AB$29.6M1
55ZWJ INVESTMENT COUNSEL INC$29.3M1
56Quantinno Capital Management LP$29.1M1
57TUDOR INVESTMENT CORP ET AL$29.1M1
58Prana Capital Management, LP$27.4M1
59Korea Investment CORP$26.1M1
60Cresset Asset Management, LLC$26.0M1
61RAYMOND JAMES FINANCIAL INC$25.7M1
62VANGUARD ASSET MANAGEMENT, Ltd$25.5M1
63ENVESTNET ASSET MANAGEMENT INC$25.2M1
64NORDEA INVESTMENT MANAGEMENT AB$23.9M1
65TWO SIGMA INVESTMENTS, LP$21.6M1
66Nuveen, LLC$21.4M1
67SEI INVESTMENTS CO$20.5M1
68Engineers Gate Manager LP$19.7M1
69HSBC HOLDINGS PLC$18.8M1
70APG Asset Management N.V.$17.5M1
71CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$16.6M1
72Point72 Asset Management, L.P.$15.7M1
73Mitsubishi UFJ Asset Management Co., Ltd.$15.6M1
74BNP Paribas Asset Management Holding S.A.$15.5M1
75Schonfeld Strategic Advisors LLC$15.2M1
76CRAWFORD INVESTMENT COUNSEL INC$15.2M1
77CITIGROUP INC$14.7M1
78Andra AP-fonden$14.3M1
79Moran Wealth Management, LLC$13.9M1
80MASSACHUSETTS FINANCIAL SERVICES CO /MA/$13.8M1
81Danica Pension, Livsforsikringsaktieselskab$13.5M1
82Distillate Capital Partners LLC$12.9M1
83Running Oak Capital LLC$12.9M1
84Foster Victor Wealth Advisors, LLC$12.7M1
85KIRR MARBACH & CO LLC /IN/$12.7M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$12.6M1
87Zurcher Kantonalbank (Zurich Cantonalbank)$12.5M1
88AVIVA PLC$12.3M1
89Assenagon Asset Management S.A.$12.1M1
90Tidal Investments LLC$11.2M1
91STATE OF WISCONSIN INVESTMENT BOARD$10.8M1
92ROYAL BANK OF CANADA$10.7M1
93Man Group plc$10.7M1
94VOYA INVESTMENT MANAGEMENT LLC$10.4M1
95Aberdeen Group plc$10.4M1
96Qsemble Capital Management, LP$10.3M1
97PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$10.1M1
98TWINBEECH CAPITAL LP$9.7M1
99United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$9.6M1
100MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$9.6M1
101GHP Investment Advisors, Inc.$9.5M1
102SCHRODER INVESTMENT MANAGEMENT GROUP$9.4M1
103Skylands Capital, LLC$9.4M1
104Bryn Mawr Trust Advisors, LLC$9.3M1
105BANK OF NOVA SCOTIA$9.0M1
106QRG CAPITAL MANAGEMENT, INC.$8.7M1
107XTX Topco Ltd$8.7M1
108OCCUDO QUANTITATIVE STRATEGIES LP$8.6M1
109MERCER GLOBAL ADVISORS INC /ADV$8.5M1
110MEYER HANDELMAN CO$8.3M1
111FRANKLIN RESOURCES INC$8.2M1
112BURNEY CO/$8.0M1
113FULLER & THALER ASSET MANAGEMENT, INC.$7.8M1
114Aquatic Capital Management LLC$7.7M1
115Pictet Asset Management Holding SA$7.7M1
116FIFTH THIRD BANCORP$7.7M1
117Jain Global LLC$7.5M1
118ALLIANCEBERNSTEIN L.P.$7.5M1
119Vanguard Investments Australia, Ltd.$7.4M1
120STIFEL FINANCIAL CORP$7.3M1
121Vanguard Global Advisers, LLC$7.2M1
122PUBLIC SECTOR PENSION INVESTMENT BOARD$7.0M1
123Asset Management One Co., Ltd.$7.0M1
124BENJAMIN EDWARDS INC$6.8M1
125Old West Investment Management, LLC$6.8M1
126LPL Financial LLC$6.5M1
127WELLINGTON MANAGEMENT GROUP LLP$6.5M1
128Kingsview Wealth Management, LLC$6.4M1
129Tredje AP-fonden$6.2M1
130Pathstone Holdings, LLC$5.9M1
131FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$5.8M1
132STOREBRAND ASSET MANAGEMENT AS$5.8M1
133Mariner, LLC$5.8M1
134Numerai GP LLC$5.7M1
135Highlander Partners, L.P.$5.5M1
136Empowered Funds, LLC$5.5M1
137Marks Group Wealth Management, Inc$5.5M1
138ProShare Advisors LLC$5.1M1
139BTC Capital Management, Inc.$5.0M1
140Lansforsakringar Fondforvaltning AB (publ)$5.0M1
141TD ASSET MANAGEMENT INC$5.0M1
142NOMURA ASSET MANAGEMENT CO LTD$4.9M1
143State of New Jersey Common Pension Fund D$4.8M1
144Parcion Private Wealth LLC$4.7M1
145Paradiem, LLC$4.3M1
146Resona Asset Management Co.,Ltd.$4.3M1
147SIGNET FINANCIAL MANAGEMENT, LLC$4.1M1
148Summit Financial, LLC$4.0M1
149Arizona State Retirement System$4.0M1
150Ruffer LLP$4.0M1
151Trexquant Investment LP$4.0M1
152Katamaran Capital LLP$4.0M1
153Brevan Howard Capital Management LP$3.9M1
154Weiss Asset Management LP$3.9M1
155Oak Thistle LLC$3.8M1
156Mirae Asset Global Investments Co., Ltd.$3.8M1
157HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.5M1
158Meiji Yasuda Asset Management Co Ltd.$3.4M1
159Creative Planning$3.4M1
160Cerity Partners LLC$3.3M1
161EXENCIAL WEALTH ADVISORS, LLC$3.2M1
162USS Investment Management Ltd$3.2M1
163MML INVESTORS SERVICES, LLC$3.0M1
164IFM Investors Pty Ltd$2.9M1
165Headlands Technologies LLC$2.9M1
166O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.9M1
167National Pension Service$2.7M1
168PALISADE CAPITAL MANAGEMENT, LP$2.7M1
169CIBC Bancorp USA Inc.$2.7M1
170Aristides Capital LLC$2.7M1
171TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$2.6M1
172Federation des caisses Desjardins du Quebec$2.6M1
173Walleye Capital LLC$2.6M1
174LECAP ASSET MANAGEMENT LTD$2.6M1
175STEPHENS INC /AR/$2.6M1
176Woodbridge CO LTD$2.6M1
177OMERS ADMINISTRATION Corp$2.5M1
178CANADA PENSION PLAN INVESTMENT BOARD$2.5M1
179Focus Partners Wealth$2.5M1
180Wilmington Savings Fund Society, FSB$2.4M1
181Daiwa Securities Group Inc.$2.4M1
182Y-Intercept (Hong Kong) Ltd$2.4M1
183FORMULA GROWTH LTD$2.3M1
184Bridgewater Associates, LP$2.3M1
185Utah Retirement Systems$2.3M1
186MACQUARIE GROUP LTD$2.3M1
187NewEdge Advisors, LLC$2.2M1
188XPONANCE LLC$2.2M1
189OPPENHEIMER ASSET MANAGEMENT INC.$2.2M1
190FORA Capital, LLC$2.2M1
191Legal Advantage Investments, Inc.$2.1M1
192CLARK ESTATES INC/NY$2.1M1
193LAZARD ASSET MANAGEMENT LLC$2.1M1
194ASSETMARK, INC$2.1M1
195BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.0M1
196AIGEN INVESTMENT MANAGEMENT, LP$2.0M1
197Eaton Financial Holdings Company, LLC$2.0M1
198NISSAY ASSET MANAGEMENT CORP /JAPAN$2.0M1
199INCEPTIONR LLC$2.0M1
200Pekin Hardy Strauss, Inc.$2.0M1
201Dynamic Technology Lab Private Ltd$1.9M1
202TRUIST FINANCIAL CORP$1.9M1
203UNIVEST FINANCIAL Corp$1.9M1
204Cetera Investment Advisers$1.8M1
205&PARTNERS$1.8M1
206BOYAR ASSET MANAGEMENT INC.$1.8M1
207FOX RUN MANAGEMENT, L.L.C.$1.7M1
208PICTON MAHONEY ASSET MANAGEMENT$1.7M1
209Fieldview Capital Management, LLC$1.7M1
210Illinois Municipal Retirement Fund$1.7M1
211CWM, LLC$1.6M1
212Inlet Private Wealth, LLC$1.6M1
213MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.6M1
214Investment Management Corp of Ontario$1.6M1
215OP Asset Management Ltd$1.6M1
216NATIXIS$1.6M1
217Board of the Pension Protection Fund$1.5M1
218Sumitomo Mitsui DS Asset Management Company, Ltd$1.5M1
219Ensign Peak Advisors, Inc$1.5M1
220Summit Trail Advisors, LLC$1.5M1
221CHOREO, LLC$1.5M1
222Vanguard Personalized Indexing Management, LLC$1.4M1
223Rehmann Capital Advisory Group$1.4M1
224AXQ CAPITAL, LP$1.4M1
225WOLVERINE ASSET MANAGEMENT LLC$1.4M1
226Swiss Life Asset Management Ltd$1.3M1
227US BANCORP \DE\$1.3M1
228Osmosis Investment Management UK Ltd$1.3M1
229BLAIR WILLIAM & CO/IL$1.3M1
230CSS LLC/IL$1.2M1
231Convergence Investment Partners, LLC$1.2M1
232Freestone Grove Partners LP$1.2M1
233Sanctuary Advisors, LLC$1.2M1
234EP Wealth Advisors, LLC$1.2M1
235Argos Wealth Advisors, LLC$1.1M1
236Bridgefront Capital, LLC$1.1M1
237COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
238Inspire Investing, LLC$1.1M1
239Tower Research Capital LLC (TRC)$1.0M1
240TWO SIGMA SECURITIES, LLC$1.0M1
241Meiji Yasuda Life Insurance Co$1.0M1
242Hennion & Walsh Asset Management, Inc.$1.0M1
243GROUPAMA ASSET MANAGMENT$1.0M1
244Vest Financial, LLC$984K1
245Wealthfront Advisers LLC$963K1
246Avantra Family Wealth, Inc.$955K1
247Storgate, LLC$952K1
248Cannon Global Investment Management, LLC$946K1
249VARCOV Co.$944K1
250Western Wealth Management, LLC$928K1
251ABN AMRO INVESTMENT SOLUTIONS$927K1
252Impact Partnership Wealth, LLC$923K1
253Polymer Capital Management (US) LLC$909K1
254INTECH INVESTMENT MANAGEMENT LLC$888K1
255CIBC WORLD MARKET INC.$875K1
256World Investment Advisors$858K1
257Centiva Capital, LP$837K1
258ANCHOR CAPITAL ADVISORS LLC$834K1
259Atria Investments, Inc$819K1
260Rockefeller Capital Management L.P.$807K1
261Eurizon Capital SGR S.p.A.$802K1
262Kestra Advisory Services, LLC$786K1
263CHICAGO TRUST Co NA$779K1
264AFFINITY INVESTMENT ADVISORS, LLC$766K1
265CIBC Asset Management Inc$763K1
266Archford Capital Strategies, LLC$739K1
267AMERICAN CENTURY COMPANIES INC$737K1
268Atom Investors LP$736K1
269Rakuten Investment Management, Inc.$731K1
270Laird Norton Wetherby Trust Company, LLC$729K1
271OPPENHEIMER & CO INC$719K1
27244 WEALTH MANAGEMENT LLC$718K1
273EVENTIDE ASSET MANAGEMENT, LLC$704K1
274Maryland State Retirement & Pension System$679K1
275Auxano Advisors, LLC$678K1
276one8zero8, LLC$673K1
277ALPS ADVISORS INC$665K1
278TECTONIC ADVISORS LLC$663K1
279Corient Private Wealth LLC$652K1
280Vident Advisory, LLC$622K1
281PRUDENTIAL FINANCIAL INC$620K1
282111 Capital$611K1
283BOOTHBAY FUND MANAGEMENT, LLC$611K1
284OXFORD ASSET MANAGEMENT LLP$610K1
285Haven Private, LLC$603K1
286EntryPoint Capital, LLC$602K1
287TOKIO MARINE ASSET MANAGEMENT CO LTD$596K1
288Clearstead Advisors, LLC$586K1
289Envestnet Portfolio Solutions, Inc.$586K1
290Woodline Partners LP$581K1
291Sylvest Advisors, LLC$581K1
292OSAIC HOLDINGS, INC.$573K1
293Caprock Group, LLC$571K1
294FIDUCIARY TRUST CO$557K1
295Allianz Asset Management GmbH$547K1
296CREDIT AGRICOLE S A$545K1
297Truvestments Capital LLC$541K1
298Triad Wealth Partners, LLC$537K1
299SHEETS SMITH WEALTH MANAGEMENT$537K1
300Sequoia Financial Advisors, LLC$537K1
301EAGLE ROCK INVESTMENT COMPANY, LLC$520K1
302PRINCIPAL SECURITIES, INC.$514K1
303Avanza Fonder AB$505K1
304Callan Family Office, LLC$502K1
305Waverly Advisors, LLC$498K1
306Rothschild Wealth LLC$485K1
307WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$479K1
308DENALI ADVISORS LLC$473K1
309Merit Financial Group, LLC$460K1
310M&T BANK CORP$452K1
311Prudent Man Advisors, LLC$448K1
312Legacy Wealth Asset Management, LLC$437K1
313Qtron Investments LLC$433K1
314Blueshift Asset Management, LLC$420K1
315EVOLVE PRIVATE WEALTH, LLC$415K1
316RITHOLTZ WEALTH MANAGEMENT$411K1
317UNITED CAPITAL FINANCIAL ADVISORS, LLC$407K1
318QUADRANT CAPITAL GROUP LLC$404K1
319R Squared Ltd$404K1
320Pallas Capital Advisors LLC$397K1
321Alhambra Investment Management LLC$389K1
322Chicago Partners Investment Group LLC$387K1
323Snowden Capital Advisors LLC$385K1
324OSSIAM$379K1
325PRINCIPAL FINANCIAL GROUP INC$378K1
326MQS Management LLC$372K1
327Mutual Advisors, LLC$370K1
328ASR Vermogensbeheer N.V.$364K1
329KESTRA PRIVATE WEALTH SERVICES, LLC$364K1
330Magnetar Financial LLC$349K1
331MIRABELLA FINANCIAL SERVICES LLP$348K1
332IMC-Chicago, LLC$347K1
333Dynamic Advisor Solutions LLC$338K1
334CAXTON ASSOCIATES LLP$324K1
335REGIONS FINANCIAL CORP$323K1
336Compound Planning, Inc.$319K1
337NATIONAL BANK OF CANADA /FI/$316K1
338Atlantic Union Bankshares Corp$310K1
339Kera Capital Partners, Inc.$303K1
340Aaron Wealth Advisors LLC$301K1
341WINTON GROUP Ltd$299K1
342Evercore Wealth Management, LLC$298K1
343HB Wealth Management, LLC$280K1
344HighTower Advisors, LLC$269K1
345CHILDRESS CAPITAL ADVISORS, LLC$268K1
346MGO ONE SEVEN LLC$266K1
347SGL Investment Advisors, Inc.$265K1
348Focus Partners Advisor Solutions, LLC$261K1
349Ritter Alpha, LP$261K1
350AlphaCore Capital LLC$260K1
351NICOLET BANKSHARES INC$256K1
352Johnson Financial Group, LLC$255K1
353Vise Technologies, Inc.$254K1
354Ascent Group, LLC$253K1
355Quarry LP$251K1
356Meeder Advisory Services, Inc.$245K1
357Bull Harbor Capital LLC$244K1
358Kathmere Capital Management, LLC$242K1
359Krilogy Financial LLC$239K1
360HANCOCK WHITNEY CORP$238K1
361Optas, LLC$237K1
362Meixler Investment Management, Ltd.$237K1
363Farringdon Capital, Ltd.$236K1
364Quadrature Capital Ltd$228K1
365TEACHER RETIREMENT SYSTEM OF TEXAS$222K1
366MAI Capital Management$217K1
367Quadcap Wealth Management, LLC$214K1
368Allworth Financial LP$213K1
369Arax Advisory Partners$211K1
370Baker Avenue Asset Management, LP$210K1
371Net Worth Advisory Group$209K1
372Indivisible Partners$206K1
373Siemens Fonds Invest GmbH$206K1
374Dai-ichi Life Insurance Company, Ltd$205K1
375State of Wyoming$204K1
376MONETA GROUP INVESTMENT ADVISORS LLC$201K1
377Transamerica Financial Advisors, LLC$197K1
378NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162K1
379Smartleaf Asset Management LLC$131K1
380Advisors Asset Management, Inc.$129K1
381KBC Group NV$129K1
382Steward Partners Investment Advisory, LLC$110K1
383Medallion Wealth Advisors, LLC$106K1
384Blue Trust, Inc.$94.9K1
385FIL Ltd$88.4K1
386Larson Financial Group LLC$60.9K1
387Rialto Wealth Management, LLC$58.7K1
388Global X Japan Co., Ltd.$53.7K1
389Parkside Financial Bank & Trust$50.9K1
390WESTPAC BANKING CORP$49.9K1
391Wealth Enhancement Trust Services, Inc.$48.4K1
392Johnson Financial Group, Inc.$47.3K1
393Financial Perspectives, Inc$45.3K1
394True Wealth Design, LLC$39.6K1
395Deseret Mutual Benefit Administrators$37.1K1
3961248 Management, LLC$36.7K1
397BELLEVUE ASSET MANAGEMENT, LLC$36.6K1
398Treasurer of the State of North Carolina$35.3K1
399CENTRAL TRUST Co$34.5K1
400TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$33.8K1
401ROYAL LONDON ASSET MANAGEMENT LTD$30.0K1
402SALEM INVESTMENT COUNSELORS INC$27.0K1
403CVA Family Office, LLC$24.5K1
404JONES FINANCIAL COMPANIES LLLP$22.8K1
405MBM WEALTH CONSULTANTS, LLC$22.1K1
406Caldwell Trust Co$21.9K1
407ENTRUST FINANCIAL LLC$19.1K1
408JFS WEALTH ADVISORS, LLC$18.6K1
409Owl Creek Wealth Partners LLC$17.8K1
410EFG International AG$16.9K1
411Hilton Head Capital Partners, LLC$16.1K1
412WPG Advisers, LLC$15.7K1
413Community Financial Services Group, LLC$14.7K1
414ATWOOD & PALMER INC$14.0K1
415ACADIAN ASSET MANAGEMENT LLC$13.7K1
416Frazier Financial Advisors, LLC$12.2K1
417TOMPKINS FINANCIAL CORP$10.5K1
418First Pacific Financial$9.7K1
419West Branch Capital LLC$9.6K1
420MEEDER ASSET MANAGEMENT INC$9.3K1
421TD Waterhouse Canada Inc.$9.1K1
422Global Trust Asset Management, LLC$8.6K1
423Pinnacle Wealth Planning Services, Inc.$8.4K1
424CANADA LIFE ASSURANCE Co$8.4K1
425Private Wealth Management Group, LLC$7.3K1
426JPL Wealth Management, LLC$7.2K1
427Crewe Advisors LLC$6.6K1
428Key FInancial Inc$6.5K1
429Bell Investment Advisors, Inc$6.2K1
430ELEVATION WEALTH PARTNERS, LLC$5.6K1
431Signature Equity Partners, LLC$4.5K1
432MATHER GROUP, LLC.$4.3K1
433Dogwood Wealth Management LLC$4.3K1
434DekaBank Deutsche Girozentrale$4.0K1
435SJS Investment Consulting Inc.$3.9K1
436Sachetta, LLC$3.9K1
437Purpose Unlimited Inc.$3.3K1
438HRT FINANCIAL LP$3.0K1
439UMB Bank, n.a.$2.8K1
440SouthState Bank Corp$2.8K1
441DiNuzzo Private Wealth, Inc.$2.8K1
442Intentional Wealth Strategies, LLC$2.8K1
443ALBION FINANCIAL GROUP /UT$2.7K1
444Cromwell Holdings LLC$2.7K1
445Physician Wealth Advisors, Inc.$2.6K1
446Marquette Asset Management, LLC$2.2K1
447Kilter Group LLC$2.2K1
448INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.1K1
449Sunrise Financial Services, LLC$2.1K1
450MV CAPITAL MANAGEMENT, INC.$2.0K1
451HM PAYSON & CO$2.0K1
452TD Capital Management LLC$1.9K1
453BROWN, LISLE/CUMMINGS, INC.$1.9K1
454Abound Wealth Management$1.8K1
455State of Alaska, Department of Revenue$1.7K1
456THRIVENT FINANCIAL FOR LUTHERANS$1.7K1
457GSA CAPITAL PARTNERS LLP$1.7K1
458Activest Wealth Management$1.4K1
459Penserra Capital Management LLC$1.2K1
460Manchester Capital Management LLC$1.0K1
461PARK AVENUE SECURITIES LLC$8341
462Triumph Capital Management$8111
463Vermillion Wealth Management, Inc.$8111
464Rakuten Securities, Inc.$8111
465Quaker Wealth Management, LLC$6091
466Vestcor Inc$5571
467Retirement Wealth Solutions LLC$5411
468HFM Investment Advisors, LLC$5411
469TopTier Wealth Management, LLC$5411
470Breakwater Investment Management$4731
471Legacy Wealth Managment, LLC/ID$4731
472American Capital Advisory, LLC$4061
473Elevated Capital Advisors, LLC$3381
474SHP Wealth Management$3381
475Seneschal Advisors, LLC$3381
476Cambridge Investment Research Advisors, Inc.$2861
477Cassaday & Co Wealth Management LLC$2711
478Capital Analysts, LLC$1411
479VISION FINANCIAL MARKETS LLC$1381
480DHJJ Financial Advisors, Ltd.$1361
481TOTH FINANCIAL ADVISORY CORP$681
482TFC Financial Management, Inc.$681
483Winthrop Capital Management, LLC$361
484VALLEY NATIONAL ADVISERS INC$161
485Capital Advisors, Ltd. LLC$141
486Farmers & Merchants Trust Co of Chambersburg PA$51
487Avion Wealth$21
488ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$01
Truncated by Public Filings. The published aggregate ranks the top 488 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)0 buy / 4 sell
Congress net ($ bound)−$95.0K to −$18.0K
Filers net (actions)not in build
Filers net ($ 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 SSNC

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SSNC · financials and macro

Financials — as filed PLANNED

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