Public record / Tickers / STT

STT — STATE STREET CORP

Both disclosure regimes on one name: who in Congress filed about STT, 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
64
all PTR rows naming STT
Members · 12m
3
1 buys · 5 sells · by trade date
Latest PTR
05-22
filed 2026-05-22
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

Kelly Loeffler · $250K–$500K

Sale · traded 2020-04-14 → filed 2020-05-01. Ranked over every STT row by the provable lower bound, never a point estimate.

3 members · 1 buys / 5 sells

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

13 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

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 STT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning STT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-22Jake Auchincloss D–MA-4Sale · partial · SP (partial sale, spouse-owned)Traded 05-18 +4d$15K–$50K
2026-05-22Jake Auchincloss D–MA-4Sale · partial · SP (partial sale, spouse-owned)Traded 05-18 +4d$15K–$50K
2026-02-19Jake Auchincloss D–MA-4Sale · partial (partial sale)Traded 02-17 +2d$15K–$50K
2026-01-13Julia Letlow R–LA-5Sale · partial (partial sale)Traded 2025-11-21 LATE·53d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2025-05-27 LATE·231d$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 64 ↗

Members active in STT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing STT 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.
Jake Auchincloss D–MA-44−$200K to −$60.0K1
Jonathan L. Jackson D–IL-11$1.0K to $15.0K2
Julia Letlow R–LA-51−$15.0K to −$1.0K2

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

Congress ↔ notable managers · STT

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
1 Bridgewater Associates $20.8M held

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

Merged timeline of congressional filings and notable-manager moves on STT
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+423,670 sh
2026-05-15Gotham Asset Management 13Fadd+1,972 sh
2026-05-15Bridgewater Associates 13Ftrim−159,600 sh
2026-05-14Caxton Associates 13Fnew+4,062 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 STT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.2B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$2.0B1
4STATE STREET CORP$1.7B1
5FMR LLC$1.5B1
6Invesco Ltd.$990M1
7HARRIS ASSOCIATES L P$778M1
8MORGAN STANLEY$627M1
9FRANKLIN RESOURCES INC$538M1
10HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$536M1
11NORTHERN TRUST CORP$506M1
12DIMENSIONAL FUND ADVISORS LP$393M1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$357M1
14NORDEA INVESTMENT MANAGEMENT AB$356M1
15FIRST TRUST ADVISORS LP$350M1
16Metropolis Capital Ltd$285M1
17Legal & General Group Plc$263M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$252M1
19VICTORY CAPITAL MANAGEMENT INC$249M1
20BARCLAYS PLC$224M1
21UBS Group AG$217M1
22AQR CAPITAL MANAGEMENT LLC$206M1
23BANK OF AMERICA CORP /DE/$202M1
24VANGUARD FIDUCIARY TRUST CO$197M1
25Newport Trust Company, LLC$181M1
26DEUTSCHE BANK AG\$170M1
27FEDERATED HERMES, INC.$166M1
28Robeco Institutional Asset Management B.V.$144M1
29Nuveen, LLC$138M1
30VOYA INVESTMENT MANAGEMENT LLC$132M1
31Amundi$132M1
32CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$129M1
33BNP Paribas Asset Management Holding S.A.$124M1
34BANK OF MONTREAL /CAN/$121M1
35HSBC HOLDINGS PLC$117M1
36PANAGORA ASSET MANAGEMENT INC$112M1
37Capital International Investors$112M1
38Man Group plc$109M1
39SEI INVESTMENTS CO$107M1
40CITADEL ADVISORS LLC$104M1
41WELLINGTON MANAGEMENT GROUP LLP$86.5M1
42Prana Capital Management, LP$86.0M1
43ROYAL BANK OF CANADA$85.9M1
44Vanguard Global Advisers, LLC$81.3M1
45Mitsubishi UFJ Asset Management Co., Ltd.$80.8M1
46TWO SIGMA INVESTMENTS, LP$78.3M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$78.0M1
48Qube Research & Technologies Ltd$73.9M1
49Quantinno Capital Management LP$73.7M1
50VANGUARD ASSET MANAGEMENT, Ltd$71.5M1
51LETKO, BROSSEAU & ASSOCIATES INC$68.9M1
52RAYMOND JAMES FINANCIAL INC$67.6M1
53JUPITER ASSET MANAGEMENT LTD$66.8M1
54National Pension Service$66.3M1
55WELLS FARGO & COMPANY/MN$60.4M1
56AMERICAN CENTURY COMPANIES INC$60.1M1
57JACOBS LEVY EQUITY MANAGEMENT, INC$59.1M1
58Allianz Asset Management GmbH$56.9M1
59Point72 Asset Management, L.P.$56.2M1
60MILLENNIUM MANAGEMENT LLC$55.6M1
61Capital Research Global Investors$55.0M1
62TUDOR INVESTMENT CORP ET AL$53.9M1
63ALLIANCEBERNSTEIN L.P.$53.1M1
64CANADA PENSION PLAN INVESTMENT BOARD$52.6M1
65ENVESTNET ASSET MANAGEMENT INC$51.6M1
66ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$49.8M1
67JANE STREET GROUP, LLC$47.6M1
68BRANDES INVESTMENT PARTNERS, LP$47.4M1
69Vest Financial, LLC$47.1M1
70Korea Investment CORP$45.9M1
71MANUFACTURERS LIFE INSURANCE COMPANY, THE$44.5M1
72PRINCIPAL FINANCIAL GROUP INC$42.6M1
73PRIVATE MANAGEMENT GROUP INC$41.9M1
74CAPITOLIS LIQUID GLOBAL MARKETS LLC$41.2M1
75O'SHAUGHNESSY ASSET MANAGEMENT, LLC$40.6M1
76CITIGROUP INC$38.4M1
77D. E. Shaw & Co., Inc.$37.5M1
78Verity & Verity, LLC$37.1M1
79PUBLIC SECTOR PENSION INVESTMENT BOARD$36.2M1
80Swiss Life Asset Management Ltd$35.2M1
81Universal- Beteiligungs- und Servicegesellschaft mbH$34.8M1
82Freestone Grove Partners LP$34.4M1
83COOKSON PEIRCE & CO INC$32.5M1
84AVIVA PLC$32.3M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$32.3M1
86Aberdeen Group plc$32.0M1
87ADAGE CAPITAL PARTNERS GP, L.L.C.$31.6M1
88Corient Private Wealth LLC$31.6M1
89Squarepoint Ops LLC$30.6M1
90SEB Asset Management AB$29.8M1
91WORLDQUANT MILLENNIUM ADVISORS LLC$29.3M1
92MERCER GLOBAL ADVISORS INC /ADV$28.7M1
93CATALYST FINANCIAL PARTNERS LLC$28.7M1
94Zurcher Kantonalbank (Zurich Cantonalbank)$28.3M1
95Grantham, Mayo, Van Otterloo & Co. LLC$27.4M1
96GODSEY & GIBB, INC$27.3M1
97Jain Global LLC$27.1M1
98NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$26.9M1
99NATIONAL BANK OF CANADA /FI/$26.5M1
100Lighthouse Investment Partners, LLC$25.9M1
101Arbejdsmarkedets Tillaegspension$25.4M1
102FIFTH THIRD BANCORP$24.7M1
103TODD ASSET MANAGEMENT LLC$24.3M1
104United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$22.4M1
105STATE OF WISCONSIN INVESTMENT BOARD$22.0M1
106CREDIT AGRICOLE S A$21.8M1
107TEACHER RETIREMENT SYSTEM OF TEXAS$21.7M1
108TORONTO DOMINION BANK$21.2M1
109Pictet Asset Management Holding SA$21.1M1
110Bridgewater Associates, LP$20.8M1
111TD ASSET MANAGEMENT INC$19.7M1
112PRUDENTIAL FINANCIAL INC$19.4M1
113MUFG Securities EMEA plc$18.9M1
114LPL Financial LLC$18.7M1
115FIDUCIARY TRUST CO$18.4M1
116Swedbank AB$18.4M1
117Vanguard Investments Australia, Ltd.$17.6M1
118Chevy Chase Trust Holdings, LLC$17.5M1
119STIFEL FINANCIAL CORP$17.5M1
120THAMES CAPITAL MANAGEMENT LLC$17.3M1
121ROYAL LONDON ASSET MANAGEMENT LTD$17.2M1
122Asset Management One Co., Ltd.$16.9M1
123Focus Partners Wealth$15.9M1
124BURNEY CO/$15.6M1
125APG Asset Management N.V.$15.5M1
126Tredje AP-fonden$15.5M1
127D.A. DAVIDSON & CO.$15.3M1
128Edgestream Partners, L.P.$14.5M1
129Creative Planning$14.3M1
130ExodusPoint Capital Management, LP$14.2M1
131DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$14.0M1
132Mariner, LLC$13.9M1
133STOREBRAND ASSET MANAGEMENT AS$13.4M1
134BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$13.0M1
135NOMURA ASSET MANAGEMENT CO LTD$12.8M1
136US BANCORP \DE\$12.6M1
137Cerity Partners LLC$12.6M1
138Channing Capital Management, LLC$12.4M1
139RBF Capital, LLC$12.1M1
140State of New Jersey Common Pension Fund D$11.8M1
141BANK OF NOVA SCOTIA$11.8M1
142HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$11.7M1
143MACQUARIE GROUP LTD$11.5M1
144Lansforsakringar Fondforvaltning AB (publ)$11.5M1
145Clear Point Advisors Inc.$11.2M1
146Empowered Funds, LLC$11.1M1
147COMMONWEALTH EQUITY SERVICES, LLC$11.1M1
148Resona Asset Management Co.,Ltd.$11.0M1
149Illinois Municipal Retirement Fund$10.9M1
150Mirae Asset Global Investments Co., Ltd.$10.8M1
151American Assets Investment Management, LLC$10.8M1
152IFM Investors Pty Ltd$10.7M1
153Susquehanna Portfolio Strategies, LLC$10.5M1
154Hudson Bay Capital Management LP$10.1M1
155TRUIST FINANCIAL CORP$10.1M1
156SCHRODER INVESTMENT MANAGEMENT GROUP$10.0M1
157ASR Vermogensbeheer N.V.$9.9M1
158STATE OF MICHIGAN RETIREMENT SYSTEM$9.9M1
159M&T BANK CORP$9.9M1
160Czech National Bank$9.6M1
161Arizona State Retirement System$9.6M1
162CIBC Asset Management Inc$9.4M1
163Janus Henderson Group Ltd.$9.3M1
164Calamos Advisors LLC$9.1M1
165BASSWOOD CAPITAL MANAGEMENT, L.L.C.$9.0M1
166Wealthfront Advisers LLC$8.9M1
167CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$8.9M1
168XPONANCE LLC$8.8M1
169MEEDER ASSET MANAGEMENT INC$8.8M1
170CIBC Bancorp USA Inc.$8.8M1
171Artemis Investment Management LLP$8.6M1
172Rafferty Asset Management, LLC$8.6M1
173COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$8.2M1
174COMMERCE BANK$8.1M1
175Cetera Investment Advisers$8.1M1
176Vanguard Personalized Indexing Management, LLC$8.0M1
177OPPENHEIMER ASSET MANAGEMENT INC.$7.8M1
178Eurizon Capital SGR S.p.A.$7.7M1
179FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.6M1
180Brevan Howard Capital Management LP$7.5M1
181HighTower Advisors, LLC$7.5M1
182Retirement Systems of Alabama$7.5M1
183Pathstone Holdings, LLC$7.5M1
184AE Wealth Management LLC$7.4M1
185ProShare Advisors LLC$7.1M1
186Cardinal Capital Management$7.0M1
187USS Investment Management Ltd$7.0M1
188SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$7.0M1
189Tidal Investments LLC$7.0M1
190Woodline Partners LP$6.9M1
191Kintegral Advisory, LLC$6.9M1
192Daiwa Securities Group Inc.$6.8M1
193AIA Group Ltd$6.8M1
194WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.7M1
195Callan Family Office, LLC$6.7M1
196Candriam S.C.A.$6.6M1
197MACKENZIE FINANCIAL CORP$6.5M1
198Yarbrough Capital, LLC$6.3M1
199Crossmark Global Holdings, Inc.$6.0M1
200NEOS Investment Management LLC$5.8M1
201Federation des caisses Desjardins du Quebec$5.8M1
202LAZARD ASSET MANAGEMENT LLC$5.8M1
203Utah Retirement Systems$5.7M1
204QRG CAPITAL MANAGEMENT, INC.$5.6M1
205WESTPAC BANKING CORP$5.6M1
206Pinnacle Financial Partners, Inc.$5.6M1
207HM PAYSON & CO$5.6M1
208Elo Mutual Pension Insurance Co$5.5M1
209ALLIANZ SE$5.4M1
210Ensign Peak Advisors, Inc$5.4M1
211Convergence Investment Partners, LLC$5.3M1
212ABN AMRO INVESTMENT SOLUTIONS$5.3M1
213&PARTNERS$5.2M1
214Rakuten Investment Management, Inc.$5.1M1
215Assenagon Asset Management S.A.$5.1M1
216JOHN G ULLMAN & ASSOCIATES INC$5.0M1
217Y-Intercept (Hong Kong) Ltd$5.0M1
218J. Goldman & Co LP$5.0M1
219Waverly Advisors, LLC$5.0M1
220Sumitomo Mitsui DS Asset Management Company, Ltd$5.0M1
221apricus wealth, LLC$5.0M1
222WELCH & FORBES LLC$4.9M1
223NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.9M1
224BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.9M1
225Lombard Odier Asset Management (Switzerland) SA$4.6M1
226NISSAY ASSET MANAGEMENT CORP /JAPAN$4.6M1
227EASTERN BANK$4.5M1
228Advisors Asset Management, Inc.$4.4M1
229BROWN ADVISORY INC$4.4M1
230Aurdan Capital Management, LLC$4.4M1
231Investment Management Corp of Ontario$4.3M1
232DAVENPORT & Co LLC$4.3M1
233OMERS ADMINISTRATION Corp$4.3M1
234BTC Capital Management, Inc.$4.2M1
235OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.1M1
236CIBC WORLD MARKET INC.$4.0M1
237Kestra Advisory Services, LLC$3.9M1
238INTACT INVESTMENT MANAGEMENT INC.$3.8M1
239Laird Norton Wetherby Trust Company, LLC$3.8M1
240MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.8M1
241NewEdge Advisors, LLC$3.7M1
242Polar Asset Management Partners Inc.$3.7M1
243Providence Capital Advisors, LLC$3.7M1
244OP Asset Management Ltd$3.6M1
245INTECH INVESTMENT MANAGEMENT LLC$3.6M1
246CHOREO, LLC$3.5M1
247DMKC Advisory Services, LLC$3.5M1
248Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$3.5M1
249UniSuper Management Pty Ltd$3.5M1
250CULBERTSON A N & CO INC$3.5M1
251MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.4M1
252FIRST CITIZENS BANK & TRUST CO$3.4M1
253CWM, LLC$3.4M1
254GUGGENHEIM CAPITAL LLC$3.4M1
255Trilogy Capital Inc.$3.4M1
256WINTON GROUP Ltd$3.4M1
257Connor, Clark & Lunn Investment Management Ltd.$3.4M1
258Vinva Investment Management Ltd$3.4M1
259AIGEN INVESTMENT MANAGEMENT, LP$3.3M1
260Arjuna Capital$3.3M1
261Rockefeller Capital Management L.P.$3.2M1
262Atlantic Union Bankshares Corp$3.2M1
263Caprock Group, LLC$3.1M1
264Gotham Asset Management, LLC$3.1M1
265OSAIC HOLDINGS, INC.$3.1M1
266Generali Asset Management SPA SGR$3.0M1
267Hennion & Walsh Asset Management, Inc.$3.0M1
268J. Safra Sarasin Holding AG$3.0M1
269Keebeck Wealth Management$2.9M1
270SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.9M1
271Sanctuary Advisors, LLC$2.9M1
272Schonfeld Strategic Advisors LLC$2.9M1
273EVERGREEN CAPITAL MANAGEMENT LLC$2.9M1
274Osmosis Investment Management UK Ltd$2.9M1
275Catalyst Capital Advisors LLC$2.8M1
276Columbus Macro, LLC$2.8M1
277Massachusetts Wealth Management$2.7M1
278PATTON FUND MANAGEMENT, INC.$2.7M1
279FIRST NATIONAL BANK OF OMAHA$2.7M1
280Jefferies Financial Group Inc.$2.7M1
281Avanza Fonder AB$2.6M1
282Freestone Capital Holdings, LLC$2.6M1
283Curi Capital, LLC$2.5M1
284Central Pacific Bank - Trust Division$2.5M1
285GREAT LAKES ADVISORS, LLC$2.5M1
286Sequoia Financial Advisors, LLC$2.5M1
287Summit Trail Advisors, LLC$2.4M1
288American Capital Advisory, LLC$2.4M1
289Walleye Capital LLC$2.4M1
290FLPUTNAM INVESTMENT MANAGEMENT CO$2.3M1
291Moors & Cabot, Inc.$2.3M1
292Global Financial Private Client, LLC$2.3M1
293AXQ CAPITAL, LP$2.3M1
294ZACKS INVESTMENT MANAGEMENT$2.2M1
295World Investment Advisors$2.2M1
296Norinchukin Bank, The$2.2M1
297MIZUHO SECURITIES USA LLC$2.1M1
298Verdad Advisers, LP$2.1M1
299Vontobel Holding Ltd.$2.1M1
300MML INVESTORS SERVICES, LLC$2.0M1
301Encore Global Management, LP$2.0M1
302Steward Partners Investment Advisory, LLC$2.0M1
303Dynamic Technology Lab Private Ltd$2.0M1
304Banque Cantonale Vaudoise$2.0M1
305XTX Topco Ltd$2.0M1
306Carlson Capital, L.P.$2.0M1
307Metis Global Partners, LLC$1.9M1
308Cypress Capital Group$1.9M1
309Clearstead Advisors, LLC$1.9M1
310Jacobi Capital Management LLC$1.8M1
311NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.8M1
312KING LUTHER CAPITAL MANAGEMENT CORP$1.8M1
313Maryland State Retirement & Pension System$1.8M1
314Baird Financial Group, Inc.$1.7M1
315Quadrature Capital Ltd$1.7M1
316Merit Financial Group, LLC$1.7M1
317Donoghue Forlines LLC$1.7M1
318HB Wealth Management, LLC$1.7M1
319ALERUS FINANCIAL NA$1.7M1
320UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.7M1
321Fairvoy Private Wealth, LLC$1.7M1
322LaFleur & Godfrey LLC$1.6M1
323QUADRANT CAPITAL GROUP LLC$1.6M1
324Concurrent Investment Advisors, LLC$1.6M1
325ING GROEP NV$1.6M1
326Allspring Global Investments Holdings, LLC$1.6M1
327DENALI ADVISORS LLC$1.6M1
328Dai-ichi Life Insurance Company, Ltd$1.6M1
329Vident Advisory, LLC$1.5M1
330Lido Advisors, LLC$1.5M1
331KEYBANK NATIONAL ASSOCIATION/OH$1.5M1
332Robbins Farley$1.5M1
333Medallion Wealth Advisors, LLC$1.5M1
334TOKIO MARINE ASSET MANAGEMENT CO LTD$1.5M1
335Graham Capital Management, L.P.$1.5M1
336Aaron Wealth Advisors LLC$1.5M1
337L. Roy Papp & Associates, LLP$1.4M1
338MONTAG A & ASSOCIATES INC$1.4M1
339Benin Management CORP$1.4M1
340Farringdon Capital, Ltd.$1.4M1
341Empirical Finance, LLC$1.4M1
342Kingsview Wealth Management, LLC$1.4M1
343FIRST NATIONAL TRUST CO$1.4M1
344HBK Sorce Advisory LLC$1.4M1
345Aft, Forsyth & Sober, LLC$1.4M1
346Heritage Family Offices, LLP$1.3M1
347Orion Porfolio Solutions, LLC$1.3M1
348HUSSMAN STRATEGIC ADVISORS, INC.$1.3M1
349Sagewood Asset Management LP$1.3M1
350Engineers Gate Manager LP$1.3M1
351BLAIR WILLIAM & CO/IL$1.3M1
352Atria Investments, Inc$1.3M1
353RITHOLTZ WEALTH MANAGEMENT$1.2M1
354Beacon Pointe Advisors, LLC$1.2M1
355CITIZENS FINANCIAL GROUP INC/RI$1.2M1
356Meeder Advisory Services, Inc.$1.2M1
357Mount Capital Ltd$1.2M1
358Ballentine Partners, LLC$1.2M1
359MGO ONE SEVEN LLC$1.2M1
360EXCHANGE TRADED CONCEPTS, LLC$1.2M1
361Apollon Wealth Management, LLC$1.2M1
362Guinness Asset Management LTD$1.2M1
363Parallax Volatility Advisers, L.P.$1.1M1
364Inscription Capital, LLC$1.1M1
365NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.1M1
366iSAM Funds (UK) Ltd$1.1M1
367Compound Planning, Inc.$1.1M1
368First National Advisers, LLC$1.1M1
369Brookstone Capital Management$1.1M1
370Trexquant Investment LP$1.1M1
371SIGNATUREFD, LLC$1.1M1
372Private Advisor Group, LLC$1.1M1
373LVW Advisors, LLC$1.1M1
374Generali Investments Towarzystwo Funduszy Inwestycyjnych$1.0M1
375Everstar Asset Management, LLC$1.0M1
376Mayflower Financial Advisors, LLC$1.0M1
377North Dakota State Investment Board$1.0M1
378Chicago Partners Investment Group LLC$1.0M1
379MAI Capital Management$1.0M1
380Rossmore Private Capital$1.0M1
381Themes Management Co LLC$990K1
382PRUDENTIAL PLC$987K1
383ROCKLAND TRUST CO$982K1
384Forvis Mazars Wealth Advisors, LLC$974K1
385LONGFELLOW INVESTMENT MANAGEMENT CO LLC$959K1
386SECURIAN ASSET MANAGEMENT, INC$949K1
387GATEWAY INVESTMENT ADVISERS LLC$942K1
388Verdence Capital Advisors LLC$940K1
389JONES FINANCIAL COMPANIES LLLP$928K1
390NOMURA HOLDINGS INC$923K1
391Alamea Verwaltungs GmbH$912K1
392Brooklyn Investment Group$905K1
393Wedmont Private Capital$904K1
394McAdam, LLC$895K1
395OpenArc Corporate Advisory, LLC$883K1
396Ridgewood Investments LLC$871K1
397Pine Valley Investments Ltd Liability Co$869K1
398Choice Wealth Advisors LLC$854K1
399JMN Financial LLC$841K1
400JOHNSON INVESTMENT COUNSEL INC$834K1
401Meiji Yasuda Asset Management Co Ltd.$830K1
402CHICAGO TRUST Co NA$815K1
403Savant Capital, LLC$815K1
404Cannon Advisors, Inc.$794K1
405Chicago Capital, LLC$790K1
406Per Stirling Capital Management, LLC.$781K1
407Capital International, Inc./CA/$774K1
408ANCHOR CAPITAL ADVISORS LLC$762K1
409EP Wealth Advisors, LLC$761K1
410IQ EQ FUND MANAGEMENT (IRELAND) Ltd$755K1
411PINNACLE ASSOCIATES LTD$747K1
412AlphaCore Capital LLC$737K1
413Wilmington Savings Fund Society, FSB$735K1
414Index Fund Advisors, Inc.$717K1
415Delta Investment Management, LLC$714K1
416COLDSTREAM CAPITAL MANAGEMENT INC$712K1
417Tower Research Capital LLC (TRC)$712K1
418WEALTH EFFECTS LLC$703K1
419ROBERTS GLORE & CO INC /IL/$702K1
420KESTRA PRIVATE WEALTH SERVICES, LLC$688K1
421NATIXIS$682K1
422LECAP ASSET MANAGEMENT LTD$681K1
423TWO SIGMA SECURITIES, LLC$673K1
424Fortis Capital Management LLC$670K1
425ANCHYRA PARTNERS LLC$668K1
426SAGESPRING WEALTH PARTNERS, LLC$668K1
427MCF Advisors LLC$665K1
428Northside Capital Management, LLC$663K1
429PRINCIPAL SECURITIES, INC.$657K1
430Avior Wealth Management, LLC$657K1
431Vise Technologies, Inc.$648K1
432Westover Capital Advisors, LLC$639K1
433Perigon Wealth Management, LLC$637K1
434Smith Group Asset Management, LLC$633K1
435Relyea Zuckerberg Hanson LLC$623K1
436FOCUSED ALPHA, LLC$611K1
437Bryn Mawr Trust Advisors, LLC$609K1
438Aries Wealth Management$605K1
439Parkside Financial Bank & Trust$600K1
440Pallas Capital Advisors LLC$597K1
441Checchi Capital Advisers, LLC$597K1
442Lebenthal Global Advisors, LLC$592K1
4431832 Asset Management L.P.$582K1
444MONETA GROUP INVESTMENT ADVISORS LLC$576K1
445Kathmere Capital Management, LLC$566K1
446Walleye Trading LLC$564K1
447Allworth Financial LP$564K1
448Verition Fund Management LLC$564K1
449SHAYNE & JACOBS, LLC$552K1
450Frec Markets, Inc.$551K1
451BOOTHBAY FUND MANAGEMENT, LLC$537K1
452BALYASNY ASSET MANAGEMENT L.P.$527K1
453Empirical Asset Management, LLC$527K1
454Kera Capital Partners, Inc.$527K1
455SUMMIT WEALTH & RETIREMENT PLANNING, INC.$526K1
456Polymer Capital Management (US) LLC$522K1
457Ascent Wealth Partners, LLC$520K1
458Siemens Fonds Invest GmbH$514K1
459CAXTON ASSOCIATES LLP$514K1
460MWA Asset Management$508K1
461EDMOND DE ROTHSCHILD HOLDING S.A.$506K1
462Fisher Asset Management, LLC$504K1
463Evanson Asset Management, LLC$503K1
464AFFINITY INVESTMENT ADVISORS, LLC$502K1
465Baker Avenue Asset Management, LP$494K1
466BBR PARTNERS, LLC$494K1
467TEMA ETFS LLC$489K1
468Great Lakes Retirement, Inc.$489K1
469RWA WEALTH PARTNERS, LLC$488K1
470Carnegie Lake Advisors LLC$485K1
471REGIONS FINANCIAL CORP$476K1
472CALDWELL SUTTER CAPITAL, INC.$475K1
473Leonteq Securities AG$473K1
474Sompo Asset Management Co., Ltd.$471K1
475Cresset Asset Management, LLC$468K1
476Hilltop Holdings Inc.$468K1
477Bridgefront Capital, LLC$462K1
478Premier Path Wealth Partners, LLC$459K1
479HUB Investment Partners, LLC$458K1
480Mesirow Financial Investment Management, Inc.$454K1
481STEPHENS INC /AR/$453K1
482FULTON BANK, N.A.$452K1
483Evercore Wealth Management, LLC$449K1
484Smartleaf Asset Management LLC$448K1
485Machina Capital S.A.S.$443K1
486FLAGSHIP HARBOR ADVISORS, LLC$443K1
487EVOLVE PRIVATE WEALTH, LLC$440K1
488Aprio Wealth Management, LLC$439K1
489PICTON MAHONEY ASSET MANAGEMENT$439K1
490Integrated Advisors Network LLC$435K1
491MEANS INVESTMENT CO., INC.$434K1
492Modera Wealth Management, LLC$433K1
493FOX RUN MANAGEMENT, L.L.C.$428K1
494Private Wealth Partners, LLC$427K1
495Clear Harbor Asset Management, LLC$425K1
496CIDEL ASSET MANAGEMENT INC$422K1
497Envestnet Portfolio Solutions, Inc.$421K1
498Trust Asset Management LLC$418K1
499PEAK6 LLC$417K1
500ASSETMARK, INC$417K1
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 / 5 sell
Congress net ($ bound)−$214K to −$46.0K
Filers net (actions)not in build
Filers net ($ 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 STT

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for STT · financials and macro

Financials — as filed PLANNED

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