Public record / Tickers / SU

SU — SUNCOR ENERGY INC

Both disclosure regimes on one name: who in Congress filed about SU, 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
51
all PTR rows naming SU
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-12
filed 2025-05-12
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

MacArthur, Thomas · $100K–$250K

Sale · traded 2018-12-26 → filed 2019-01-11. Ranked over every SU row by the provable lower bound, never a point estimate.

No member disclosed SU 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.

4 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SU · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SU
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-05-12Bruce Westerman R–AR-4SaleTraded 04-21 +21d$1K–$15K
2025-04-16Bruce Westerman R–AR-4PurchaseTraded 03-03 +44d$1K–$15K
2021-05-02Perdue , Jr, David A Sale · JT (jointly owned)Traded 2020-04-14 LATE·383d$1K–$15Kamendment pending
2021-04-27William R. Keating D–MA-9SaleTraded 04-14 +13d$1K–$15K
2021-04-27William R. Keating D–MA-9PurchaseTraded 03-17 +41d$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 51 ↗

Members active in SU

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

No member disclosed SU in the trailing 12 months.

Congress ↔ notable managers · SU

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 · SUNCOR ENERGY INC NEW

Merged timeline of congressional filings and notable-manager moves on SU
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Ftrim−55,234 sh
2026-05-15Gotham Asset Management 13Ftrim−38,652 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 SU for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1ROYAL BANK OF CANADA$4.2B1
2Elliott Investment Management L.P.$3.5B1
3BANK OF MONTREAL /CAN/$2.4B1
4VANGUARD CAPITAL MANAGEMENT LLC$2.3B1
5FIL Ltd$1.9B1
6FMR LLC$1.8B1
7DODGE & COX$1.7B1
8ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.7B1
9TD ASSET MANAGEMENT INC$1.7B1
10Fisher Asset Management, LLC$1.2B1
11TORONTO DOMINION BANK$1.2B1
12PRINCIPAL FINANCIAL GROUP INC$1.2B1
13Artisan Partners Limited Partnership$1.1B1
14GQG Partners LLC$1.1B1
151832 Asset Management L.P.$1.1B1
16Invesco Ltd.$975M1
17Connor, Clark & Lunn Investment Management Ltd.$961M1
18MANUFACTURERS LIFE INSURANCE COMPANY, THE$955M1
19MACKENZIE FINANCIAL CORP$936M1
20DIMENSIONAL FUND ADVISORS LP$834M1
21GEODE CAPITAL MANAGEMENT, LLC$829M1
22CIBC WORLD MARKET INC.$809M1
23CIBC Asset Management Inc$757M1
24TD Waterhouse Canada Inc.$727M1
25VANGUARD FIDUCIARY TRUST CO$701M1
26NATIONAL BANK OF CANADA /FI/$677M1
27CANADA PENSION PLAN INVESTMENT BOARD$589M1
28Federation des caisses Desjardins du Quebec$565M1
29Vanguard Global Advisers, LLC$564M1
30BARCLAYS PLC$518M1
31HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$513M1
32MORGAN STANLEY$496M1
33BANK OF AMERICA CORP /DE/$452M1
34AQR CAPITAL MANAGEMENT LLC$405M1
35UBS Group AG$360M1
36CHARLES SCHWAB INVESTMENT MANAGEMENT INC$331M1
37Capital Research Global Investors$330M1
38BANK OF NOVA SCOTIA$315M1
39WELLS FARGO & COMPANY/MN$310M1
40Amundi$304M1
41MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297M1
42SCOTIA CAPITAL INC.$290M1
43Legal & General Group Plc$289M1
44Swiss National Bank$267M1
45FRANKLIN RESOURCES INC$264M1
46Alberta Investment Management Corp$243M1
47MILLENNIUM MANAGEMENT LLC$237M1
48Cardinal Capital Management, Inc.$231M1
49Fiera Capital Corp$224M1
50AGF MANAGEMENT LTD$216M1
51Merewether Investment Management, LP$205M1
52Bank of New York Mellon Corp$198M1
53LAZARD ASSET MANAGEMENT LLC$192M1
54PICTON MAHONEY ASSET MANAGEMENT$190M1
55BROWN ADVISORY INC$185M1
56DEUTSCHE BANK AG\$179M1
57CITADEL ADVISORS LLC$155M1
58VANGUARD ASSET MANAGEMENT, Ltd$152M1
59TWO SIGMA INVESTMENTS, LP$148M1
60Alyeska Investment Group, L.P.$132M1
61INTACT INVESTMENT MANAGEMENT INC.$132M1
62BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$132M1
63BlackRock, Inc.$132M1
64Goehring & Rozencwajg Associates, LLC$122M1
65GUARDIAN CAPITAL LP$118M1
66Recurrent Investment Advisors LLC$102M1
67Allianz Asset Management GmbH$98.9M1
68ROYAL LONDON ASSET MANAGEMENT LTD$94.4M1
69Life Cycle Investment Partners Ltd$93.4M1
70NORTHERN TRUST CORP$91.4M1
71Scheer, Rowlett & Associates Investment Management Ltd.$89.1M1
72Nuveen, LLC$84.1M1
73AMERICAN CENTURY COMPANIES INC$82.6M1
74AustralianSuper Pty Ltd$82.3M1
75JANE STREET GROUP, LLC$80.0M1
76OMERS ADMINISTRATION Corp$78.3M1
77Korea Investment CORP$75.8M1
78NewEdge Wealth, LLC$71.5M1
79Addenda Capital Inc.$68.7M1
80Ruffer LLP$66.4M1
81LOCUST WOOD CAPITAL ADVISERS, LLC$58.8M1
82PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$55.8M1
83Zurcher Kantonalbank (Zurich Cantonalbank)$55.3M1
84Janus Henderson Group Ltd.$53.6M1
85Allspring Global Investments Holdings, LLC$50.4M1
86WELLINGTON MANAGEMENT GROUP LLP$49.7M1
87Focus Partners Wealth$48.2M1
88Point72 Asset Management, L.P.$47.3M1
89Hillsdale Investment Management Inc.$46.7M1
90Clark Capital Management Group, Inc.$45.5M1
91Holocene Advisors, LP$44.9M1
92Quadrature Capital Ltd$43.9M1
93GREAT LAKES ADVISORS, LLC$43.0M1
94Vident Advisory, LLC$41.8M1
95Assenagon Asset Management S.A.$40.4M1
96Vanguard Investments Australia, Ltd.$37.0M1
97Trexquant Investment LP$36.6M1
98BALYASNY ASSET MANAGEMENT L.P.$36.4M1
99Susquehanna Portfolio Strategies, LLC$35.6M1
100Tidal Investments LLC$33.7M1
101Waratah Capital Advisors Ltd.$33.3M1
102BCV Asset Management Inc.$31.9M1
103MONTRUSCO BOLTON INVESTMENTS INC.$31.5M1
104ENVESTNET ASSET MANAGEMENT INC$29.8M1
105SEGALL BRYANT & HAMILL, LLC$29.4M1
106SIR Capital Management, L.P.$28.7M1
107STATE OF WISCONSIN INVESTMENT BOARD$28.4M1
108Pictet Asset Management Holding SA$28.3M1
109Harvest Portfolios Group Inc.$27.9M1
110Rempart Asset Management Inc.$27.4M1
111Old West Investment Management, LLC$27.3M1
112BLAIR WILLIAM & CO/IL$27.2M1
113Bridgewater Associates, LP$27.2M1
114BANK OF NOVA SCOTIA TRUST CO$27.0M1
115Cardinal Point Capital Management ULC$25.0M1
116Northwest & Ethical Investments L.P.$23.5M1
117Qube Research & Technologies Ltd$23.2M1
118Purpose Unlimited Inc.$22.9M1
119PDT Partners, LLC$22.8M1
120AMERIPRISE FINANCIAL INC$22.6M1
121Maryland State Retirement & Pension System$20.7M1
122Sagefield Capital LP$20.3M1
123SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$20.2M1
124Crossmark Global Holdings, Inc.$20.0M1
125Mitsubishi UFJ Trust & Banking Corp$19.8M1
126Ceredex Value Advisors LLC$19.7M1
127Guardian Partners Inc.$19.4M1
128BARINGS LLC$19.1M1
129O'SHAUGHNESSY ASSET MANAGEMENT, LLC$19.1M1
130Creative Planning$18.1M1
131CITIGROUP INC$18.0M1
132HITE Hedge Asset Management LLC$17.9M1
133COOKSON PEIRCE & CO INC$17.8M1
134Man Group plc$17.8M1
135LETKO, BROSSEAU & ASSOCIATES INC$17.7M1
136FIRST TRUST ADVISORS LP$17.2M1
137Guinness Asset Management LTD$17.0M1
138Corigliano Investment Advisers, LLC$15.5M1
139Investment Management Corp of Ontario$15.2M1
140LPL Financial LLC$15.1M1
141ARCADIA INVESTMENT MANAGEMENT CORP/MI$14.7M1
142ExodusPoint Capital Management, LP$13.9M1
143Walter Public Investments Inc.$13.6M1
144Genus Capital Management Inc.$13.2M1
145INTECH INVESTMENT MANAGEMENT LLC$12.9M1
146Engineers Gate Manager LP$12.9M1
147Greenfield Seitz Capital Management, LLC$12.5M1
148RAYMOND JAMES FINANCIAL INC$11.9M1
149KORNITZER CAPITAL MANAGEMENT INC /KS$11.6M1
150KEATING INVESTMENT COUNSELORS INC$11.3M1
151Aviso Financial Inc.$11.2M1
152Aventail Capital Group, LP$10.3M1
153VOYA INVESTMENT MANAGEMENT LLC$9.9M1
154Gold Investment Management Ltd.$9.9M1
155GILDER GAGNON HOWE & CO LLC$9.9M1
156MUFG Securities EMEA plc$9.2M1
157CIDEL ASSET MANAGEMENT INC$9.2M1
158Brevan Howard Capital Management LP$9.1M1
159Meixler Investment Management, Ltd.$8.9M1
160Hudson Bay Capital Management LP$8.7M1
161Utah Retirement Systems$8.7M1
162Swiss Life Asset Management Ltd$8.5M1
163Quantinno Capital Management LP$8.4M1
164USS Investment Management Ltd$8.4M1
165Walleye Trading LLC$8.1M1
166NewEdge Advisors, LLC$7.9M1
167STATE STREET CORP$7.9M1
168BNP Paribas Asset Management Holding S.A.$7.9M1
169Lighthouse Investment Partners, LLC$7.9M1
170PUBLIC SECTOR PENSION INVESTMENT BOARD$7.9M1
171Gradient Investments LLC$7.7M1
172FIRST FOUNDATION ADVISORS$7.4M1
173D. E. Shaw & Co., Inc.$7.3M1
174STIFEL FINANCIAL CORP$7.3M1
175EAGLE GLOBAL ADVISORS LLC$7.2M1
176Oxbow Advisors, LLC$7.2M1
177Pinnacle Financial Partners, Inc.$7.1M1
178XTX Topco Ltd$6.9M1
179Aldebaran Capital, LLC$6.8M1
180Inlet Private Wealth, LLC$6.8M1
181Pacifica Partners Inc.$6.7M1
182Rockefeller Capital Management L.P.$6.5M1
183Cetera Investment Advisers$6.4M1
184Metis Global Partners, LLC$6.4M1
185Mariner, LLC$6.1M1
186Fairbanks Capital Management, Inc.$6.0M1
187WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.0M1
188OSAIC HOLDINGS, INC.$6.0M1
189ADAGE CAPITAL PARTNERS GP, L.L.C.$5.9M1
190CWA Asset Management Group, LLC$5.9M1
191ALLIANCEBERNSTEIN L.P.$5.9M1
192Grantham, Mayo, Van Otterloo & Co. LLC$5.9M1
193RITHOLTZ WEALTH MANAGEMENT$5.8M1
194PCJ Investment Counsel Ltd.$5.5M1
195VICTORY CAPITAL MANAGEMENT INC$5.5M1
196LOUISBOURG INVESTMENTS INC.$5.4M1
197EXENCIAL WEALTH ADVISORS, LLC$5.4M1
198Vanguard Personalized Indexing Management, LLC$5.3M1
199Trek Financial, LLC$5.2M1
200Jefferies Financial Group Inc.$5.2M1
201WASATCH ADVISORS LP$5.1M1
202NATIXIS$5.1M1
203Royal Fund Management, LLC$5.1M1
204K.J. Harrison & Partners Inc$4.8M1
205US BANCORP \DE\$4.8M1
206Vise Technologies, Inc.$4.7M1
207Cerity Partners LLC$4.6M1
208PRUDENTIAL PLC$4.4M1
209Empowered Funds, LLC$4.4M1
210Graham Capital Management, L.P.$4.4M1
211Corient Private Wealth LLC$4.4M1
212SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.3M1
213Triasima Portfolio Management inc.$4.1M1
214EASTERLY INVESTMENT PARTNERS LLC$4.1M1
215Ashton Thomas Private Wealth, LLC$4.1M1
216Beverly Hills Private Wealth, LLC$4.0M1
217HORIZON KINETICS ASSET MANAGEMENT LLC$3.7M1
218MONTGOMERY INVESTMENT MANAGEMENT INC$3.7M1
219Osmosis Investment Management UK Ltd$3.7M1
220Summit Financial, LLC$3.6M1
221Blue Capital, Inc.$3.5M1
222COMMONWEALTH EQUITY SERVICES, LLC$3.4M1
223Kestra Advisory Services, LLC$3.3M1
224HANCOCK WHITNEY CORP$3.3M1
225Sequoia Financial Advisors, LLC$3.2M1
226Capital World Investors$3.2M1
227HEARTLAND ADVISORS INC$3.1M1
228Ensign Peak Advisors, Inc$3.0M1
229AVIVA PLC$2.9M1
230DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.9M1
231FORA Capital, LLC$2.9M1
232Westerkirk Capital Inc.$2.8M1
233Nitor Capital Management LLC$2.8M1
234PKO Investment Management Joint-Stock Co$2.8M1
235WORLDQUANT MILLENNIUM ADVISORS LLC$2.6M1
236Twin Tree Management, LP$2.6M1
237VELA Investment Management, LLC$2.6M1
238Private Advisor Group, LLC$2.5M1
239PINNACLE ASSOCIATES LTD$2.5M1
240SEI INVESTMENTS CO$2.5M1
241SIGNATUREFD, LLC$2.5M1
242Pekin Hardy Strauss, Inc.$2.4M1
243Envestnet Portfolio Solutions, Inc.$2.4M1
244Advisors Asset Management, Inc.$2.4M1
245Atom Investors LP$2.3M1
246Caprock Group, LLC$2.3M1
247denkapparat Operations GmbH$2.3M1
248Squarepoint Ops LLC$2.3M1
249Sumitomo Mitsui DS Asset Management Company, Ltd$2.3M1
250NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.2M1
251Laird Norton Wetherby Trust Company, LLC$2.2M1
252UniSuper Management Pty Ltd$2.2M1
253Sumitomo Mitsui Trust Group, Inc.$2.2M1
254Amova Asset Management Americas, Inc.$2.2M1
255Qtron Investments LLC$2.2M1
256Live Oak Investment Partners$2.1M1
257VIEWPOINT INVESTMENT PARTNERS CORP$2.0M1
258MML INVESTORS SERVICES, LLC$2.0M1
259EVOLVE PRIVATE WEALTH, LLC$2.0M1
260Caitong International Asset Management Co., Ltd$2.0M1
261QUADRANT CAPITAL GROUP LLC$1.9M1
262ASSETMARK, INC$1.9M1
263World Investment Advisors$1.9M1
264Strategic Global Advisors, LLC$1.9M1
265Pathstone Holdings, LLC$1.8M1
266TRUIST FINANCIAL CORP$1.8M1
267KING LUTHER CAPITAL MANAGEMENT CORP$1.7M1
268Sanctuary Advisors, LLC$1.7M1
269Stonehage Fleming Financial Services Holdings Ltd$1.7M1
270SPROTT INC.$1.6M1
271TRUST CO OF TOLEDO NA /OH/$1.6M1
272MITCHELL & PAHL PRIVATE WEALTH, LLC$1.6M1
273CHESAPEAKE CAPITAL CORP /IL/$1.6M1
274MAVERICK CAPITAL LTD$1.5M1
275Mraz, Amerine & Associates, Inc.$1.5M1
276HighTower Advisors, LLC$1.5M1
277CoreCommodity Management, LLC$1.4M1
278BTG Pactual Asset Management US LLC$1.4M1
279Archford Capital Strategies, LLC$1.4M1
280GS Investments, Inc.$1.4M1
281Greenline Partners, LLC$1.4M1
282One Capital Management, LLC$1.4M1
283Steward Partners Investment Advisory, LLC$1.3M1
284BENJAMIN EDWARDS INC$1.3M1
285Frank, Rimerman Advisors LLC$1.3M1
286CREDIT AGRICOLE S A$1.3M1
287IEQ CAPITAL, LLC$1.3M1
288PRINCIPAL SECURITIES, INC.$1.3M1
289Savant Capital, LLC$1.3M1
290NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.3M1
291CHICAGO TRUST Co NA$1.2M1
292Robertson Stephens Wealth Management, LLC$1.2M1
293HB Wealth Management, LLC$1.2M1
294Sivia Capital Partners, LLC$1.2M1
295Gotham Asset Management, LLC$1.2M1
296Compound Planning, Inc.$1.2M1
297GATEWAY INVESTMENT ADVISERS LLC$1.2M1
298MATHER GROUP, LLC.$1.2M1
299Centiva Capital, LP$1.1M1
300Delta Investment Management, LLC$1.1M1
301&PARTNERS$1.1M1
302Jackson Hole Capital Partners, LLC$1.1M1
303Kerrisdale Advisers, LLC$1.1M1
304Fractal Investments LLC$1.1M1
305MERCER GLOBAL ADVISORS INC /ADV$1.1M1
306Equitable Holdings, Inc.$1.0M1
307Walleye Capital LLC$1.0M1
308Tacita Capital Inc$1.0M1
309REGIONS FINANCIAL CORP$1.0M1
310EVERGREEN CAPITAL MANAGEMENT LLC$1.0M1
311Dynamic Technology Lab Private Ltd$1.0M1
312COURIER CAPITAL LLC$989K1
313WESTWOOD HOLDINGS GROUP INC$985K1
314GUGGENHEIM CAPITAL LLC$979K1
315Candriam S.C.A.$964K1
316Merit Financial Group, LLC$920K1
317180 WEALTH ADVISORS, LLC$916K1
318BURNEY CO/$882K1
319Marex Group Ltd$881K1
320Inspire Advisors, LLC$880K1
321Ruggaard & Associates LLC$866K1
322KESTRA PRIVATE WEALTH SERVICES, LLC$865K1
323BRANDYWINE TRUST CO$859K1
324Summerhill Capital Management lnc.$842K1
325PRELUDE CAPITAL MANAGEMENT, LLC$841K1
326Waverly Advisors, LLC$839K1
327Belpointe Asset Management LLC$826K1
328Fortis Capital Advisors, LLC$826K1
329MCCARTER PRIVATE WEALTH SERVICES LLC$826K1
330Clearstead Advisors, LLC$803K1
331Crewe Advisors LLC$787K1
332Aviance Capital Partners, LLC$774K1
333ACADIAN ASSET MANAGEMENT LLC$770K1
334Baron Wealth Management LLC$769K1
335Brooklyn Investment Group$768K1
336Cannell & Spears LLC$760K1
337Kathmere Capital Management, LLC$752K1
338Orion Porfolio Solutions, LLC$741K1
339FIRST FINANCIAL CORP /IN/$731K1
340CAPSTONE INVESTMENT ADVISORS, LLC$731K1
341FARMERS & MERCHANTS INVESTMENTS INC$722K1
342Formidable Asset Management, LLC$710K1
343GLENMEDE TRUST CO NA$690K1
344Lido Advisors, LLC$682K1
345WORLD EQUITY GROUP, INC.$676K1
346Institute for Wealth Management, LLC.$659K1
347Hills Bank & Trust Co$623K1
348LEUTHOLD GROUP, LLC$622K1
349GUYASUTA INVESTMENT ADVISORS INC$610K1
350OpenArc Corporate Advisory, LLC$609K1
351CWM, LLC$606K1
352Spire Wealth Management$603K1
353VAN DEN BERG MANAGEMENT I, INC$603K1
354Mayflower Financial Advisors, LLC$601K1
3553Chopt Investment Partners, LLC$601K1
356Guinness Atkinson Asset Management Inc$599K1
357SummitTX Capital, L.P.$594K1
358Sustainable Insight Capital Management, LLC$590K1
359LEIGH BALDWIN & CO., LLC$588K1
360Asset Dedication, LLC$579K1
361Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$578K1
362EVERETT HARRIS & CO /CA/$574K1
363Sage Investment Counsel LLC$569K1
364UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$563K1
365CIBC Bancorp USA Inc.$560K1
366Texas Capital Bank Wealth Management Services Inc$550K1
367Faithward Advisors, LLC$547K1
368Checchi Capital Advisers, LLC$544K1
369Heritage Family Offices, LLP$542K1
370Value Partners Investments Inc.$539K1
371Keystone Wealth Services, LLC$538K1
372Legacy Capital Group California, Inc.$536K1
373Focus Partners Advisor Solutions, LLC$522K1
374Lifetime Wealth Management P.C.$510K1
375Hardy Reed LLC$505K1
376Callan Family Office, LLC$500K1
377STEPH & CO$499K1
378Avise Financial Cooperative, Inc.$496K1
379D'Orazio & Associates, Inc.$496K1
380Family Manage LLC$489K1
381JFS WEALTH ADVISORS, LLC$483K1
382MAI Capital Management$481K1
383QRG CAPITAL MANAGEMENT, INC.$478K1
384Northern Financial Advisors Inc$477K1
385Independence Bank of Kentucky$465K1
386MQS Management LLC$462K1
387M&T BANK CORP$462K1
388Ewing Morris & Co. Investment Partners Ltd.$458K1
389August Group Capital Ltd$457K1
390Net Worth Advisory Group$455K1
391CHOREO, LLC$442K1
392HUB Investment Partners, LLC$439K1
393PDS Planning, Inc$439K1
394Sowell Financial Services LLC$436K1
395Ascent Group, LLC$435K1
396Arax Advisory Partners$434K1
397Pure Financial Advisors, LLC$428K1
398CURA WEALTH ADVISORS, LLC$424K1
399Stratos Wealth Partners, LTD.$423K1
400SAGESPRING WEALTH PARTNERS, LLC$420K1
401Sanchez Levi Garrett$417K1
402Sequent Planning LLC$404K1
403UNITED CAPITAL FINANCIAL ADVISORS, LLC$403K1
404Fideuram Asset Management (Ireland) dac$399K1
405Corient IA LLC$394K1
406MOODY NATIONAL BANK TRUST DIVISION$389K1
407Mattson Financial Services, LLC$384K1
408FIFTH THIRD BANCORP$377K1
409Larry Mathis Financial Planning, LLC$376K1
410Independent Advisor Alliance$375K1
411Brown Financial Advisors$371K1
412Fox Hill Wealth Management$371K1
413Inspire Investing, LLC$369K1
414Edgestream Partners, L.P.$367K1
415Atria Investments, Inc$366K1
416Syverson Strege & Co$361K1
417Alan B Lancz & Associates, Inc.$357K1
418AE Wealth Management LLC$357K1
419Goldstein Advisors, LLC$354K1
420SIH Partners, LLLP$352K1
421TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$352K1
422Beacon Pointe Advisors, LLC$345K1
423Evelyn Partners Investment Management LLP$344K1
424CSS LLC/IL$331K1
425Dixon Mitchell Investment Counsel Inc.$331K1
426NLB Skladi, upravljanje premozenja, d.o.o.$331K1
427Avior Wealth Management, LLC$330K1
428Gateway Wealth Partners, LLC$328K1
429Cypress Capital, LLC$327K1
430Bridgewater Advisors Inc.$326K1
431Composition Wealth, LLC$325K1
432Fortis Advisors, LLC$317K1
433Moors & Cabot, Inc.$315K1
434Chevy Chase Trust Holdings, LLC$312K1
435Joel Isaacson & Co., LLC$312K1
436Gladstone Institutional Advisory LLC$312K1
437Aprio Wealth Management, LLC$309K1
438EP Wealth Advisors, LLC$307K1
439Cumberland Partners Ltd$304K1
440Avidian Wealth Enterprises, LLC$297K1
441Intelligence Driven Advisers, LLC$295K1
442Bryn Mawr Trust Advisors, LLC$295K1
443FIDELIS CAPITAL PARTNERS, LLC$288K1
444Plan A Wealth LLC$281K1
445PRIVATE TRUST CO NA$280K1
446Venture Visionary Partners LLC$279K1
447MONETA GROUP INVESTMENT ADVISORS LLC$276K1
448GREAT VALLEY ADVISOR GROUP, INC.$274K1
449DRW Securities, LLC$272K1
450Baird Financial Group, Inc.$272K1
451111 Capital$271K1
452State of Wyoming$270K1
453SAPIENT CAPITAL LLC$269K1
454KILEY JUERGENS WEALTH MANAGEMENT, LLC$264K1
455Pinnacle Wealth Planning Services, Inc.$261K1
456Hilltop National Bank$260K1
457Dynamic Advisor Solutions LLC$259K1
458National Philanthropic Trust$256K1
459EWA, LLC$255K1
460Scientech Research LLC$253K1
461Wealthspire Advisors, LLC$252K1
462Choate Investment Advisors$252K1
463Allworth Financial LP$250K1
464Americana Partners, LLC$250K1
465Ervin Investment Management, LLC$249K1
466CogentBlue Wealth Advisors, LLC$249K1
467Integrated Advisors Network LLC$248K1
468FOX RUN MANAGEMENT, L.L.C.$247K1
469ACORN CREEK CAPITAL LLC$246K1
470Lorne Steinberg Wealth Management Inc.$245K1
471KCM INVESTMENT ADVISORS LLC$244K1
472Well Done, LLC$233K1
473HARVEY CAPITAL MANAGEMENT INC$231K1
474Signal Advisors Wealth, LLC$225K1
475NBT BANK, N.A.$220K1
476VestGen Advisors, LLC$220K1
477Coyle Financial Counsel LLC$215K1
478Resonant Capital Advisors, LLC$214K1
479Savvy Advisors, Inc.$212K1
480Copley Financial Group, Inc.$210K1
481Ethic Inc.$208K1
482OLD NATIONAL BANCORP /IN/$207K1
483Jain Global LLC$205K1
484Intrepid Financial Planning Group LLC$205K1
485Aptus Capital Advisors, LLC$204K1
486Concurrent Investment Advisors, LLC$204K1
487Mutual Advisors, LLC$202K1
488CHILTON CAPITAL MANAGEMENT LLC$198K1
489RHUMBLINE ADVISERS$191K1
490Transamerica Financial Advisors, LLC$177K1
491UMB Bank, n.a.$175K1
492EFG International AG$158K1
493JONES FINANCIAL COMPANIES LLLP$156K1
494Banque Transatlantique SA$149K1
495Smartleaf Asset Management LLC$137K1
496Sawyer & Company, Inc$136K1
497GHP Investment Advisors, Inc.$132K1
498CENTRAL TRUST Co$130K1
499WealthCollab, LLC$114K1
500Cromwell Holdings LLC$114K1
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)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 SU

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SU · financials and macro

Financials — as filed PLANNED

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