Public record / Tickers / SW

SW — Smurfit Westrock plc

Both disclosure regimes on one name: who in Congress filed about SW, 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
2
all PTR rows naming SW
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
12-15
filed 2025-12-15
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

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

Purchase · traded 2025-11-18 → filed 2025-12-15. Ranked over every SW row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

Every row filed inside 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 SW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SW
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$1K–$15K
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-01 +43d$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 2 ↗

Members active in SW

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SW 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-311$1.0K to $15.0K2

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

Congress ↔ notable managers · SW

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 Moore Capital Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SMURFIT WESTROCK PLC

Merged timeline of congressional filings and notable-manager moves on SW
DateWhoChangeSize
2026-05-15Soros Fund Management 13Fadd+118,088 sh
2026-05-15Gotham Asset Management 13Fadd+43,418 sh
2026-05-15Moore Capital Management 13Fexit−393,812 sh

3 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

Top institutional holders of SW for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.8B1
2Capital Research Global Investors$1.6B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.4B1
4STATE STREET CORP$1.0B1
5Nuveen, LLC$980M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$969M1
7CAUSEWAY CAPITAL MANAGEMENT LLC$620M1
8GEODE CAPITAL MANAGEMENT, LLC$566M1
9Orbis Allan Gray Ltd$549M1
10FRANKLIN RESOURCES INC$516M1
11Capital World Investors$497M1
12DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$425M1
13Invesco Ltd.$424M1
14FMR LLC$402M1
15Bank of New York Mellon Corp$352M1
16DEUTSCHE BANK AG\$260M1
17MORGAN STANLEY$238M1
18NORDEA INVESTMENT MANAGEMENT AB$235M1
19BANK OF AMERICA CORP /DE/$218M1
20AQR CAPITAL MANAGEMENT LLC$198M1
21DIMENSIONAL FUND ADVISORS LP$193M1
22NORTHERN TRUST CORP$188M1
23Legal & General Group Plc$178M1
24UBS Group AG$160M1
25Amundi$158M1
26CANADA PENSION PLAN INVESTMENT BOARD$150M1
27CHARLES SCHWAB INVESTMENT MANAGEMENT INC$141M1
28VANGUARD FIDUCIARY TRUST CO$117M1
29Ruffer LLP$111M1
30SOROS FUND MANAGEMENT LLC$100M1
31MASSACHUSETTS FINANCIAL SERVICES CO /MA/$96.3M1
32CITIGROUP INC$77.9M1
33Alberta Investment Management Corp$77.5M1
34LANSDOWNE PARTNERS (UK) LLP$74.5M1
35ROYAL BANK OF CANADA$72.5M1
36ALLIANCEBERNSTEIN L.P.$72.2M1
37FIRST TRUST ADVISORS LP$69.8M1
38Swiss National Bank$61.1M1
39SEI INVESTMENTS CO$59.7M1
40Pictet Asset Management Holding SA$56.6M1
41Vontobel Holding Ltd.$48.7M1
42MANUFACTURERS LIFE INSURANCE COMPANY, THE$48.5M1
43AVIVA PLC$47.8M1
44Mitsubishi UFJ Asset Management Co., Ltd.$46.7M1
45Vanguard Global Advisers, LLC$46.3M1
46FIL Ltd$46.2M1
47HSBC HOLDINGS PLC$44.1M1
48Verbena Value LP$42.9M1
49VANGUARD ASSET MANAGEMENT, Ltd$41.1M1
50Capital International Investors$37.8M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$33.8M1
52PATTEN & PATTEN INC/TN$30.9M1
53BANK OF MONTREAL /CAN/$29.1M1
54Man Group plc$28.9M1
55PRINCIPAL FINANCIAL GROUP INC$28.1M1
56Gotham Asset Management, LLC$27.9M1
57ExodusPoint Capital Management, LP$27.0M1
58LAKEWOOD CAPITAL MANAGEMENT, LP$26.9M1
59ALPS ADVISORS INC$26.4M1
60MACKENZIE FINANCIAL CORP$26.4M1
61ENVESTNET ASSET MANAGEMENT INC$25.3M1
62Compagnie Lombard Odier SCmA$24.7M1
63BROWN ADVISORY INC$24.7M1
64Evelyn Partners Investment Management LLP$24.0M1
65Universal- Beteiligungs- und Servicegesellschaft mbH$22.9M1
66SALEM INVESTMENT COUNSELORS INC$22.7M1
67AMERICAN CENTURY COMPANIES INC$22.0M1
68WORLDQUANT MILLENNIUM ADVISORS LLC$19.8M1
69CITADEL ADVISORS LLC$19.8M1
70Eurizon Capital SGR S.p.A.$19.3M1
71WELLINGTON MANAGEMENT GROUP LLP$19.1M1
72Savant Capital, LLC$18.6M1
73Holowesko Partners Ltd.$18.3M1
74Arnhold LLC$18.3M1
75Redwood Grove Capital, LLC$17.9M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$17.2M1
77GROUPAMA ASSET MANAGMENT$16.8M1
78ROYAL LONDON ASSET MANAGEMENT LTD$16.7M1
79CAMBIAR INVESTORS LLC$16.3M1
80Zurich Insurance Group Ltd/FI$15.7M1
81WELLS FARGO & COMPANY/MN$15.1M1
82Quantinno Capital Management LP$14.3M1
83Aberdeen Group plc$13.5M1
84Vident Advisory, LLC$13.1M1
85BANQUE PICTET & CIE SA$12.9M1
86TD ASSET MANAGEMENT INC$12.2M1
87Korea Investment CORP$11.9M1
88Artemis Investment Management LLP$11.6M1
89STATE OF WISCONSIN INVESTMENT BOARD$11.1M1
90RAYMOND JAMES FINANCIAL INC$11.1M1
91Schonfeld Strategic Advisors LLC$10.5M1
92Chevy Chase Trust Holdings, LLC$10.5M1
93Vanguard Investments Australia, Ltd.$10.4M1
94Lombard Odier Asset Management (Europe) Ltd$9.9M1
95MetLife Investment Management, LLC$9.7M1
96M&G Plc$9.3M1
97Zurcher Kantonalbank (Zurich Cantonalbank)$9.2M1
98FULLER & THALER ASSET MANAGEMENT, INC.$9.0M1
99NEW YORK STATE COMMON RETIREMENT FUND$8.7M1
100Asset Management One Co., Ltd.$8.5M1
101STOREBRAND ASSET MANAGEMENT AS$8.4M1
102Janus Henderson Group Ltd.$8.3M1
103KLP KAPITALFORVALTNING AS$8.2M1
104Covalis Capital LLP$8.1M1
105Tredje AP-fonden$7.7M1
106NOMURA ASSET MANAGEMENT CO LTD$7.5M1
107CREDIT AGRICOLE S A$7.5M1
108Slate Path Capital LP$7.4M1
109LPL Financial LLC$7.3M1
110State of New Jersey Common Pension Fund D$7.1M1
111ABN AMRO Bank N.V.$7.1M1
112Lansforsakringar Fondforvaltning AB (publ)$6.8M1
113GATEWAY INVESTMENT ADVISERS LLC$6.8M1
114OPPENHEIMER ASSET MANAGEMENT INC.$6.7M1
115SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.7M1
116VAN DEN BERG MANAGEMENT I, INC$6.4M1
117Y-Intercept (Hong Kong) Ltd$6.4M1
118PRIVATE MANAGEMENT GROUP INC$6.4M1
119KWMG, LLC$5.9M1
120Resona Asset Management Co.,Ltd.$5.9M1
121MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.9M1
122STATE OF MICHIGAN RETIREMENT SYSTEM$5.8M1
123Access Investment Management LLC$5.8M1
124Czech National Bank$5.7M1
125Arizona State Retirement System$5.7M1
126ADAGE CAPITAL PARTNERS GP, L.L.C.$5.6M1
127Concurrent Investment Advisors, LLC$5.6M1
128Pathstone Holdings, LLC$5.5M1
129BNP Paribas Asset Management Holding S.A.$5.4M1
130VOYA INVESTMENT MANAGEMENT LLC$5.4M1
131CIBC Asset Management Inc$5.4M1
132Mediolanum International Funds Ltd$5.2M1
133CIBC Bancorp USA Inc.$5.1M1
134DnB Asset Management AS$4.9M1
135COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.8M1
136APG Asset Management N.V.$4.8M1
137IFM Investors Pty Ltd$4.7M1
138XPONANCE LLC$4.6M1
139JANE STREET GROUP, LLC$4.5M1
140Retirement Systems of Alabama$4.4M1
141Sumitomo Mitsui DS Asset Management Company, Ltd$4.2M1
142Mirae Asset Global Investments Co., Ltd.$4.1M1
143SEB Asset Management AB$4.1M1
144Woodline Partners LP$4.1M1
145Rokos Capital Management LLP$4.0M1
146WOLVERINE ASSET MANAGEMENT LLC$4.0M1
147Clearline Capital LP$4.0M1
148Beverly Hills Private Wealth, LLC$3.9M1
149DANSKE BANK A/S$3.9M1
150LETKO, BROSSEAU & ASSOCIATES INC$3.8M1
151STIFEL FINANCIAL CORP$3.8M1
152National Pension Service$3.8M1
153ProShare Advisors LLC$3.8M1
154Synergy Asset Management, LLC$3.8M1
155Ensign Peak Advisors, Inc$3.7M1
156Metis Global Partners, LLC$3.5M1
157Old North State Wealth Management, LLC$3.4M1
158CI INVESTMENTS INC.$3.4M1
159Utah Retirement Systems$3.4M1
160Focus Partners Wealth$3.4M1
161PUBLIC SECTOR PENSION INVESTMENT BOARD$3.4M1
162Clearbridge Investments, LLC$3.3M1
163Bank Pictet & Cie (Europe) AG$3.2M1
164Evelyn Partners Investment Management Services Ltd$3.2M1
165FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.1M1
166Sage Capital Advisors,llc$3.1M1
167Evelyn Partners Investment Management (Europe) Ltd$3.0M1
168NEOS Investment Management LLC$3.0M1
169Havemeyer Place LP$2.9M1
170BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.9M1
171SWS Partners$2.8M1
172GUGGENHEIM CAPITAL LLC$2.6M1
173DAVENPORT & Co LLC$2.5M1
174Corient Private Wealth LLC$2.5M1
175BIP Wealth, LLC$2.5M1
176WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.4M1
177OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.4M1
178Cetera Investment Advisers$2.3M1
179Vestmark Advisory Solutions, Inc.$2.3M1
180MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.2M1
181Cerity Partners LLC$2.1M1
182Lombard Odier Asset Management (Switzerland) SA$2.0M1
183PRUDENTIAL FINANCIAL INC$2.0M1
184FLPUTNAM INVESTMENT MANAGEMENT CO$1.9M1
185Diversified Trust Co$1.8M1
186Investment Management Corp of Ontario$1.8M1
187Swedbank AB$1.8M1
188Broyhill Asset Management, LLC$1.7M1
189Banque Cantonale Vaudoise$1.7M1
190PINNACLE ASSOCIATES LTD$1.7M1
191Alpha Omega Wealth Management LLC$1.7M1
192AustralianSuper Pty Ltd$1.7M1
193MACQUARIE GROUP LTD$1.6M1
194COMMONWEALTH EQUITY SERVICES, LLC$1.6M1
195Tidal Investments LLC$1.5M1
196Rafferty Asset Management, LLC$1.5M1
197WESTWOOD HOLDINGS GROUP INC$1.5M1
198MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.4M1
199GREENWOOD CAPITAL ASSOCIATES LLC$1.4M1
200Atria Investments, Inc$1.3M1
201HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.3M1
202Lombard Odier Asset Management (USA) Corp$1.3M1
203FEDERATED HERMES, INC.$1.3M1
204Fideuram Asset Management (Ireland) dac$1.3M1
205Investors Research Corp$1.3M1
206MIZUHO SECURITIES USA LLC$1.3M1
207HighTower Advisors, LLC$1.2M1
208Connor, Clark & Lunn Investment Management Ltd.$1.2M1
209PARAGON CAPITAL MANAGEMENT INC$1.2M1
210D. E. Shaw & Co., Inc.$1.2M1
211Callan Family Office, LLC$1.2M1
212Norinchukin Bank, The$1.2M1
213O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.2M1
214Bank Julius Baer & Co. Ltd, Zurich$1.2M1
215Osmosis Investment Management UK Ltd$1.1M1
216ALERUS FINANCIAL NA$1.1M1
217Optiver Holding B.V.$1.1M1
218MASTERINVEST Kapitalanlage GmbH$1.1M1
219Vanguard Personalized Indexing Management, LLC$1.1M1
220XTX Topco Ltd$1.0M1
221Recurrent Investment Advisors LLC$1.0M1
222Robeco Institutional Asset Management B.V.$1.0M1
223Legacy Wealth Asset Management, LLC$1.0M1
224Engineers Gate Manager LP$1.0M1
225ABN AMRO INVESTMENT SOLUTIONS$1.0M1
226Maryland State Retirement & Pension System$1.0M1
227EDENTREE ASSET MANAGEMENT Ltd$996K1
228Wharton Business Group, LLC$991K1
229NATIONAL BANK OF CANADA /FI/$971K1
230TOKIO MARINE ASSET MANAGEMENT CO LTD$968K1
231Cresset Asset Management, LLC$952K1
232Dynamic Technology Lab Private Ltd$945K1
233Redmond Asset Management, LLC$929K1
234Abacus Planning Group, Inc.$919K1
235MERCER GLOBAL ADVISORS INC /ADV$892K1
236Empowered Funds, LLC$891K1
237GC Wealth Management RIA, LLC$870K1
238GeoWealth Management, LLC$870K1
239Allspring Global Investments Holdings, LLC$868K1
240Capital International Sarl$859K1
241Ascent Group, LLC$857K1
242MUFG Securities EMEA plc$854K1
243J. Safra Sarasin Holding AG$849K1
244Federation des caisses Desjardins du Quebec$838K1
245NewEdge Wealth, LLC$827K1
246NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$826K1
247Balefire, LLC$813K1
248Summit Trail Advisors, LLC$792K1
249Saudi Central Bank$768K1
250Assenagon Asset Management S.A.$765K1
251Composition Wealth, LLC$731K1
252Creative Planning$730K1
253EFG International AG$730K1
254MOODY NATIONAL BANK TRUST DIVISION$723K1
255Allianz Asset Management GmbH$721K1
256TRUIST FINANCIAL CORP$713K1
257Verition Fund Management LLC$712K1
258Perpetual Ltd$705K1
259Crossmark Global Holdings, Inc.$699K1
260J. Goldman & Co LP$697K1
261Capital Group Private Client Services, Inc.$667K1
262OMERS ADMINISTRATION Corp$661K1
263QRG CAPITAL MANAGEMENT, INC.$659K1
264Merit Financial Group, LLC$657K1
265BURNEY CO/$653K1
266North Dakota State Investment Board$600K1
267STANCE CAPITAL LLC$600K1
268PROFUND ADVISORS LLC$597K1
269MUFG SECURITIES AMERICAS INC.$576K1
270NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$573K1
271PRELUDE CAPITAL MANAGEMENT, LLC$571K1
272OSAIC HOLDINGS, INC.$570K1
273AXQ CAPITAL, LP$563K1
274SECURIAN ASSET MANAGEMENT, INC$562K1
275CenterBook Partners LP$555K1
276Squarepoint Ops LLC$553K1
277Sequoia Financial Advisors, LLC$551K1
278NOMURA HOLDINGS INC$544K1
279Wealthfront Advisers LLC$534K1
280Prosperity Consulting Group, LLC$521K1
281Harbour Capital Advisors, LLC$521K1
282AMG National Trust Bank$510K1
283Caitong International Asset Management Co., Ltd$508K1
284MML INVESTORS SERVICES, LLC$490K1
285WEALTH ALLIANCE, LLC$478K1
286MANGROVE PARTNERS IM, LLC$473K1
287CITIZENS FINANCIAL GROUP INC/RI$472K1
288&PARTNERS$455K1
289Tower Research Capital LLC (TRC)$449K1
290Snowden Capital Advisors LLC$438K1
291626 Financial, LLC$433K1
292Capital International, Inc./CA/$432K1
293OSSIAM$421K1
294Rockefeller Capital Management L.P.$386K1
295Compound Planning, Inc.$384K1
296HB Wealth Management, LLC$375K1
297BALYASNY ASSET MANAGEMENT L.P.$374K1
298EXCHANGE TRADED CONCEPTS, LLC$365K1
299AlphaStar Capital Management, LLC$364K1
300FLAGSHIP HARBOR ADVISORS, LLC$364K1
301M&T BANK CORP$347K1
302Moors & Cabot, Inc.$337K1
303EVERGREEN CAPITAL MANAGEMENT LLC$333K1
304ASAHI LIFE ASSET MANAGEMENT CO., LTD.$330K1
305TEACHER RETIREMENT SYSTEM OF TEXAS$310K1
306Concentric Capital Strategies, LP$294K1
307LBP AM SA$293K1
308FIFTH THIRD BANCORP$293K1
309Pflug Koory, LLC$291K1
310INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$287K1
311Mariner, LLC$286K1
312Chicago Capital, LLC$282K1
313Patten Group, Inc.$281K1
314Caprock Group, LLC$273K1
315Diligent Investors, LLC$271K1
316TWINBEECH CAPITAL LP$267K1
317CWM, LLC$264K1
318UNITED CAPITAL FINANCIAL ADVISORS, LLC$263K1
319PATTON FUND MANAGEMENT, INC.$263K1
320Farringdon Capital, Ltd.$261K1
321Southern Financial Group, LLC$259K1
322ASR Vermogensbeheer N.V.$251K1
323Aaron Wealth Advisors LLC$248K1
324UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$247K1
325AE Wealth Management LLC$245K1
326Trivium Point Advisory, LLC$244K1
327BLAIR WILLIAM & CO/IL$242K1
328Hibernia Wealth Partners, LLC$237K1
329Avanza Fonder AB$234K1
330Blue Trust, Inc.$231K1
331Calamos Advisors LLC$224K1
332Calamos Wealth Management LLC$224K1
333KEYBANK NATIONAL ASSOCIATION/OH$221K1
334Avise Financial Cooperative, Inc.$219K1
335MIRABELLA FINANCIAL SERVICES LLP$217K1
336Oak Thistle LLC$216K1
337Harbor Advisors LLC$212K1
338OneAscent Financial Services LLC$209K1
339BENJAMIN EDWARDS INC$206K1
340JOURNEY STRATEGIC WEALTH LLC$205K1
341US BANCORP \DE\$199K1
342Steward Partners Investment Advisory, LLC$195K1
343Pinnacle Wealth Planning Services, Inc.$192K1
344New Age Alpha Advisors, LLC$186K1
345Arax Advisory Partners$167K1
346GROUP ONE TRADING LLC$158K1
347Geneos Wealth Management Inc.$124K1
348Transamerica Financial Advisors, LLC$122K1
349Allworth Financial LP$122K1
350Skylands Capital, LLC$104K1
351Hartford Financial Management Inc.$104K1
352Siemens Fonds Invest GmbH$94.4K1
353Smartleaf Asset Management LLC$88.9K1
354ASSETMARK, INC$87.1K1
355MAI Capital Management$68.7K1
356Axiom Investment Management LLC$61.9K1
357BFSG, LLC$56.4K1
358TD Waterhouse Canada Inc.$51.2K1
359Bayforest Capital Ltd$46.1K1
360SIGNATUREFD, LLC$42.2K1
361TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$36.7K1
362QUADRANT CAPITAL GROUP LLC$35.2K1
363KBC Group NV$34.9K1
364VAN ECK ASSOCIATES CORP$30.9K1
365FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$29.7K1
366Twin Lakes Capital Management, LLC$27.9K1
367Manchester Capital Management LLC$26.1K1
368Cromwell Holdings LLC$24.4K1
369Kimelman & Baird, LLC$21.9K1
370Medallion Wealth Advisors, LLC$20.7K1
371ARMSTRONG ADVISORY GROUP, INC$18.8K1
372Deseret Mutual Benefit Administrators$18.1K1
373MATHER GROUP, LLC.$17.4K1
374MEEDER ASSET MANAGEMENT INC$15.8K1
375Parkside Financial Bank & Trust$15.8K1
376CVA Family Office, LLC$15.5K1
377NEW YORK STATE TEACHERS RETIREMENT SYSTEM$14.1K1
378Larson Financial Group LLC$13.2K1
379UMB Bank, n.a.$13.1K1
380South Dakota Investment Council$12.8K1
381Sapience Investments, LLC$12.7K1
382HHM Wealth Advisors, LLC$12.5K1
383FARMERS & MERCHANTS INVESTMENTS INC$12.5K1
384Pinnacle Bancorp, Inc.$11.8K1
385Quarry LP$11.2K1
386Smallwood Wealth Investment Management, LLC$9.9K1
387Beaird Harris Wealth Management, LLC$9.3K1
388SHP Wealth Management$9.2K1
389Wilmington Savings Fund Society, FSB$9.0K1
390Financial Perspectives, Inc$8.9K1
391Treasurer of the State of North Carolina$8.9K1
392Kemnay Advisory Services Inc.$8.4K1
393Atlantic Union Bankshares Corp$7.6K1
394Westfuller Advisors, LLC$6.9K1
395WPG Advisers, LLC$6.9K1
396PROSPERITY BANCSHARES INC$6.8K1
397Ilmarinen Mutual Pension Insurance Co$6.4K1
398EASTERN BANK$6.2K1
399DELTA ASSET MANAGEMENT LLC/TN$6.0K1
400Key Capital Management, INC$5.6K1
401JFS WEALTH ADVISORS, LLC$5.5K1
402Clearstead Advisors, LLC$5.4K1
403Bell Investment Advisors, Inc$4.9K1
404E Fund Management (Hong Kong) Co., Ltd.$4.8K1
405Key FInancial Inc$4.7K1
406SJS Investment Consulting Inc.$4.5K1
407Atlantic Edge Private Wealth Management, LLC$4.5K1
408St. Johns Investment Management Company, LLC$4.4K1
409Abound Wealth Management$4.0K1
410SUMMIT SECURITIES GROUP LLC$3.4K1
411MV CAPITAL MANAGEMENT, INC.$3.4K1
412Clearstead Trust, LLC$3.3K1
413Rialto Wealth Management, LLC$2.8K1
414True Wealth Design, LLC$2.6K1
415DT Investment Partners, LLC$2.4K1
416Signature Equity Partners, LLC$2.4K1
417MASECO LLP$2.2K1
418State of Alaska, Department of Revenue$2.1K1
419Prestige Wealth Management Group LLC$2.0K1
420ELEVATION WEALTH PARTNERS, LLC$1.8K1
421Sunrise Financial Services, LLC$1.7K1
422Annis Gardner Whiting Capital Advisors, LLC$1.6K1
423Addison Advisors LLC$1.6K1
424DiNuzzo Private Wealth, Inc.$1.4K1
425JPL Wealth Management, LLC$1.3K1
426Clayton Financial Group LLC$1.3K1
427Retirement Wealth Solutions LLC$1.2K1
428Wall Street Financial Group, Inc.$1.2K1
429Groupe la Francaise$1.2K1
430American Capital Advisory, LLC$1.1K1
431Burk Holdings LLC$1.0K1
432Kilter Group LLC$9971
433Cambridge Investment Research Advisors, Inc.$8701
434Spire Wealth Management$7571
435Quaker Wealth Management, LLC$6781
436PARK AVENUE SECURITIES LLC$6321
437Activest Wealth Management$5981
438Portus Wealth Advisors, LLC$5981
439Vermillion Wealth Management, Inc.$5581
440Valued Wealth Advisors LLC$5191
441CENTRAL TRUST Co$4791
442HFM Investment Advisors, LLC$4781
443Vestcor Inc$4091
444Destiny Wealth Partners, LLC$3991
445TopTier Wealth Management, LLC$3991
446Investors Portfolio Services LLC$2831
447Dogwood Wealth Management LLC$2391
448MidFirst Bank$1991
449Cassaday & Co Wealth Management LLC$1201
450Penserra Capital Management LLC$1151
451Walleye Capital LLC$801
452Avion Wealth$21
453Jefferies Financial Group Inc.$01
454VANGUARD GROUP INC$01
455OLD NATIONAL BANCORP /IN/$01
456STEPHENS INC /AR/$01
457HARBOUR INVESTMENTS, INC.$01
458HOWARD HUGHES MEDICAL INSTITUTE$01
459Brandywine Global Investment Management, LLC$01
460JACOBS LEVY EQUITY MANAGEMENT, INC$01
461KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$01
462ING GROEP NV$01
463WEXFORD CAPITAL LP$01
464LAZARD ASSET MANAGEMENT LLC$01
465WHITEBOX ADVISORS LLC$01
466MILLENNIUM MANAGEMENT LLC$01
467REGIONS FINANCIAL CORP$01
468CIBC Private Wealth Group LLC$01
469Weiss Asset Management LP$01
470NORGES BANK$01
471WBI INVESTMENTS, LLC$01
472GAM Holding AG$01
473MOORE CAPITAL MANAGEMENT, LP$01
474GTS SECURITIES LLC$01
475OLD MISSION CAPITAL LLC$01
476NEXPOINT ASSET MANAGEMENT, L.P.$01
477Saba Capital Management, L.P.$01
478Leonteq Securities AG$01
479Empirical Finance, LLC$01
480FORSTA AP-FONDEN$01
481WINTON GROUP Ltd$01
482Trexquant Investment LP$01
483Swiss Life Asset Management Ltd$01
484Wealthspire Advisors, LLC$01
485EDMOND DE ROTHSCHILD HOLDING S.A.$01
486Incentive AS$01
487Berkeley Capital Partners, LLC$01
488Rubric Capital Management LP$01
489Benson Investment Management Company, Inc.$01
490McIlrath & Eck, LLC$01
491DV Trading LLC$01
492Howard Capital Management, LLC$01
493Distillate Capital Partners LLC$01
494Global Retirement Partners, LLC$01
495Qsemble Capital Management, LP$01
496Walnut Level Capital LLC$01
497Bright Futures Wealth Management, LLC.$01
498State of Wyoming$01
499Kestra Advisory Services, LLC$01
500Centennial Wealth Advisory LLC$01
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 / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ 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 SW

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SW · financials and macro

Financials — as filed PLANNED

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