Public record / Tickers / SWK

SWK — STANLEY BLACK & DECKER, INC.

Both disclosure regimes on one name: who in Congress filed about SWK, 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
39
all PTR rows naming SWK
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
01-20
filed 2026-01-20
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

Thomas MacArthur · $100K–$250K

Sale · traded 2015-03-16 → filed 2015-04-11. Ranked over every SWK 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.

5 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SWK · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SWK
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-20Gary C. Peters D–MIPurchaseTraded 01-12 +8d$15K–$50K
2023-01-01Debbie Dingell D–MI-6SaleTraded 2022-12-19 +13d$1K–$15K
2022-12-29Susie Lee D–NV-3Sale · JT (jointly owned)Traded 11-30 +29d$1K–$15K
2022-10-12David B. McKinley R–WV-1SaleTraded 09-21 +21d$1K–$15K
2022-07-22Lois Frankel D–FL-22Sale · partial (partial sale)Traded 06-29 +23d$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 39 ↗

Members active in SWK

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SWK 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.
Gary C. Peters D–MI1$15.0K to $50.0K4

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

Congress ↔ notable managers · SWK

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 · STANLEY BLACK & DECKER INC

Merged timeline of congressional filings and notable-manager moves on SWK
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+200,548 sh
2026-05-15Bridgewater Associates 13Fnew+2,917 sh
2026-05-15Moore Capital Management 13Fexit−66,529 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

full holders view ↗
Top institutional holders of SWK for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital Research Global Investors$922M1
2BlackRock, Inc.$734M1
3VANGUARD CAPITAL MANAGEMENT LLC$715M1
4STATE STREET CORP$592M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$489M1
6DIMENSIONAL FUND ADVISORS LP$354M1
7GEODE CAPITAL MANAGEMENT, LLC$294M1
8AMERIPRISE FINANCIAL INC$285M1
9WELLS FARGO & COMPANY/MN$281M1
10Invesco Ltd.$256M1
11HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$229M1
12MORGAN STANLEY$196M1
13SCHRODER INVESTMENT MANAGEMENT GROUP$186M1
14Clean Energy Transition LLP$185M1
15ADAGE CAPITAL PARTNERS GP, L.L.C.$163M1
16ProShare Advisors LLC$144M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$121M1
18MASSACHUSETTS FINANCIAL SERVICES CO /MA/$117M1
19UBS Group AG$96.0M1
20NORTHERN TRUST CORP$94.9M1
21Bank of New York Mellon Corp$92.2M1
22AQR CAPITAL MANAGEMENT LLC$84.8M1
23VANGUARD FIDUCIARY TRUST CO$62.0M1
24BANK OF AMERICA CORP /DE/$60.1M1
25STIFEL FINANCIAL CORP$53.6M1
26Freestone Grove Partners LP$50.3M1
27ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$47.4M1
28Vest Financial, LLC$44.0M1
29COOKE & BIELER LP$42.4M1
30DEUTSCHE BANK AG\$39.5M1
31UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$39.3M1
32Clark Capital Management Group, Inc.$39.2M1
33WILSEY ASSET MANAGEMENT INC$37.9M1
34Paralel Advisors LLC$37.7M1
35Mariner, LLC$37.0M1
36AMERICAN CENTURY COMPANIES INC$36.6M1
37FIRST TRUST ADVISORS LP$34.2M1
38Gotham Asset Management, LLC$33.1M1
39NOMURA ASSET MANAGEMENT CO LTD$32.8M1
40FMR LLC$32.0M1
41Alyeska Investment Group, L.P.$30.7M1
42Nuveen, LLC$29.6M1
43WELLINGTON MANAGEMENT GROUP LLP$29.1M1
44ARIEL INVESTMENTS, LLC$28.2M1
45MANUFACTURERS LIFE INSURANCE COMPANY, THE$26.4M1
46ROYAL BANK OF CANADA$25.5M1
47COMMONWEALTH EQUITY SERVICES, LLC$24.8M1
48Vanguard Global Advisers, LLC$24.7M1
49Amundi$23.9M1
50RAYMOND JAMES FINANCIAL INC$23.5M1
51TOCQUEVILLE ASSET MANAGEMENT L.P.$22.3M1
52Swiss National Bank$21.8M1
53Sunriver Management LLC$20.8M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$20.3M1
55Qube Research & Technologies Ltd$20.2M1
56Caption Management, LLC$19.9M1
57Legal & General Group Plc$19.4M1
58SEI INVESTMENTS CO$18.9M1
59MILLENNIUM MANAGEMENT LLC$18.2M1
60Mitsubishi UFJ Asset Management Co., Ltd.$17.7M1
61Quantinno Capital Management LP$17.6M1
62ENVESTNET ASSET MANAGEMENT INC$17.5M1
63Swiss Life Asset Management Ltd$16.5M1
64Hardman Johnston Global Advisors LLC$15.9M1
65VICTORY CAPITAL MANAGEMENT INC$15.1M1
66GODSEY & GIBB, INC$15.1M1
67HSBC HOLDINGS PLC$14.7M1
68CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$14.4M1
69DELTA ASSET MANAGEMENT LLC/TN$13.4M1
70NEW SOUTH CAPITAL MANAGEMENT INC$13.4M1
71D. E. Shaw & Co., Inc.$13.2M1
72ALLIANCEBERNSTEIN L.P.$13.1M1
73PRINCIPAL FINANCIAL GROUP INC$12.3M1
74Man Group plc$12.1M1
75CITIGROUP INC$11.6M1
76LPL Financial LLC$11.5M1
77FIFTH THIRD BANCORP$11.0M1
78Gilman Hill Asset Management, LLC$10.2M1
79CANADA PENSION PLAN INVESTMENT BOARD$10.0M1
80VANGUARD ASSET MANAGEMENT, Ltd$10.0M1
81STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.8M1
82BANK OF MONTREAL /CAN/$9.3M1
83Kiltearn Partners LLP$9.1M1
84Meiji Yasuda Asset Management Co Ltd.$9.1M1
85EASTERN BANK$9.0M1
86BCWM, LLC$8.9M1
87IEQ CAPITAL, LLC$8.7M1
88DE BURLO GROUP INC$8.7M1
89VOLORIDGE INVESTMENT MANAGEMENT, LLC$8.6M1
90Americana Partners, LLC$8.5M1
91KENNEDY CAPITAL MANAGEMENT LLC$8.2M1
92Great Hill Capital LLC$7.4M1
93Rempart Asset Management Inc.$7.3M1
94Universal- Beteiligungs- und Servicegesellschaft mbH$7.0M1
95WORLDQUANT MILLENNIUM ADVISORS LLC$6.8M1
96YOUSIF CAPITAL MANAGEMENT, LLC$6.6M1
97VAN DEN BERG MANAGEMENT I, INC$6.6M1
98CITADEL ADVISORS LLC$6.5M1
99Ensign Peak Advisors, Inc$6.0M1
100Advisors Asset Management, Inc.$6.0M1
101Catherine Avery Investment Management LLC$5.6M1
102PRUDENTIAL FINANCIAL INC$5.5M1
103Chevy Chase Trust Holdings, LLC$5.4M1
104FEDERATED HERMES, INC.$5.4M1
105Cetera Investment Advisers$5.4M1
106Regents Gate Capital LLP$5.3M1
107NORDEA INVESTMENT MANAGEMENT AB$5.2M1
108OPPENHEIMER ASSET MANAGEMENT INC.$5.2M1
109Walleye Capital LLC$5.1M1
110Monte Financial Group, LLC$5.1M1
111Goelzer Investment Management, Inc.$5.1M1
112Insight Wealth Strategies, LLC$5.0M1
113Brevan Howard Capital Management LP$4.9M1
114Old North State Wealth Management, LLC$4.9M1
115APG Asset Management N.V.$4.9M1
116Janus Henderson Group Ltd.$4.9M1
117GUGGENHEIM CAPITAL LLC$4.7M1
118Sompo Asset Management Co., Ltd.$4.7M1
119Sumitomo Mitsui Trust Group, Inc.$4.7M1
120NATIONAL BANK OF CANADA /FI/$4.6M1
121Engineers Gate Manager LP$4.6M1
122ICON ADVISERS INC/CO$4.6M1
123STATE OF WISCONSIN INVESTMENT BOARD$4.4M1
124COMMERCE BANK$4.4M1
125MEYER HANDELMAN CO$4.3M1
126NewSquare Capital LLC$4.3M1
127Creative Planning$4.0M1
128Concurrent Investment Advisors, LLC$4.0M1
129Zurcher Kantonalbank (Zurich Cantonalbank)$3.9M1
130State of New Jersey Common Pension Fund D$3.7M1
131DANSKE BANK A/S$3.5M1
132Cerity Partners LLC$3.5M1
133Legato Capital Management LLC$3.5M1
134PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.5M1
135CIBC Bancorp USA Inc.$3.3M1
136Mirae Asset Global Investments Co., Ltd.$3.3M1
137TRUIST FINANCIAL CORP$3.3M1
138Pekin Hardy Strauss, Inc.$3.2M1
139Robeco Institutional Asset Management B.V.$3.2M1
140Brendel Financial Advisors LLC$3.2M1
141CWM, LLC$3.1M1
142HighTower Advisors, LLC$3.1M1
143PUBLIC SECTOR PENSION INVESTMENT BOARD$3.1M1
144Arizona State Retirement System$3.0M1
145Czech National Bank$3.0M1
146WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.0M1
147Kinloch Capital, LLC$3.0M1
148NISA INVESTMENT ADVISORS, LLC$3.0M1
149TWINBEECH CAPITAL LP$2.9M1
150NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.8M1
151Y-Intercept (Hong Kong) Ltd$2.8M1
152Vanguard Investments Australia, Ltd.$2.8M1
153FIRST CITIZENS BANK & TRUST CO$2.8M1
154BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.8M1
155Envestnet Portfolio Solutions, Inc.$2.6M1
156Pictet Asset Management Holding SA$2.6M1
157MetLife Investment Management, LLC$2.6M1
158COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.6M1
159CIBC Asset Management Inc$2.4M1
160KLP KAPITALFORVALTNING AS$2.4M1
161Kovack Advisors, Inc.$2.4M1
162Sage Capital Advisors,llc$2.4M1
163Retirement Systems of Alabama$2.3M1
164Tidal Investments LLC$2.3M1
165Mitsubishi UFJ Trust & Banking Corp$2.3M1
166All Terrain Financial Advisors, LLC$2.2M1
167VOYA INVESTMENT MANAGEMENT LLC$2.2M1
168OSAIC HOLDINGS, INC.$2.0M1
169TD ASSET MANAGEMENT INC$1.9M1
170NewEdge Advisors, LLC$1.9M1
171Summit Trail Advisors, LLC$1.9M1
172Alphadyne Asset Management LP$1.9M1
173BROWN ADVISORY INC$1.9M1
174MML INVESTORS SERVICES, LLC$1.8M1
175SCOTIA CAPITAL INC.$1.8M1
176Utah Retirement Systems$1.8M1
177Ally Financial Inc.$1.8M1
178Resona Asset Management Co.,Ltd.$1.8M1
179Focus Partners Wealth$1.8M1
180CULLINAN ASSOCIATES INC$1.7M1
181TORONTO DOMINION BANK$1.7M1
182Kestra Advisory Services, LLC$1.7M1
183FLPUTNAM INVESTMENT MANAGEMENT CO$1.6M1
184Peak Asset Management, LLC$1.6M1
185UniSuper Management Pty Ltd$1.6M1
186NEOS Investment Management LLC$1.6M1
187&PARTNERS$1.6M1
188ALLEN WEALTH MANAGEMENT, LLC$1.6M1
189Vident Advisory, LLC$1.6M1
190MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.5M1
191INTEGRITY ALLIANCE, LLC.$1.5M1
192M&T BANK CORP$1.5M1
193Aberdeen Group plc$1.5M1
194Rockefeller Capital Management L.P.$1.5M1
195Essex Financial Services, Inc.$1.4M1
196Ameritas Investment Partners, Inc.$1.4M1
197Daiwa Securities Group Inc.$1.4M1
198MERCER GLOBAL ADVISORS INC /ADV$1.4M1
199Blackhawk Capital Partners, LLC$1.4M1
200Machina Capital S.A.S.$1.4M1
201GREENWOOD CAPITAL ASSOCIATES LLC$1.3M1
202SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M1
203BDF-GESTION$1.3M1
204OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.3M1
205TEACHER RETIREMENT SYSTEM OF TEXAS$1.2M1
206XPONANCE LLC$1.2M1
207Corient Private Wealth LLC$1.2M1
208CIBC WORLD MARKET INC.$1.2M1
209DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$1.2M1
210MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.2M1
211XTX Topco Ltd$1.1M1
212Clearstead Advisors, LLC$1.1M1
213Loudon Investment Management, LLC$1.1M1
214Sequoia Financial Advisors, LLC$1.1M1
215Texas Yale Capital Corp.$1.1M1
216TRED AVON FAMILY WEALTH, LLC$1.1M1
217Cascade Investment Advisors, Inc.$1.1M1
218SEGALL BRYANT & HAMILL, LLC$1.1M1
219Assenagon Asset Management S.A.$1.1M1
220Crescent Sterling, Ltd.$1.1M1
221Beacon Pointe Advisors, LLC$1.1M1
222Leonteq Securities AG$1.0M1
223GROUP ONE TRADING LLC$1.0M1
224Mork Capital Management, LLC$1.0M1
225Rakuten Investment Management, Inc.$1.0M1
226Jain Global LLC$1.0M1
227NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.0M1
228Rafferty Asset Management, LLC$986K1
229PRIVATE TRUST CO NA$960K1
230ROMANO BROTHERS AND COMPANY$931K1
231KEYBANK NATIONAL ASSOCIATION/OH$927K1
232US BANCORP \DE\$924K1
233FRANKLIN RESOURCES INC$922K1
234Atria Investments, Inc$921K1
235NAPLES GLOBAL ADVISORS, LLC$921K1
236Capital International Sarl$911K1
237Investors Research Corp$908K1
238Ethic Inc.$902K1
239DUMONT & BLAKE INVESTMENT ADVISORS LLC$888K1
240CONTRAVISORY INVESTMENT MANAGEMENT, INC.$883K1
241Pathstone Holdings, LLC$874K1
242PRINCIPAL SECURITIES, INC.$848K1
243BROWN, LISLE/CUMMINGS, INC.$843K1
244Blueshift Asset Management, LLC$839K1
245Crown Oak Advisors, LLC$816K1
246Federation des caisses Desjardins du Quebec$797K1
247Sivia Capital Partners, LLC$783K1
248Dakota Wealth Management$766K1
249Sky Investment Group LLC$763K1
250Procyon Advisors, LLC$752K1
251Miller Investment Management, LP$750K1
252Vanguard Personalized Indexing Management, LLC$745K1
253REGIONS FINANCIAL CORP$724K1
254JACOBS LEVY EQUITY MANAGEMENT, INC$699K1
255Ridgewood Investments LLC$696K1
256HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$691K1
257STEPHENS INC /AR/$691K1
258Apollon Wealth Management, LLC$690K1
259Focus Partners Advisor Solutions, LLC$668K1
260MIZUHO SECURITIES USA LLC$665K1
261Applied Capital LLC/FL$664K1
262Norinchukin Bank, The$663K1
263Ascentis Independent Advisors$656K1
264Sigma Planning Corp$656K1
265ROCKLAND TRUST CO$651K1
266SIMPLEX TRADING, LLC$644K1
267JB Capital LLC$644K1
268RB Capital Management, LLC$634K1
269SummitTX Capital, L.P.$631K1
270Navalign, LLC$626K1
271Brooklyn Investment Group$624K1
272EVOLVE PRIVATE WEALTH, LLC$624K1
273DRW Securities, LLC$612K1
274Polymer Capital Management (US) LLC$607K1
275Maryland State Retirement & Pension System$584K1
276Chicago Capital, LLC$579K1
277World Investment Advisors$573K1
278DnB Asset Management AS$570K1
279Private Advisor Group, LLC$564K1
280Empowered Funds, LLC$544K1
281BALYASNY ASSET MANAGEMENT L.P.$543K1
282Verition Fund Management LLC$538K1
283Allspring Global Investments Holdings, LLC$537K1
284Merit Financial Group, LLC$537K1
285MACKENZIE FINANCIAL CORP$537K1
286CM Management, LLC$533K1
287HB Wealth Management, LLC$533K1
288BNP Paribas Asset Management Holding S.A.$519K1
289Patriot Financial Group Insurance Agency, LLC$518K1
290BANK OF NOVA SCOTIA$516K1
291Global X Japan Co., Ltd.$511K1
292Penobscot Investment Management Company, Inc.$511K1
293Independent Advisor Alliance$507K1
294Asset Management One Co., Ltd.$502K1
295Savant Capital, LLC$492K1
296BRIDGES INVESTMENT MANAGEMENT INC$486K1
297Mutual Advisors, LLC$484K1
298Argyle Capital Management, LLC$474K1
299Cypress Capital Group$474K1
300State of Wyoming$473K1
301GLENMEDE TRUST CO NA$472K1
302Castleview Partners, LLC$465K1
303EQUITABLE TRUST CO$463K1
304PFG Investments, LLC$456K1
305MUFG Securities EMEA plc$451K1
306Choate Investment Advisors$450K1
307Intrua Financial, LLC$446K1
308Mesirow Financial Investment Management, Inc.$438K1
309GREAT VALLEY ADVISOR GROUP, INC.$427K1
310111 Capital$426K1
311Principle Wealth Partners LLC$424K1
312Atom Investors LP$424K1
313Chicago Partners Investment Group LLC$423K1
314Sterling Capital Management LLC$414K1
315STOREBRAND ASSET MANAGEMENT AS$413K1
316Glenview Trust Co$413K1
317Allworth Financial LP$408K1
318ANCHYRA PARTNERS LLC$406K1
319Wagner Wealth Management, Corp$405K1
320Aptus Capital Advisors, LLC$398K1
321MIRABELLA FINANCIAL SERVICES LLP$393K1
322O'SHAUGHNESSY ASSET MANAGEMENT, LLC$393K1
323Stratos Wealth Partners, LTD.$391K1
324OMERS ADMINISTRATION Corp$390K1
325Avior Wealth Management, LLC$389K1
326Miller Financial Services LLC$387K1
327Orion Porfolio Solutions, LLC$385K1
328Connor, Clark & Lunn Investment Management Ltd.$384K1
329Empirical Finance, LLC$380K1
330NOMURA HOLDINGS INC$377K1
331Total Wealth Planning & Management, Inc.$377K1
332MACQUARIE GROUP LTD$363K1
333NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$352K1
334New Age Alpha Advisors, LLC$352K1
335Sumitomo Mitsui DS Asset Management Company, Ltd$342K1
336EVERGREEN CAPITAL MANAGEMENT LLC$336K1
337FOUNDATIONS INVESTMENT ADVISORS, LLC$333K1
338Caprock Group, LLC$331K1
339OneDigital Investment Advisors LLC$329K1
340JANE STREET GROUP, LLC$328K1
341Crossmark Global Holdings, Inc.$323K1
342Forvis Mazars Wealth Advisors, LLC$322K1
343North Dakota State Investment Board$321K1
344Gateway Wealth Partners, LLC$315K1
345Steward Partners Investment Advisory, LLC$311K1
346EXCHANGE TRADED CONCEPTS, LLC$310K1
347MUFG SECURITIES AMERICAS INC.$305K1
348Concentric Capital Strategies, LP$304K1
349MONECO ADVISORS, LLC$303K1
350Wealthfront Advisers LLC$302K1
351SECURIAN ASSET MANAGEMENT, INC$298K1
352VestGen Advisors, LLC$297K1
353Cardinal Point Capital Management ULC$297K1
354Squarepoint Ops LLC$293K1
355Capital Investment Advisors, LLC$285K1
356Red Door Wealth Management, LLC$284K1
357Larson Financial Group LLC$283K1
358BAXTER BROS INC$278K1
359BLAIR WILLIAM & CO/IL$275K1
360Mendel Capital Management LLC$266K1
361High Net Worth Advisory Group LLC$264K1
362UNITED CAPITAL FINANCIAL ADVISORS, LLC$261K1
363Sanctuary Advisors, LLC$257K1
364MONETA GROUP INVESTMENT ADVISORS LLC$256K1
365Eurizon Capital SGR S.p.A.$253K1
366BRADLEY FOSTER & SARGENT INC/CT$251K1
367Innova Wealth Partners$249K1
368D.A. DAVIDSON & CO.$249K1
369Marex Group Ltd$249K1
370Arax Advisory Partners$248K1
371Hilltop Holdings Inc.$247K1
372Alpha Zero LLC$246K1
373SFG Wealth Management, LLC.$240K1
374Savvy Advisors, Inc.$238K1
375Curi Capital, LLC$234K1
376Kingsview Wealth Management, LLC$234K1
377Wealthcare Advisory Partners LLC$232K1
378Pinnacle Financial Partners, Inc.$231K1
379Sound Financial Strategies Group, LLC$231K1
380Moors & Cabot, Inc.$231K1
381Wealth Science Advisors LLC$229K1
382AFFINITY INVESTMENT ADVISORS, LLC$228K1
383PATTON FUND MANAGEMENT, INC.$228K1
384Walser Wealth Management Company, A Ltd Liability Co$220K1
385MAI Capital Management$218K1
386Gallagher Fiduciary Advisors, LLC$216K1
387Tower Research Capital LLC (TRC)$215K1
388Bull Harbor Capital LLC$215K1
389CIDEL ASSET MANAGEMENT INC$215K1
390Lido Advisors, LLC$213K1
391KESTRA PRIVATE WEALTH SERVICES, LLC$213K1
392Equitable Holdings, Inc.$212K1
393VARCOV Co.$211K1
394Laird Norton Wetherby Trust Company, LLC$211K1
395Paragon Capital Management Ltd$210K1
396Inscription Capital, LLC$208K1
397Bridgewater Associates, LP$207K1
398Bayforest Capital Ltd$207K1
399Metis Global Partners, LLC$206K1
400Summit Financial, LLC$205K1
401Capital Investment Advisory Services, LLC$205K1
402FIDUCIARY TRUST CO$202K1
403Pallas Capital Advisors LLC$202K1
404TEMA ETFS LLC$197K1
405Wilmington Savings Fund Society, FSB$188K1
406UMB Bank, n.a.$165K1
407Center for Financial Planning, Inc.$164K1
408MATHER GROUP, LLC.$158K1
409JONES FINANCIAL COMPANIES LLLP$157K1
410MEEDER ASSET MANAGEMENT INC$141K1
411Parallax Volatility Advisers, L.P.$139K1
412FARMERS & MERCHANTS INVESTMENTS INC$127K1
413MCF Advisors LLC$122K1
414Annis Gardner Whiting Capital Advisors, LLC$120K1
415Siemens Fonds Invest GmbH$108K1
416Ameritas Advisory Services, LLC$102K1
417Atlantic Union Bankshares Corp$89.6K1
418TOMPKINS FINANCIAL CORP$88.5K1
419Deseret Mutual Benefit Administrators$82.7K1
420Optiver Holding B.V.$75.7K1
421Rialto Wealth Management, LLC$73.5K1
422Kennebec Savings Bank$71.1K1
423Hartford Financial Management Inc.$71.0K1
424ASSETMARK, INC$62.5K1
425TRUST CO OF TOLEDO NA /OH/$62.2K1
426SIGNATUREFD, LLC$61.0K1
427INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$60.6K1
428CALDWELL SUTTER CAPITAL, INC.$60.4K1
429SBI Securities Co., Ltd.$59.3K1
430TD Waterhouse Canada Inc.$57.8K1
431New England Capital Financial Advisors LLC$54.5K1
432WEBSTER BANK, N. A.$51.6K1
433Medallion Wealth Advisors, LLC$51.2K1
434Pinnacle Wealth Planning Services, Inc.$47.0K1
435ARMSTRONG ADVISORY GROUP, INC$46.3K1
436AlphaCore Capital LLC$41.6K1
437First Command Advisory Services, Inc.$40.9K1
438Transamerica Financial Advisors, LLC$39.1K1
439MONTAG A & ASSOCIATES INC$39.0K1
440BEACON INVESTMENT ADVISORY SERVICES, INC.$36.2K1
441Beaird Harris Wealth Management, LLC$36.1K1
442Jackson, Grant Investment Advisers, Inc.$35.5K1
443Millstone Evans Group, LLC$35.5K1
444Parkside Financial Bank & Trust$35.4K1
445Cromwell Holdings LLC$33.4K1
446Crews Bank & Trust$32.3K1
447Fairman Group, LLC$31.5K1
4481248 Management, LLC$30.3K1
449CYBER HORNET ETFs LLC$30.3K1
450QUADRANT CAPITAL GROUP LLC$29.5K1
451Smartleaf Asset Management LLC$26.9K1
452True Wealth Design, LLC$25.9K1
453TD Capital Management LLC$25.7K1
454Vanguard National Trust Co$24.4K1
455ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$24.2K1
456American Capital Advisory, LLC$23.0K1
457CVA Family Office, LLC$21.5K1
458Cassaday & Co Wealth Management LLC$20.2K1
459JNBA Financial Advisors$19.5K1
460Key Capital Management, INC$19.3K1
461MTM Investment Management, LLC$18.7K1
462JFS WEALTH ADVISORS, LLC$16.9K1
463GHP Investment Advisors, Inc.$14.3K1
464SALEM INVESTMENT COUNSELORS INC$14.2K1
465Blue Trust, Inc.$14.2K1
466Hilltop National Bank$14.2K1
467CENTRAL TRUST Co$13.6K1
468Private Wealth Management Group, LLC$11.7K1
469Clearstead Trust, LLC$11.7K1
470Basecamp Wealth Advisors LLC$10.7K1
471Quarry LP$10.7K1
472ELEVATION WEALTH PARTNERS, LLC$9.5K1
473EVERMAY WEALTH MANAGEMENT LLC$9.0K1
474ALGERT GLOBAL LLC$8.9K1
475Sachetta, LLC$8.5K1
476Reyes Financial Architecture, Inc.$8.3K1
477South Dakota Investment Council$8.0K1
478Physician Wealth Advisors, Inc.$6.7K1
479Murphy & Mullick Capital Management Corp$6.6K1
480SJS Investment Consulting Inc.$6.5K1
481Arlington Trust Co LLC$6.5K1
482VISION FINANCIAL MARKETS LLC$6.2K1
483Caldwell Trust Co$6.0K1
484Founders Capital Management$5.9K1
485CHAPMAN FINANCIAL GROUP, LLC$5.7K1
486Signature Equity Partners, LLC$5.5K1
487WPG Advisers, LLC$4.9K1
488Treasurer of the State of North Carolina$4.7K1
489CANADA LIFE ASSURANCE Co$4.3K1
490MCGUIRE CAPITAL ADVISORS INC$4.3K1
491FINANCIAL CONSULATE, INC$4.3K1
492POM Investment Strategies, LLC$4.1K1
493Grove Bank & Trust$4.0K1
494Olstein Capital Management, L.P.$3.9K1
495Pacifica Partners Inc.$3.8K1
496Activest Wealth Management$3.7K1
497Kilter Group LLC$3.5K1
498E Fund Management (Hong Kong) Co., Ltd.$3.4K1
499Westfuller Advisors, LLC$3.3K1
500Abound Wealth Management$2.8K1
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)$15.0K to $50.0K
Filers net (actions)not in build
Filers net ($ 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 SWK

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SWK · financials and macro

Financials — as filed PLANNED

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