Public record / Tickers / TFC

TFC — TRUIST FINANCIAL CORP

Both disclosure regimes on one name: who in Congress filed about TFC, 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
32
all PTR rows naming TFC
Members · 12m
3
1 buys · 2 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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 · $100K–$250K

Sale · traded 2020-04-07 → filed 2020-05-01. Ranked over every TFC row by the provable lower bound, never a point estimate.

3 members · 1 buys / 2 sells

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

6 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

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TFC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TFC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-04-30Lloyd Smucker R–PA-11SaleTraded 04-17 +13d$1K–$15K
2026-01-15Dan Newhouse R–WA-4Sale · SP (spouse-owned)Traded 2025-12-11 +35d$1K–$15K
2025-05-16Dan Newhouse R–WA-4Sale · partial · SP (partial sale, spouse-owned)Traded 04-11 +35d$1K–$15K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8SaleTraded 04-08 +30d$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 32 ↗

Members active in TFC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing TFC 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.
Alan Armstrong R–OK1$1.0K to $15.0K2
Dan Newhouse R–WA-41−$15.0K to −$1.0K3
Lloyd Smucker R–PA-111−$15.0K to −$1.0K3

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

Congress ↔ notable managers · TFC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Bridgewater Associates $33.6M held

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

Merged timeline of congressional filings and notable-manager moves on TFC
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+54,383 sh
2026-05-15Bridgewater Associates 13Ftrim−158,287 sh
2026-05-14Caxton Associates 13Fadd+19,390 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 TFC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$4.5B1
2Capital International Investors$3.9B1
3VANGUARD CAPITAL MANAGEMENT LLC$3.7B1
4STATE STREET CORP$2.7B1
5BANK OF AMERICA CORP /DE/$1.7B1
6VICTORY CAPITAL MANAGEMENT INC$1.2B1
7VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B1
8MORGAN STANLEY$993M1
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$815M1
10FMR LLC$734M1
11Invesco Ltd.$654M1
12NORTHERN TRUST CORP$583M1
13WELLINGTON MANAGEMENT GROUP LLP$489M1
14FEDERATED HERMES, INC.$476M1
15Capital Research Global Investors$467M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$419M1
17AMERICAN CENTURY COMPANIES INC$411M1
18DIMENSIONAL FUND ADVISORS LP$396M1
19Legal & General Group Plc$359M1
20HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$346M1
21ROYAL BANK OF CANADA$334M1
22VANGUARD FIDUCIARY TRUST CO$326M1
23UBS Group AG$295M1
24RAYMOND JAMES FINANCIAL INC$228M1
25LPL Financial LLC$227M1
26ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$223M1
27BANK OF MONTREAL /CAN/$208M1
28TRUIST FINANCIAL CORP$204M1
29Amundi$203M1
30WELLS FARGO & COMPANY/MN$200M1
31FIRST TRUST ADVISORS LP$188M1
32DEUTSCHE BANK AG\$186M1
33JENNISON ASSOCIATES LLC$185M1
34ENVESTNET ASSET MANAGEMENT INC$180M1
35BARCLAYS PLC$172M1
36AQR CAPITAL MANAGEMENT LLC$157M1
37National Pension Service$156M1
38CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$145M1
39CITADEL ADVISORS LLC$141M1
40Prana Capital Management, LP$135M1
41Mitsubishi UFJ Asset Management Co., Ltd.$133M1
42Vanguard Global Advisers, LLC$132M1
43STIFEL FINANCIAL CORP$130M1
44SEB Asset Management AB$124M1
45Nuveen, LLC$122M1
46VANGUARD ASSET MANAGEMENT, Ltd$117M1
47HSBC HOLDINGS PLC$117M1
48EQUITY INVESTMENT CORP$105M1
49TWO SIGMA INVESTMENTS, LP$102M1
50Qube Research & Technologies Ltd$101M1
51Sanders Capital, LLC$93.7M1
52Capital International, Inc./CA/$86.8M1
53HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$83.6M1
54CITIGROUP INC$72.4M1
55LETKO, BROSSEAU & ASSOCIATES INC$72.1M1
56HighTower Advisors, LLC$68.6M1
57Artemis Investment Management LLP$67.4M1
58PRUDENTIAL FINANCIAL INC$66.5M1
59NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$65.7M1
60ALLIANCEBERNSTEIN L.P.$65.6M1
61PRINCIPAL FINANCIAL GROUP INC$64.4M1
62MACQUARIE GROUP LTD$62.8M1
63FRANKLIN RESOURCES INC$61.2M1
64NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$59.2M1
65SHAPIRO CAPITAL MANAGEMENT LLC$58.5M1
66O'SHAUGHNESSY ASSET MANAGEMENT, LLC$57.4M1
67PARNASSUS INVESTMENTS, LLC$57.4M1
68Epoch Investment Partners, Inc.$57.0M1
69ROYAL LONDON ASSET MANAGEMENT LTD$54.4M1
70STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4M1
71SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$52.8M1
72AVIVA PLC$49.8M1
73Assenagon Asset Management S.A.$48.0M1
74SCHRODER INVESTMENT MANAGEMENT GROUP$47.8M1
75Aberdeen Group plc$45.5M1
76MANUFACTURERS LIFE INSURANCE COMPANY, THE$44.9M1
77Focus Partners Wealth$44.8M1
78Eurizon Capital SGR S.p.A.$43.7M1
79SCHWARTZ INVESTMENT COUNSEL INC$38.7M1
80BRANDES INVESTMENT PARTNERS, LP$38.3M1
81Cetera Investment Advisers$37.3M1
82Swedbank AB$37.1M1
83Universal- Beteiligungs- und Servicegesellschaft mbH$36.3M1
84SEI INVESTMENTS CO$35.5M1
85Bridgewater Associates, LP$33.6M1
86Pictet Asset Management Holding SA$33.6M1
87OSSIAM$33.6M1
88BNP Paribas Asset Management Holding S.A.$33.1M1
89HOMESTEAD ADVISERS CORP$33.1M1
90Korea Investment CORP$32.6M1
91ADAGE CAPITAL PARTNERS GP, L.L.C.$31.7M1
92DEPRINCE RACE & ZOLLO INC$31.7M1
93Zurcher Kantonalbank (Zurich Cantonalbank)$31.6M1
94STATE OF WISCONSIN INVESTMENT BOARD$31.5M1
95Chevy Chase Trust Holdings, LLC$31.3M1
96Quantinno Capital Management LP$31.1M1
97ZACKS INVESTMENT MANAGEMENT$29.8M1
98Vinva Investment Management Ltd$29.8M1
99GW HENSSLER & ASSOCIATES LTD$29.7M1
100TD ASSET MANAGEMENT INC$29.5M1
101Vanguard Investments Australia, Ltd.$29.4M1
102Man Group plc$28.7M1
103COMMONWEALTH EQUITY SERVICES, LLC$28.6M1
104AE Wealth Management LLC$28.3M1
105WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$28.2M1
106ALPS ADVISORS INC$27.6M1
107Mariner, LLC$26.5M1
108APG Asset Management N.V.$26.0M1
109Cerity Partners LLC$25.6M1
110LAZARD ASSET MANAGEMENT LLC$25.5M1
111Asset Management One Co., Ltd.$24.6M1
112Pinnacle Financial Partners, Inc.$24.5M1
113DAVENPORT & Co LLC$23.7M1
114Swiss Life Asset Management Ltd$23.7M1
115TORONTO DOMINION BANK$23.4M1
116Creative Planning$23.1M1
117KING LUTHER CAPITAL MANAGEMENT CORP$23.1M1
118MILLENNIUM MANAGEMENT LLC$23.0M1
119MACKENZIE FINANCIAL CORP$22.8M1
120GODSEY & GIBB, INC$22.4M1
121NOMURA ASSET MANAGEMENT CO LTD$21.5M1
122NFJ INVESTMENT GROUP, LLC$21.5M1
123Advisors Capital Management, LLC$20.9M1
124American Assets Investment Management, LLC$20.6M1
125VOYA INVESTMENT MANAGEMENT LLC$20.6M1
126CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$20.2M1
127FIFTH THIRD BANCORP$20.1M1
128Trexquant Investment LP$19.8M1
129Resona Asset Management Co.,Ltd.$19.8M1
130&PARTNERS$19.7M1
131OPPENHEIMER ASSET MANAGEMENT INC.$19.1M1
132BANK OF NOVA SCOTIA$19.1M1
133PUBLIC SECTOR PENSION INVESTMENT BOARD$19.1M1
134Verition Fund Management LLC$19.0M1
135State of New Jersey Common Pension Fund D$18.8M1
136Rafferty Asset Management, LLC$18.7M1
137Tredje AP-fonden$18.3M1
138Ategra Capital Management, LLC$18.2M1
139CANADA PENSION PLAN INVESTMENT BOARD$17.9M1
140CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$17.9M1
141OSAIC HOLDINGS, INC.$17.3M1
142SCS Capital Management LLC$17.1M1
143CIBC Asset Management Inc$17.0M1
144STATE OF MICHIGAN RETIREMENT SYSTEM$16.6M1
145STOREBRAND ASSET MANAGEMENT AS$16.5M1
146US BANCORP \DE\$16.4M1
147KLCM Advisors, Inc.$16.2M1
148Arizona State Retirement System$16.1M1
149Independent Advisor Alliance$16.1M1
150ASSETMARK, INC$15.8M1
151Czech National Bank$15.8M1
152MCRAE CAPITAL MANAGEMENT INC$15.8M1
153HUNTINGTON NATIONAL BANK$15.6M1
154COERENTE CAPITAL MANAGEMENT$15.6M1
155BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$15.5M1
156FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$15.1M1
157Varma Mutual Pension Insurance Co$14.9M1
158NATIONAL BANK OF CANADA /FI/$14.6M1
159MONTGOMERY INVESTMENT MANAGEMENT INC$14.6M1
160Rockefeller Capital Management L.P.$14.5M1
161GUGGENHEIM CAPITAL LLC$14.5M1
162Baird Financial Group, Inc.$14.2M1
163Concurrent Investment Advisors, LLC$14.1M1
164DELTA ASSET MANAGEMENT LLC/TN$14.1M1
165Brookstone Capital Management$14.0M1
166MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$14.0M1
167AVITY INVESTMENT MANAGEMENT INC.$13.7M1
168COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$13.5M1
169ProShare Advisors LLC$13.4M1
170Midwest Trust Co$13.3M1
171Auto-Owners Insurance Co$13.2M1
172SKBA CAPITAL MANAGEMENT LLC$13.2M1
173IFM Investors Pty Ltd$13.0M1
174Wealthfront Advisers LLC$12.8M1
175MML INVESTORS SERVICES, LLC$12.7M1
176CIBC Bancorp USA Inc.$12.5M1
177SALEM INVESTMENT COUNSELORS INC$12.5M1
178Retirement Systems of Alabama$12.3M1
179Mirae Asset Global Investments Co., Ltd.$12.2M1
180PEAK6 LLC$11.8M1
181Wilmington Savings Fund Society, FSB$11.6M1
182BROWN ADVISORY INC$11.5M1
183Woodline Partners LP$11.4M1
184Sanctuary Advisors, LLC$11.2M1
185NORDEA INVESTMENT MANAGEMENT AB$11.2M1
186CRAMER ROSENTHAL MCGLYNN LLC$11.2M1
187OLD NATIONAL BANCORP /IN/$11.1M1
188Bryn Mawr Trust Advisors, LLC$11.0M1
189Schonfeld Strategic Advisors LLC$11.0M1
190Allworth Financial LP$10.8M1
191Corient Private Wealth LLC$10.6M1
192MERCER GLOBAL ADVISORS INC /ADV$10.5M1
193TEACHER RETIREMENT SYSTEM OF TEXAS$10.5M1
194NewEdge Advisors, LLC$10.4M1
195Modera Wealth Management, LLC$10.4M1
196CIBC WORLD MARKET INC.$10.4M1
197Kestra Advisory Services, LLC$10.4M1
198PINNACLE ASSOCIATES LTD$10.3M1
199MUFG Securities EMEA plc$10.3M1
200Ensign Peak Advisors, Inc$10.1M1
201Daiwa Securities Group Inc.$10.0M1
202Sumitomo Mitsui DS Asset Management Company, Ltd$9.9M1
203XPONANCE LLC$9.8M1
204USS Investment Management Ltd$9.7M1
205M&T BANK CORP$9.6M1
206SUSQUEHANNA INTERNATIONAL GROUP, LLP$9.6M1
207Cardinal Capital Management$9.6M1
208BENJAMIN EDWARDS INC$9.4M1
209Utah Retirement Systems$9.4M1
210Y-Intercept (Hong Kong) Ltd$9.3M1
211Cambria Investment Management, L.P.$9.3M1
212Pathstone Holdings, LLC$9.0M1
213Waverly Advisors, LLC$9.0M1
214Wealthcare Advisory Partners LLC$8.9M1
215Atlantic Union Bankshares Corp$8.9M1
216BASSWOOD CAPITAL MANAGEMENT, L.L.C.$8.8M1
217Robeco Institutional Asset Management B.V.$8.7M1
218Cresset Asset Management, LLC$8.7M1
2191834 INVESTMENT ADVISORS CO$8.6M1
220NEOS Investment Management LLC$8.5M1
221Rakuten Investment Management, Inc.$8.4M1
222BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$8.1M1
223NEW YORK LIFE INVESTMENT MANAGEMENT LLC$8.1M1
224Kingsview Wealth Management, LLC$7.9M1
225Grantham, Mayo, Van Otterloo & Co. LLC$7.8M1
226Tidal Investments LLC$7.7M1
227Diversified Trust Co$7.7M1
228KANAWHA CAPITAL MANAGEMENT LLC$7.7M1
229NISSAY ASSET MANAGEMENT CORP /JAPAN$7.6M1
230Reliant Investment Partners, LLC$7.1M1
231Fourthstone LLC$7.0M1
232Alpha Omega Wealth Management LLC$7.0M1
233ALERUS FINANCIAL NA$7.0M1
234QRG CAPITAL MANAGEMENT, INC.$7.0M1
235Huber Capital Management LLC$7.0M1
236Janus Henderson Group Ltd.$6.9M1
237OPPENHEIMER & CO INC$6.8M1
238JAMISON PRIVATE WEALTH MANAGEMENT, INC.$6.7M1
239Cornerstone Wealth Group, LLC$6.7M1
240OREGON PUBLIC EMPLOYEES RETIREMENT FUND$6.6M1
241REGIONS FINANCIAL CORP$6.6M1
242Vanguard Personalized Indexing Management, LLC$6.6M1
243Federation des caisses Desjardins du Quebec$6.6M1
244Global Wealth Management Investment Advisory, Inc.$6.4M1
245Griffith & Werner, Inc.$6.4M1
246CONTINENTAL ADVISORS LLC$6.4M1
247Clearstead Advisors, LLC$6.3M1
248NTV ASSET MANAGEMENT LLC$6.3M1
249Candriam S.C.A.$6.2M1
250CREDIT AGRICOLE S A$6.2M1
251OFI INVEST ASSET MANAGEMENT$6.2M1
252Steward Partners Investment Advisory, LLC$6.2M1
253MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.2M1
254United Capital Management of KS, Inc.$6.1M1
255OP Asset Management Ltd$6.1M1
256HB Wealth Management, LLC$6.1M1
257STEPHENS INC /AR/$6.0M1
258Hilton Capital Management, LLC$6.0M1
259Harvest Portfolios Group Inc.$5.8M1
260Linscomb Wealth, Inc.$5.8M1
261Atria Investments, Inc$5.8M1
262ASSOCIATED BANC-CORP$5.7M1
263TOCQUEVILLE ASSET MANAGEMENT L.P.$5.7M1
264CWM, LLC$5.7M1
265OneDigital Investment Advisors LLC$5.6M1
266Baugh & Associates, LLC$5.6M1
267WHITENER CAPITAL MANAGEMENT, INC.$5.5M1
268Catherine Avery Investment Management LLC$5.5M1
269Loudon Investment Management, LLC$5.5M1
270LaFleur & Godfrey LLC$5.4M1
271AustralianSuper Pty Ltd$5.3M1
272Chesley Taft & Associates LLC$5.3M1
273D. E. Shaw & Co., Inc.$5.3M1
274Elo Mutual Pension Insurance Co$5.2M1
275DRW Securities, LLC$5.1M1
276Blue Trust, Inc.$5.1M1
277ASR Vermogensbeheer N.V.$5.1M1
278OMERS ADMINISTRATION Corp$5.1M1
279FIRST NATIONAL BANK OF OMAHA$5.0M1
280Verdence Capital Advisors LLC$4.9M1
281Carnegie Investment Counsel$4.9M1
282XTX Topco Ltd$4.8M1
283Socorro Asset Management LP$4.8M1
284Venture Visionary Partners LLC$4.8M1
285Hedeker Wealth, LLC$4.7M1
286SIMON QUICK ADVISORS, LLC$4.7M1
287KEYBANK NATIONAL ASSOCIATION/OH$4.7M1
288Avanza Fonder AB$4.7M1
289FIRST CITIZENS BANK & TRUST CO$4.6M1
290Dana Investment Advisors, Inc.$4.5M1
291Holocene Advisors, LP$4.5M1
292GRIFFIN ASSET MANAGEMENT, INC.$4.5M1
293KESTRA PRIVATE WEALTH SERVICES, LLC$4.5M1
294IEQ CAPITAL, LLC$4.4M1
295EQUITABLE TRUST CO$4.4M1
296Empowered Funds, LLC$4.3M1
297Capital Investment Advisory Services, LLC$4.3M1
298ICON ADVISERS INC/CO$4.3M1
299Osmosis Investment Management UK Ltd$4.2M1
300Investment Management Corp of Ontario$4.2M1
301SHELTON CAPITAL MANAGEMENT$4.2M1
302Groupe la Francaise$4.2M1
303United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$4.2M1
304Signature Wealth Management Group$4.1M1
305Vident Advisory, LLC$4.1M1
306Sompo Asset Management Co., Ltd.$4.1M1
307Merit Financial Group, LLC$4.1M1
308OpenArc Corporate Advisory, LLC$4.1M1
309HENGEHOLD CAPITAL MANAGEMENT LLC$4.0M1
310Lighthouse Investment Partners, LLC$4.0M1
311Allianz Asset Management GmbH$4.0M1
312Aptus Capital Advisors, LLC$3.9M1
313WINTON GROUP Ltd$3.9M1
314Gotham Asset Management, LLC$3.9M1
315Bragg Financial Advisors, Inc$3.9M1
316Orion Porfolio Solutions, LLC$3.9M1
317Generali Asset Management SPA SGR$3.8M1
318INTECH INVESTMENT MANAGEMENT LLC$3.7M1
319COMMERCE BANK$3.7M1
320Glass Wealth Management Co LLC$3.6M1
321Norinchukin Bank, The$3.5M1
322MIZUHO SECURITIES USA LLC$3.5M1
323GUARDIAN WEALTH ADVISORS, LLC / NC$3.4M1
324Hennion & Walsh Asset Management, Inc.$3.3M1
325Private Advisor Group, LLC$3.3M1
326Oak Thistle LLC$3.3M1
327Larson Financial Group LLC$3.3M1
328Sequoia Financial Advisors, LLC$3.2M1
329Concord Wealth Partners$3.2M1
330XML Financial, LLC$3.2M1
331Csenge Advisory Group$3.2M1
332Atom Investors LP$3.2M1
333B. Metzler seel. Sohn & Co. AG$3.2M1
334JANE STREET GROUP, LLC$3.1M1
335StoneX Group Inc.$3.1M1
336Financiere des Professionnels - Fonds d'investissement inc.$3.1M1
337Crossmark Global Holdings, Inc.$3.1M1
338PETTYJOHN, WOOD & WHITE, INC$3.1M1
339FULTON BANK, N.A.$3.0M1
340Principle Wealth Partners LLC$3.0M1
341Concord Asset Management, LLC/VA$3.0M1
342Dakota Wealth Management$3.0M1
343iSAM Funds (UK) Ltd$3.0M1
344EDMP, INC.$3.0M1
345MONTAG A & ASSOCIATES INC$3.0M1
346UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.0M1
347RITHOLTZ WEALTH MANAGEMENT$3.0M1
348Allspring Global Investments Holdings, LLC$3.0M1
349Foster Victor Wealth Advisors, LLC$3.0M1
350Envestnet Portfolio Solutions, Inc.$2.9M1
351Maryland State Retirement & Pension System$2.9M1
352Capital Group Private Client Services, Inc.$2.9M1
353ABN AMRO INVESTMENT SOLUTIONS$2.9M1
354HF Advisory Group, LLC$2.9M1
355Stratos Wealth Partners, LTD.$2.9M1
356Vestmark Advisory Solutions, Inc.$2.8M1
357PATTEN & PATTEN INC/TN$2.8M1
358HOLDERNESS INVESTMENTS CO$2.8M1
359New Age Alpha Advisors, LLC$2.8M1
360Apollon Wealth Management, LLC$2.7M1
361United Bank$2.7M1
362ELEVATION POINT WEALTH PARTNERS, LLC$2.7M1
363Poehling Capital Management, INC.$2.6M1
364Caprock Group, LLC$2.6M1
365ING GROEP NV$2.6M1
366Bleakley Financial Group, LLC$2.6M1
367Rather & Kittrell, Inc.$2.6M1
368OCCUDO QUANTITATIVE STRATEGIES LP$2.5M1
369Hardin Capital Partners, LLC$2.5M1
370SALZHAUER MICHAEL$2.5M1
371Patriot Financial Group Insurance Agency, LLC$2.5M1
372KMG FIDUCIARY PARTNERS, LLC$2.5M1
373Arvest Bank Trust Division$2.5M1
374KAVAR CAPITAL PARTNERS GROUP, LLC$2.4M1
375Laurel Wealth Advisors LLC$2.4M1
376LOWE BROCKENBROUGH & CO INC$2.4M1
377Argyle Capital Management, LLC$2.4M1
378Graves Light Lenhart Wealth, Inc.$2.4M1
379D.A. DAVIDSON & CO.$2.4M1
380PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2.4M1
381Disciplined Equity Management, Inc.$2.3M1
382Cordgrass Capital Advisors, LLC$2.3M1
383FIRST NATIONAL TRUST CO$2.3M1
384Capital Investment Advisors, LLC$2.3M1
385PRINCIPAL SECURITIES, INC.$2.3M1
386CWA Asset Management Group, LLC$2.3M1
387BlueChip Wealth Advisors LLC$2.2M1
388Andra AP-fonden$2.2M1
389New England Research & Management, Inc.$2.2M1
390J.W. COLE ADVISORS, INC.$2.2M1
391IVC Wealth Advisors LLC$2.2M1
392Savant Capital, LLC$2.2M1
393Morningstar Investment Management LLC$2.2M1
394Apella Capital, LLC$2.2M1
395GHP Investment Advisors, Inc.$2.2M1
396Raleigh Capital Management Inc.$2.1M1
397TOKIO MARINE ASSET MANAGEMENT CO LTD$2.1M1
398Tradewinds, LLC.$2.1M1
399Empirical Finance, LLC$2.1M1
400Carlson Capital, L.P.$2.1M1
401SIGNATUREFD, LLC$2.0M1
402ZWJ INVESTMENT COUNSEL INC$2.0M1
403Frank, Rimerman Advisors LLC$2.0M1
404Vise Technologies, Inc.$2.0M1
405Davis Investment Partners, LLC$2.0M1
406Voleon Capital Management LP$2.0M1
407San Luis Wealth Advisors LLC$2.0M1
408WIREGRASS INVESTMENT MANAGEMENT LLC$2.0M1
409Pathway Financial Advisers, LLC$2.0M1
410INCEPTIONR LLC$2.0M1
411SeaCrest Wealth Management, LLC$1.9M1
412Focus Partners Advisor Solutions, LLC$1.9M1
413Moors & Cabot, Inc.$1.9M1
414Laird Norton Wetherby Trust Company, LLC$1.9M1
415IMC-Chicago, LLC$1.9M1
416Ascent Group, LLC$1.9M1
417LEVEL FOUR ADVISORY SERVICES, LLC$1.9M1
418MARCO INVESTMENT MANAGEMENT LLC$1.9M1
419Hilton Head Capital Partners, LLC$1.9M1
420GREENLEAF TRUST$1.9M1
421Royal Fund Management, LLC$1.9M1
422NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.9M1
423Jacobi Capital Management LLC$1.9M1
424HANCOCK WHITNEY CORP$1.9M1
425INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$1.8M1
426Callan Family Office, LLC$1.8M1
427Dai-ichi Life Insurance Company, Ltd$1.8M1
428Ballast, Inc.$1.8M1
429St. Johns Investment Management Company, LLC$1.8M1
430Lido Advisors, LLC$1.8M1
431Fearless Solutions, LLC dba Best Invest$1.8M1
432Investors Research Corp$1.8M1
433QUADRANT CAPITAL GROUP LLC$1.8M1
434CAXTON ASSOCIATES LLP$1.8M1
435Beacon Pointe Advisors, LLC$1.7M1
436NOMURA HOLDINGS INC$1.7M1
437Mutual Advisors, LLC$1.7M1
438North Dakota State Investment Board$1.7M1
439Ballentine Partners, LLC$1.7M1
440Summit Trail Advisors, LLC$1.7M1
441Fieldview Capital Management, LLC$1.7M1
442Eagle Bluffs Wealth Management LLC$1.7M1
443Arcus Capital Partners, LLC$1.7M1
444BankPlus Trust Department$1.7M1
445Donoghue Forlines LLC$1.7M1
446MINDSET WEALTH MANAGEMENT, LLC$1.7M1
447Norris Financial Group, LLC$1.7M1
448Metis Global Partners, LLC$1.7M1
449ARVEST INVESTMENTS, INC.$1.7M1
450GREAT LAKES ADVISORS, LLC$1.7M1
451Avidian Wealth Enterprises, LLC$1.7M1
452Kintegral Advisory, LLC$1.6M1
453AMG National Trust Bank$1.6M1
454World Investment Advisors$1.6M1
455Berkeley Capital Partners, LLC$1.6M1
456TWIN CITY PRIVATE WEALTH, LLC$1.6M1
457Great Lakes Retirement, Inc.$1.6M1
458SECURIAN ASSET MANAGEMENT, INC$1.6M1
459one8zero8, LLC$1.6M1
460Integrated Quantitative Investments LLC$1.6M1
461Prospera Financial Services Inc$1.5M1
462Squarepoint Ops LLC$1.5M1
463CHOREO, LLC$1.5M1
464MGO ONE SEVEN LLC$1.5M1
465Ted Buchan & Co$1.5M1
466Vanguard National Trust Co$1.5M1
467Brevan Howard Capital Management LP$1.5M1
468NewEdge Wealth, LLC$1.5M1
469LOM Asset Management Ltd$1.4M1
470FOUNDATIONS INVESTMENT ADVISORS, LLC$1.4M1
471Taylor Financial Group, Inc.$1.4M1
472Voya Financial Advisors, Inc.$1.4M1
473Applied Capital LLC/FL$1.4M1
474Verity & Verity, LLC$1.4M1
475BALYASNY ASSET MANAGEMENT L.P.$1.4M1
476HUB Investment Partners, LLC$1.4M1
477WEALTH ALLIANCE, LLC$1.4M1
478EVENTIDE ASSET MANAGEMENT, LLC$1.4M1
479BLAIR WILLIAM & CO/IL$1.4M1
480Linden Thomas Advisory Services, LLC$1.4M1
481NOVARE CAPITAL MANAGEMENT LLC$1.4M1
482Huntleigh Advisors, Inc.$1.4M1
483Drucker Wealth 3.0, LLC$1.4M1
484Quadcap Wealth Management, LLC$1.4M1
485CULBERTSON A N & CO INC$1.4M1
486JT Stratford LLC$1.3M1
487Headlands Technologies LLC$1.3M1
488Oasis Advisors, LLC$1.3M1
489MCF Advisors LLC$1.3M1
490Alphadyne Asset Management LP$1.3M1
491TOUNJIAN ADVISORY PARTNERS, LLC$1.3M1
492Snowden Capital Advisors LLC$1.3M1
493Octavia Wealth Advisors, LLC$1.3M1
494Lombard Odier Asset Management (Switzerland) SA$1.3M1
495MAI Capital Management$1.3M1
496FIDUCIARY TRUST CO$1.3M1
497Smartleaf Asset Management LLC$1.3M1
498SAGESPRING WEALTH PARTNERS, LLC$1.3M1
499Geneos Wealth Management Inc.$1.3M1
500Jefferies Financial Group Inc.$1.3M1
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 / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ 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 TFC

RETAINED WINDOW · ACTIVE HITS
Signal hits naming TFC
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for TFC · financials and macro

Financials — as filed PLANNED

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