Public record / Tickers / USB

USB — US BANCORP DE

Both disclosure regimes on one name: who in Congress filed about USB, 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
103
all PTR rows naming USB
Members · 12m
2
0 buys · 2 sells · by trade date
Latest PTR
08-13
filed 2026-08-13
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

K. Michael Conaway · $50.0K–$100K

Sale · traded 2020-08-10 → filed 2020-09-08. Ranked over every USB row by the provable lower bound, never a point estimate.

2 members · 0 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.

20 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 USB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning USB
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-13Carol D. Miller R–WV-1Sale · SP (spouse-owned)Traded 2025-03-10 LATE·521d$15K–$50K
2025-10-10Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 09-26 +14d$1K–$15K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-08-20Ritchie Torres D–NY-15PurchaseTraded 2024-09-26 LATE·328d$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 103 ↗

Members active in USB

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing USB 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−$15.0K to −$1.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · USB

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

Congress · last 90 days

Buyers
0
Sellers
1 Carol D. Miller R–WV-1 $15K–$50K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $2.5M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · US BANCORP

Merged timeline of congressional filings and notable-manager moves on USB
DateWhoChangeSize
2026-08-13Carol D. Miller CongressSale$15K–$50K
2026-05-15Gotham Asset Management 13Fadd+6,405 sh
2026-05-15Bridgewater Associates 13Ftrim−251,841 sh
2026-05-14Caxton Associates 13Ftrim−47,129 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 USB for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$6.7B1
2VANGUARD CAPITAL MANAGEMENT LLC$5.2B1
3STATE STREET CORP$3.6B1
4JPMORGAN CHASE & CO$3.1B1
5FMR LLC$3.0B1
6MUFG Bank, Ltd.$2.3B1
7GEODE CAPITAL MANAGEMENT, LLC$2.0B1
8VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B1
9MORGAN STANLEY$1.5B1
10Grantham, Mayo, Van Otterloo & Co. LLC$994M1
11Aristotle Capital Management, LLC$975M1
12Invesco Ltd.$895M1
13NORTHERN TRUST CORP$880M1
14ROYAL BANK OF CANADA$856M1
15BANK OF AMERICA CORP /DE/$823M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$652M1
17Capital Research Global Investors$615M1
18FEDERATED HERMES, INC.$599M1
19HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$588M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$543M1
21DIMENSIONAL FUND ADVISORS LP$539M1
22FRANKLIN RESOURCES INC$497M1
23Legal & General Group Plc$496M1
24Bank of New York Mellon Corp$476M1
25First Eagle Investment Management, LLC$469M1
26VANGUARD FIDUCIARY TRUST CO$455M1
27FIRST TRUST ADVISORS LP$422M1
28AMERIPRISE FINANCIAL INC$396M1
29AMERICAN CENTURY COMPANIES INC$394M1
30VICTORY CAPITAL MANAGEMENT INC$380M1
31ALLIANCEBERNSTEIN L.P.$376M1
32US BANCORP \DE\$362M1
33BARCLAYS PLC$361M1
34CITADEL ADVISORS LLC$341M1
35STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$339M1
36ENVESTNET ASSET MANAGEMENT INC$338M1
37Amundi$337M1
38WELLS FARGO & COMPANY/MN$313M1
39UBS Group AG$294M1
40AQR CAPITAL MANAGEMENT LLC$288M1
41DEUTSCHE BANK AG\$277M1
42Fisher Asset Management, LLC$254M1
43RAYMOND JAMES FINANCIAL INC$231M1
44HSBC HOLDINGS PLC$214M1
45Alyeska Investment Group, L.P.$211M1
46National Pension Service$209M1
47BANK OF MONTREAL /CAN/$206M1
48Mitsubishi UFJ Asset Management Co., Ltd.$184M1
49Vanguard Global Advisers, LLC$182M1
50Nuveen, LLC$181M1
51Sumitomo Mitsui Trust Group, Inc.$177M1
52EQUITY INVESTMENT CORP$167M1
53STIFEL FINANCIAL CORP$167M1
54VANGUARD ASSET MANAGEMENT, Ltd$163M1
55LPL Financial LLC$161M1
56SCHRODER INVESTMENT MANAGEMENT GROUP$158M1
57LAZARD ASSET MANAGEMENT LLC$152M1
58NORDEA INVESTMENT MANAGEMENT AB$140M1
59RHUMBLINE ADVISERS$139M1
60Allianz Asset Management GmbH$136M1
61BAHL & GAYNOR INC$131M1
62Robeco Institutional Asset Management B.V.$121M1
63SEI INVESTMENTS CO$104M1
64PRUDENTIAL FINANCIAL INC$103M1
65MANUFACTURERS LIFE INSURANCE COMPANY, THE$100M1
66NEW YORK STATE COMMON RETIREMENT FUND$93.9M1
67PRINCIPAL FINANCIAL GROUP INC$91.1M1
68Baird Financial Group, Inc.$89.6M1
69Freestone Grove Partners LP$86.4M1
70PANAGORA ASSET MANAGEMENT INC$86.2M1
71Epoch Investment Partners, Inc.$85.9M1
72CITIGROUP INC$75.8M1
73ZACKS INVESTMENT MANAGEMENT$75.8M1
74Zurich Insurance Group Ltd/FI$75.4M1
75Douglas Lane & Associates, LLC$74.8M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$71.5M1
77AVIVA PLC$70.5M1
78NOMURA ASSET MANAGEMENT CO LTD$69.8M1
79Universal- Beteiligungs- und Servicegesellschaft mbH$69.7M1
80BASSWOOD CAPITAL MANAGEMENT, L.L.C.$69.5M1
81HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$68.8M1
82Quantinno Capital Management LP$65.8M1
83Bank Julius Baer & Co. Ltd, Zurich$65.5M1
84Cerity Partners LLC$65.1M1
85ADAGE CAPITAL PARTNERS GP, L.L.C.$64.2M1
86Qube Research & Technologies Ltd$63.9M1
87Aberdeen Group plc$63.3M1
88FIFTH THIRD BANCORP$59.5M1
89Swiss Life Asset Management Ltd$59.4M1
90DANSKE BANK A/S$58.5M1
91Eurizon Capital SGR S.p.A.$58.3M1
92Walleye Capital LLC$51.0M1
93Point72 Asset Management, L.P.$51.0M1
94BNP Paribas Asset Management Holding S.A.$50.4M1
95VOYA INVESTMENT MANAGEMENT LLC$49.0M1
96CORDA Investment Management, LLC.$47.9M1
97STATE OF WISCONSIN INVESTMENT BOARD$47.7M1
98TRUIST FINANCIAL CORP$47.6M1
99APG Asset Management N.V.$47.5M1
100Pictet Asset Management Holding SA$45.9M1
101Korea Investment CORP$45.7M1
102NATIXIS$44.7M1
103CAPITOLIS LIQUID GLOBAL MARKETS LLC$43.2M1
104ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$43.0M1
105Cetera Investment Advisers$42.9M1
106SEB Asset Management AB$42.5M1
107Focus Partners Wealth$42.2M1
108HighTower Advisors, LLC$42.1M1
109DEPRINCE RACE & ZOLLO INC$41.7M1
110O'SHAUGHNESSY ASSET MANAGEMENT, LLC$41.5M1
111Interval Partners, LP$41.4M1
112CANADA PENSION PLAN INVESTMENT BOARD$41.3M1
113Creative Planning$40.7M1
114Chevy Chase Trust Holdings, LLC$40.5M1
115Vanguard Investments Australia, Ltd.$40.3M1
116TD ASSET MANAGEMENT INC$40.2M1
117Mariner, LLC$40.0M1
118Candriam S.C.A.$39.7M1
119Longaeva Partners L.P.$39.2M1
120Swedbank AB$38.3M1
121NATIONAL BANK OF CANADA /FI/$38.0M1
122TETRAD CORP$36.9M1
123MATRIX ASSET ADVISORS INC/NY$36.9M1
124ROYAL LONDON ASSET MANAGEMENT LTD$36.7M1
125CONNING INC.$36.3M1
126Asset Management One Co., Ltd.$35.7M1
127EXCHANGE TRADED CONCEPTS, LLC$35.5M1
128Zurcher Kantonalbank (Zurich Cantonalbank)$35.3M1
129CAMBIAR INVESTORS LLC$34.7M1
130MML INVESTORS SERVICES, LLC$34.4M1
131AIA Group Ltd$33.5M1
132PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$33.0M1
133CREDIT AGRICOLE S A$32.9M1
134TORONTO DOMINION BANK$32.9M1
135AE Wealth Management LLC$32.7M1
136COMMONWEALTH EQUITY SERVICES, LLC$32.6M1
137Auto-Owners Insurance Co$32.5M1
138Janus Henderson Group Ltd.$32.5M1
139M&T BANK CORP$32.2M1
140GLENMEDE TRUST CO NA$31.4M1
141MAIRS & POWER INC$31.3M1
142Vest Financial, LLC$31.3M1
143Man Group plc$30.4M1
144Minneapolis Portfolio Management Group, LLC$30.4M1
145WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$30.2M1
146KLP KAPITALFORVALTNING AS$30.1M1
147S&G Foundation$29.1M1
148Verition Fund Management LLC$28.8M1
149MFF Capital Investments Ltd$28.4M1
150ALPS ADVISORS INC$28.1M1
151JOHNSON INVESTMENT COUNSEL INC$27.4M1
152Resona Asset Management Co.,Ltd.$26.8M1
153REIK & CO., LLC$26.7M1
154FUKOKU MUTUAL LIFE INSURANCE CO$26.5M1
155CIBC Asset Management Inc$26.4M1
156BECKER CAPITAL MANAGEMENT INC$26.4M1
157Lansforsakringar Fondforvaltning AB (publ)$26.3M1
158TEACHER RETIREMENT SYSTEM OF TEXAS$26.2M1
159State of New Jersey Common Pension Fund D$26.2M1
160Arbejdsmarkedets Tillaegspension$25.3M1
161OSAIC HOLDINGS, INC.$24.9M1
162Tredje AP-fonden$24.5M1
163Crossmark Global Holdings, Inc.$23.6M1
164D.A. DAVIDSON & CO.$23.4M1
165OLD NATIONAL BANCORP /IN/$23.1M1
166PUBLIC SECTOR PENSION INVESTMENT BOARD$23.0M1
167Mediolanum International Funds Ltd$22.8M1
168STATE OF MICHIGAN RETIREMENT SYSTEM$22.7M1
169COERENTE CAPITAL MANAGEMENT$22.6M1
170CIBC WORLD MARKET INC.$22.4M1
171BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$22.3M1
172Corient Private Wealth LLC$22.2M1
173Arizona State Retirement System$22.2M1
174Czech National Bank$22.0M1
175BANK OF NOVA SCOTIA$21.7M1
176FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$21.7M1
177CIBC Bancorp USA Inc.$21.6M1
178DAYMARK WEALTH PARTNERS, LLC$21.3M1
179Midwest Trust Co$20.9M1
180MACKENZIE FINANCIAL CORP$20.4M1
181BARTLETT & CO. WEALTH MANAGEMENT LLC$20.0M1
182Rafferty Asset Management, LLC$19.7M1
183Engineers Gate Manager LP$19.6M1
184XPONANCE LLC$19.4M1
185GW HENSSLER & ASSOCIATES LTD$19.2M1
186STOREBRAND ASSET MANAGEMENT AS$19.1M1
187Mirae Asset Global Investments Co., Ltd.$18.9M1
188MetLife Investment Management, LLC$18.9M1
189COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$18.8M1
190Ensign Peak Advisors, Inc$18.8M1
191IFM Investors Pty Ltd$18.6M1
192ASSETMARK, INC$18.6M1
193DnB Asset Management AS$17.8M1
194NISA INVESTMENT ADVISORS, LLC$17.5M1
195Retirement Systems of Alabama$17.2M1
196Wealthfront Advisers LLC$16.9M1
197CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$16.7M1
198D. E. Shaw & Co., Inc.$16.7M1
199Varma Mutual Pension Insurance Co$16.5M1
200COMMERCE BANK$16.4M1
201Black Cypress Capital Management, LLC$16.4M1
202ProShare Advisors LLC$16.3M1
203FIRST MANHATTAN CO. LLC.$16.1M1
204Andra AP-fonden$16.1M1
205MERCER GLOBAL ADVISORS INC /ADV$16.1M1
206Cardinal Capital Management, Inc.$16.1M1
207CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$16.0M1
208BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$16.0M1
209Stockman Wealth Management, Inc.$15.9M1
210Woodline Partners LP$15.8M1
211TOCQUEVILLE ASSET MANAGEMENT L.P.$15.8M1
212IEQ CAPITAL, LLC$15.6M1
213Bridgewater Associates, LP$15.4M1
214STEPHENS INC /AR/$15.1M1
215Cander Asset Management LP$14.8M1
216Danica Pension, Livsforsikringsaktieselskab$14.7M1
217FARMERS & MERCHANTS INVESTMENTS INC$14.5M1
218Gradient Investments LLC$14.3M1
219OPPENHEIMER & CO INC$14.2M1
220Taikang Asset Management (Hong Kong) Co Ltd$14.1M1
221American Assets Investment Management, LLC$14.0M1
222Pathstone Holdings, LLC$14.0M1
223Daiwa Securities Group Inc.$14.0M1
224HB Wealth Management, LLC$13.7M1
225Ethic Inc.$13.6M1
226QRG CAPITAL MANAGEMENT, INC.$13.6M1
227ExodusPoint Capital Management, LP$13.5M1
228Sumitomo Mitsui DS Asset Management Company, Ltd$13.2M1
229Y-Intercept (Hong Kong) Ltd$13.2M1
230Utah Retirement Systems$13.2M1
231KANAWHA CAPITAL MANAGEMENT LLC$13.1M1
232LOUNTZIS ASSET MANAGEMENT, LLC$13.0M1
233Lido Advisors, LLC$13.0M1
234Palisade Asset Management, LLC$13.0M1
235CWM, LLC$12.6M1
236NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12.5M1
237USS Investment Management Ltd$12.5M1
238Rockefeller Capital Management L.P.$12.5M1
239MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$12.4M1
240GUGGENHEIM CAPITAL LLC$12.4M1
241Brookstone Capital Management$12.1M1
242NEW YORK LIFE INVESTMENT MANAGEMENT LLC$12.0M1
243KING LUTHER CAPITAL MANAGEMENT CORP$12.0M1
244Neuberger Berman Group LLC$12.0M1
245Rakuten Investment Management, Inc.$11.8M1
246Keystone Financial Planning, Inc.$11.7M1
247TCV Trust & Wealth Management, Inc.$11.7M1
248SFE Investment Counsel$11.6M1
249NEOS Investment Management LLC$11.6M1
250Sanctuary Advisors, LLC$11.5M1
251Kestra Advisory Services, LLC$11.2M1
252Aspen Capital Management, LLC$11.2M1
253Goelzer Investment Management, Inc.$10.7M1
254UMB Bank, n.a.$10.6M1
255DAVENPORT & Co LLC$10.6M1
256Meiji Yasuda Asset Management Co Ltd.$10.6M1
257SKBA CAPITAL MANAGEMENT LLC$10.6M1
258Allspring Global Investments Holdings, LLC$10.5M1
259DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$10.5M1
260INTECH INVESTMENT MANAGEMENT LLC$10.5M1
261NISSAY ASSET MANAGEMENT CORP /JAPAN$10.4M1
262MAI Capital Management$10.3M1
263Foster Victor Wealth Advisors, LLC$10.3M1
264&PARTNERS$10.1M1
265NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$10.1M1
266Atria Investments, Inc$9.9M1
267S.E.E.D. Planning Group LLC$9.9M1
268AustralianSuper Pty Ltd$9.8M1
269BENJAMIN EDWARDS INC$9.8M1
270Empowered Funds, LLC$9.7M1
271MALTESE CAPITAL MANAGEMENT LLC$9.6M1
272Tweedy, Browne Co LLC$9.6M1
273YOUSIF CAPITAL MANAGEMENT, LLC$9.6M1
274Mitsubishi UFJ Trust & Banking Corp$9.4M1
275BOKF, NA$9.3M1
276MACQUARIE GROUP LTD$9.3M1
277OREGON PUBLIC EMPLOYEES RETIREMENT FUND$9.3M1
278ABN AMRO INVESTMENT SOLUTIONS$8.9M1
279Hudson Bay Capital Management LP$8.9M1
280ArrowMark Colorado Holdings LLC$8.9M1
281Connor, Clark & Lunn Investment Management Ltd.$8.8M1
282NEW ENGLAND ASSET MANAGEMENT INC$8.8M1
283INTACT INVESTMENT MANAGEMENT INC.$8.7M1
284Generali Asset Management SPA SGR$8.6M1
285Cresset Asset Management, LLC$8.6M1
286MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.6M1
287Sequoia Financial Advisors, LLC$8.5M1
288RITHOLTZ WEALTH MANAGEMENT$8.5M1
289Sterling Capital Management LLC$8.5M1
290CULBERTSON A N & CO INC$8.4M1
291EASTERN BANK$8.4M1
292OP Asset Management Ltd$8.3M1
293Polar Asset Management Partners Inc.$8.3M1
294ASR Vermogensbeheer N.V.$8.3M1
295Kentucky Trust Co$8.3M1
296Vanguard Personalized Indexing Management, LLC$8.2M1
297Genus Capital Management Inc.$8.2M1
298TD Waterhouse Canada Inc.$8.1M1
299ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$8.1M1
300Lombard Odier Asset Management (Switzerland) SA$8.1M1
301Ironwood Investment Counsel, LLC$8.0M1
302NOMURA HOLDINGS INC$7.9M1
303BLAIR WILLIAM & CO/IL$7.8M1
304Elo Mutual Pension Insurance Co$7.7M1
305ASSOCIATED BANC-CORP$7.7M1
306KORNITZER CAPITAL MANAGEMENT INC /KS$7.6M1
307SUMMITRY LLC$7.6M1
308Calamos Advisors LLC$7.6M1
309Cinctive Capital Management LP$7.4M1
310LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$7.3M1
311Fideuram Asset Management (Ireland) dac$7.2M1
312Ellsworth Advisors, LLC$7.1M1
313Jefferies Financial Group Inc.$7.0M1
314FIRST NATIONAL BANK OF OMAHA$7.0M1
315LOOMIS SAYLES & CO L P$6.9M1
316Beacon Pointe Advisors, LLC$6.9M1
317LMG Wealth Partners, LLC$6.9M1
318Faithward Advisors, LLC$6.8M1
319OMERS ADMINISTRATION Corp$6.7M1
320DMKC Advisory Services, LLC$6.7M1
321Sandhill Capital Partners LLC$6.7M1
322WESTPAC BANKING CORP$6.7M1
323Federation des caisses Desjardins du Quebec$6.6M1
324MONARCH CAPITAL MANAGEMENT INC$6.5M1
325NewEdge Advisors, LLC$6.5M1
326Allworth Financial LP$6.5M1
327EP Wealth Advisors, LLC$6.5M1
328First Nebraska Trust Co$6.4M1
329Prospera Financial Services Inc$6.3M1
330NWAM LLC$6.3M1
331Pinnacle Financial Partners, Inc.$6.2M1
332Vident Advisory, LLC$6.2M1
333Obermeyer Wealth Partners$6.1M1
334COLDSTREAM CAPITAL MANAGEMENT INC$6.1M1
335Cypress Capital Group$6.1M1
336Avanza Fonder AB$6.0M1
337Alley Investment Management Company, LLC$6.0M1
338Lighthouse Investment Partners, LLC$5.9M1
339Siemens Fonds Invest GmbH$5.9M1
340Perennial Advisors, LLC$5.8M1
341KLCM Advisors, Inc.$5.8M1
342Investment Management Corp of Ontario$5.8M1
343Harvest Portfolios Group Inc.$5.8M1
344HOHIMER WEALTH MANAGEMENT, LLC$5.7M1
345SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.7M1
346Osmosis Investment Management UK Ltd$5.7M1
347Optiver Holding B.V.$5.7M1
348Glenview Trust Co$5.6M1
349Morningstar Investment Management LLC$5.6M1
350BCWM, LLC$5.6M1
351Dorsey & Whitney Trust CO LLC$5.6M1
352Envestnet Portfolio Solutions, Inc.$5.6M1
353PRUDENTIAL PLC$5.5M1
354AMG National Trust Bank$5.4M1
355Weiss Asset Management LP$5.4M1
356BROWN ADVISORY INC$5.4M1
357Signet Investment Advisory Group, Inc.$5.4M1
358Summit Financial Wealth Advisors, LLC$5.4M1
359LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$5.3M1
360STRATEGIC VALUE BANK PARTNERS LLC$5.2M1
361Qsemble Capital Management, LP$5.2M1
362Eliot Finkel Investment Counsel, LLC$5.2M1
363ARQ WEALTH ADVISORS, LLC$5.2M1
364Tidal Investments LLC$5.1M1
365Rice Partnership, LLC$5.1M1
366Equitable Holdings, Inc.$5.1M1
367Acumen Wealth Advisors, LLC$4.9M1
368MIZUHO SECURITIES USA LLC$4.9M1
369GHP Investment Advisors, Inc.$4.9M1
370SCHULHOFF & CO INC$4.8M1
371Providence Capital Advisors, LLC$4.8M1
372Illinois Municipal Retirement Fund$4.8M1
373Citizens Business Bank$4.8M1
374TOWNSQUARE CAPITAL LLC$4.8M1
375WASATCH ADVISORS LP$4.8M1
376Laird Norton Wetherby Trust Company, LLC$4.7M1
377KEYBANK NATIONAL ASSOCIATION/OH$4.7M1
378BOS Asset Management, LLC$4.7M1
379R.H. Investment Group, LLC$4.7M1
380Trexquant Investment LP$4.7M1
381Lakeside Advisors, INC.$4.7M1
382Edgemoor Investment Advisors, Inc.$4.7M1
383PRINCIPAL SECURITIES, INC.$4.7M1
384CHOREO, LLC$4.7M1
385Norinchukin Bank, The$4.6M1
386HARTFORD INVESTMENT MANAGEMENT CO$4.6M1
387Caprock Group, LLC$4.6M1
3881834 INVESTMENT ADVISORS CO$4.6M1
389Private Advisor Group, LLC$4.6M1
390WASHINGTON TRUST BANK$4.6M1
391Royal Fund Management, LLC$4.6M1
392Walkner Condon Financial Advisors LLC$4.5M1
393Compagnie Lombard Odier SCmA$4.5M1
394Carnegie Investment Counsel$4.5M1
395ICICI Prudential Asset Management Co Ltd$4.5M1
396Avantax Planning Partners, Inc.$4.5M1
397Orion Porfolio Solutions, LLC$4.4M1
398MGO ONE SEVEN LLC$4.3M1
399Aster Capital Management (DIFC) Ltd$4.3M1
400Independent Advisor Alliance$4.3M1
401Waverly Advisors, LLC$4.3M1
402HENGEHOLD CAPITAL MANAGEMENT LLC$4.3M1
403GRIMES & Co WEALTH MANAGEMENT, LLC$4.2M1
404Machina Capital S.A.S.$4.2M1
405Synergy Asset Management, LLC$4.2M1
406BAYBAN$4.2M1
407Oak Thistle LLC$4.1M1
408Curi Capital, LLC$4.1M1
409Detalus Advisors, LLC$4.1M1
410JANE STREET GROUP, LLC$4.1M1
411Maryland State Retirement & Pension System$4.1M1
412MONETA GROUP INVESTMENT ADVISORS LLC$4.0M1
413TRUE Private Wealth Advisors$4.0M1
414Merit Financial Group, LLC$4.0M1
415Mubadala Investment Co PJSC$4.0M1
416GRANDFIELD & DODD, LLC$3.9M1
417KMG FIDUCIARY PARTNERS, LLC$3.9M1
418All Terrain Financial Advisors, LLC$3.9M1
419Bank Pictet & Cie (Europe) AG$3.9M1
420WealthTrust Asset Management, LLC$3.8M1
421Philip James Wealth Mangement, LLC$3.8M1
422Concurrent Investment Advisors, LLC$3.8M1
423Slagle Financial, LLC$3.8M1
424Aptus Capital Advisors, LLC$3.8M1
425VISTA INVESTMENT PARTNERS II, LLC$3.8M1
426Johnson Financial Group, Inc.$3.7M1
427ING GROEP NV$3.7M1
428ALKEME WEALTH, LLC$3.7M1
429Vinva Investment Management Ltd$3.6M1
430Ascent Group, LLC$3.6M1
431Mutual Advisors, LLC$3.6M1
432UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.6M1
433MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$3.6M1
434FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$3.6M1
435Community Bank of Raymore$3.6M1
436QUADRANT CAPITAL GROUP LLC$3.5M1
437Brookmont Capital Management$3.5M1
438Dai-ichi Life Insurance Company, Ltd$3.5M1
439AGF MANAGEMENT LTD$3.5M1
440Focus Partners Advisor Solutions, LLC$3.5M1
441TWO SIGMA INVESTMENTS, LP$3.5M1
442Dana Investment Advisors, Inc.$3.5M1
443Caption Management, LLC$3.4M1
444Cascade Investment Advisors, Inc.$3.4M1
445CITIZENS FINANCIAL GROUP INC/RI$3.4M1
446FIL Ltd$3.3M1
447Savant Capital, LLC$3.3M1
448MUFG Securities EMEA plc$3.3M1
449CENTRAL TRUST Co$3.3M1
450NAPLES GLOBAL ADVISORS, LLC$3.3M1
451GREAT LAKES ADVISORS, LLC$3.3M1
452OFI INVEST ASSET MANAGEMENT$3.3M1
453AG2R LA MONDIALE GESTION D'ACTIFS$3.3M1
454Steward Partners Investment Advisory, LLC$3.3M1
455FIDUCIARY TRUST CO$3.2M1
456LVW Advisors, LLC$3.2M1
457Advisors Asset Management, Inc.$3.1M1
458Metis Global Partners, LLC$3.1M1
459Voleon Capital Management LP$3.1M1
460Granite Group Advisors, LLC$3.1M1
461Integras Partners LLC$3.1M1
462Banque Cantonale Vaudoise$3.1M1
463Loudon Investment Management, LLC$3.1M1
464Accredited Investors Inc.$3.1M1
465PINNACLE ASSOCIATES LTD$3.0M1
466OneAscent Wealth Management LLC$3.0M1
467Bill Few Associates, Inc.$3.0M1
468Saudi Central Bank$3.0M1
469World Investment Advisors$3.0M1
470Raleigh Capital Management Inc.$3.0M1
471Tradition Wealth Management, LLC$2.9M1
472HIGHLAND CAPITAL MANAGEMENT, LLC$2.9M1
473FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$2.9M1
474America First Investment Advisors, LLC$2.9M1
475New Age Alpha Advisors, LLC$2.9M1
476FULTON BANK, N.A.$2.8M1
477Bleakley Financial Group, LLC$2.8M1
478E. Ohman J:or Asset Management AB$2.8M1
479Parcion Private Wealth LLC$2.8M1
480HBK Sorce Advisory LLC$2.8M1
481Hillman Capital Management, Inc.$2.7M1
482TOKIO MARINE ASSET MANAGEMENT CO LTD$2.7M1
483Cornerstone Wealth Management, LLC$2.7M1
484Keudell/Morrison Wealth Management$2.7M1
485XML Financial, LLC$2.7M1
486MITCHELL & PAHL PRIVATE WEALTH, LLC$2.7M1
487Assenagon Asset Management S.A.$2.7M1
488BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.7M1
489Summit Trail Advisors, LLC$2.7M1
490OPPENHEIMER ASSET MANAGEMENT INC.$2.6M1
491EVERGREEN CAPITAL MANAGEMENT LLC$2.6M1
492Vise Technologies, Inc.$2.6M1
493Hills Bank & Trust Co$2.6M1
494Verdence Capital Advisors LLC$2.6M1
495Shoker Investment Counsel, Inc.$2.6M1
496Kingsview Wealth Management, LLC$2.6M1
497Marks Group Wealth Management, Inc$2.6M1
498NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.6M1
499Focus Financial Network, Inc.$2.6M1
500RW Investment Management LLC$2.6M1
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)0 buy / 2 sell
Congress net ($ bound)−$30.0K to −$2.0K
Filers net (actions)not in build
Filers net ($ 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 USB

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for USB · financials and macro

Financials — as filed PLANNED

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