Public record / Tickers / USFD

USFD — US Foods Holding Corp.

Both disclosure regimes on one name: who in Congress filed about USFD, 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
24
all PTR rows naming USFD
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
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

Tim Moore · $15.0K–$50.0K

Purchase · traded 2025-03-04 → filed 2025-04-14. Ranked over every USFD row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING USFD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning USFD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 07-10 +34d$1K–$15K
2025-04-14Tim Moore R–NC-14PurchaseTraded 03-04 +41d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 24 ↗

Members active in USFD

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

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

Congress ↔ notable managers · USFD

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

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

Merged timeline of congressional filings and notable-manager moves on USFD
DateWhoChangeSize
2026-05-15Lone Pine Capital 13Fnew+3,795,998 sh
2026-05-15Gotham Asset Management 13Fadd+50,540 sh
2026-05-15Glenview Capital 13Ftrim−753,756 sh
2026-05-15Bridgewater Associates 13Ftrim−182,123 sh
2026-05-14Caxton Associates 13Ftrim−3,390 sh

5 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 USFD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.9B1
2Boston Partners$1.5B1
3WELLINGTON MANAGEMENT GROUP LLP$1.5B1
4FMR LLC$1.3B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$941M1
6VANGUARD CAPITAL MANAGEMENT LLC$913M1
7Capital World Investors$717M1
8STATE STREET CORP$634M1
9Invesco Ltd.$564M1
10VICTORY CAPITAL MANAGEMENT INC$560M1
11D1 Capital Partners L.P.$395M1
12PRIMECAP MANAGEMENT CO/CA/$364M1
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/$358M1
14LONE PINE CAPITAL LLC$350M1
15DIMENSIONAL FUND ADVISORS LP$316M1
16MORGAN STANLEY$305M1
17Artisan Partners Limited Partnership$278M1
18BANK OF MONTREAL /CAN/$250M1
19ALLIANCEBERNSTEIN L.P.$200M1
20UBS Group AG$184M1
21NORTHERN TRUST CORP$174M1
22Capital International Investors$172M1
23Pertento Partners LLP$171M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$158M1
25AQR CAPITAL MANAGEMENT LLC$157M1
26Avantyr Capital Partners, LP$148M1
27BANK OF AMERICA CORP /DE/$140M1
28DEUTSCHE BANK AG\$127M1
29VANGUARD FIDUCIARY TRUST CO$126M1
30FRANKLIN RESOURCES INC$115M1
31UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$114M1
32Atalan Capital Partners, LP$96.9M1
33ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$94.3M1
34BROWN ADVISORY INC$84.3M1
35RAYMOND JAMES FINANCIAL INC$75.1M1
36PARNASSUS INVESTMENTS, LLC$74.7M1
37COMMERCE BANK$70.2M1
38MANUFACTURERS LIFE INSURANCE COMPANY, THE$64.8M1
39D. E. Shaw & Co., Inc.$62.9M1
40Quantinno Capital Management LP$60.9M1
41Polar Capital Holdings Plc$60.1M1
42CI INVESTMENTS INC.$57.8M1
43Chescapmanager LLC$48.7M1
44Qube Research & Technologies Ltd$47.3M1
45SEI INVESTMENTS CO$46.4M1
46SCHRODER INVESTMENT MANAGEMENT GROUP$46.0M1
47Nuveen, LLC$45.9M1
48PRINCIPAL FINANCIAL GROUP INC$45.4M1
49Gotham Asset Management, LLC$43.3M1
50Retirement Systems of Alabama$42.9M1
51CIBC Bancorp USA Inc.$42.6M1
52JANE STREET GROUP, LLC$41.7M1
53Pictet Asset Management Holding SA$41.4M1
54Swiss National Bank$40.7M1
55COOKSON PEIRCE & CO INC$40.0M1
56MILLENNIUM MANAGEMENT LLC$39.5M1
57JUPITER ASSET MANAGEMENT LTD$38.0M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$37.6M1
59SUVRETTA CAPITAL MANAGEMENT, LLC$36.5M1
60WELLS FARGO & COMPANY/MN$36.2M1
61CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$35.9M1
62BARCLAYS PLC$35.8M1
63GLENVIEW CAPITAL MANAGEMENT, LLC$35.4M1
64OSTERWEIS CAPITAL MANAGEMENT INC$32.6M1
65Legal & General Group Plc$31.5M1
66Janus Henderson Group Ltd.$30.5M1
67TD ASSET MANAGEMENT INC$29.7M1
68B. Metzler seel. Sohn & Co. AG$27.8M1
69NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$27.3M1
70Artemis Investment Management LLP$26.9M1
71Clarkston Capital Partners, LLC$26.7M1
72South Street Advisors LLC$24.8M1
73Ensign Peak Advisors, Inc$22.2M1
74ENVESTNET ASSET MANAGEMENT INC$22.2M1
75Avalon Trust Co$21.9M1
76Vident Advisory, LLC$21.5M1
77CLEARFIELD CAPITAL MANAGEMENT LP$21.4M1
78OP Asset Management Ltd$21.3M1
79VANGUARD ASSET MANAGEMENT, Ltd$18.5M1
80CITIGROUP INC$18.5M1
81Alyeska Investment Group, L.P.$18.3M1
82AMERICAN CENTURY COMPANIES INC$17.3M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$17.0M1
84WESTWOOD HOLDINGS GROUP INC$17.0M1
85CITADEL ADVISORS LLC$16.7M1
86LMR Partners LLP$16.6M1
87VOYA INVESTMENT MANAGEMENT LLC$16.5M1
88Illinois Municipal Retirement Fund$15.2M1
89INTECH INVESTMENT MANAGEMENT LLC$15.2M1
90STATE OF WISCONSIN INVESTMENT BOARD$13.9M1
91Universal- Beteiligungs- und Servicegesellschaft mbH$13.6M1
92FIRST TRUST ADVISORS LP$13.3M1
93STEADFAST CAPITAL MANAGEMENT LP$12.5M1
94Curi Capital, LLC$12.0M1
95Focus Partners Wealth$11.9M1
96BRANT POINT INVESTMENT MANAGEMENT LLC$11.6M1
97SEGALL BRYANT & HAMILL, LLC$11.0M1
98O'SHAUGHNESSY ASSET MANAGEMENT, LLC$10.4M1
99PANAGORA ASSET MANAGEMENT INC$10.3M1
100Sessa Capital IM, L.P.$10.2M1
101LPL Financial LLC$9.7M1
102Vanguard Global Advisers, LLC$9.2M1
103Ararat Capital Management LP$9.1M1
104CONTRAVISORY INVESTMENT MANAGEMENT, INC.$9.0M1
105PRUDENTIAL FINANCIAL INC$9.0M1
106Moran Wealth Management, LLC$8.8M1
107Zurcher Kantonalbank (Zurich Cantonalbank)$8.2M1
108Allianz Asset Management GmbH$7.9M1
109MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.8M1
110SaddleRock Capital Management LLC$7.6M1
111Corient Private Wealth LLC$7.0M1
112SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.0M1
113COZAD ASSET MANAGEMENT INC$7.0M1
114FIFTH THIRD BANCORP$7.0M1
115Allspring Global Investments Holdings, LLC$6.9M1
116State of New Jersey Common Pension Fund D$6.8M1
117Federation des caisses Desjardins du Quebec$6.6M1
118BNP Paribas Asset Management Holding S.A.$6.5M1
119Northwest & Ethical Investments L.P.$6.2M1
120Aquatic Capital Management LLC$6.2M1
121Strategic Global Advisors, LLC$6.0M1
122NOMURA ASSET MANAGEMENT CO LTD$5.9M1
123TWO SIGMA INVESTMENTS, LP$5.8M1
124Arizona State Retirement System$5.6M1
125NORDEA INVESTMENT MANAGEMENT AB$5.6M1
126TEACHER RETIREMENT SYSTEM OF TEXAS$5.5M1
127NISSAY ASSET MANAGEMENT CORP /JAPAN$5.4M1
128Verdence Capital Advisors LLC$5.4M1
129Bridgewater Associates, LP$5.4M1
130Oliver Luxxe Assets LLC$5.3M1
131Empowered Funds, LLC$5.3M1
132Interval Partners, LP$5.3M1
133Vanguard Investments Australia, Ltd.$5.1M1
134COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.1M1
135KR Capital LP$5.0M1
136STATE OF MICHIGAN RETIREMENT SYSTEM$4.9M1
137Man Group plc$4.9M1
138Creative Planning$4.8M1
139Amundi$4.8M1
140Kestra Advisory Services, LLC$4.7M1
141CWM, LLC$4.7M1
142NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$4.6M1
143Trexquant Investment LP$4.5M1
144Dynasty Wealth Management, LLC$4.3M1
145QRG CAPITAL MANAGEMENT, INC.$4.3M1
146Robbins Farley$4.2M1
147Brevan Howard Capital Management LP$4.2M1
148OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.2M1
149ROYAL BANK OF CANADA$4.0M1
150MERCER GLOBAL ADVISORS INC /ADV$3.9M1
151Assenagon Asset Management S.A.$3.9M1
152TD Waterhouse Canada Inc.$3.8M1
153Ameritas Investment Partners, Inc.$3.7M1
154Elo Mutual Pension Insurance Co$3.7M1
155WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.7M1
156OSAIC HOLDINGS, INC.$3.5M1
157Pathstone Holdings, LLC$3.4M1
158Brooklyn Investment Group$3.4M1
159Utah Retirement Systems$3.4M1
160TRUIST FINANCIAL CORP$3.3M1
161Mitsubishi UFJ Trust & Banking Corp$3.3M1
162Catalyst Capital Advisors LLC$3.2M1
163HANCOCK WHITNEY CORP$3.2M1
164XPONANCE LLC$3.0M1
165Vanguard Personalized Indexing Management, LLC$2.9M1
166FEDERATED HERMES, INC.$2.9M1
167Cerity Partners LLC$2.9M1
168CREDIT AGRICOLE S A$2.9M1
169Hudson Bay Capital Management LP$2.8M1
170Harvest Investment Services, LLC$2.8M1
171Keebeck Wealth Management$2.7M1
172Eurizon Capital SGR S.p.A.$2.7M1
173HighTower Advisors, LLC$2.7M1
174Avior Wealth Management, LLC$2.7M1
175US BANCORP \DE\$2.7M1
176Summit Trail Advisors, LLC$2.6M1
177RITHOLTZ WEALTH MANAGEMENT$2.5M1
178NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.5M1
179Westover Capital Advisors, LLC$2.5M1
180Atria Investments, Inc$2.4M1
181EP Wealth Advisors, LLC$2.3M1
182SIRIOS CAPITAL MANAGEMENT L P$2.2M1
183Cetera Investment Advisers$2.2M1
184Tidal Investments LLC$2.1M1
185&PARTNERS$2.1M1
186Candriam S.C.A.$2.1M1
187Jain Global LLC$2.0M1
188ELEVATION POINT WEALTH PARTNERS, LLC$1.9M1
189QUADRANT CAPITAL GROUP LLC$1.9M1
190OneDigital Investment Advisors LLC$1.8M1
191Capital International Sarl$1.8M1
192NewEdge Wealth, LLC$1.8M1
193EAGLE ROCK INVESTMENT COMPANY, LLC$1.8M1
194DAVENPORT & Co LLC$1.7M1
195MACKENZIE FINANCIAL CORP$1.7M1
196Crossmark Global Holdings, Inc.$1.7M1
197Swiss Life Asset Management Ltd$1.7M1
198Merit Financial Group, LLC$1.7M1
199Callan Family Office, LLC$1.6M1
200Edgestream Partners, L.P.$1.6M1
201GATEWAY INVESTMENT ADVISERS LLC$1.5M1
202SECURIAN ASSET MANAGEMENT, INC$1.5M1
203Triangle Securities Wealth Management$1.5M1
204Advisors Asset Management, Inc.$1.4M1
205M&T BANK CORP$1.4M1
206AXQ CAPITAL, LP$1.4M1
207WRIGHT INVESTORS SERVICE INC$1.4M1
208MGO ONE SEVEN LLC$1.4M1
209COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
210TOCQUEVILLE ASSET MANAGEMENT L.P.$1.3M1
211Gradient Investments LLC$1.3M1
212STIFEL FINANCIAL CORP$1.3M1
213EXCHANGE TRADED CONCEPTS, LLC$1.3M1
214Vestmark Advisory Solutions, Inc.$1.3M1
215Oak Thistle LLC$1.3M1
216Sowell Financial Services LLC$1.3M1
217Pallas Capital Advisors LLC$1.2M1
218BFSG, LLC$1.2M1
219Sequoia Financial Advisors, LLC$1.2M1
220United Asset Strategies, Inc.$1.2M1
221Argos Wealth Advisors, LLC$1.1M1
222Savoir Faire Capital Management, L.P.$1.1M1
223Caprock Group, LLC$1.1M1
224FULTON BANK, N.A.$1.1M1
225Kesler, Norman & Wride, LLC$1.1M1
226Sanctuary Advisors, LLC$1.1M1
227Maryland State Retirement & Pension System$1.0M1
228Quadrature Capital Ltd$1.0M1
229EVERGREEN CAPITAL MANAGEMENT LLC$1.0M1
230TEMA ETFS LLC$963K1
231NewEdge Advisors, LLC$956K1
232AFFINITY INVESTMENT ADVISORS, LLC$950K1
233Tower Research Capital LLC (TRC)$949K1
234Rockefeller Capital Management L.P.$921K1
235Centiva Capital, LP$921K1
236HB Wealth Management, LLC$900K1
237Reliant Investment Partners, LLC$895K1
238Schonfeld Strategic Advisors LLC$879K1
239MML INVESTORS SERVICES, LLC$865K1
240Compound Planning, Inc.$833K1
241UNITED CAPITAL FINANCIAL ADVISORS, LLC$830K1
242Suncoast Equity Management$823K1
243ProShare Advisors LLC$816K1
244ARQ WEALTH ADVISORS, LLC$804K1
245HSBC HOLDINGS PLC$797K1
246Krilogy Financial LLC$771K1
247Laird Norton Wetherby Trust Company, LLC$771K1
248Stonehage Fleming Financial Services Holdings Ltd$765K1
249Kera Capital Partners, Inc.$759K1
250GUGGENHEIM CAPITAL LLC$759K1
251CAXTON ASSOCIATES LLP$748K1
252Inscription Capital, LLC$734K1
253HMS Capital Management, LLC$732K1
254SHUFRO ROSE & CO LLC$725K1
255MIRABELLA FINANCIAL SERVICES LLP$713K1
256Focus Partners Advisor Solutions, LLC$701K1
257Savant Capital, LLC$700K1
258SHELTON CAPITAL MANAGEMENT$678K1
259Hook Mill Capital Partners, LP$675K1
260SEEDS INVESTOR LLC$668K1
261Aaron Wealth Advisors LLC$660K1
262EntryPoint Capital, LLC$653K1
263Aster Capital Management (DIFC) Ltd$642K1
264CIBC Asset Management Inc$640K1
265Private Advisor Group, LLC$627K1
266Orion Porfolio Solutions, LLC$617K1
267North Dakota State Investment Board$598K1
268KILEY JUERGENS WEALTH MANAGEMENT, LLC$595K1
269Chicago Partners Investment Group LLC$593K1
270OPPENHEIMER ASSET MANAGEMENT INC.$590K1
271Numerai GP LLC$586K1
272TECTONIC ADVISORS LLC$578K1
273Banque Transatlantique SA$578K1
274COLDSTREAM CAPITAL MANAGEMENT INC$566K1
275Sovereign's Capital Management, LLC$564K1
276Prospera Financial Services Inc$554K1
277CENTRAL TRUST Co$552K1
278Ballentine Partners, LLC$547K1
279Polymer Capital Management (US) LLC$529K1
280LAZARD ASSET MANAGEMENT LLC$528K1
281Legacy Capital Group California, Inc.$504K1
282SAGESPRING WEALTH PARTNERS, LLC$500K1
283BENJAMIN EDWARDS INC$490K1
284Perbak Capital Partners LLP$487K1
285Baker Avenue Asset Management, LP$487K1
286Lido Advisors, LLC$487K1
287CHOREO, LLC$484K1
288ALPS ADVISORS INC$482K1
289Vise Technologies, Inc.$480K1
290INCEPTIONR LLC$471K1
291Meiji Yasuda Asset Management Co Ltd.$469K1
292JOURNEY STRATEGIC WEALTH LLC$467K1
293Vontobel Holding Ltd.$467K1
294GLOBALT Investments LLC / GA$455K1
295WealthTrust Axiom LLC$452K1
296SPIREPOINT PRIVATE CLIENT, LLC$450K1
297AE Wealth Management LLC$449K1
298Marks Group Wealth Management, Inc$444K1
299One Wealth Advisors, LLC$441K1
300Resona Asset Management Co.,Ltd.$429K1
301AlphaCore Capital LLC$426K1
302Nemes Rush Group LLC$420K1
303Baader Bank Aktiengesellschaft$417K1
304PICTON MAHONEY ASSET MANAGEMENT$414K1
305Waverly Advisors, LLC$413K1
306Owlhouse Capital LP$406K1
307NATIONAL BANK OF CANADA /FI/$398K1
308BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$393K1
309Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$393K1
310NFSG Corp$391K1
311Composition Wealth, LLC$382K1
312UMB Bank, n.a.$378K1
313LVW Advisors, LLC$378K1
314EVOLVE PRIVATE WEALTH, LLC$371K1
315PROFUND ADVISORS LLC$370K1
316Optas, LLC$370K1
317WADDELL & ASSOCIATES, LLC$355K1
318Kaufman Rossin Wealth, LLC$354K1
319Dakota Wealth Management$349K1
320Claro Advisors Inc.$347K1
321Wedmont Private Capital$346K1
322Ascent Group, LLC$343K1
323Pinnacle Wealth Planning Services, Inc.$333K1
324Jefferies Financial Group Inc.$331K1
325Kathmere Capital Management, LLC$330K1
326OLD NATIONAL BANCORP /IN/$330K1
327INTRUST BANK NA$329K1
328SAGE RHINO CAPITAL LLC$328K1
329J. Safra Sarasin Holding AG$327K1
330HUB Investment Partners, LLC$323K1
331ANGELES WEALTH MANAGEMENT, LLC$311K1
332Pinnacle Financial Partners, Inc.$309K1
333State of Wyoming$302K1
334Snowden Capital Advisors LLC$293K1
335BOOTHBAY FUND MANAGEMENT, LLC$292K1
336Bull Harbor Capital LLC$287K1
337Rafferty Asset Management, LLC$286K1
338Sivia Capital Partners, LLC$283K1
339Verition Fund Management LLC$282K1
340GeoWealth Management, LLC$274K1
341Regal Investment Advisors LLC$274K1
342Steward Partners Investment Advisory, LLC$272K1
343Cambria Investment Management, L.P.$268K1
344BIRCH FINANCIAL GROUP, LLC$261K1
345KESTRA PRIVATE WEALTH SERVICES, LLC$260K1
346BLAIR WILLIAM & CO/IL$256K1
347Wealthspire Advisors, LLC$250K1
348CIDEL ASSET MANAGEMENT INC$247K1
349Clearstead Advisors, LLC$244K1
350Werba Rubin Papier Wealth Management$244K1
351Tower Wealth Partners, Inc.$239K1
352Indivisible Partners$237K1
353XXI WEALTH, LLC$228K1
354Oxinas Partners, LLC$228K1
355Davis Investment Partners, LLC$228K1
356Resonant Capital Advisors, LLC$227K1
357Frec Markets, Inc.$226K1
358EARNED WEALTH ADVISORS, LLC$225K1
359Calamos Advisors LLC$219K1
360Calamos Wealth Management LLC$219K1
361KEYBANK NATIONAL ASSOCIATION/OH$219K1
362NorthCrest Asset Manangement, LLC$216K1
363LGT Group Foundation$215K1
364WEALTH ALLIANCE, LLC$213K1
365Integrated Quantitative Investments LLC$211K1
366EVOKE WEALTH, LLC$209K1
367FIDELIS CAPITAL PARTNERS, LLC$209K1
368Quantum Financial Advisors, LLC$207K1
369NORDEN GROUP LLC$204K1
370Symmetry Partners, LLC$204K1
371CHILDRESS CAPITAL ADVISORS, LLC$203K1
372Meeder Advisory Services, Inc.$203K1
373Fieldview Capital Management, LLC$202K1
374Commonwealth Financial Services, LLC$200K1
375SIGNATUREFD, LLC$197K1
376Scarborough Advisors, LLC$196K1
377Allworth Financial LP$193K1
378MATHER GROUP, LLC.$189K1
379NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$164K1
380Larson Financial Group LLC$156K1
381MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$148K1
382Quarry LP$136K1
383True Wealth Design, LLC$127K1
384WESTPAC BANKING CORP$120K1
385FIL Ltd$119K1
386STEPH & CO$110K1
387AlphaCentric Advisors LLC$103K1
388Arax Advisory Partners$99.1K1
389Smartleaf Asset Management LLC$90.5K1
390MACQUARIE GROUP LTD$86.4K1
391Deseret Mutual Benefit Administrators$79.8K1
392Blue Trust, Inc.$76.4K1
393MAI Capital Management$61.5K1
394JONES FINANCIAL COMPANIES LLLP$59.2K1
395ASSETMARK, INC$57.7K1
396Bayforest Capital Ltd$55.6K1
397SJS Investment Consulting Inc.$54.9K1
398ISLAY CAPITAL MANAGEMENT, LLC$51.6K1
399WOLVERINE ASSET MANAGEMENT LLC$49.8K1
400STANCE CAPITAL LLC$46.1K1
401Parkside Financial Bank & Trust$39.1K1
402Mitsubishi UFJ Asset Management Co., Ltd.$35.3K1
403Transamerica Financial Advisors, LLC$34.1K1
404CVA Family Office, LLC$29.4K1
405Walleye Capital LLC$27.7K1
406Premier Fund Managers Ltd$27.5K1
407Measured Wealth Private Client Group, LLC$27.4K1
408Clark Wealth Partners$25.5K1
409BARROW HANLEY MEWHINNEY & STRAUSS LLC$25.5K1
410JFS WEALTH ADVISORS, LLC$24.2K1
411Geneos Wealth Management Inc.$23.5K1
412ARMSTRONG ADVISORY GROUP, INC$23.1K1
413Clearstead Trust, LLC$19.0K1
414Bell Investment Advisors, Inc$18.1K1
415Millstone Evans Group, LLC$17.7K1
416Retirement Wealth Solutions LLC$17.1K1
417Keating Financial Advisory Services, Inc.$16.1K1
418MEEDER ASSET MANAGEMENT INC$16.0K1
419Intentional Wealth Strategies, LLC$15.2K1
420Cherry Tree Wealth Management, LLC$14.8K1
421CANADA LIFE ASSURANCE Co$14.2K1
422Addison Advisors LLC$13.5K1
423Owl Creek Wealth Partners LLC$12.9K1
424ELEVATION WEALTH PARTNERS, LLC$11.6K1
425NATIXIS ADVISORS, LLC$11.3K1
426Asset Dedication, LLC$10.6K1
427WPG Advisers, LLC$10.6K1
428CALDWELL SUTTER CAPITAL, INC.$9.8K1
429Treasurer of the State of North Carolina$8.9K1
430BARTLETT & CO. WEALTH MANAGEMENT LLC$8.8K1
431HighMark Wealth Management LLC$8.5K1
432KBC Group NV$7.8K1
433Kemnay Advisory Services Inc.$7.7K1
434Triumph Capital Management$7.7K1
435Marquette Asset Management, LLC$7.6K1
436SHP Wealth Management$7.5K1
437Annis Gardner Whiting Capital Advisors, LLC$7.4K1
438Cassaday & Co Wealth Management LLC$7.1K1
439United Financial Planning Group LLC$6.8K1
440Beaird Harris Wealth Management, LLC$6.7K1
441INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$6.2K1
442Vanguard National Trust Co$5.7K1
443State of Alaska, Department of Revenue$5.7K1
444Dogwood Wealth Management LLC$5.6K1
445Elevated Capital Advisors, LLC$5.3K1
446First Pacific Financial$5.3K1
447THRIVENT FINANCIAL FOR LUTHERANS$5.2K1
448Rialto Wealth Management, LLC$5.2K1
449JPL Wealth Management, LLC$5.0K1
450DiNuzzo Private Wealth, Inc.$4.4K1
451Provenance Wealth Advisors, LLC$4.3K1
452Ritter Daniher Financial Advisory LLC / DE$4.2K1
453Salomon & Ludwin, LLC$3.8K1
454Kilter Group LLC$3.6K1
455RMG Wealth Management LLC$3.4K1
456Private Wealth Management Group, LLC$3.0K1
457Signature Equity Partners, LLC$3.0K1
458Spire Wealth Management$2.9K1
459Cromwell Holdings LLC$2.9K1
460South Dakota Investment Council$2.7K1
461JNBA Financial Advisors$2.5K1
462SouthState Bank Corp$2.4K1
463MidFirst Bank$2.4K1
464HRT FINANCIAL LP$2.4K1
465FINANCIAL CONSULATE, INC$2.3K1
466Fairman Group, LLC$2.2K1
467Abound Wealth Management$2.1K1
468N.E.W. Advisory Services LLC$2.0K1
469SkyView Investment Advisors, LLC$2.0K1
470BROWN, LISLE/CUMMINGS, INC.$1.8K1
471HFM Investment Advisors, LLC$1.5K1
472Prestige Wealth Management Group LLC$1.4K1
473Vermillion Wealth Management, Inc.$1.4K1
474MONTAG A & ASSOCIATES INC$1.4K1
475Sachetta, LLC$1.1K1
476WOLFF WIESE MAGANA LLC$9231
477Frazier Financial Advisors, LLC$9231
478Stone House Investment Management, LLC$9221
479TOTH FINANCIAL ADVISORY CORP$8301
480Vestcor Inc$7781
481Rakuten Securities, Inc.$7381
482Physician Wealth Advisors, Inc.$6461
483TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$5901
484Quaker Wealth Management, LLC$5541
485Seneschal Advisors, LLC$5541
486GHP Investment Advisors, Inc.$4621
487Grove Bank & Trust$4611
488MV CAPITAL MANAGEMENT, INC.$3691
489Investors Portfolio Services LLC$3411
490PARK AVENUE SECURITIES LLC$3211
491DekaBank Deutsche Girozentrale$3131
492American Capital Advisory, LLC$2771
493Claret Asset Management Corp$2731
494PEAPACK GLADSTONE FINANCIAL CORP$2301
495Manchester Capital Management LLC$1851
496West Branch Capital LLC$1851
497Employees Retirement System of Texas$1761
498TFC Financial Management, Inc.$931
499Harvest Fund Management Co., Ltd$581
500Smithfield Trust Co$311
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 / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 USFD

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for USFD · financials and macro

Financials — as filed PLANNED

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