Public record / Tickers / WSM

WSM — WILLIAMS SONOMA INC

Both disclosure regimes on one name: who in Congress filed about WSM, 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
12
all PTR rows naming WSM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
01-13
filed 2026-01-13
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

Julia Letlow · $1.0K–$15.0K

Purchase · traded 2025-07-25 → filed 2026-01-13. Ranked over every WSM row by the provable lower bound, never a point estimate.

No member disclosed WSM in the trailing 12 months

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

3 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

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WSM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WSM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2025-07-25 LATE·172d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2024-10-23 LATE·447d$1K–$15K
2022-08-13Susie Lee D–NV-3Sale · JT (jointly owned)Traded 2021-05-27 LATE·443d$1K–$15K
2021-06-14Susie Lee D–NV-3Sale · partial · JT (partial sale, jointly owned)Traded 05-27 +18d$1K–$15K
2021-05-05Susie Lee D–NV-3Sale · partial · JT (partial sale, jointly owned)Traded 03-24 +42d$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 12 ↗

Members active in WSM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed WSM in the trailing 12 months.

Congress ↔ notable managers · WSM

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

Adding
1 Gotham Asset Management $48.4M held
Trimming
1 Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · WILLIAMS SONOMA INC

Merged timeline of congressional filings and notable-manager moves on WSM
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+59,140 sh
2026-05-15Bridgewater Associates 13Fexit−2,663 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of WSM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.1B1
2Aristotle Capital Management, LLC$2.0B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.4B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B1
5STATE STREET CORP$1.1B1
6FMR LLC$758M1
7GEODE CAPITAL MANAGEMENT, LLC$694M1
8FIRST TRUST ADVISORS LP$486M1
9Invesco Ltd.$325M1
10UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$316M1
11VICTORY CAPITAL MANAGEMENT INC$293M1
12NORTHERN TRUST CORP$293M1
13DIMENSIONAL FUND ADVISORS LP$270M1
14Boston Partners$224M1
15BANK OF AMERICA CORP /DE/$202M1
16MORGAN STANLEY$193M1
17Leonard Green & Partners, L.P.$182M1
18VOYA INVESTMENT MANAGEMENT LLC$182M1
19PRINCIPAL FINANCIAL GROUP INC$180M1
20NORDEA INVESTMENT MANAGEMENT AB$160M1
21Bank of New York Mellon Corp$149M1
22D. E. Shaw & Co., Inc.$146M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$143M1
24UBS Group AG$136M1
25DEUTSCHE BANK AG\$133M1
26RENAISSANCE TECHNOLOGIES LLC$124M1
27VANGUARD FIDUCIARY TRUST CO$123M1
28CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$122M1
29Legal & General Group Plc$119M1
30Nuveen, LLC$115M1
31JACOBS LEVY EQUITY MANAGEMENT, INC$96.7M1
32Amundi$92.0M1
33ASSETMARK, INC$87.0M1
34TRUIST FINANCIAL CORP$86.7M1
35ENVESTNET ASSET MANAGEMENT INC$80.0M1
36AMERICAN CENTURY COMPANIES INC$79.8M1
37Clark Capital Management Group, Inc.$73.2M1
38Robeco Institutional Asset Management B.V.$71.4M1
39Quantinno Capital Management LP$69.4M1
40BNP Paribas Asset Management Holding S.A.$69.4M1
41WELLS FARGO & COMPANY/MN$68.2M1
42CITIGROUP INC$65.5M1
43Swiss National Bank$63.9M1
44Vest Financial, LLC$62.5M1
45Pictet Asset Management Holding SA$58.8M1
46SCHRODER INVESTMENT MANAGEMENT GROUP$56.7M1
47FRANKLIN RESOURCES INC$49.7M1
48Mitsubishi UFJ Asset Management Co., Ltd.$49.6M1
49HSBC HOLDINGS PLC$49.1M1
50National Pension Service$48.4M1
51Gotham Asset Management, LLC$48.4M1
52AQR CAPITAL MANAGEMENT LLC$48.3M1
53Vanguard Global Advisers, LLC$47.6M1
54Sumitomo Mitsui Trust Group, Inc.$47.5M1
55Advisors Capital Management, LLC$46.4M1
56BARCLAYS PLC$45.2M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$44.0M1
58Select Equity Group, L.P.$42.5M1
59VOLORIDGE INVESTMENT MANAGEMENT, LLC$40.7M1
60RAYMOND JAMES FINANCIAL INC$39.1M1
61VANGUARD ASSET MANAGEMENT, Ltd$37.2M1
62GLENMEDE TRUST CO NA$34.4M1
63Corient Private Wealth LLC$32.1M1
64Modera Wealth Management, LLC$32.0M1
65Moran Wealth Management, LLC$31.5M1
66Edgemoor Investment Advisors, Inc.$31.3M1
67SYSTEMATIC FINANCIAL MANAGEMENT LP$30.0M1
68CITADEL ADVISORS LLC$29.6M1
69Railway Pension Investments Ltd$28.4M1
70PACIFIC HEIGHTS ASSET MANAGEMENT LLC$27.3M1
71Rodgers Brothers Inc.$25.5M1
72PFA Pension, Forsikringsaktieselskab$24.7M1
73INVESTMENT HOUSE LLC$24.3M1
74Aberdeen Group plc$23.9M1
75NISA INVESTMENT ADVISORS, LLC$22.3M1
76AMERIPRISE FINANCIAL INC$21.9M1
77ALLIANCEBERNSTEIN L.P.$21.2M1
78MCRAE CAPITAL MANAGEMENT INC$21.0M1
79AVIVA PLC$20.9M1
80Zurcher Kantonalbank (Zurich Cantonalbank)$20.9M1
81WINMILL & CO. INC$20.4M1
82ROYAL BANK OF CANADA$19.9M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$19.7M1
84Aware Super Pty Ltd as trustee of Aware Super$19.6M1
85BANK OF MONTREAL /CAN/$19.5M1
86INTECH INVESTMENT MANAGEMENT LLC$19.0M1
87HighTower Advisors, LLC$16.0M1
88Illinois Municipal Retirement Fund$15.9M1
89Mitsubishi UFJ Trust & Banking Corp$15.9M1
90Hook Mill Capital Partners, LP$15.5M1
91SEI INVESTMENTS CO$15.2M1
92LPL Financial LLC$15.2M1
93TOCQUEVILLE ASSET MANAGEMENT L.P.$15.0M1
94Linscomb Wealth, Inc.$15.0M1
95SEB Asset Management AB$14.5M1
96STATE OF WISCONSIN INVESTMENT BOARD$13.7M1
97Distillate Capital Partners LLC$13.5M1
98NEW YORK STATE COMMON RETIREMENT FUND$13.4M1
99ADAGE CAPITAL PARTNERS GP, L.L.C.$12.5M1
100MANUFACTURERS LIFE INSURANCE COMPANY, THE$12.3M1
101Sequoia Financial Advisors, LLC$12.1M1
102KLP KAPITALFORVALTNING AS$12.1M1
103NATIONAL BANK OF CANADA /FI/$11.9M1
104MILLENNIUM MANAGEMENT LLC$11.9M1
105Asset Management One Co., Ltd.$11.7M1
106United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$11.6M1
107FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$11.0M1
108Vanguard Investments Australia, Ltd.$10.9M1
109Chevy Chase Trust Holdings, LLC$10.7M1
110Creative Planning$10.7M1
111PRUDENTIAL FINANCIAL INC$10.5M1
112US BANCORP \DE\$10.5M1
113Universal- Beteiligungs- und Servicegesellschaft mbH$10.4M1
114ROYAL LONDON ASSET MANAGEMENT LTD$10.3M1
115Focus Partners Wealth$10.3M1
116EFG International AG$10.0M1
117HS Management Partners, LLC$9.7M1
118Sienna Gestion$9.6M1
119PDT Partners, LLC$9.5M1
120Swiss Life Asset Management Ltd$9.3M1
121EVEXIA WEALTH LLC$9.2M1
122NICHOLAS COMPANY, INC.$9.2M1
123ODDO BHF ASSET MANAGEMENT SAS$9.1M1
124Squarepoint Ops LLC$9.1M1
125Fisher Asset Management, LLC$9.0M1
126DANSKE BANK A/S$8.8M1
127United Capital Management of KS, Inc.$8.8M1
128Y-Intercept (Hong Kong) Ltd$8.7M1
129NOMURA ASSET MANAGEMENT CO LTD$8.7M1
130DIVIDEND ASSETS CAPITAL, LLC$8.6M1
131Korea Investment CORP$8.6M1
132Tredje AP-fonden$8.4M1
133BANK OF NOVA SCOTIA$8.4M1
134CIBC Bancorp USA Inc.$8.3M1
135JGP Wealth Management, LLC$8.3M1
136Radnor Capital Management, LLC$8.1M1
137Empowered Funds, LLC$8.1M1
138TD ASSET MANAGEMENT INC$8.0M1
139Glassy Mountain Advisors, Inc.$8.0M1
140PRUDENTIAL PLC$7.8M1
141Resona Asset Management Co.,Ltd.$7.7M1
142Cerity Partners LLC$7.6M1
143State of New Jersey Common Pension Fund D$7.4M1
144SFE Investment Counsel$7.4M1
145Cetera Investment Advisers$7.4M1
146STATE OF MICHIGAN RETIREMENT SYSTEM$7.4M1
147PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$7.4M1
148Telos Capital Management, Inc.$7.2M1
149Ensign Peak Advisors, Inc$7.2M1
150COMMONWEALTH EQUITY SERVICES, LLC$7.2M1
151Goelzer Investment Management, Inc.$7.2M1
152SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.0M1
153Hamilton Point Investment Advisors, LLC$7.0M1
154Voleon Capital Management LP$6.7M1
155Lansforsakringar Fondforvaltning AB (publ)$6.7M1
156Pathstone Holdings, LLC$6.7M1
157STOREBRAND ASSET MANAGEMENT AS$6.5M1
158TORONTO DOMINION BANK$6.4M1
159Man Group plc$6.4M1
160B & T Capital Management DBA Alpha Capital Management$6.3M1
161Dana Investment Advisors, Inc.$6.2M1
162Beacon Pointe Advisors, LLC$5.9M1
163Czech National Bank$5.9M1
164Arizona State Retirement System$5.9M1
165Andra AP-fonden$5.9M1
166Vanguard Personalized Indexing Management, LLC$5.8M1
167O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.6M1
168CIBC Asset Management Inc$5.4M1
169Bell & Brown Wealth Advisors, LLC$5.3M1
170LEVEL FOUR ADVISORY SERVICES, LLC$5.3M1
171WESTWOOD HOLDINGS GROUP INC$5.2M1
172MetLife Investment Management, LLC$5.2M1
173M&T BANK CORP$5.2M1
174Roberts Wealth Advisors, LLC$5.1M1
175LAZARD ASSET MANAGEMENT LLC$5.1M1
176MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.1M1
177COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.1M1
178IFM Investors Pty Ltd$5.1M1
179Eurizon Capital SGR S.p.A.$5.0M1
180Elo Mutual Pension Insurance Co$5.0M1
181OFI INVEST ASSET MANAGEMENT$5.0M1
182Tabor Asset Management, LP$4.9M1
183BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.8M1
184Mirae Asset Global Investments Co., Ltd.$4.7M1
185Retirement Systems of Alabama$4.6M1
186DnB Asset Management AS$4.6M1
187Martin Capital Advisors, LLP$4.5M1
188Kerusso Capital Management LLC$4.4M1
189XPONANCE LLC$4.4M1
190Daiwa Securities Group Inc.$4.4M1
191Soltis Investment Advisors LLC$4.3M1
192Woodline Partners LP$4.3M1
193MACKENZIE FINANCIAL CORP$4.2M1
194Avidian Wealth Enterprises, LLC$4.2M1
195Laird Norton Wetherby Trust Company, LLC$4.2M1
196Tidal Investments LLC$4.2M1
197JLB & ASSOCIATES INC$4.2M1
198REGATTA CAPITAL GROUP, LLC$4.2M1
199BLAIR WILLIAM & CO/IL$4.1M1
200MERCER GLOBAL ADVISORS INC /ADV$4.1M1
201ROMANO BROTHERS AND COMPANY$4.1M1
202Centric Wealth Management$4.1M1
203COLDSTREAM CAPITAL MANAGEMENT INC$4.1M1
204Great Diamond Partners, LLC$4.1M1
205ING GROEP NV$4.0M1
206FIL Ltd$4.0M1
207MACQUARIE GROUP LTD$3.9M1
208XTX Topco Ltd$3.9M1
209Lakewood Asset Management LLC$3.9M1
210FEDERATED HERMES, INC.$3.8M1
211BOOTHBAY FUND MANAGEMENT, LLC$3.7M1
212FIFTH THIRD BANCORP$3.7M1
213SIG BROKERAGE, LP$3.7M1
214BEACON INVESTMENT ADVISORY SERVICES, INC.$3.6M1
215Insight Inv LLC$3.5M1
216Orion Porfolio Solutions, LLC$3.5M1
217PUBLIC SECTOR PENSION INVESTMENT BOARD$3.5M1
218Vontobel Holding Ltd.$3.5M1
219Bank Julius Baer & Co. Ltd, Zurich$3.5M1
220ProShare Advisors LLC$3.4M1
221MANNING & NAPIER ADVISORS LLC$3.4M1
222Utah Retirement Systems$3.4M1
223OMERS ADMINISTRATION Corp$3.4M1
224EVOLVE PRIVATE WEALTH, LLC$3.4M1
225M. Kulyk & Associates, LLC$3.4M1
226Zurich Insurance Group Ltd/FI$3.4M1
227Westerkirk Capital Inc.$3.4M1
228PRECEDENT WEALTH PARTNERS, LLC$3.3M1
229OSAIC HOLDINGS, INC.$3.3M1
230Havemeyer Place LP$3.2M1
231Quadrature Capital Ltd$3.2M1
232NEOS Investment Management LLC$3.2M1
233STIFEL FINANCIAL CORP$3.1M1
234Rakuten Investment Management, Inc.$3.1M1
235Cumberland Partners Ltd$3.1M1
236Edgestream Partners, L.P.$3.1M1
237STONEBRIDGE CAPITAL MANAGEMENT INC$3.1M1
238BLI - Banque de Luxembourg Investments$3.1M1
239CIBC WORLD MARKET INC.$3.0M1
240NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.0M1
241BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.0M1
242Jain Global LLC$3.0M1
243CANADA PENSION PLAN INVESTMENT BOARD$2.9M1
244ABN AMRO INVESTMENT SOLUTIONS$2.9M1
245NISSAY ASSET MANAGEMENT CORP /JAPAN$2.9M1
246Vision Capital Management, Inc.$2.8M1
247WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.8M1
248Sumitomo Mitsui DS Asset Management Company, Ltd$2.7M1
249MML INVESTORS SERVICES, LLC$2.7M1
250PARSONS CAPITAL MANAGEMENT INC/RI$2.7M1
251Walleye Capital LLC$2.7M1
252Ethic Inc.$2.7M1
253Genus Capital Management Inc.$2.7M1
254Janus Henderson Group Ltd.$2.6M1
255Kestra Advisory Services, LLC$2.6M1
256Freestone Grove Partners LP$2.6M1
257UniSuper Management Pty Ltd$2.6M1
258SHEETS SMITH WEALTH MANAGEMENT$2.5M1
259CREDIT AGRICOLE S A$2.5M1
260Palumbo Wealth Management LLC$2.5M1
261OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.5M1
262VISION FINANCIAL MARKETS LLC$2.5M1
263TWIN CAPITAL MANAGEMENT INC$2.5M1
264Advisors Asset Management, Inc.$2.5M1
265Gladstone Institutional Advisory LLC$2.4M1
266Verition Fund Management LLC$2.4M1
267Shulman DeMeo Asset Management LLC$2.4M1
268Vident Advisory, LLC$2.4M1
269OP Asset Management Ltd$2.3M1
270HENNESSY ADVISORS INC$2.3M1
271MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.3M1
272OLD NATIONAL BANCORP /IN/$2.3M1
273YOUSIF CAPITAL MANAGEMENT, LLC$2.3M1
274QRG CAPITAL MANAGEMENT, INC.$2.3M1
275Triasima Portfolio Management inc.$2.2M1
276Cascade Investment Advisors, Inc.$2.2M1
277WELLINGTON MANAGEMENT GROUP LLP$2.2M1
278CI INVESTMENTS INC.$2.1M1
279Summit Trail Advisors, LLC$2.1M1
280Eurizon SLJ Capital Ltd$2.1M1
281DAVENPORT & Co LLC$2.1M1
282Caprock Group, LLC$2.1M1
283Kintegral Advisory, LLC$2.0M1
284IRONWOOD INVESTMENT MANAGEMENT LLC$2.0M1
285Mediolanum International Funds Ltd$2.0M1
286Legacy Bridge, LLC$1.9M1
287FULTON BANK, N.A.$1.9M1
288ASR Vermogensbeheer N.V.$1.9M1
289Hennion & Walsh Asset Management, Inc.$1.8M1
290MOGY JOEL R INVESTMENT COUNSEL INC$1.8M1
291GATEWAY INVESTMENT ADVISERS LLC$1.8M1
292COMMERCE BANK$1.8M1
293MAI Capital Management$1.7M1
294Candriam S.C.A.$1.7M1
295TD Waterhouse Canada Inc.$1.7M1
296ALBION FINANCIAL GROUP /UT$1.7M1
297GREAT LAKES ADVISORS, LLC$1.7M1
298Federation des caisses Desjardins du Quebec$1.7M1
299Strategic Investment Advisors / MI$1.7M1
300Virtus Investment Advisers, LLC$1.7M1
301Rafferty Asset Management, LLC$1.6M1
302Private Advisor Group, LLC$1.6M1
303NOVARE CAPITAL MANAGEMENT LLC$1.6M1
304Gateway Wealth Partners, LLC$1.6M1
305Investment Management Corp of Ontario$1.6M1
306CHOREO, LLC$1.5M1
307Generali Asset Management SPA SGR$1.5M1
308Inscription Capital, LLC$1.5M1
309Jefferies Financial Group Inc.$1.5M1
310RITHOLTZ WEALTH MANAGEMENT$1.5M1
311Lido Advisors, LLC$1.5M1
312Modern Wealth Management, LLC$1.4M1
313Sterling Capital Management LLC$1.4M1
314Ameritas Investment Partners, Inc.$1.4M1
315Norinchukin Bank, The$1.4M1
316Grantham, Mayo, Van Otterloo & Co. LLC$1.4M1
317OneDigital Investment Advisors LLC$1.4M1
318Banque Transatlantique SA$1.4M1
319QUADRANT CAPITAL GROUP LLC$1.4M1
320HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.4M1
321Rockefeller Capital Management L.P.$1.3M1
322Pinnacle Financial Partners, Inc.$1.3M1
323Accent Capital Management, LLC$1.3M1
324Assenagon Asset Management S.A.$1.3M1
325MIZUHO SECURITIES USA LLC$1.3M1
326Knollwood Investment Advisory, LLC$1.3M1
327Round Hill Asset Management$1.2M1
328Ashton Thomas Private Wealth, LLC$1.2M1
329HARTFORD INVESTMENT MANAGEMENT CO$1.2M1
330Gleason Group, Inc.$1.2M1
331LRT Capital Management, LLC$1.2M1
332JANE STREET GROUP, LLC$1.2M1
333Westmount Partners, LLC$1.2M1
334PRINCIPAL SECURITIES, INC.$1.2M1
335Sanctuary Advisors, LLC$1.2M1
3361834 INVESTMENT ADVISORS CO$1.2M1
337Lombard Odier Asset Management (Switzerland) SA$1.2M1
338OPPENHEIMER & CO INC$1.2M1
339Banque Cantonale Vaudoise$1.2M1
340Alamar Capital Management, LLC$1.2M1
341AG2R LA MONDIALE GESTION D'ACTIFS$1.1M1
342Impact Investors, Inc$1.1M1
343CAPSTONE INVESTMENT ADVISORS, LLC$1.1M1
344E. Ohman J:or Asset Management AB$1.1M1
345HB Wealth Management, LLC$1.1M1
346Truvestments Capital LLC$1.1M1
347GS Investments, Inc.$1.1M1
348Maryland State Retirement & Pension System$1.1M1
349Signature Wealth Management Group$1.1M1
350Archford Capital Strategies, LLC$1.0M1
351Ballentine Partners, LLC$1.0M1
352Western Wealth Management, LLC$1.0M1
353B. Metzler seel. Sohn & Co. AG$1.0M1
354Formidable Asset Management, LLC$1.0M1
355Metis Global Partners, LLC$1.0M1
356Perbak Capital Partners LLP$1.0M1
357E Fund Management Co., Ltd.$1.0M1
358Argyle Capital Partners, LLC$1.0M1
359PKO Investment Management Joint-Stock Co$1.0M1
360Global X Japan Co., Ltd.$1.0M1
361Ameritas Advisory Services, LLC$1.0M1
362GREENLEAF TRUST$984K1
363NewEdge Advisors, LLC$975K1
364Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$974K1
365Copeland Capital Management, LLC$963K1
366Spartan Wealth Advisory Services LLC$961K1
367EVERGREEN CAPITAL MANAGEMENT LLC$958K1
368Wilmington Savings Fund Society, FSB$952K1
369Drucker Wealth 3.0, LLC$944K1
370Crossmark Global Holdings, Inc.$934K1
371HUNTINGTON NATIONAL BANK$928K1
372Steward Partners Investment Advisory, LLC$924K1
373ALEXANDER LABRUNERIE & CO., INC.$924K1
374PATTEN & PATTEN INC/TN$919K1
375Allspring Global Investments Holdings, LLC$918K1
376CHICAGO TRUST Co NA$916K1
377Baird Financial Group, Inc.$905K1
378MCF Advisors LLC$901K1
379MUFG Securities EMEA plc$892K1
380MWA Asset Management$892K1
381Waverly Advisors, LLC$885K1
382Prospera Financial Services Inc$884K1
383OmniStar Financial Group, Inc.$879K1
384Berkeley, Inc$871K1
385EP Wealth Advisors, LLC$871K1
386&PARTNERS$870K1
387PANAGORA ASSET MANAGEMENT INC$831K1
388Qtron Investments LLC$824K1
389EXCHANGE TRADED CONCEPTS, LLC$823K1
390Allianz Asset Management GmbH$822K1
391LBP AM SA$818K1
392CWM, LLC$814K1
393Saudi Central Bank$803K1
394DIVERSIFY WEALTH MANAGEMENT, LLC$801K1
395LITTLE HOUSE CAPITAL LLC$801K1
396Sowell Financial Services LLC$793K1
397Merit Financial Group, LLC$786K1
398KEYBANK NATIONAL ASSOCIATION/OH$773K1
399PKS Advisory Services, LLC$767K1
400McBroom & Associates, LLC$762K1
401Valtrion Capital Management, LLC$761K1
402Michels Family Financial, LLC$754K1
403INCEPTIONR LLC$754K1
404NORTHSTAR ASSET MANAGEMENT Co$729K1
405Baker Avenue Asset Management, LP$729K1
406Resonant Capital Advisors, LLC$719K1
407JOHNSON INVESTMENT COUNSEL INC$712K1
408ELEVATION POINT WEALTH PARTNERS, LLC$705K1
409Empirical Finance, LLC$704K1
410Chicago Partners Investment Group LLC$701K1
411MBL Wealth, LLC$697K1
412NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$697K1
413Burton Enright Welch$695K1
414Plato Investment Management Ltd$670K1
415Vise Technologies, Inc.$666K1
416Burford Brothers, Inc.$665K1
417Kera Capital Partners, Inc.$665K1
418BROWN ADVISORY INC$656K1
419Center For Asset Management LLC$655K1
420Aries Wealth Management$653K1
421NAPLES GLOBAL ADVISORS, LLC$652K1
422CENTRAL TRUST Co$648K1
423Empirical Asset Management, LLC$645K1
424ABSHER WEALTH MANAGEMENT, LLC$645K1
425Arjuna Capital$642K1
426AMG National Trust Bank$638K1
427ROYCE & ASSOCIATES LP$629K1
428Brookstone Capital Management$627K1
429North Dakota State Investment Board$624K1
430Aaron Wealth Advisors LLC$623K1
431Buttonwood Financial Advisors Inc.$612K1
432SAGESPRING WEALTH PARTNERS, LLC$605K1
433MUFG SECURITIES AMERICAS INC.$602K1
434Elevated Capital Advisors, LLC$593K1
435Advisor OS, LLC$592K1
436Checchi Capital Advisers, LLC$587K1
437SECURIAN ASSET MANAGEMENT, INC$581K1
438HUB Investment Partners, LLC$572K1
439Dai-ichi Life Insurance Company, Ltd$570K1
440Wealthfront Advisers LLC$570K1
441WBI INVESTMENTS, LLC$565K1
442Ignite Planners, LLC$564K1
443Canada Post Corp Registered Pension Plan$560K1
444Talon Private Wealth, LLC$557K1
445Atria Investments, Inc$555K1
446PCB Capital LLC$550K1
447Curat Global, LLC$547K1
448SIGNATUREFD, LLC$533K1
449Wedmont Private Capital$533K1
450NORDEN GROUP LLC$524K1
451UNITED CAPITAL FINANCIAL ADVISORS, LLC$524K1
452Brooklyn Investment Group$520K1
453Astoria Portfolio Advisors LLC.$514K1
454Portside Wealth Group, LLC$507K1
455Meiji Yasuda Asset Management Co Ltd.$507K1
456FOCUSED ALPHA, LLC$505K1
457Larson Financial Group LLC$502K1
458ALPS ADVISORS INC$502K1
459PFG Investments, LLC$499K1
460Syverson Strege & Co$496K1
461GLR Partners, LLC$492K1
462CULLINAN ASSOCIATES INC$492K1
463Benchmark Financial Wealth Advisors, LLC$490K1
464L2 Asset Management, LLC$486K1
465KING LUTHER CAPITAL MANAGEMENT CORP$484K1
466FIRST CITIZENS BANK & TRUST CO$475K1
467Legato Capital Management LLC$459K1
468BENJAMIN EDWARDS INC$459K1
469GM Advisory Group, LLC$456K1
470Baader Bank Aktiengesellschaft$452K1
471Diversify Advisory Services, LLC$448K1
472Alpha Omega Wealth Management LLC$444K1
473World Investment Advisors$442K1
474SCOTIA CAPITAL INC.$442K1
475Significant Wealth Partners LLC$440K1
476Asset Advisory Group, Inc.$432K1
477Spire Wealth Management$429K1
478PRIVATE TRUST CO NA$426K1
479TOWNSQUARE CAPITAL LLC$424K1
480Manske Wealth Management$420K1
481RFG Advisory, LLC$417K1
482DoubleLine ETF Adviser LP$415K1
483Aptus Capital Advisors, LLC$409K1
484Proficio Capital Partners LLC$407K1
485Callan Family Office, LLC$405K1
486GeoWealth Management, LLC$399K1
487Polymer Capital Management (US) LLC$397K1
488Sunrise Financial Services, LLC$391K1
489CONSOLIDATED CAPITAL MANAGEMENT, LLC$390K1
490Ascent Group, LLC$383K1
491Klingman & Associates, LLC$377K1
492Kingsview Wealth Management, LLC$367K1
493Confluence Wealth Services, Inc.$366K1
494RBF Capital, LLC$365K1
495Indiana Trust & Investment Management Co$365K1
496Grant Private Wealth Management Inc$362K1
497Optas, LLC$361K1
498MISSION WEALTH MANAGEMENT, LP$360K1
499Smartleaf Asset Management LLC$357K1
500NLB Skladi, upravljanje premozenja, d.o.o.$356K1
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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 WSM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WSM · financials and macro

Financials — as filed PLANNED

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