Public record / Tickers / AFRM

AFRM — Affirm Holdings, Inc.†

Both disclosure regimes on one name: who in Congress filed about AFRM, 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
6
all PTR rows naming AFRM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-19
filed 2023-05-19
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 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Thomas R. Suozzi · $15.0K–$50.0K

BUY · traded 2021-10-13 → filed 2021-11-05. Ranked over every AFRM row by the provable lower bound, never a point estimate.

No member disclosed AFRM 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.

1 row 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

No dated AFRM rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AFRM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AFRM
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-05-19Daniel S. Goldman D–NY-10BUYTraded 04-10 +39d$1K–$15K
2022-05-20Thomas R. Suozzi D–NY-3SELLTraded 03-04 LATE·77d$1K–$15K
2022-03-18Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 02-11 +35d$1K–$15K
2022-01-10Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 2021-12-28 +13d$1K–$15K
2021-11-15Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 10-12 +34d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in AFRM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed AFRM in the trailing 12 months.

Congress ↔ notable managers · AFRM

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

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · AFFIRM HLDGS INC

Merged timeline of congressional filings and notable-manager moves on AFRM
DateWhoChangeSize
2026-05-15D1 Capital Partners 13FADD+1,116,900 sh
2026-05-15Gotham Asset Management 13FADD+64,301 sh
2026-05-15Lone Pine Capital 13FEXIT−3,817,170 sh
2026-05-15Moore Capital Management 13FEXIT−323,872 sh
2026-05-14Caxton Associates 13FNEW+12,000 sh

5 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · 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 AFRM for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1Capital Research Global Investors$1.1B1
2Capital World Investors$1.0B1
3MORGAN STANLEY$995M1
4BlackRock, Inc.$858M1
5FMR LLC$792M1
6VANGUARD CAPITAL MANAGEMENT LLC$557M1
7VANGUARD PORTFOLIO MANAGEMENT LLC$532M1
8STATE STREET CORP$276M1
9Durable Capital Partners LP$259M1
10CITADEL ADVISORS LLC$187M1
11BANK OF AMERICA CORP /DE/$127M1
12WELLINGTON MANAGEMENT GROUP LLP$126M1
13UBS Group AG$105M1
14Foxhaven Asset Management, LP$101M1
15D1 Capital Partners L.P.$88.7M1
16VANGUARD FIDUCIARY TRUST CO$83.1M1
17NORTHERN TRUST CORP$80.8M1
18Spyglass Capital Management LLC$76.2M1
19Qube Research & Technologies Ltd$72.2M1
20DIMENSIONAL FUND ADVISORS LP$72.1M1
21Allspring Global Investments Holdings, LLC$71.8M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$67.3M1
23TREMBLANT CAPITAL GROUP$64.0M1
24MILLENNIUM MANAGEMENT LLC$63.3M1
25Atreides Management, LP$54.7M1
26BALYASNY ASSET MANAGEMENT L.P.$52.7M1
27WESTFIELD CAPITAL MANAGEMENT CO LP$49.5M1
28UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$48.8M1
29SUSQUEHANNA INTERNATIONAL GROUP, LLP$47.7M1
30JANE STREET GROUP, LLC$47.5M1
31GILDER GAGNON HOWE & CO LLC$43.9M1
32Leo Wealth, LLC$42.4M1
33AMERICAN CENTURY COMPANIES INC$41.4M1
34ThornTree Capital Partners LP$38.2M1
35Swiss National Bank$37.0M1
36Amundi$33.7M1
37ALLEN OPERATIONS LLC$33.1M1
38CITIGROUP INC$32.7M1
39Artemis Investment Management LLP$31.4M1
40PACIFIC HEIGHTS ASSET MANAGEMENT LLC$30.9M1
41Nuveen, LLC$29.2M1
42Legal & General Group Plc$28.2M1
43AustralianSuper Pty Ltd$28.1M1
44Ardmore Road Asset Management LP$27.5M1
45Islander Capital Partners, L.P.$26.1M1
4612 West Capital Management LP$24.5M1
47Quantinno Capital Management LP$23.9M1
48Glendon Capital Management LP$23.6M1
49Invesco Ltd.$22.8M1
50Capital International Investors$22.6M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$22.5M1
52Mitsubishi UFJ Asset Management Co., Ltd.$20.9M1
53Ilex Capital Partners (UK) LLP$20.8M1
54DIVERSIFY WEALTH MANAGEMENT, LLC$20.5M1
55AQR CAPITAL MANAGEMENT LLC$19.5M1
56DEUTSCHE BANK AG\$19.1M1
57Diversify Advisory Services, LLC$17.8M1
58Polar Capital Holdings Plc$17.4M1
59NZS Capital, LLC$16.8M1
60ENVESTNET ASSET MANAGEMENT INC$15.7M1
61Bienville Capital Management, LLC$15.0M1
62ROYAL BANK OF CANADA$14.6M1
63Schonfeld Strategic Advisors LLC$14.6M1
64Longaeva Partners L.P.$13.1M1
65PEAK6 LLC$12.7M1
66NORDEA INVESTMENT MANAGEMENT AB$12.4M1
67MANE GLOBAL CAPITAL MANAGEMENT LP$12.2M1
68Walleye Trading LLC$11.3M1
69STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.2M1
70LPL Financial LLC$10.7M1
71INTERCAPITAL, LLC$10.7M1
72ALLEN HOLDING INC /NY$10.5M1
73SEI INVESTMENTS CO$10.1M1
74RAYMOND JAMES FINANCIAL INC$9.7M1
75AVIVA PLC$9.5M1
76WELLS FARGO & COMPANY/MN$9.0M1
77Gotham Asset Management, LLC$8.6M1
78D. E. Shaw & Co., Inc.$8.5M1
79Militia Capital Management LLC$8.3M1
80VOYA INVESTMENT MANAGEMENT LLC$8.3M1
81LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$8.2M1
82Eurizon Capital SGR S.p.A.$8.2M1
83FIL Ltd$8.2M1
84Holocene Advisors, LP$7.8M1
85Allianz Asset Management GmbH$7.5M1
86ALLIANCEBERNSTEIN L.P.$7.5M1
87HSBC HOLDINGS PLC$7.5M1
88FIRST TRUST ADVISORS LP$7.0M1
89BNP Paribas Asset Management Holding S.A.$6.9M1
90OCO Capital Partners, L.P.$6.9M1
91Steadview Capital Management LLC$6.6M1
92Prana Capital Management, LP$6.6M1
93STATE OF WISCONSIN INVESTMENT BOARD$6.6M1
94Karl Kapital LLC$6.4M1
95Zurcher Kantonalbank (Zurich Cantonalbank)$6.4M1
96VANGUARD ASSET MANAGEMENT, Ltd$6.3M1
97Abdiel Capital Advisors, LP$6.2M1
98WINTON GROUP Ltd$5.9M1
99Vanguard Investments Australia, Ltd.$5.8M1
100Interval Partners, LP$5.8M1
101CATALYST PRIVATE WEALTH, LLC$5.7M1
102Vanguard Global Advisers, LLC$5.5M1
103IMC-Chicago, LLC$5.2M1
104Dilation Capital Management LP$5.1M1
105MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.0M1
106FARALLON CAPITAL MANAGEMENT, L.L.C.$4.9M1
107Vontobel Holding Ltd.$4.9M1
108Korea Investment CORP$4.9M1
109PFA Pension, Forsikringsaktieselskab$4.9M1
110Omega Financial Group, LLC$4.7M1
111a16z Perennial Management, L.P.$4.7M1
112Asset Management One Co., Ltd.$4.7M1
113FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.5M1
114Pictet Asset Management Holding SA$4.4M1
115State of New Jersey Common Pension Fund D$4.3M1
116Clear Street Group Inc.$4.3M1
117Tredje AP-fonden$4.3M1
118Point72 Asset Management, L.P.$4.1M1
119Lansforsakringar Fondforvaltning AB (publ)$4.1M1
120NOMURA ASSET MANAGEMENT CO LTD$4.0M1
121Walleye Capital LLC$3.7M1
122Weiss Asset Management LP$3.7M1
123Resona Asset Management Co.,Ltd.$3.7M1
124Arizona State Retirement System$3.4M1
125Robeco Institutional Asset Management B.V.$3.2M1
126Liberty Mutual Group Asset Management Inc.$3.2M1
127Ballentine Partners, LLC$3.2M1
128Optiver Holding B.V.$3.1M1
129Faithward Advisors, LLC$3.1M1
130Centiva Capital, LP$3.0M1
131READYSTATE ASSET MANAGEMENT LP$2.9M1
132OSTERWEIS CAPITAL MANAGEMENT INC$2.8M1
133Universal- Beteiligungs- und Servicegesellschaft mbH$2.8M1
134Creative Planning$2.7M1
135Cetera Investment Advisers$2.7M1
136XTX Topco Ltd$2.6M1
137BLAIR WILLIAM & CO/IL$2.6M1
138NLB Skladi, upravljanje premozenja, d.o.o.$2.6M1
139ZACKS INVESTMENT MANAGEMENT$2.6M1
140Jefferies Financial Group Inc.$2.5M1
141IFM Investors Pty Ltd$2.5M1
142Blueshift Asset Management, LLC$2.5M1
143XPONANCE LLC$2.5M1
144SEB Asset Management AB$2.4M1
145Mariner, LLC$2.4M1
146BIT Capital GmbH$2.4M1
147TD ASSET MANAGEMENT INC$2.3M1
148Ensign Peak Advisors, Inc$2.3M1
149Jain Global LLC$2.2M1
150TRUIST FINANCIAL CORP$2.2M1
151BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.2M1
152Linden Thomas Advisory Services, LLC$2.1M1
153Empowered Funds, LLC$2.1M1
154Wakefield Asset Management LLLP$2.0M1
155Compound Planning, Inc.$2.0M1
156Baird Financial Group, Inc.$1.9M1
157NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.9M1
158Federation des caisses Desjardins du Quebec$1.9M1
159Institute for Wealth Management, LLC.$1.8M1
160General Equity Holdings LP$1.8M1
161STIFEL FINANCIAL CORP$1.8M1
162Freestone Grove Partners LP$1.8M1
163Jasper Ridge Partners, L.P.$1.7M1
164BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.7M1
165BloombergSen Inc.$1.7M1
166Silvant Capital Management LLC$1.7M1
167Moran Wealth Management, LLC$1.6M1
168J. Safra Sarasin Holding AG$1.6M1
169PRELUDE CAPITAL MANAGEMENT, LLC$1.6M1
170NISSAY ASSET MANAGEMENT CORP /JAPAN$1.6M1
171Vanguard Personalized Indexing Management, LLC$1.6M1
172TORONTO DOMINION BANK$1.6M1
173OSAIC HOLDINGS, INC.$1.5M1
174Royal Fund Management, LLC$1.5M1
175National Pension Service$1.5M1
176COMMONWEALTH EQUITY SERVICES, LLC$1.5M1
177World Investment Advisors$1.5M1
178G2 Investment Partners Management LLC$1.5M1
179Integris Wealth Management, LLC$1.4M1
180MERCER GLOBAL ADVISORS INC /ADV$1.4M1
181Advisory Resource Group$1.4M1
182NewEdge Advisors, LLC$1.3M1
183OP Asset Management Ltd$1.3M1
184Paloma Partners Management Co$1.3M1
185Polymer Capital Management (US) LLC$1.3M1
186Sumitomo Mitsui DS Asset Management Company, Ltd$1.2M1
187Swiss Life Asset Management Ltd$1.2M1
188STOREBRAND ASSET MANAGEMENT AS$1.2M1
189Laird Norton Wetherby Trust Company, LLC$1.2M1
190OPPENHEIMER ASSET MANAGEMENT INC.$1.2M1
191Cerity Partners LLC$1.2M1
192BANK OF MONTREAL /CAN/$1.2M1
193HERBST GROUP, LLC$1.1M1
194Osmosis Investment Management UK Ltd$1.1M1
195M&T BANK CORP$1.1M1
196Summit Trail Advisors, LLC$1.1M1
197Daiwa Securities Group Inc.$1.1M1
198Evolutionary Tree Capital Management, LLC$1.1M1
199MML INVESTORS SERVICES, LLC$1.1M1
200HighTower Advisors, LLC$1.1M1
201Parallax Volatility Advisers, L.P.$1.1M1
202Janus Henderson Group Ltd.$1.0M1
203Capula Management Ltd$1.0M1
204Man Group plc$1.0M1
205Financiere des Professionnels - Fonds d'investissement inc.$1.0M1
206O'SHAUGHNESSY ASSET MANAGEMENT, LLC$989K1
207US BANCORP \DE\$976K1
208Hudson Bay Capital Management LP$962K1
209Fortune Financial Advisors, LLC$948K1
210SteelPeak Wealth, LLC$935K1
211Pathstone Holdings, LLC$919K1
212MACKENZIE FINANCIAL CORP$917K1
213OpenArc Corporate Advisory, LLC$913K1
214MISSION WEALTH MANAGEMENT, LP$901K1
215Investment Management Corp of Ontario$901K1
216Simplicity Wealth,LLC$891K1
217RFG Advisory, LLC$878K1
218Savant Capital, LLC$862K1
219Candriam S.C.A.$849K1
220Odyssean, LLC$843K1
221Fieldview Capital Management, LLC$842K1
222GATEWAY INVESTMENT ADVISERS LLC$825K1
223Gladstone Institutional Advisory LLC$818K1
224CREDIT AGRICOLE S A$812K1
225Biltmore Family Office, LLC$810K1
226Marex Group Ltd$781K1
227Sequoia Financial Advisors, LLC$778K1
228Prospera Financial Services Inc$774K1
229REX Advisers, LLC$765K1
230INDEPENDENT FINANCIAL GROUP, LLC$757K1
231Vident Advisory, LLC$716K1
232MANUFACTURERS LIFE INSURANCE COMPANY, THE$675K1
233&PARTNERS$671K1
234Utah Retirement Systems$668K1
235Independent Advisor Alliance$642K1
236MYECFO, LLC$638K1
237Pacific Sage Partners, LLC$632K1
238Swedbank AB$631K1
239Maryland State Retirement & Pension System$625K1
240Baker Avenue Asset Management, LP$622K1
241CSS LLC/IL$620K1
242Bleakley Financial Group, LLC$613K1
243FRANKLIN RESOURCES INC$611K1
244Corient Private Wealth LLC$601K1
245CIBC Asset Management Inc$598K1
246Rockefeller Capital Management L.P.$596K1
247Rakuten Investment Management, Inc.$591K1
248Orion Porfolio Solutions, LLC$589K1
249Atom Investors LP$583K1
250GROUP ONE TRADING LLC$580K1
251INTECH INVESTMENT MANAGEMENT LLC$577K1
252CIBC Bancorp USA Inc.$570K1
253Caprock Group, LLC$560K1
254Baltimore-Washington Financial Advisors, Inc.$550K1
255CAXTON ASSOCIATES LLP$550K1
256Tower Research Capital LLC (TRC)$549K1
257NOMURA HOLDINGS INC$539K1
258BBR PARTNERS, LLC$521K1
259RHODES INVESTMENT ADVISORS INC /ADV$520K1
260Wedmont Private Capital$515K1
261Focus Partners Wealth$515K1
262PCM Encore, LLC$503K1
263ABN AMRO INVESTMENT SOLUTIONS$501K1
264PRINCIPAL FINANCIAL GROUP INC$497K1
265MACQUARIE GROUP LTD$497K1
266Paragon Capital Management Ltd$493K1
267Woodline Partners LP$493K1
268TD Waterhouse Canada Inc.$484K1
269Geneos Wealth Management Inc.$470K1
270MAI Capital Management$468K1
271ROYAL LONDON ASSET MANAGEMENT LTD$460K1
272QRG CAPITAL MANAGEMENT, INC.$444K1
273WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$439K1
274BOOTHBAY FUND MANAGEMENT, LLC$434K1
275Cravens & Co Advisors, LLC$425K1
276Mason & Associates Inc$420K1
277PICTON MAHONEY ASSET MANAGEMENT$420K1
278IEQ CAPITAL, LLC$415K1
279INCEPTIONR LLC$405K1
280PRUDENTIAL FINANCIAL INC$404K1
281Quadcap Wealth Management, LLC$398K1
282Cresset Asset Management, LLC$394K1
283Oak Thistle LLC$393K1
284White Lighthouse Investment Management Inc.$370K1
285North Dakota State Investment Board$368K1
286Aspire Capital Advisors LLC$360K1
287Central Pacific Bank - Trust Division$359K1
288SCHRODER INVESTMENT MANAGEMENT GROUP$347K1
289Vise Technologies, Inc.$342K1
290UNITED CAPITAL FINANCIAL ADVISORS, LLC$341K1
291SIGNATUREFD, LLC$332K1
292Graham Capital Management, L.P.$323K1
293Shearwater Capital LLC$321K1
294NATIONAL BANK OF CANADA /FI/$317K1
295GC Wealth Management RIA, LLC$312K1
296Oder Investment Management, LLC$305K1
297DRW Securities, LLC$303K1
298Chicago Partners Investment Group LLC$296K1
299Dana Investment Advisors, Inc.$293K1
300GABLES CAPITAL MANAGEMENT INC.$289K1
301Meeder Advisory Services, Inc.$285K1
302Huntleigh Advisors, Inc.$285K1
303B. Metzler seel. Sohn & Co. AG$283K1
304PFG Investments, LLC$281K1
305HB Wealth Management, LLC$279K1
306Bluebird Wealth Management LLC$272K1
307RENAISSANCE TECHNOLOGIES LLC$270K1
308Wealthfront Advisers LLC$269K1
309KESTRA PRIVATE WEALTH SERVICES, LLC$263K1
310FIFTH THIRD BANCORP$261K1
311CWM, LLC$260K1
312Banco Santander, S.A.$256K1
313Focus Partners Advisor Solutions, LLC$254K1
314Kera Capital Partners, Inc.$252K1
315Avior Wealth Management, LLC$246K1
316Rareview Capital LLC$245K1
317PERSONAL CFO SOLUTIONS, LLC$245K1
318Aaron Wealth Advisors LLC$244K1
319Apollon Wealth Management, LLC$242K1
320Vann Equity Management LLC$238K1
321ASR Vermogensbeheer N.V.$237K1
322Choate Investment Advisors$235K1
323CHOREO, LLC$225K1
324PRUDENTIAL PLC$223K1
325Brooklyn Investment Group$222K1
326Holistic Financial Partners$220K1
327Andina Capital Management, LLC$219K1
328Private Advisor Group, LLC$218K1
329POLEN CAPITAL MANAGEMENT LLC$218K1
330Kestra Advisory Services, LLC$218K1
331CAPITAL ADVISORS INC/OK$215K1
332UniSuper Management Pty Ltd$211K1
333Savvy Advisors, Inc.$210K1
334Bayesian Capital Management, LP$206K1
335State of Wyoming$205K1
336BANK OF NOVA SCOTIA$203K1
337Diversified Trust Co$201K1
338COMMERCE BANK$201K1
339Rakuten Securities, Inc.$190K1
340Advisors Asset Management, Inc.$180K1
341Siemens Fonds Invest GmbH$171K1
342Mirae Asset Global Investments Co., Ltd.$153K1
343Quarry LP$135K1
344OSSIAM$128K1
345Spire Wealth Management$117K1
346Smartleaf Asset Management LLC$113K1
347NFSG Corp$105K1
348Allworth Financial LP$89.5K1
349Twin Lakes Capital Management, LLC$83.0K1
350Steward Partners Investment Advisory, LLC$79.7K1
351Larson Financial Group LLC$57.7K1
352QUADRANT CAPITAL GROUP LLC$46.6K1
353UMB Bank, n.a.$35.4K1
354Blume Capital Management, Inc.$34.6K1
355FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$34.1K1
356Transamerica Financial Advisors, LLC$29.8K1
357TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$27.5K1
358Blue Trust, Inc.$26.5K1
359Arax Advisory Partners$21.0K1
360Triumph Capital Management$19.6K1
361MATHER GROUP, LLC.$19.2K1
362SWAN Capital LLC$18.3K1
363CVA Family Office, LLC$16.9K1
364Purpose Unlimited Inc.$16.4K1
365Garden State Investment Advisory Services LLC$16.2K1
366Gillson Capital LP$15.1K1
367ASSETMARK, INC$14.0K1
368Trask Adam Roland$13.7K1
369Owl Creek Wealth Partners LLC$13.3K1
370Private Wealth Management Group, LLC$11.5K1
371MCGUIRE CAPITAL ADVISORS INC$11.5K1
372Bell Investment Advisors, Inc$9.4K1
373Tacita Capital Inc$9.2K1
374Penserra Capital Management LLC$9.0K1
375CENTRAL TRUST Co$8.6K1
376Ankerstar Wealth, LLC$8.6K1
377Sachetta, LLC$7.7K1
378HM PAYSON & CO$7.5K1
379Pinnacle Wealth Planning Services, Inc.$7.2K1
380Treasurer of the State of North Carolina$5.4K1
381JFS WEALTH ADVISORS, LLC$4.9K1
382BFSG, LLC$4.6K1
383Physician Wealth Advisors, Inc.$4.3K1
384Rachor Investment Advisory Services, LLC$4.0K1
385SJS Investment Consulting Inc.$4.0K1
386SouthState Bank Corp$3.5K1
387ELEVATION WEALTH PARTNERS, LLC$3.4K1
388JPL Wealth Management, LLC$3.3K1
389ARMSTRONG ADVISORY GROUP, INC$3.0K1
390MEEDER ASSET MANAGEMENT INC$2.7K1
391Elequin Capital, LP$2.7K1
392True Wealth Design, LLC$2.6K1
393Cromwell Holdings LLC$2.4K1
394Gordian Capital Singapore Pte Ltd$2.3K1
395Clearstead Trust, LLC$2.2K1
396SHP Wealth Management$2.1K1
397Parkside Financial Bank & Trust$2.0K1
398KBC Group NV$1.9K1
399Employees Retirement System of Texas$1.6K1
400Retirement Wealth Solutions LLC$1.6K1
401Intentional Wealth Strategies, LLC$1.4K1
402THRIVENT FINANCIAL FOR LUTHERANS$1.4K1
403PayPay Securities Corp$1.3K1
404Signature Equity Partners, LLC$1.2K1
405DiNuzzo Private Wealth, Inc.$1.1K1
406Asset Dedication, LLC$1.0K1
407MCF Advisors LLC$8711
408Vermillion Wealth Management, Inc.$7791
409Tradewinds Capital Management, LLC$6881
410American Capital Advisory, LLC$6881
411Raleigh Capital Management Inc.$5961
412Cassaday & Co Wealth Management LLC$4591
413PARK AVENUE SECURITIES LLC$4411
414MV CAPITAL MANAGEMENT, INC.$4131
415HFM Investment Advisors, LLC$3211
416Quaker Wealth Management, LLC$2751
417Seneschal Advisors, LLC$2751
418Vestcor Inc$2451
419Rialto Wealth Management, LLC$2301
420GSA CAPITAL PARTNERS LLP$2221
421FINANCIAL CONSULATE, INC$1841
422DecisionPoint Financial, LLC$1841
423Harel Insurance Investments & Financial Services Ltd.$1431
424Manchester Capital Management LLC$1381
425GHP Investment Advisors, Inc.$921
426Beaird Harris Wealth Management, LLC$671
427TFC Financial Management, Inc.$461
428VALLEY NATIONAL ADVISERS INC$451
429Capital Advisors, Ltd. LLC$221
430Avion Wealth$61
431JENNISON ASSOCIATES LLC— value not disclosed1
432VANGUARD GROUP INC— value not disclosed1
433TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
434HARBOUR INVESTMENTS, INC.— value not disclosed1
435Clearstead Advisors, LLC— value not disclosed1
436TOTH FINANCIAL ADVISORY CORP— value not disclosed1
437Atlantic Union Bankshares Corp— value not disclosed1
438CAISSE DE DEPOT ET PLACEMENT DU QUEBEC— value not disclosed1
439ARDSLEY ADVISORY PARTNERS LP— value not disclosed1
440COMERICA BANK— value not disclosed1
441ACADIAN ASSET MANAGEMENT LLC— value not disclosed1
442MAVERICK CAPITAL LTD— value not disclosed1
4431832 Asset Management L.P.— value not disclosed1
444LEIGH BALDWIN & CO., LLC— value not disclosed1
445CIBC WORLD MARKETS CORP— value not disclosed1
446LONE PINE CAPITAL LLC— value not disclosed1
447COLDSTREAM CAPITAL MANAGEMENT INC— value not disclosed1
448TWO SIGMA INVESTMENTS, LP— value not disclosed1
449LAZARD ASSET MANAGEMENT LLC— value not disclosed1
450EVERGREEN CAPITAL MANAGEMENT LLC— value not disclosed1
451CIBC Private Wealth Group LLC— value not disclosed1
452Allen Investment Management, LLC— value not disclosed1
453Polar Asset Management Partners Inc.— value not disclosed1
454HighVista Strategies LLC— value not disclosed1
455NORGES BANK— value not disclosed1
456Nicholas Investment Partners, LP— value not disclosed1
457Laurion Capital Management LP— value not disclosed1
458MOORE CAPITAL MANAGEMENT, LP— value not disclosed1
459TWO SIGMA SECURITIES, LLC— value not disclosed1
460Verition Fund Management LLC— value not disclosed1
461Mitsubishi UFJ Trust & Banking Corp— value not disclosed1
462Alberta Investment Management Corp— value not disclosed1
463Freestone Capital Holdings, LLC— value not disclosed1
464Brevan Howard Capital Management LP— value not disclosed1
465Jericho Capital Asset Management L.P.— value not disclosed1
466Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
467Dynamic Technology Lab Private Ltd— value not disclosed1
468Twin Tree Management, LP— value not disclosed1
469Atria Investments, Inc— value not disclosed1
470Leonteq Securities AG— value not disclosed1
471PDT Partners, LLC— value not disclosed1
472F&V Capital Management, LLC— value not disclosed1
473Metis Global Partners, LLC— value not disclosed1
474Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
475Tidal Investments LLC— value not disclosed1
476Lighthouse Investment Partners, LLC— value not disclosed1
477Capital Impact Advisors, LLC— value not disclosed1
478OGBORNE CAPITAL MANAGEMENT, LLC— value not disclosed1
479Engineers Gate Manager LP— value not disclosed1
480Trexquant Investment LP— value not disclosed1
481Squarepoint Ops LLC— value not disclosed1
482Lido Advisors, LLC— value not disclosed1
483Intellectus Partners, LLC— value not disclosed1
484PFG Advisors— value not disclosed1
485Dai-ichi Life Insurance Company, Ltd— value not disclosed1
486Woodson Capital Management, LP— value not disclosed1
487RITHOLTZ WEALTH MANAGEMENT— value not disclosed1
488Maytus Capital Management, LLC— value not disclosed1
489DV Trading LLC— value not disclosed1
490SeaCrest Wealth Management, LLC— value not disclosed1
491Congress Park Capital LLC— value not disclosed1
492MGO ONE SEVEN LLC— value not disclosed1
493Vestmark Advisory Solutions, Inc.— value not disclosed1
494CreativeOne Wealth, LLC— value not disclosed1
495FOUNDATIONS INVESTMENT ADVISORS, LLC— value not disclosed1
496Global Retirement Partners, LLC— value not disclosed1
497Truvestments Capital LLC— value not disclosed1
498Yarbrough Capital, LLC— value not disclosed1
499Y-Intercept (Hong Kong) Ltd— value not disclosed1
500Sanctuary Advisors, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 430 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — 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 AFRM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AFRM · financials and macro

Financials — as filed PLANNED

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