Public record / Tickers / BCS

BCS — BARCLAYS PLC†

Both disclosure regimes on one name: who in Congress filed about BCS, 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
18
all PTR rows naming BCS
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
442
top-442 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

Greg Gianforte · $50.0K–$100K

BUY · traded 2020-11-13 → filed 2020-12-02. Ranked over every BCS row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

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

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

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 BCS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BCS
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-05-12Bruce Westerman R–AR-4SELLTraded 04-21 +21d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 18 ↗

Members active in BCS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing BCS in the trailing 12 months
MemberRowsNet 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.Number 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

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

Congress ↔ notable managers · BCS

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

Adding
1 Bridgewater Associates $5.6M held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · BARCLAYS PLC

Merged timeline of congressional filings and notable-manager moves on BCS
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FNEW+265,167 sh

1 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 BCS for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1MORGAN STANLEY$244M1
2FMR LLC$194M1
3BANK OF AMERICA CORP /DE/$184M1
4DIMENSIONAL FUND ADVISORS LP$137M1
5NORTHERN TRUST CORP$113M1
6ROYAL BANK OF CANADA$109M1
7AMERICAN CENTURY COMPANIES INC$97.2M1
8RAYMOND JAMES FINANCIAL INC$97.1M1
9CAUSEWAY CAPITAL MANAGEMENT LLC$86.2M1
10RENAISSANCE TECHNOLOGIES LLC$81.8M1
11JANE STREET GROUP, LLC$78.4M1
12BlackRock, Inc.$74.0M1
13SEI INVESTMENTS CO$73.7M1
14WELLS FARGO & COMPANY/MN$67.1M1
15TODD ASSET MANAGEMENT LLC$61.3M1
16Qube Research & Technologies Ltd$53.9M1
17Connor, Clark & Lunn Investment Management Ltd.$53.5M1
18ENVESTNET ASSET MANAGEMENT INC$53.2M1
19Clark Capital Management Group, Inc.$44.4M1
20CITADEL ADVISORS LLC$44.3M1
21ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$35.5M1
22VOLORIDGE INVESTMENT MANAGEMENT, LLC$31.9M1
23Lighthouse Investment Partners, LLC$25.3M1
24AQR CAPITAL MANAGEMENT LLC$24.8M1
25O'SHAUGHNESSY ASSET MANAGEMENT, LLC$22.5M1
26JPMORGAN CHASE & CO$21.8M1
27MASTERS CAPITAL MANAGEMENT LLC$21.2M1
28TWO SIGMA INVESTMENTS, LP$20.0M1
29Capital Wealth Planning, LLC$19.2M1
30MASSACHUSETTS FINANCIAL SERVICES CO /MA/$18.1M1
31Main Street Research LLC$18.0M1
32COOKSON PEIRCE & CO INC$17.4M1
33Pathstone Holdings, LLC$17.0M1
34Invesco Ltd.$17.0M1
35Quantinno Capital Management LP$16.9M1
36Y-Intercept (Hong Kong) Ltd$15.8M1
37CAMBIAR INVESTORS LLC$14.8M1
38MILLENNIUM MANAGEMENT LLC$14.5M1
39Allspring Global Investments Holdings, LLC$14.4M1
40NATIONAL BANK OF CANADA /FI/$13.8M1
41UBS Group AG$12.6M1
42Trexquant Investment LP$12.2M1
43BANK OF MONTREAL /CAN/$12.0M1
44CHARLES SCHWAB INVESTMENT MANAGEMENT INC$11.9M1
45Aquatic Capital Management LLC$11.3M1
46Gator Capital Management, LLC$10.6M1
47Creative Planning$10.0M1
48LPL Financial LLC$9.8M1
49ACR Alpine Capital Research, LLC$9.6M1
50QRG CAPITAL MANAGEMENT, INC.$8.9M1
51STIFEL FINANCIAL CORP$8.8M1
52CONTRAVISORY INVESTMENT MANAGEMENT, INC.$8.5M1
53RBF Capital, LLC$8.5M1
54Campbell & CO Investment Adviser LLC$7.7M1
55Focus Partners Wealth$7.5M1
56Cerity Partners LLC$6.8M1
57HighTower Advisors, LLC$6.7M1
58Point72 Asset Management, L.P.$6.6M1
59MERCER GLOBAL ADVISORS INC /ADV$6.5M1
60Callan Family Office, LLC$6.4M1
61Curi Capital, LLC$6.1M1
62LAZARD ASSET MANAGEMENT LLC$5.9M1
63Bridgewater Associates, LP$5.6M1
64Squarepoint Ops LLC$5.6M1
65Crossmark Global Holdings, Inc.$5.5M1
66Mariner, LLC$5.5M1
67EAGLE GLOBAL ADVISORS LLC$5.4M1
68RITHOLTZ WEALTH MANAGEMENT$5.3M1
69Vestmark Advisory Solutions, Inc.$5.2M1
70OPPENHEIMER ASSET MANAGEMENT INC.$4.9M1
71Orion Porfolio Solutions, LLC$4.8M1
72US BANCORP \DE\$4.6M1
73Cetera Investment Advisers$4.6M1
74Gradient Investments LLC$4.5M1
75ASSETMARK, INC$4.5M1
76Federation des caisses Desjardins du Quebec$4.4M1
77MML INVESTORS SERVICES, LLC$4.3M1
78Militia Capital Management LLC$4.2M1
79FIRST NATIONAL TRUST CO$4.2M1
80Triasima Portfolio Management inc.$4.0M1
81Rockefeller Capital Management L.P.$3.9M1
82NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.9M1
83PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$3.7M1
84GeoWealth Management, LLC$3.6M1
85Vanguard Personalized Indexing Management, LLC$3.6M1
86GC Wealth Management RIA, LLC$3.5M1
87LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$3.4M1
88DIVERSIFY WEALTH MANAGEMENT, LLC$3.2M1
89Advisors Asset Management, Inc.$3.2M1
90QUADRANT CAPITAL GROUP LLC$3.2M1
91Engineers Gate Manager LP$3.2M1
92EVOLVE PRIVATE WEALTH, LLC$3.1M1
93Stamos Capital Partners, L.P.$3.1M1
94Brooklyn Investment Group$3.1M1
95Redhawk Wealth Advisors, Inc.$3.0M1
96GKV Capital Management Co., Inc.$3.0M1
97Vise Technologies, Inc.$3.0M1
98Limestone Investment Advisors LP$2.9M1
99Vident Advisory, LLC$2.8M1
100OSAIC HOLDINGS, INC.$2.6M1
101WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.5M1
102Russell Investments Group, Ltd.$2.5M1
103XTX Topco Ltd$2.4M1
104ALLIANCEBERNSTEIN L.P.$2.3M1
105Laird Norton Wetherby Trust Company, LLC$2.3M1
106PVG ASSET MANAGEMENT CORP$2.3M1
107Diversified Trust Co$2.3M1
108EVERGREEN CAPITAL MANAGEMENT LLC$2.3M1
109SCOTIA CAPITAL INC.$2.3M1
110BTC Capital Management, Inc.$2.2M1
111IEQ CAPITAL, LLC$2.2M1
112Illumine Investment Management, LLC$2.2M1
113Bluebird Wealth Management LLC$2.2M1
114MARIETTA INVESTMENT PARTNERS LLC$2.2M1
115CITIGROUP INC$2.1M1
116Headlands Technologies LLC$2.1M1
117Atria Investments, Inc$2.1M1
118EJF Capital LP$2.0M1
119ELEVATION POINT WEALTH PARTNERS, LLC$2.0M1
120Walleye Capital LLC$2.0M1
121NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.9M1
122EARNEST PARTNERS LLC$1.7M1
123SIGNATUREFD, LLC$1.7M1
124UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.7M1
125NewEdge Wealth, LLC$1.7M1
126Compound Planning, Inc.$1.6M1
127SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M1
128Integrated Quantitative Investments LLC$1.6M1
129Naviter Wealth, LLC$1.5M1
130GUGGENHEIM CAPITAL LLC$1.5M1
131Senator Investment Group LP$1.4M1
132FIRST TRUST ADVISORS LP$1.4M1
133Schonfeld Strategic Advisors LLC$1.4M1
134DRW Securities, LLC$1.4M1
135Merit Financial Group, LLC$1.4M1
136IMC-Chicago, LLC$1.3M1
137CSS LLC/IL$1.3M1
138&PARTNERS$1.3M1
139Qtron Investments LLC$1.2M1
140Smartleaf Asset Management LLC$1.2M1
141PRINCIPAL SECURITIES, INC.$1.2M1
142Rehmann Capital Advisory Group$1.2M1
143Graham Capital Management, L.P.$1.1M1
144FIFTH THIRD BANCORP$1.1M1
145TWO SIGMA SECURITIES, LLC$1.1M1
146Kathmere Capital Management, LLC$1.1M1
147Sequoia Financial Advisors, LLC$1.0M1
148CHOREO, LLC$1.0M1
149Aaron Wealth Advisors LLC$1.0M1
150Blue Trust, Inc.$1.0M1
151PRELUDE CAPITAL MANAGEMENT, LLC$952K1
152KEYBANK NATIONAL ASSOCIATION/OH$929K1
153CIBC WORLD MARKET INC.$925K1
154Landmark Wealth Management, LLC$904K1
155KESTRA PRIVATE WEALTH SERVICES, LLC$901K1
156Legacy Wealth Asset Management, LLC$888K1
157Legacy Capital Group California, Inc.$881K1
158UNITED CAPITAL FINANCIAL ADVISORS, LLC$873K1
159OPPENHEIMER & CO INC$871K1
160Concurrent Investment Advisors, LLC$864K1
161Sivia Capital Partners, LLC$857K1
162WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$854K1
163Private Advisor Group, LLC$853K1
164NewEdge Advisors, LLC$849K1
165Pinnacle Wealth Planning Services, Inc.$844K1
166SHEETS SMITH WEALTH MANAGEMENT$835K1
167CWM, LLC$822K1
168COMMONWEALTH EQUITY SERVICES, LLC$806K1
169Summit Trail Advisors, LLC$804K1
170D'Orazio & Associates, Inc.$790K1
171Jain Global LLC$780K1
172DAVENPORT & Co LLC$779K1
173RWA WEALTH PARTNERS, LLC$763K1
174Beacon Pointe Advisors, LLC$763K1
175Manske Wealth Management$757K1
176Baron Wealth Management LLC$747K1
177Prospera Financial Services Inc$738K1
178FRANKLIN RESOURCES INC$735K1
179Ballentine Partners, LLC$723K1
180Havemeyer Place LP$717K1
181TRUIST FINANCIAL CORP$691K1
182Dynasty Wealth Management, LLC$667K1
183BKM Wealth Management, LLC$667K1
184PERSONAL CFO SOLUTIONS, LLC$663K1
185Clearstead Advisors, LLC$662K1
186Dorsey & Whitney Trust CO LLC$656K1
187Jefferies Financial Group Inc.$638K1
188Envestnet Portfolio Solutions, Inc.$628K1
189Farringdon Capital, Ltd.$621K1
190CHANNING GLOBAL ADVISORS, LLC$612K1
191WCG Wealth Advisors LLC$600K1
192Bridgewater Advisors Inc.$584K1
193M&T BANK CORP$581K1
194Pekin Hardy Strauss, Inc.$572K1
195HB Wealth Management, LLC$565K1
196Savant Capital, LLC$551K1
197Gallacher Capital Management LLC$545K1
198PDS Planning, Inc$542K1
199PROFUND ADVISORS LLC$525K1
200SAGESPRING WEALTH PARTNERS, LLC$523K1
201NOMURA HOLDINGS INC$488K1
202Bleakley Financial Group, LLC$479K1
203HUB Investment Partners, LLC$461K1
204Diversified Enterprises, LLC$458K1
205Grantham, Mayo, Van Otterloo & Co. LLC$439K1
206Aprio Wealth Management, LLC$439K1
207OLD NATIONAL BANCORP /IN/$437K1
208Strategic Global Advisors, LLC$437K1
209Blueshift Asset Management, LLC$434K1
210Waverly Advisors, LLC$428K1
211Arax Advisory Partners$428K1
212Ashton Thomas Private Wealth, LLC$418K1
213Paladin Partners, LLC$408K1
214FOX RUN MANAGEMENT, L.L.C.$403K1
215Checchi Capital Advisers, LLC$398K1
216KING LUTHER CAPITAL MANAGEMENT CORP$395K1
217Apollon Wealth Management, LLC$392K1
218STATE STREET CORP$382K1
219Pure Financial Advisors, LLC$380K1
220PZENA INVESTMENT MANAGEMENT LLC$379K1
221EP Wealth Advisors, LLC$366K1
222Twin Tree Management, LP$362K1
223Independent Advisor Alliance$356K1
224COLDSTREAM CAPITAL MANAGEMENT INC$351K1
225Ariadne Wealth Management, LP$348K1
226Hardy Reed LLC$347K1
227COMMERCE BANK$337K1
228ACADIAN ASSET MANAGEMENT LLC$334K1
229SAGE RHINO CAPITAL LLC$328K1
230Gateway Wealth Partners, LLC$323K1
231Five Oceans Advisors$322K1
232QP WEALTH MANAGEMENT, LLC$320K1
233WINTON GROUP Ltd$315K1
234Cornerstone Wealth Group, LLC$307K1
235Caitong International Asset Management Co., Ltd$305K1
236OXFORD ASSET MANAGEMENT LLP$303K1
237DRIVE WEALTH MANAGEMENT, LLC$302K1
238Kestra Advisory Services, LLC$283K1
239Syverson Strege & Co$282K1
240Genus Capital Management Inc.$279K1
241Wedmont Private Capital$271K1
242EntryPoint Capital, LLC$270K1
243Greenspring Advisors, LLC$270K1
244Scientech Research LLC$269K1
245S.E.E.D. Planning Group LLC$265K1
246FULTON BANK, N.A.$264K1
247Abel Hall, LLC$262K1
248Sowell Financial Services LLC$259K1
249SYM FINANCIAL Corp$256K1
250Mattson Financial Services, LLC$254K1
251AXQ CAPITAL, LP$254K1
252SummitTX Capital, L.P.$252K1
253Lido Advisors, LLC$247K1
254ARWA LLC$246K1
255OpenArc Corporate Advisory, LLC$246K1
256Moors & Cabot, Inc.$245K1
257Argos Wealth Advisors, LLC$245K1
258Freestone Capital Holdings, LLC$243K1
259Modera Wealth Management, LLC$243K1
260Brown Financial Advisors$240K1
261Ameritas Advisory Services, LLC$239K1
262LEVEL FOUR ADVISORY SERVICES, LLC$233K1
263World Investment Advisors$228K1
264Snowden Capital Advisors LLC$227K1
265Cromwell Holdings LLC$226K1
266ANCHYRA PARTNERS LLC$225K1
267DENALI ADVISORS LLC$225K1
268Hilltop National Bank$225K1
269JOURNEY STRATEGIC WEALTH LLC$217K1
270Beverly Hills Private Wealth, LLC$216K1
271Brucke Financial, Inc.$216K1
272SHRIER WEALTH MANAGEMENT, LLC$212K1
273Csenge Advisory Group$212K1
274Frec Markets, Inc.$212K1
275May Hill Capital, LLC$204K1
276Perigon Wealth Management, LLC$202K1
277Stratos Wealth Partners, LTD.$202K1
278Tranquilli Financial Advisor LLC$202K1
279WRAPMANAGER INC$202K1
280Allworth Financial LP$188K1
281TD Waterhouse Canada Inc.$176K1
282Transamerica Financial Advisors, LLC$167K1
283Steward Partners Investment Advisory, LLC$149K1
284Grove Bank & Trust$130K1
285MCGUIRE CAPITAL ADVISORS INC$106K1
286Bayforest Capital Ltd$93.2K1
287Bank of New Hampshire$82.1K1
288Owl Creek Wealth Partners LLC$76.9K1
289BNP Paribas Asset Management Holding S.A.$75.6K1
290MAI Capital Management$70.5K1
291State of Wyoming$63.5K1
292EDMOND DE ROTHSCHILD HOLDING S.A.$57.1K1
293True Wealth Design, LLC$56.2K1
294Parkside Financial Bank & Trust$53.5K1
295Dogwood Wealth Management LLC$53.1K1
296Activest Wealth Management$52.8K1
297UMB Bank, n.a.$46.3K1
298MATHER GROUP, LLC.$46.0K1
299TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$39.8K1
300First Pacific Financial$36.5K1
301JFS WEALTH ADVISORS, LLC$35.5K1
302Addison Advisors LLC$30.7K1
303Opal Wealth Advisors, LLC$29.5K1
304WPG Advisers, LLC$28.4K1
305Advocate Investing Services LLC$27.5K1
306SJS Investment Consulting Inc.$25.6K1
307Larson Financial Group LLC$25.1K1
308AlphaCore Capital LLC$20.0K1
309Triumph Capital Management$19.0K1
310Bell Investment Advisors, Inc$18.9K1
311SHP Wealth Management$18.9K1
312Itau Unibanco Holding S.A.$18.3K1
313CENTRAL TRUST Co$18.1K1
314FINANCIAL CONSULATE, INC$16.3K1
315Abound Wealth Management$16.0K1
316TFC Financial Management, Inc.$15.3K1
317VISION FINANCIAL MARKETS LLC$15.1K1
318Crewe Advisors LLC$15.1K1
319Acumen Wealth Advisors, LLC$14.5K1
320WealthCollab, LLC$14.1K1
321HHM Wealth Advisors, LLC$13.2K1
322Spire Wealth Management$13.0K1
323Fairman Group, LLC$12.7K1
324Retirement Wealth Solutions LLC$11.9K1
325MARK SHEPTOFF FINANCIAL PLANNING, LLC$11.4K1
326Signature Equity Partners, LLC$10.4K1
327Annis Gardner Whiting Capital Advisors, LLC$9.7K1
328Bravera Wealth$9.0K1
329Truvestments Capital LLC$8.5K1
330DecisionPoint Financial, LLC$8.5K1
331ALBION FINANCIAL GROUP /UT$8.1K1
332BROWN, LISLE/CUMMINGS, INC.$7.3K1
333Kilter Group LLC$6.6K1
334Key FInancial Inc$6.6K1
335SUMMIT SECURITIES GROUP LLC$6.3K1
336Burk Holdings LLC$6.1K1
337Greenwich Wealth Management LLC$5.8K1
338American Capital Advisory, LLC$5.7K1
339Johnson Financial Group, Inc.$5.4K1
340Physician Wealth Advisors, Inc.$5.2K1
341JPL Wealth Management, LLC$4.6K1
342FEDERATED HERMES, INC.$4.5K1
343Atlantic Edge Private Wealth Management, LLC$4.2K1
344NFJ INVESTMENT GROUP, LLC$4.1K1
345HighMark Wealth Management LLC$4.1K1
346TD Capital Management LLC$3.4K1
347JNBA Financial Advisors$3.1K1
348PARK AVENUE SECURITIES LLC$3.0K1
349Decker Retirement Planning Inc.$2.9K1
350Geneos Wealth Management Inc.$2.7K1
351MBM WEALTH CONSULTANTS, LLC$2.6K1
352GHP Investment Advisors, Inc.$2.3K1
353ARMSTRONG ADVISORY GROUP, INC$2.2K1
354Intentional Wealth Strategies, LLC$2.0K1
355Ankerstar Wealth, LLC$2.0K1
356MidFirst Bank$1.4K1
357Godfrey Financial Associates, Inc.$1.4K1
358Rakuten Securities, Inc.$1.3K1
359EASTERN BANK$1.2K1
360PITTENGER & ANDERSON INC$1.2K1
361Asset Dedication, LLC$7201
362Frazier Financial Advisors, LLC$6991
363Elevated Capital Advisors, LLC$6141
364Cambridge Investment Research Advisors, Inc.$5331
365Cassaday & Co Wealth Management LLC$4031
366MCF Advisors LLC$2121
367Smithfield Trust Co$341
368Avion Wealth$21
369NOMURA ASSET MANAGEMENT CO LTD$01
370BARCLAYS PLC— value not disclosed1
371GLENMEDE TRUST CO NA— value not disclosed1
372STEPHENS INC /AR/— value not disclosed1
373HARBOUR INVESTMENTS, INC.— value not disclosed1
374TOTH FINANCIAL ADVISORY CORP— value not disclosed1
375PANAGORA ASSET MANAGEMENT INC— value not disclosed1
376BLAIR WILLIAM & CO/IL— value not disclosed1
3771832 Asset Management L.P.— value not disclosed1
378OSTERWEIS CAPITAL MANAGEMENT INC— value not disclosed1
379PARADIGM ASSET MANAGEMENT CO LLC— value not disclosed1
380VOYA INVESTMENT MANAGEMENT LLC— value not disclosed1
381CASTLEARK MANAGEMENT LLC— value not disclosed1
382CIBC Private Wealth Group LLC— value not disclosed1
383Covenant Partners, LLC— value not disclosed1
384NORGES BANK— value not disclosed1
385Keel Point, LLC— value not disclosed1
386Walleye Trading LLC— value not disclosed1
387Nicholas Investment Partners, LP— value not disclosed1
388Manchester Capital Management LLC— value not disclosed1
389J.W. COLE ADVISORS, INC.— value not disclosed1
390MidWestOne Financial Group, Inc.— value not disclosed1
391Calamos Wealth Management LLC— value not disclosed1
392OLD MISSION CAPITAL LLC— value not disclosed1
393FLOW TRADERS U.S. LLC— value not disclosed1
394HRT FINANCIAL LP— value not disclosed1
395TWO SIGMA ADVISERS, LP— value not disclosed1
396Tower Research Capital LLC (TRC)— value not disclosed1
397West Family Investments, Inc.— value not disclosed1
398New England Research & Management, Inc.— value not disclosed1
399Caprock Group, LLC— value not disclosed1
400Wealth Architects, LLC— value not disclosed1
401MV CAPITAL MANAGEMENT, INC.— value not disclosed1
402Wealthspire Advisors, LLC— value not disclosed1
403Quadrature Capital Ltd— value not disclosed1
404Clarius Group, LLC— value not disclosed1
405Ausdal Financial Partners, Inc.— value not disclosed1
406FLC Capital Advisors— value not disclosed1
407Investors Research Corp— value not disclosed1
408Quaker Wealth Management, LLC— value not disclosed1
409CreativeOne Wealth, LLC— value not disclosed1
410Global Retirement Partners, LLC— value not disclosed1
411MQS Management LLC— value not disclosed1
412Kingsview Wealth Management, LLC— value not disclosed1
413CERTUITY, LLC— value not disclosed1
414Optas, LLC— value not disclosed1
415Intelligence Driven Advisers, LLC— value not disclosed1
416Sage Mountain Advisors LLC— value not disclosed1
417Militia Capital Partners, LP— value not disclosed1
418DV EQUITIES, LLC— value not disclosed1
419Veery Capital, LLC— value not disclosed1
420Optiver Holding B.V.— value not disclosed1
421TUCKER ASSET MANAGEMENT LLC— value not disclosed1
422NFSG Corp— value not disclosed1
423Independent Wealth Network Inc.— value not disclosed1
424EARNED WEALTH ADVISORS, LLC— value not disclosed1
425Hedges Asset Management LLC— value not disclosed1
426Forum Financial Management, LP— value not disclosed1
427Nilsine Partners, LLC— value not disclosed1
428SageView Advisory Group, LLC— value not disclosed1
429Cape Investment Advisory, Inc.— value not disclosed1
430Corient Private Wealth LLC— value not disclosed1
431Dunhill Financial, LLC— value not disclosed1
432Stephens Consulting, LLC— value not disclosed1
433TrueMark Investments, LLC— value not disclosed1
434New Republic Capital, LLC— value not disclosed1
435Diversify Advisory Services, LLC— value not disclosed1
436Wealth Watch Advisors, INC— value not disclosed1
437Murphy & Mullick Capital Management Corp— value not disclosed1
438ABC ARBITRAGE SA— value not disclosed1
439Persistent Asset Partners Ltd— value not disclosed1
440Themes Management Co LLC— value not disclosed1
441MATTERS CAPITAL LLC— value not disclosed1
442LAUREL OAK WEALTH MANAGEMENT, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 369 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)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BCS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for BCS · financials and macro

Financials — as filed PLANNED

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