Public record / Tickers / BEN

BEN — FRANKLIN TEMPLETON INC†

Both disclosure regimes on one name: who in Congress filed about BEN, 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
42
all PTR rows naming BEN
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Richard L. Hanna · $100K–$250K

BUY · traded 2014-11-19 → filed 2014-12-12. Ranked over every BEN row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

4 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BEN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BEN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKBUYTraded 03-27 LATE·116d$1K–$15K
2025-10-14Thomas H. Kean, Jr. R–NJ-7SELLTraded 09-03 +41d$15K–$50K
2025-05-15Thomas H. Kean, Jr. R–NJ-7SELL partial (partial sale)Traded 04-28 +17d$1K–$15K
2025-01-22Thomas H. Kean, Jr. R–NJ-7SELL partial (partial sale)Traded 2024-12-16 +37d$1K–$15K
2022-02-18Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 01-26 +23d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 42 ↗

Members active in BEN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing BEN 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.
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · BEN

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0 — —

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

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on BEN
DateWhoChangeSize
2026-07-21Alan Armstrong CongressBUY$1K–$15K
2026-05-15Gotham Asset Management 13FTRIM−1,581 sh
2026-05-15Bridgewater Associates 13FTRIM−30,325 sh

3 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

full holders view ↗
Top institutional holders of BEN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1Power Corp of Canada$745M1
2BlackRock, Inc.$679M1
3VANGUARD CAPITAL MANAGEMENT LLC$474M1
4STATE STREET CORP$470M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$327M1
6Invesco Ltd.$320M1
7CITADEL ADVISORS LLC$267M1
8DIMENSIONAL FUND ADVISORS LP$256M1
9GEODE CAPITAL MANAGEMENT, LLC$184M1
10ProShare Advisors LLC$155M1
11Azora Capital LP$120M1
12MORGAN STANLEY$116M1
13Artemis Investment Management LLP$115M1
14Bank of New York Mellon Corp$108M1
15NORTHERN TRUST CORP$86.7M1
16Kopernik Global Investors, LLC$83.2M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$76.3M1
18Verition Fund Management LLC$71.4M1
19BARCLAYS PLC$66.5M1
20JUPITER ASSET MANAGEMENT LTD$63.1M1
21Squarepoint Ops LLC$61.9M1
22UBS Group AG$57.7M1
23Freestone Grove Partners LP$50.7M1
24Vest Financial, LLC$48.0M1
25BANK OF AMERICA CORP /DE/$46.4M1
26FIRST TRUST ADVISORS LP$43.5M1
27VANGUARD FIDUCIARY TRUST CO$40.9M1
28BALYASNY ASSET MANAGEMENT L.P.$37.5M1
29NOMURA ASSET MANAGEMENT CO LTD$35.6M1
30TWO SIGMA INVESTMENTS, LP$34.2M1
31Gallagher Fiduciary Advisors, LLC$33.3M1
32Allianz Asset Management GmbH$31.9M1
33VICTORY CAPITAL MANAGEMENT INC$31.0M1
34WEDGE CAPITAL MANAGEMENT L L P/NC$29.5M1
35DEUTSCHE BANK AG\$29.0M1
36ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$27.4M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$26.9M1
38AQR CAPITAL MANAGEMENT LLC$26.3M1
39KETTLE HILL CAPITAL MANAGEMENT, LLC$22.0M1
40Quantinno Capital Management LP$21.7M1
41Holocene Advisors, LP$21.0M1
42HANCOCK WHITNEY CORP$21.0M1
43ROYAL BANK OF CANADA$20.9M1
44Nuveen, LLC$20.8M1
45Longaeva Partners L.P.$20.4M1
46CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$19.5M1
47HSBC HOLDINGS PLC$18.1M1
48Swiss Life Asset Management Ltd$17.8M1
49Vanguard Global Advisers, LLC$16.0M1
50Legal & General Group Plc$14.5M1
51SEB Asset Management AB$14.0M1
52FRANKLIN RESOURCES INC$13.9M1
53Swiss National Bank$13.4M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$13.4M1
55FIRST CITIZENS BANK & TRUST CO$13.1M1
56Mitsubishi UFJ Asset Management Co., Ltd.$12.3M1
57Meiji Yasuda Asset Management Co Ltd.$12.3M1
58Envestnet Portfolio Solutions, Inc.$12.0M1
59CITIGROUP INC$11.6M1
60COMMONWEALTH EQUITY SERVICES, LLC$11.2M1
61MILLENNIUM MANAGEMENT LLC$10.9M1
62HUNTINGTON NATIONAL BANK$9.9M1
63MACKENZIE FINANCIAL CORP$9.7M1
64Modern Wealth Management, LLC$9.7M1
65AMERIPRISE FINANCIAL INC$9.6M1
66ALLIANCEBERNSTEIN L.P.$9.0M1
67Cambria Investment Management, L.P.$8.9M1
68STATE OF WISCONSIN INVESTMENT BOARD$8.8M1
69LPL Financial LLC$8.5M1
70Jain Global LLC$8.1M1
71PRINCIPAL FINANCIAL GROUP INC$8.1M1
72PUBLIC SECTOR PENSION INVESTMENT BOARD$7.6M1
73YOUSIF CAPITAL MANAGEMENT, LLC$7.6M1
74Prana Capital Management, LP$7.1M1
75Bastion Asset Management Inc.$6.7M1
76WELLS FARGO & COMPANY/MN$6.7M1
77Connor, Clark & Lunn Investment Management Ltd.$6.6M1
78STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.6M1
79Y-Intercept (Hong Kong) Ltd$6.3M1
80Creative Planning$6.2M1
81VANGUARD ASSET MANAGEMENT, Ltd$6.1M1
82RAYMOND JAMES FINANCIAL INC$6.0M1
83NATIONAL BANK OF CANADA /FI/$5.9M1
84Point72 Asset Management, L.P.$5.9M1
85Cresset Asset Management, LLC$5.6M1
86MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.5M1
87MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.3M1
88MERCER GLOBAL ADVISORS INC /ADV$5.2M1
89Focus Partners Wealth$5.2M1
90CHATHAM CAPITAL GROUP, INC.$5.2M1
91SEI INVESTMENTS CO$5.1M1
92BANK OF MONTREAL /CAN/$5.0M1
93STIFEL FINANCIAL CORP$4.9M1
94Sumitomo Mitsui Trust Group, Inc.$4.9M1
95Robeco Institutional Asset Management B.V.$4.2M1
96Fire Capital Management LLC$4.1M1
97FIFTH THIRD BANCORP$4.0M1
98NEW YORK STATE COMMON RETIREMENT FUND$3.9M1
99Uncommon Cents Investing LLC$3.9M1
100Kinloch Capital, LLC$3.8M1
101PRUDENTIAL FINANCIAL INC$3.7M1
102Cinctive Capital Management LP$3.6M1
103Chevy Chase Trust Holdings, LLC$3.6M1
104Twelve Points Wealth Management LLC$3.5M1
105GUGGENHEIM CAPITAL LLC$3.5M1
106Ruffer LLP$3.5M1
107Ally Financial Inc.$3.3M1
108CIBC Bancorp USA Inc.$3.2M1
109Hilton Capital Management, LLC$3.2M1
110Grantham, Mayo, Van Otterloo & Co. LLC$3.1M1
111Janus Henderson Group Ltd.$3.0M1
112Cetera Investment Advisers$3.0M1
113Systematic Alpha Investments, LLC$3.0M1
114APG Asset Management N.V.$3.0M1
115HighTower Advisors, LLC$3.0M1
116ExodusPoint Capital Management, LP$2.9M1
117Gotham Asset Management, LLC$2.8M1
118SummitTX Capital, L.P.$2.8M1
119AMERICAN FINANCIAL GROUP INC$2.8M1
120NISA INVESTMENT ADVISORS, LLC$2.8M1
121SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.8M1
122AE Wealth Management LLC$2.8M1
123Unison Advisors LLC$2.7M1
124Mirae Asset Global Investments Co., Ltd.$2.7M1
125COMMERCE BANK$2.6M1
126WELLINGTON MANAGEMENT GROUP LLP$2.6M1
127AMERICAN CENTURY COMPANIES INC$2.5M1
128Keystone Financial Planning, Inc.$2.5M1
129CANADA PENSION PLAN INVESTMENT BOARD$2.5M1
130Summit Trail Advisors, LLC$2.4M1
131ENVESTNET ASSET MANAGEMENT INC$2.4M1
132CIBC WORLD MARKET INC.$2.4M1
133Amundi$2.3M1
134Man Group plc$2.3M1
135Zurcher Kantonalbank (Zurich Cantonalbank)$2.3M1
136Cerity Partners LLC$2.2M1
137XPONANCE LLC$2.2M1
138BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.1M1
139Sterling Capital Management LLC$2.0M1
140MALTESE CAPITAL MANAGEMENT LLC$2.0M1
141Alexander Randolph Advisory, Inc.$2.0M1
142PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.0M1
143State of New Jersey Common Pension Fund D$2.0M1
144Czech National Bank$2.0M1
145TORONTO DOMINION BANK$1.9M1
146Resona Asset Management Co.,Ltd.$1.9M1
147STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
148Asset Management One Co., Ltd.$1.9M1
149NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.9M1
150Pathstone Holdings, LLC$1.9M1
151Arizona State Retirement System$1.9M1
152Merit Financial Group, LLC$1.8M1
153AIMZ Investment Advisors, LLC$1.8M1
154CIBC Asset Management Inc$1.8M1
155FMR LLC$1.8M1
156Rafferty Asset Management, LLC$1.8M1
157Vanguard Investments Australia, Ltd.$1.8M1
158Genus Capital Management Inc.$1.7M1
159SCHRODER INVESTMENT MANAGEMENT GROUP$1.7M1
160Tidal Investments LLC$1.7M1
161COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
162MetLife Investment Management, LLC$1.7M1
163AXQ CAPITAL, LP$1.7M1
164PICTON MAHONEY ASSET MANAGEMENT$1.6M1
165Blackhawk Capital Partners, LLC$1.6M1
166Sigma Planning Corp$1.6M1
167Legend Capital Advisors LLC$1.6M1
168Forty-three Eighteen Advisors, LLC$1.6M1
169Schonfeld Strategic Advisors LLC$1.5M1
170Retirement Systems of Alabama$1.5M1
171Beacon Pointe Advisors, LLC$1.5M1
172KLP KAPITALFORVALTNING AS$1.5M1
173Board of the Pension Protection Fund$1.5M1
174Sumitomo Mitsui DS Asset Management Company, Ltd$1.5M1
175Pictet Asset Management Holding SA$1.5M1
176FIL Ltd$1.4M1
177UniSuper Management Pty Ltd$1.4M1
178VOYA INVESTMENT MANAGEMENT LLC$1.4M1
179TD ASSET MANAGEMENT INC$1.3M1
180FOUNDATIONS INVESTMENT ADVISORS, LLC$1.2M1
181Ethic Inc.$1.2M1
182AUXIER ASSET MANAGEMENT LLC$1.2M1
183D. E. Shaw & Co., Inc.$1.2M1
184Numerai GP LLC$1.1M1
185TRUIST FINANCIAL CORP$1.1M1
186LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.1M1
187Universal- Beteiligungs- und Servicegesellschaft mbH$1.1M1
188Kestra Investment Management, LLC$1.1M1
189New Age Alpha Advisors, LLC$1.1M1
190Walleye Capital LLC$1.1M1
191NEOS Investment Management LLC$1.1M1
192Abundance Wealth Counselors$1.0M1
193Ironwood Investment Counsel, LLC$1.0M1
194Gold Investment Management Ltd.$1.0M1
195FIRST COMMONWEALTH FINANCIAL CORP /PA/$992K1
196San Luis Wealth Advisors LLC$981K1
197Weaver C. Barksdale & Associates, Inc.$979K1
198Bridgewater Associates, LP$961K1
199WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$950K1
200CWM, LLC$944K1
201Quantum Portfolio Management LLC$941K1
202Sovran Advisors, LLC$924K1
203Vanguard Personalized Indexing Management, LLC$887K1
204Atria Investments, Inc$874K1
205Corient Private Wealth LLC$864K1
206OREGON PUBLIC EMPLOYEES RETIREMENT FUND$832K1
207Americana Partners, LLC$831K1
208Aster Capital Management (DIFC) Ltd$826K1
209TEACHER RETIREMENT SYSTEM OF TEXAS$815K1
210O'SHAUGHNESSY ASSET MANAGEMENT, LLC$808K1
211Elo Mutual Pension Insurance Co$775K1
212MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$772K1
213XTX Topco Ltd$769K1
214QUADRANT CAPITAL GROUP LLC$753K1
215NATIXIS$737K1
216OSAIC HOLDINGS, INC.$729K1
217Abel Hall, LLC$720K1
218CONTRAVISORY INVESTMENT MANAGEMENT, INC.$706K1
219Mirador Capital Partners LP$704K1
220Rakuten Investment Management, Inc.$693K1
221Sequoia Financial Advisors, LLC$682K1
222D.A. DAVIDSON & CO.$671K1
223Invst, LLC$665K1
224GATEWAY INVESTMENT ADVISERS LLC$649K1
225Capital Investment Advisory Services, LLC$633K1
226Farmers & Merchants Trust Co of Long Beach$625K1
227Arax Advisory Partners$624K1
228Steward Partners Investment Advisory, LLC$620K1
229LBP AM SA$618K1
230MGO ONE SEVEN LLC$612K1
231Index Technologies Group LLC$611K1
232BANK OF NOVA SCOTIA$605K1
233Guinness Asset Management LTD$598K1
234Daiwa Securities Group Inc.$592K1
235ACORN FINANCIAL ADVISORY SERVICES INC /ADV$571K1
236Ensign Peak Advisors, Inc$569K1
237Aberdeen Group plc$566K1
238Global X Japan Co., Ltd.$557K1
239OXFORD ASSET MANAGEMENT LLP$552K1
240Brevan Howard Capital Management LP$549K1
241SHEPHERD KAPLAN KROCHUK, LLC$548K1
242INCEPTIONR LLC$547K1
243TWINBEECH CAPITAL LP$536K1
244Kestra Advisory Services, LLC$509K1
245Cherry Creek Investment Advisors, Inc.$486K1
246Independent Advisor Alliance$484K1
247Wakefield Asset Management LLLP$483K1
248Freestone Capital Holdings, LLC$479K1
249US BANCORP \DE\$475K1
250Empowered Funds, LLC$472K1
251BENJAMIN EDWARDS INC$472K1
252FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$470K1
253Machina Capital S.A.S.$470K1
254PARK NATIONAL CORP /OH/$461K1
255OPPENHEIMER & CO INC$459K1
256HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$456K1
257WRIGHT INVESTORS SERVICE INC$456K1
258Jefferies Financial Group Inc.$451K1
259FIRST NATIONAL TRUST CO$446K1
260Norinchukin Bank, The$445K1
261Crossmark Global Holdings, Inc.$444K1
262WHITENER CAPITAL MANAGEMENT, INC.$443K1
263Federation des caisses Desjardins du Quebec$442K1
264MIZUHO SECURITIES USA LLC$439K1
265Cornerstone Wealth Management, LLC$431K1
266Wagner Wealth Management, Corp$429K1
267Capital Investment Counsel, Inc$419K1
268DnB Asset Management AS$413K1
269Allspring Global Investments Holdings, LLC$411K1
270HARTFORD INVESTMENT MANAGEMENT CO$405K1
271ASSOCIATED BANC-CORP$404K1
272BNP Paribas Asset Management Holding S.A.$392K1
273Hardy Reed LLC$381K1
274KEYBANK NATIONAL ASSOCIATION/OH$378K1
275UNITED CAPITAL FINANCIAL ADVISORS, LLC$376K1
276State of Wyoming$373K1
277ROCKLAND TRUST CO$372K1
278STEPHENS INC /AR/$370K1
279NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$347K1
280Maryland State Retirement & Pension System$344K1
281Ascentis Independent Advisors$343K1
282NorthRock Partners, LLC$343K1
283iSAM Funds (UK) Ltd$338K1
284Utah Retirement Systems$337K1
285MONETA GROUP INVESTMENT ADVISORS LLC$335K1
286Mariner, LLC$332K1
287ING GROEP NV$330K1
288MIRABELLA FINANCIAL SERVICES LLP$328K1
289Concurrent Investment Advisors, LLC$322K1
290Atlantic Union Bankshares Corp$312K1
291HUB Investment Partners, LLC$308K1
292MOODY NATIONAL BANK TRUST DIVISION$301K1
293Oak Thistle LLC$299K1
294Mutual Advisors, LLC$299K1
295MUFG Securities EMEA plc$297K1
296Jacobi Capital Management LLC$291K1
297OMERS ADMINISTRATION Corp$291K1
298Revisor Wealth Management LLC$288K1
299&PARTNERS$288K1
300LGT Group Foundation$288K1
301Annis Gardner Whiting Capital Advisors, LLC$284K1
302JANE STREET GROUP, LLC$283K1
303NewEdge Advisors, LLC$283K1
304ICON ADVISERS INC/CO$281K1
305Sowell Financial Services LLC$279K1
306DRW Securities, LLC$277K1
307Savvy Advisors, Inc.$276K1
308MML INVESTORS SERVICES, LLC$273K1
309NORTH STAR ASSET MANAGEMENT INC$271K1
310Polymer Capital Management (US) LLC$267K1
311AlphaCore Capital LLC$266K1
312Brooklyn Investment Group$262K1
313Ashton Thomas Private Wealth, LLC$261K1
314Wealthfront Advisers LLC$260K1
315ANGELES WEALTH MANAGEMENT, LLC$258K1
316Sound Financial Strategies Group, LLC$255K1
317Manske Wealth Management$251K1
318Stratos Wealth Partners, LTD.$250K1
319Linden Thomas Advisory Services, LLC$250K1
320PFG Investments, LLC$246K1
321Empirical Finance, LLC$246K1
322Paragon Capital Management Ltd$245K1
323Lido Advisors, LLC$244K1
324Simplicity Wealth,LLC$243K1
325PATTON FUND MANAGEMENT, INC.$241K1
326MACQUARIE GROUP LTD$239K1
327NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$232K1
328M&T BANK CORP$231K1
329Brand Asset Management Group, Inc.$229K1
330IRON Financial LLC$223K1
331EXCHANGE TRADED CONCEPTS, LLC$221K1
332SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$217K1
333Vident Advisory, LLC$217K1
334BOOTHBAY FUND MANAGEMENT, LLC$215K1
335GLENMEDE TRUST CO NA$215K1
336Apollon Wealth Management, LLC$214K1
337Orion Porfolio Solutions, LLC$214K1
338Investment Research Partners LLC$213K1
339CREDIT AGRICOLE S A$212K1
340North Dakota State Investment Board$210K1
341Composition Wealth, LLC$208K1
342Herold Advisors, Inc.$207K1
343Leonteq Securities AG$201K1
344MUFG SECURITIES AMERICAS INC.$201K1
345DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$200K1
346MATHER GROUP, LLC.$199K1
347SECURIAN ASSET MANAGEMENT, INC$195K1
348Korea Investment CORP$191K1
349GROUP ONE TRADING LLC$180K1
350SBI Securities Co., Ltd.$175K1
351Walleye Trading LLC$174K1
352Canada Post Corp Registered Pension Plan$170K1
353FEDERATED HERMES, INC.$148K1
354Rockefeller Capital Management L.P.$146K1
355Allworth Financial LP$142K1
356SIGNATUREFD, LLC$138K1
357Tower Research Capital LLC (TRC)$132K1
358TEMA ETFS LLC$123K1
359TD Waterhouse Canada Inc.$112K1
360Elevated Capital Advisors, LLC$109K1
361Catherine Avery Investment Management LLC$90.8K1
362Geneos Wealth Management Inc.$86.7K1
363Caldwell Trust Co$71.1K1
364Ameritas Investment Partners, Inc.$65.9K1
365ASSETMARK, INC$54.9K1
366Kingdom Financial Group LLC.$54.4K1
367CNB Bank$53.6K1
368Deseret Mutual Benefit Administrators$53.4K1
369Larson Financial Group LLC$49.2K1
370STOREBRAND ASSET MANAGEMENT AS$46.5K1
371CALDWELL SUTTER CAPITAL, INC.$44.9K1
372Beaird Harris Wealth Management, LLC$36.6K1
373Hilton Head Capital Partners, LLC$35.4K1
374Manchester Capital Management LLC$33.5K1
375Investors Research Corp$33.1K1
376CONSULTIVA WEALTH MANAGEMENT, CORP.$31.5K1
377Smartleaf Asset Management LLC$30.8K1
378INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$30.0K1
379ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$28.4K1
380Parkside Financial Bank & Trust$26.5K1
381Key Capital Management, INC$26.0K1
382Hickory Point Bank & Trust$23.6K1
383MAI Capital Management$23.4K1
384CYBER HORNET ETFs LLC$19.9K1
385UMB Bank, n.a.$18.0K1
386CVA Family Office, LLC$16.0K1
387Global Trust Asset Management, LLC$15.9K1
388PRIVATE TRUST CO NA$15.0K1
389Generali Asset Management SPA SGR$14.6K1
390TRUST CO OF TOLEDO NA /OH/$14.2K1
391True Wealth Design, LLC$14.0K1
392Clearstead Trust, LLC$13.4K1
393Owl Creek Wealth Partners LLC$12.3K1
394Cromwell Holdings LLC$12.2K1
395EASTERN BANK$11.8K1
396Axiom Investment Management LLC$11.8K1
397Millstone Evans Group, LLC$11.5K1
398JFS WEALTH ADVISORS, LLC$10.8K1
399Quarry LP$10.5K1
400Pinnacle Wealth Planning Services, Inc.$10.1K1
401AMERIFLEX GROUP, INC.$9.8K1
402Rakuten Securities, Inc.$8.3K1
403Legacy Wealth Managment, LLC/ID$7.7K1
404NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.1K1
405Key FInancial Inc$6.9K1
406Decker Retirement Planning Inc.$6.6K1
407Addison Advisors LLC$6.1K1
408TOMPKINS FINANCIAL CORP$5.9K1
409Blue Trust, Inc.$5.4K1
410FARMERS & MERCHANTS INVESTMENTS INC$5.1K1
411Triumph Capital Management$4.8K1
412CENTRAL TRUST Co$4.7K1
413POM Investment Strategies, LLC$4.5K1
414Quest 10 Wealth Builders, Inc.$4.3K1
415Clark Wealth Partners$3.8K1
416Physician Wealth Advisors, Inc.$3.7K1
417Greenwich Wealth Management LLC$3.4K1
418CANADA LIFE ASSURANCE Co$3.3K1
419ALGERT GLOBAL LLC$3.2K1
420Clearstead Advisors, LLC$3.0K1
421BARTLETT & CO. WEALTH MANAGEMENT LLC$2.7K1
422Treasurer of the State of North Carolina$2.7K1
423Rialto Wealth Management, LLC$2.4K1
424DANSKE BANK A/S$2.4K1
425ELEVATION WEALTH PARTNERS, LLC$2.3K1
426Cassaday & Co Wealth Management LLC$2.2K1
427Sachetta, LLC$2.2K1
428Inspire Investing, LLC$2.2K1
429SJS Investment Consulting Inc.$2.0K1
430DiNuzzo Private Wealth, Inc.$1.9K1
431GILPIN WEALTH MANAGEMENT, LLC$1.8K1
432Jackson Creek Investment Advisors LLC$1.8K1
433DekaBank Deutsche Girozentrale$1.7K1
434Spire Wealth Management$1.6K1
435SHP Wealth Management$1.5K1
436SouthState Bank Corp$1.4K1
437Destiny Wealth Partners, LLC$1.4K1
438SUMMIT SECURITIES GROUP LLC$1.2K1
439THRIVENT FINANCIAL FOR LUTHERANS$1.1K1
440Grove Bank & Trust$1.1K1
441Caitlin John, LLC$1.1K1
442Kilter Group LLC$9931
443Truvestments Capital LLC$8981
444Clayton Financial Group LLC$8741
445FOSTER & MOTLEY INC$8731
446MV CAPITAL MANAGEMENT, INC.$8511
447Vermillion Wealth Management, Inc.$8501
448Activest Wealth Management$8501
449TFC Financial Management, Inc.$7331
450Synergy Investment Management, LLC$7321
451State of Alaska, Department of Revenue$7201
452West Financial Advisors, LLC$7181
453HFM Investment Advisors, LLC$7091
454SlateStone Wealth, LLC$7011
455PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$6701
456Bell Investment Advisors, Inc$6381
457Caitong International Asset Management Co., Ltd$6381
458TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$5721
459NATIXIS ADVISORS, LLC$5621
460S&CO INC$5491
461FINANCIAL CONSULATE, INC$4731
462BROWN, LISLE/CUMMINGS, INC.$4721
463SWAN Capital LLC$4721
464KBC Group NV$4381
465MCGUIRE CAPITAL ADVISORS INC$4181
466Quaker Wealth Management, LLC$4021
467iA Global Asset Management Inc.$3911
468Vestcor Inc$3781
469Y.D. More Investments Ltd$3591
470Abound Wealth Management$2871
471American Capital Advisory, LLC$2841
472Dogwood Wealth Management LLC$2361
473Signature Equity Partners, LLC$2131
474Transamerica Financial Advisors, LLC$1911
475VAN ECK ASSOCIATES CORP$1861
476Private Wealth Management Group, LLC$1661
477MidFirst Bank$1421
478Capital Analysts, LLC$1311
4793 FACTOR INDEXING, LLC$951
480South Dakota Investment Council$931
481HAZLETT, BURT & WATSON, INC.$121
482Capital Advisors, Ltd. LLC$121
483Smithfield Trust Co$111
484Avion Wealth$01
485VANGUARD GROUP INC— value not disclosed1
486HARBOUR INVESTMENTS, INC.— value not disclosed1
487HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
488ROYAL LONDON ASSET MANAGEMENT LTD— value not disclosed1
489FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC— value not disclosed1
490COMERICA BANK— value not disclosed1
491RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
492CIBC WORLD MARKETS CORP— value not disclosed1
493AVIVA PLC— value not disclosed1
494NOMURA HOLDINGS INC— value not disclosed1
495ADAGE CAPITAL PARTNERS GP, L.L.C.— value not disclosed1
496EVERGREEN CAPITAL MANAGEMENT LLC— value not disclosed1
497Hilltop Holdings Inc.— value not disclosed1
498CIBC Private Wealth Group LLC— value not disclosed1
499Cadence Bank— value not disclosed1
500Magnetar Financial LLC— value not disclosed1
Truncated by Public Filings. Every one of the 484 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 (the full holders view shows them), 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 / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ 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 BEN

RETAINED WINDOW · ACTIVE HITS
Signal hits naming BEN
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for BEN · financials and macro

Financials — as filed PLANNED

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