Public record / Tickers / BF.B

BF.B — BROWN FORMAN CORP†

Both disclosure regimes on one name: who in Congress filed about BF.B, 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
10
all PTR rows naming BF.B
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
13F holders
484
top-484 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

Val T. Hoyle · $1.0K–$15.0K

SELL · traded 2025-09-23 → filed 2025-10-10. Ranked over every BF.B row by the provable lower bound, never a point estimate.

No member disclosed BF.B 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.

6 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 BF.B · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BF.B
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4SELL SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4BUY SP (spouse-owned)Traded 07-14 LATE·60d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2022-02-08Axne, Cindy —BUY SP (spouse-owned)Traded 01-13 +26d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 10 ↗

Members active in BF.B

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

No member disclosed BF.B in the trailing 12 months.

Congress ↔ notable managers · BF.B

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
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · BROWN FORMAN CORP

Merged timeline of congressional filings and notable-manager moves on BF.B
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FTRIM−70,946 sh
2026-05-15Bridgewater Associates 13FTRIM−2,539 sh

2 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 BF.B for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1VANGUARD CAPITAL MANAGEMENT LLC$388M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$352M1
3FMR LLC$338M1
4BlackRock, Inc.$319M1
5STATE STREET CORP$267M1
6Invesco Ltd.$237M1
7ProShare Advisors LLC$158M1
8Black Creek Investment Management Inc.$139M1
9DIMENSIONAL FUND ADVISORS LP$125M1
10MORGAN STANLEY$105M1
11BANK OF AMERICA CORP /DE/$98.7M1
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/$92.3M1
13UBS Group AG$80.3M1
14Ruffer LLP$72.4M1
15CITADEL ADVISORS LLC$68.2M1
16EQUITY INVESTMENT CORP$64.1M1
17WELLINGTON MANAGEMENT GROUP LLP$61.8M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$55.7M1
19Vest Financial, LLC$48.9M1
20Point72 Asset Management, L.P.$48.9M1
21CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$48.1M1
22DEUTSCHE BANK AG\$47.3M1
23NORTHERN TRUST CORP$44.8M1
24J. Safra Sarasin Holding AG$42.0M1
25Lindsell Train Ltd$41.7M1
26D. E. Shaw & Co., Inc.$39.9M1
27Grantham, Mayo, Van Otterloo & Co. LLC$38.1M1
28NOMURA ASSET MANAGEMENT CO LTD$36.1M1
29WELLS FARGO & COMPANY/MN$31.9M1
30FIL Ltd$30.0M1
31VANGUARD FIDUCIARY TRUST CO$27.5M1
32Baird Financial Group, Inc.$22.1M1
33UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$18.3M1
34Cerity Partners LLC$17.4M1
35CITIGROUP INC$17.0M1
36ENVESTNET ASSET MANAGEMENT INC$16.4M1
37RAYMOND JAMES FINANCIAL INC$15.1M1
38FIRST TRUST ADVISORS LP$14.6M1
39MARKEL GROUP INC.$12.5M1
40ROYAL BANK OF CANADA$12.5M1
41Glenview Trust Co$12.5M1
42ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$12.4M1
43Nuveen, LLC$12.1M1
44Legal & General Group Plc$12.0M1
45STATE OF WISCONSIN INVESTMENT BOARD$11.7M1
46STIFEL FINANCIAL CORP$10.6M1
47Mitsubishi UFJ Asset Management Co., Ltd.$10.5M1
48ICICI Prudential Asset Management Co Ltd$9.6M1
49Vanguard Global Advisers, LLC$9.5M1
50Swiss National Bank$9.2M1
51Mariner, LLC$8.4M1
52Quantinno Capital Management LP$7.9M1
53VOLORIDGE INVESTMENT MANAGEMENT, LLC$7.8M1
54BANK OF MONTREAL /CAN/$7.7M1
55Monaco Asset Management SAM$7.4M1
56Holocene Advisors, LP$7.3M1
57Moran Wealth Management, LLC$7.1M1
58Morningstar Investment Management LLC$7.0M1
59SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.0M1
60AMERICAN CENTURY COMPANIES INC$6.8M1
61PRINCIPAL FINANCIAL GROUP INC$6.5M1
62GUGGENHEIM CAPITAL LLC$6.3M1
63HSBC HOLDINGS PLC$6.0M1
64Creative Planning$5.5M1
65GATEWAY INVESTMENT ADVISERS LLC$5.4M1
66BENJAMIN EDWARDS INC$4.8M1
67AQR CAPITAL MANAGEMENT LLC$4.8M1
68STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.7M1
69Philip James Wealth Mangement, LLC$4.7M1
70Hillman Capital Management, Inc.$4.7M1
71Black Cypress Capital Management, LLC$4.5M1
72Kingsview Wealth Management, LLC$4.2M1
73MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.2M1
74Weiss Asset Management LP$4.0M1
75Engineers Gate Manager LP$4.0M1
76ADAGE CAPITAL PARTNERS GP, L.L.C.$4.0M1
77ALLIANCEBERNSTEIN L.P.$3.9M1
78Gotham Asset Management, LLC$3.8M1
79LPL Financial LLC$3.8M1
80PFA Pension, Forsikringsaktieselskab$3.7M1
81APG Asset Management N.V.$3.5M1
82Man Group plc$3.4M1
83Swedbank AB$3.3M1
84TCV Trust & Wealth Management, Inc.$3.3M1
85Illinois Municipal Retirement Fund$3.1M1
86BROWN ADVISORY INC$3.0M1
87HighTower Advisors, LLC$3.0M1
88Pacific Capital Partners Ltd$2.9M1
89Brevan Howard Capital Management LP$2.8M1
90CIBC Bancorp USA Inc.$2.8M1
91PARTHENON LLC$2.8M1
92Amundi$2.7M1
93Regal Investment Advisors LLC$2.7M1
94VANGUARD ASSET MANAGEMENT, Ltd$2.6M1
95OSAIC HOLDINGS, INC.$2.5M1
96TWO SIGMA INVESTMENTS, LP$2.4M1
97Chevy Chase Trust Holdings, LLC$2.3M1
98Mirae Asset Global Investments Co., Ltd.$2.3M1
99Universal- Beteiligungs- und Servicegesellschaft mbH$2.2M1
100Janus Henderson Group Ltd.$2.2M1
101State of New Jersey Common Pension Fund D$2.1M1
102Alberta Investment Management Corp$2.1M1
103Resona Asset Management Co.,Ltd.$2.0M1
104NATIONAL BANK OF CANADA /FI/$1.9M1
105ExodusPoint Capital Management, LP$1.9M1
106FIFTH THIRD BANCORP$1.8M1
107Chancellor Financial Group WB LP$1.8M1
108OPPENHEIMER & CO INC$1.7M1
109Elo Mutual Pension Insurance Co$1.6M1
110JOURNEY STRATEGIC WEALTH LLC$1.6M1
111Lafayette Investments, Inc.$1.6M1
112Medallion Wealth Advisors, LLC$1.6M1
113CIBC WORLD MARKET INC.$1.6M1
114BERKSHIRE ASSET MANAGEMENT LLC/PA$1.6M1
115Summit Trail Advisors, LLC$1.5M1
116Vanguard Investments Australia, Ltd.$1.5M1
117FRANKLIN RESOURCES INC$1.5M1
118US BANCORP \DE\$1.4M1
119UniSuper Management Pty Ltd$1.4M1
120Pathstone Holdings, LLC$1.4M1
121MERCER GLOBAL ADVISORS INC /ADV$1.4M1
122LECAP ASSET MANAGEMENT LTD$1.3M1
123CANADA PENSION PLAN INVESTMENT BOARD$1.3M1
124PUBLIC SECTOR PENSION INVESTMENT BOARD$1.3M1
125Arizona State Retirement System$1.3M1
126Czech National Bank$1.2M1
127Zurcher Kantonalbank (Zurich Cantonalbank)$1.2M1
128&PARTNERS$1.2M1
129STATE OF MICHIGAN RETIREMENT SYSTEM$1.2M1
130BARLOW WEALTH PARTNERS, LLC$1.2M1
131CAPSTONE INVESTMENT ADVISORS, LLC$1.2M1
132CIBC Asset Management Inc$1.1M1
133ASR Vermogensbeheer N.V.$1.1M1
134Pictet Asset Management Holding SA$1.1M1
135SCOTIA CAPITAL INC.$1.1M1
136COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.1M1
137Cetera Investment Advisers$1.0M1
138Machina Capital S.A.S.$1.0M1
139Graham Capital Management, L.P.$1.0M1
140SEI INVESTMENTS CO$1.0M1
141XTX Topco Ltd$1.0M1
142COMMONWEALTH EQUITY SERVICES, LLC$989K1
143BEACON INVESTMENT ADVISORY SERVICES, INC.$986K1
144WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$962K1
145Retirement Systems of Alabama$959K1
146Marshall Financial Group, LLC$959K1
147MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$925K1
148Tidal Investments LLC$898K1
149Pitcairn Wealth Advisors LLC$892K1
150Sanctuary Advisors, LLC$875K1
151Verition Fund Management LLC$863K1
152MARATHON CAPITAL MANAGEMENT$857K1
153VOYA INVESTMENT MANAGEMENT LLC$839K1
154Assenagon Asset Management S.A.$833K1
155EP Wealth Advisors, LLC$830K1
156Federation des caisses Desjardins du Quebec$822K1
157ICW Investment Advisors LLC$821K1
158TD ASSET MANAGEMENT INC$792K1
159MACKENZIE FINANCIAL CORP$790K1
160TORONTO DOMINION BANK$752K1
161Vanguard Personalized Indexing Management, LLC$750K1
162CHICAGO TRUST Co NA$720K1
163Woodline Partners LP$709K1
164Town & Country Bank & Trust CO dba First Bankers Trust CO$700K1
165Endure Capital Management, LLC$687K1
166J. Stern & Co. LLP$674K1
167NEOS Investment Management LLC$661K1
168Northstar Group, Inc.$659K1
169Focus Partners Wealth$658K1
170ASSETMARK, INC$652K1
171Voleon Capital Management LP$650K1
172Kiker Wealth Management, LLC$645K1
173Private Advisor Group, LLC$642K1
174Venture Visionary Partners LLC$624K1
175NEW YORK LIFE INVESTMENT MANAGEMENT LLC$619K1
176DAYMARK WEALTH PARTNERS, LLC$604K1
177Corient Private Wealth LLC$597K1
178Cresset Asset Management, LLC$585K1
179Kentucky Farm Bureau Mutual Insurance Co$582K1
180Premier Path Wealth Partners, LLC$579K1
181Global X Japan Co., Ltd.$578K1
182Jefferies Financial Group Inc.$566K1
183MANGROVE PARTNERS IM, LLC$563K1
184Swiss Life Asset Management Ltd$559K1
185D.A. DAVIDSON & CO.$559K1
186Schonfeld Strategic Advisors LLC$558K1
187TRUIST FINANCIAL CORP$544K1
188EXCHANGE TRADED CONCEPTS, LLC$543K1
189STEPHENS INC /AR/$541K1
190Larson Financial Group LLC$535K1
191MML INVESTORS SERVICES, LLC$526K1
192OREGON PUBLIC EMPLOYEES RETIREMENT FUND$518K1
193Probity Advisors, Inc.$515K1
194Rakuten Investment Management, Inc.$508K1
195Tower Research Capital LLC (TRC)$495K1
196LONGFELLOW INVESTMENT MANAGEMENT CO LLC$492K1
197MPS Loria Financial Planners, LLC$492K1
198Bridgewater Associates, LP$487K1
199LMR Partners LLP$482K1
200MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$481K1
201AIGEN INVESTMENT MANAGEMENT, LP$473K1
202Caitong International Asset Management Co., Ltd$471K1
203M&T BANK CORP$456K1
204FIRST FOUNDATION ADVISORS$455K1
205Independent Advisor Alliance$444K1
206NewEdge Wealth, LLC$443K1
207Allspring Global Investments Holdings, LLC$443K1
208HUB Investment Partners, LLC$433K1
209XPONANCE LLC$421K1
210Sequoia Financial Advisors, LLC$418K1
211Empowered Funds, LLC$387K1
212MGO ONE SEVEN LLC$383K1
213MAI Capital Management$382K1
214COLDSTREAM CAPITAL MANAGEMENT INC$374K1
215DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$373K1
216Daiwa Securities Group Inc.$368K1
217iSAM Funds (UK) Ltd$367K1
218Stratos Wealth Partners, LTD.$363K1
219Clearstead Advisors, LLC$354K1
220SummitTX Capital, L.P.$341K1
221Lido Advisors, LLC$340K1
222Brooklyn Investment Group$335K1
223Cardinal Point Capital Management ULC$334K1
224VAN ECK ASSOCIATES CORP$327K1
225ALPINE WOODS CAPITAL INVESTORS, LLC$325K1
226Atria Investments, Inc$314K1
227Vident Advisory, LLC$301K1
228Crossmark Global Holdings, Inc.$300K1
2291832 Asset Management L.P.$298K1
230BLAIR WILLIAM & CO/IL$285K1
231ALTFEST L J & CO INC$284K1
232HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$284K1
233MATHER GROUP, LLC.$277K1
234OMERS ADMINISTRATION Corp$277K1
235Legacy Capital Wealth Partners, LLC$276K1
236MIZUHO SECURITIES USA LLC$273K1
237CAISSE DES DEPOTS ET CONSIGNATIONS$272K1
238Rafferty Asset Management, LLC$270K1
239Norinchukin Bank, The$268K1
240PERSONAL CFO SOLUTIONS, LLC$264K1
241UNITED CAPITAL FINANCIAL ADVISORS, LLC$253K1
242ADVISORTRUST PARTNERS, LLC$251K1
243Penobscot Investment Management Company, Inc.$248K1
244NorthRock Partners, LLC$244K1
245Aberdeen Group plc$238K1
246HOWLAND CAPITAL MANAGEMENT LLC$233K1
247Rockefeller Capital Management L.P.$233K1
248Cannon Global Investment Management, LLC$233K1
249FOUNDATIONS INVESTMENT ADVISORS, LLC$233K1
250Caitlin John, LLC$230K1
251SUMMIT WEALTH & RETIREMENT PLANNING, INC.$229K1
252Bragg Financial Advisors, Inc$228K1
253DAVENPORT & Co LLC$225K1
254Revisor Wealth Management LLC$224K1
255HB Wealth Management, LLC$223K1
256PATTON FUND MANAGEMENT, INC.$217K1
257Integrated Advisors Network LLC$216K1
258Wealthfront Advisers LLC$214K1
259Maryland State Retirement & Pension System$213K1
260Sawyer & Company, Inc$210K1
261Kinloch Capital, LLC$210K1
262Verity & Verity, LLC$210K1
263Utah Retirement Systems$206K1
264Vise Technologies, Inc.$205K1
265Proactive Wealth Strategies LLC$204K1
266Kestra Advisory Services, LLC$202K1
267NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$201K1
268Asset Management One Co., Ltd.$196K1
269CWM, LLC$191K1
270MUFG Securities EMEA plc$185K1
271AE Wealth Management LLC$164K1
272Eurizon Capital SGR S.p.A.$162K1
273Smartleaf Asset Management LLC$160K1
274Steward Partners Investment Advisory, LLC$151K1
275MACQUARIE GROUP LTD$149K1
276Caldwell Trust Co$144K1
277BARRETT & COMPANY, INC.$141K1
278TOTH FINANCIAL ADVISORY CORP$139K1
279Transamerica Financial Advisors, LLC$132K1
280SECURIAN ASSET MANAGEMENT, INC$123K1
281NATIXIS$122K1
282BNP Paribas Asset Management Holding S.A.$121K1
283DANSKE BANK A/S$118K1
284Leonteq Securities AG$84.3K1
285MCF Advisors LLC$77.9K1
286HHM Wealth Advisors, LLC$72.7K1
287UMB Bank, n.a.$68.6K1
288TEMA ETFS LLC$68.3K1
289SIGNATUREFD, LLC$64.8K1
290Arax Advisory Partners$58.1K1
291Allworth Financial LP$55.2K1
292CVA Family Office, LLC$54.5K1
293Blue Trust, Inc.$48.7K1
294Coastline Trust Co$46.3K1
295Westerkirk Capital Inc.$44.9K1
296STOREBRAND ASSET MANAGEMENT AS$43.8K1
297BROWN, LISLE/CUMMINGS, INC.$41.5K1
298Wilmington Savings Fund Society, FSB$36.2K1
299QUADRANT CAPITAL GROUP LLC$33.1K1
300Evelyn Partners Investment Management LLP$31.6K1
301New Republic Capital, LLC$31.2K1
302Crewe Advisors LLC$27.3K1
303FEDERATED HERMES, INC.$22.1K1
304SALEM INVESTMENT COUNSELORS INC$20.0K1
305GROUP ONE TRADING LLC$18.1K1
306Wealth Enhancement Trust Services, Inc.$15.7K1
307Destiny Wealth Partners, LLC$15.6K1
308HRT FINANCIAL LP$15.2K1
309TD Waterhouse Canada Inc.$14.9K1
310Parkside Financial Bank & Trust$13.3K1
311Hilltop National Bank$12.9K1
312Clearstead Trust, LLC$12.7K1
313FINANCIAL CONSULATE, INC$10.9K1
314Generali Asset Management SPA SGR$10.0K1
315Kentucky Trust Co$8.4K1
316Pinnacle Wealth Planning Services, Inc.$8.2K1
317Westfuller Advisors, LLC$8.2K1
318Manchester Capital Management LLC$6.0K1
319Mowery & Schoenfeld Wealth Management, LLC$5.8K1
320SJS Investment Consulting Inc.$5.7K1
321Ritter Daniher Financial Advisory LLC / DE$5.3K1
322HM PAYSON & CO$4.9K1
323JNBA Financial Advisors$3.9K1
324Spire Wealth Management$3.8K1
325Keating Financial Advisory Services, Inc.$3.6K1
326Central Pacific Bank - Trust Division$3.3K1
327Johnson Financial Group, Inc.$3.0K1
328CALDWELL SUTTER CAPITAL, INC.$2.9K1
329Owl Creek Wealth Partners LLC$2.8K1
330SHP Wealth Management$2.7K1
331Financial Network Wealth Advisors LLC$2.7K1
332Kilter Group LLC$2.4K1
333Annis Gardner Whiting Capital Advisors, LLC$2.2K1
334Treasurer of the State of North Carolina$2.0K1
335Sachetta, LLC$1.9K1
336AMICA MUTUAL INSURANCE CO$1.5K1
337DekaBank Deutsche Girozentrale$1.5K1
338Investors Research Corp$1.5K1
339CANADA LIFE ASSURANCE Co$1.5K1
340First Pacific Financial$1.3K1
341FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$1.3K1
342iA Global Asset Management Inc.$1.3K1
343ALBION FINANCIAL GROUP /UT$1.2K1
344Grove Bank & Trust$1.2K1
345GODSEY & GIBB, INC$1.2K1
346MV CAPITAL MANAGEMENT, INC.$1.1K1
347JPL Wealth Management, LLC$1.1K1
348Kentucky Retirement Systems$1.0K1
349Bell Investment Advisors, Inc$1.0K1
350Truvestments Capital LLC$9881
351ELEVATION WEALTH PARTNERS, LLC$9261
352Rialto Wealth Management, LLC$9261
353PFS Partners, LLC$8471
354WPG Advisers, LLC$8461
355DiNuzzo Private Wealth, Inc.$8201
356Walleye Trading LLC$7931
357SUMMIT SECURITIES GROUP LLC$7401
358Abound Wealth Management$6881
359Pillar Financial Advisors, LLC$6611
360ALGERT GLOBAL LLC$6491
361SouthState Bank Corp$6351
362Synergy Investment Management, LLC$5821
363Costello Asset Management, INC$5141
364Atlantic Union Bankshares Corp$5031
365HERITAGE INVESTORS MANAGEMENT CORP$4981
366State of Alaska, Department of Revenue$4621
367Vermillion Wealth Management, Inc.$3971
368Investors Portfolio Services LLC$3381
369HFM Investment Advisors, LLC$2911
370INGALLS & SNYDER LLC$2421
371Stone House Investment Management, LLC$1851
372KBC Group NV$1731
373MidFirst Bank$1321
374True Wealth Design, LLC$1061
375American Capital Advisory, LLC$1061
376Portus Wealth Advisors, LLC$1061
377Quaker Wealth Management, LLC$801
378Rakuten Securities, Inc.$791
379JTC Employer Solutions Trustee Ltd$591
380Activest Wealth Management$261
381Centerpoint Advisors, LLC$221
382HAZLETT, BURT & WATSON, INC.$71
383Capital Advisors, Ltd. LLC$41
384Clark Wealth Partners$11
385ACADIAN ASSET MANAGEMENT LLC$01
386Penserra Capital Management LLC$01
387Avion Wealth$01
388BANK OF NOVA SCOTIA— value not disclosed1
389VANGUARD GROUP INC— value not disclosed1
390GLENMEDE TRUST CO NA— value not disclosed1
391CITIZENS FINANCIAL GROUP INC/RI— value not disclosed1
392HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
393ROYAL LONDON ASSET MANAGEMENT LTD— value not disclosed1
394NISSAY ASSET MANAGEMENT CORP /JAPAN— value not disclosed1
395PRUDENTIAL PLC— value not disclosed1
396COMERICA BANK— value not disclosed1
397CIBC WORLD MARKETS CORP— value not disclosed1
398ROVIN CAPITAL /UT/ /ADV— value not disclosed1
399PARK AVENUE SECURITIES LLC— value not disclosed1
400INTECH INVESTMENT MANAGEMENT LLC— value not disclosed1
401STEVENS CAPITAL MANAGEMENT LP— value not disclosed1
402PRUDENTIAL FINANCIAL INC— value not disclosed1
403AVIVA PLC— value not disclosed1
404CREDIT AGRICOLE S A— value not disclosed1
405LAZARD ASSET MANAGEMENT LLC— value not disclosed1
406COUNTRY TRUST BANK— value not disclosed1
407NORDEA INVESTMENT MANAGEMENT AB— value not disclosed1
408BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
409BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp— value not disclosed1
410LONDON CO OF VIRGINIA— value not disclosed1
411MILLENNIUM MANAGEMENT LLC— value not disclosed1
412SUMMITRY LLC— value not disclosed1
413CIBC Private Wealth Group LLC— value not disclosed1
414Orion Porfolio Solutions, LLC— value not disclosed1
415NORGES BANK— value not disclosed1
416J.W. COLE ADVISORS, INC.— value not disclosed1
417Sumitomo Mitsui DS Asset Management Company, Ltd— value not disclosed1
418Korea Investment CORP— value not disclosed1
419DnB Asset Management AS— value not disclosed1
420TCTC Holdings, LLC— value not disclosed1
421TOKIO MARINE ASSET MANAGEMENT CO LTD— value not disclosed1
422Carnegie Investment Counsel— value not disclosed1
423SRH ADVISORS, LLC— value not disclosed1
424FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
425Allianz Asset Management GmbH— value not disclosed1
426LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
427Vestcor Inc— value not disclosed1
428MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
429PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
430United Asset Strategies, Inc.— value not disclosed1
431RWA WEALTH PARTNERS, LLC— value not disclosed1
432Sather Financial Group Inc— value not disclosed1
433Friedenthal Financial— value not disclosed1
434Merit Financial Group, LLC— value not disclosed1
435NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC— value not disclosed1
436Bayesian Capital Management, LP— value not disclosed1
437Trexquant Investment LP— value not disclosed1
438Ilmarinen Mutual Pension Insurance Co— value not disclosed1
439Numerai GP LLC— value not disclosed1
440Legacy Bridge, LLC— value not disclosed1
441IFM Investors Pty Ltd— value not disclosed1
442AlphaCore Capital LLC— value not disclosed1
443DV Trading LLC— value not disclosed1
444Ceredex Value Advisors LLC— value not disclosed1
445WORLDQUANT MILLENNIUM ADVISORS LLC— value not disclosed1
446Global Retirement Partners, LLC— value not disclosed1
447Laurel Wealth Advisors LLC— value not disclosed1
448Walleye Capital LLC— value not disclosed1
449New Age Alpha Advisors, LLC— value not disclosed1
450TWINBEECH CAPITAL LP— value not disclosed1
451Prestige Wealth Management Group LLC— value not disclosed1
452Physician Wealth Advisors, Inc.— value not disclosed1
453CERTUITY, LLC— value not disclosed1
454Key FInancial Inc— value not disclosed1
455ABSHER WEALTH MANAGEMENT, LLC— value not disclosed1
456MATTERN CAPITAL MANAGEMENT, LLC— value not disclosed1
457Aquatic Capital Management LLC— value not disclosed1
458Investment Management Corp of Ontario— value not disclosed1
459OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
460WOLFF WIESE MAGANA LLC— value not disclosed1
461CastleKnight Management LP— value not disclosed1
462DV EQUITIES, LLC— value not disclosed1
463Siemens Fonds Invest GmbH— value not disclosed1
464AlphaQuest LLC— value not disclosed1
465Cromwell Holdings LLC— value not disclosed1
466SageView Advisory Group, LLC— value not disclosed1
467AXQ CAPITAL, LP— value not disclosed1
468Acumen Wealth Advisors, LLC— value not disclosed1
469Cape Investment Advisory, Inc.— value not disclosed1
470Dunhill Financial, LLC— value not disclosed1
471DoubleLine ETF Adviser LP— value not disclosed1
472Stephens Consulting, LLC— value not disclosed1
473Financiere des Professionnels - Fonds d'investissement inc.— value not disclosed1
474Freestone Grove Partners LP— value not disclosed1
475Sone Capital Management, LLC— value not disclosed1
476Nicholson Wealth Management Group, LLC— value not disclosed1
477Seneschal Advisors, LLC— value not disclosed1
478Wealth Watch Advisors, INC— value not disclosed1
479Aster Capital Management (DIFC) Ltd— value not disclosed1
480Board of the Pension Protection Fund— value not disclosed1
481Lansforsakringar Fondforvaltning AB (publ)— value not disclosed1
482Lotus Technology Management, LP— value not disclosed1
483Key Capital Management, INC— value not disclosed1
484Fideuram Asset Management (Ireland) dac— value not disclosed1
Truncated by Public Filings. Every one of the 387 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 BF.B

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for BF.B · financials and macro

Financials — as filed PLANNED

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