Public record / Tickers / CBSH

CBSH — COMMERCE BANCSHARES INC /MO/†

Both disclosure regimes on one name: who in Congress filed about CBSH, 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
4
all PTR rows naming CBSH
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
420
top-420 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

Tommy Tuberville · $1.0K–$15.0K

SELL · traded 2024-05-03 → filed 2026-08-05. Ranked over every CBSH row by the provable lower bound, never a point estimate.

No member disclosed CBSH 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 CBSH 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 CBSH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CBSH
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSELL JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2024-05-15Tommy Tuberville R–ALBUY JT (jointly owned)Traded 04-05 +40d$1K–$15K
2023-11-16Tommy Tuberville R–ALSELL JT (jointly owned)Traded 10-16 +31d$1K–$15K
2023-05-12Tommy Tuberville R–ALBUY JT (jointly owned)Traded 04-03 +39d$1K–$15Kamendment pending
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in CBSH

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

No member disclosed CBSH in the trailing 12 months.

Congress ↔ notable managers · CBSH

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

Congress · last 90 days

Buyers
0 — —
Sellers
1 Tommy Tuberville R–AL $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on CBSH
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSELL$1K–$15K

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 CBSH for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$636M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$433M1
3STATE STREET CORP$348M1
4COMMERCE BANK$345M1
5VANGUARD CAPITAL MANAGEMENT LLC$306M1
6AMERICAN CENTURY COMPANIES INC$306M1
7DIMENSIONAL FUND ADVISORS LP$194M1
8GEODE CAPITAL MANAGEMENT, LLC$146M1
9FIRST TRUST ADVISORS LP$128M1
10MORGAN STANLEY$113M1
11Champlain Investment Partners, LLC$111M1
12WELLS FARGO & COMPANY/MN$102M1
13AQR CAPITAL MANAGEMENT LLC$91.4M1
14UBS Group AG$64.2M1
15VICTORY CAPITAL MANAGEMENT INC$62.3M1
16NORTHERN TRUST CORP$60.8M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$58.8M1
18RENAISSANCE TECHNOLOGIES LLC$50.9M1
19BANK OF AMERICA CORP /DE/$50.8M1
20COOKE & BIELER LP$49.5M1
21Bank of New York Mellon Corp$49.2M1
22VANGUARD FIDUCIARY TRUST CO$41.9M1
23CITADEL ADVISORS LLC$36.8M1
24STRATEGIC VALUE BANK PARTNERS LLC$35.1M1
25D. E. Shaw & Co., Inc.$33.2M1
26MILLENNIUM MANAGEMENT LLC$31.9M1
27Point72 Asset Management, L.P.$30.1M1
28ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$30.1M1
29Qube Research & Technologies Ltd$29.1M1
30Arbejdsmarkedets Tillaegspension$25.7M1
31Mutual Advisors, LLC$24.2M1
32TWO SIGMA INVESTMENTS, LP$24.0M1
33ProShare Advisors LLC$23.1M1
34VOLORIDGE INVESTMENT MANAGEMENT, LLC$22.8M1
35UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20.4M1
36AMERIPRISE FINANCIAL INC$19.6M1
37Invesco Ltd.$18.3M1
38River Road Asset Management, LLC$16.7M1
39Fisher Asset Management, LLC$15.8M1
40PRINCIPAL FINANCIAL GROUP INC$15.1M1
41Creative Planning$14.9M1
42BASSWOOD CAPITAL MANAGEMENT, L.L.C.$14.4M1
43SEI INVESTMENTS CO$13.8M1
44ALLIANCEBERNSTEIN L.P.$13.4M1
45Swiss National Bank$13.0M1
46Nuveen, LLC$12.3M1
47MONETA GROUP INVESTMENT ADVISORS LLC$12.3M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.0M1
49UMB Bank, n.a.$11.6M1
50Schonfeld Strategic Advisors LLC$11.5M1
51VOYA INVESTMENT MANAGEMENT LLC$10.8M1
52Quantinno Capital Management LP$10.2M1
53Legal & General Group Plc$9.0M1
54ExodusPoint Capital Management, LP$8.7M1
55Holocene Advisors, LP$8.5M1
56Retirement Systems of Alabama$8.3M1
57MATTERN CAPITAL MANAGEMENT, LLC$8.0M1
58Verition Fund Management LLC$7.9M1
59STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.4M1
60RAYMOND JAMES FINANCIAL INC$7.3M1
61Midwest Trust Co$7.1M1
62BALYASNY ASSET MANAGEMENT L.P.$7.0M1
63Mariner, LLC$6.9M1
64Numerai GP LLC$6.9M1
65Waterfront Wealth Inc.$6.8M1
66CITIGROUP INC$6.7M1
67Vest Financial, LLC$6.2M1
68OCCUDO QUANTITATIVE STRATEGIES LP$6.2M1
69BARCLAYS PLC$6.2M1
70US BANCORP \DE\$5.9M1
71VANGUARD ASSET MANAGEMENT, Ltd$5.8M1
72LPL Financial LLC$5.6M1
73IFG Advisory, LLC$5.3M1
74MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.9M1
75OPPENHEIMER & CO INC$4.9M1
76Rafferty Asset Management, LLC$4.8M1
77HSBC HOLDINGS PLC$4.7M1
78Connor, Clark & Lunn Investment Management Ltd.$4.7M1
79Edgestream Partners, L.P.$4.7M1
80MTM Investment Management, LLC$4.3M1
81Quantbot Technologies LP$4.3M1
82Bayview Asset Management, LLC$4.2M1
83Clark & Stuart, Inc$4.1M1
84AXQ CAPITAL, LP$4.1M1
85Focus Partners Wealth$4.0M1
86Stonebridge Financial Group, LLC$3.8M1
87FRANKLIN RESOURCES INC$3.8M1
88Y-Intercept (Hong Kong) Ltd$3.7M1
89Cerity Partners LLC$3.6M1
90Cetera Investment Advisers$3.5M1
91ATWOOD & PALMER INC$3.5M1
92ROYAL BANK OF CANADA$3.4M1
93Hilton Capital Management, LLC$3.4M1
94MetLife Investment Management, LLC$3.3M1
95STIFEL FINANCIAL CORP$3.1M1
96JACOBS ASSET MANAGEMENT, LLC$3.1M1
97Janus Henderson Group Ltd.$3.0M1
98Plancorp, LLC$2.7M1
99Vanguard Global Advisers, LLC$2.7M1
100Man Group plc$2.7M1
101Summit Trail Advisors, LLC$2.7M1
102FMR LLC$2.7M1
103SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.6M1
104Tidal Investments LLC$2.6M1
105XTX Topco Ltd$2.6M1
106Waterford Advisors, LLC$2.6M1
107MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.6M1
108NEW YORK STATE COMMON RETIREMENT FUND$2.6M1
109Summit Financial, LLC$2.6M1
110Zurcher Kantonalbank (Zurich Cantonalbank)$2.4M1
111FIFTH THIRD BANCORP$2.4M1
112Ameritas Investment Partners, Inc.$2.3M1
113MERCER GLOBAL ADVISORS INC /ADV$2.3M1
114Concurrent Investment Advisors, LLC$2.2M1
115WEDGE CAPITAL MANAGEMENT L L P/NC$2.2M1
116CENTRAL TRUST Co$2.2M1
117State of New Jersey Common Pension Fund D$2.1M1
118Paragon Capital Management LLC$2.1M1
119SALZHAUER MICHAEL$2.1M1
120COMMONWEALTH EQUITY SERVICES, LLC$2.1M1
121ENVESTNET ASSET MANAGEMENT INC$2.0M1
122PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.0M1
123YOUSIF CAPITAL MANAGEMENT, LLC$2.0M1
124COLDSTREAM CAPITAL MANAGEMENT INC$1.9M1
125BANK OF MONTREAL /CAN/$1.8M1
126OSAIC HOLDINGS, INC.$1.8M1
127Arizona State Retirement System$1.8M1
128Baird Financial Group, Inc.$1.8M1
129COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
130Equitable Holdings, Inc.$1.7M1
131Steward Partners Investment Advisory, LLC$1.7M1
132Diversified Trust Co$1.6M1
133&PARTNERS$1.6M1
134STATE OF MICHIGAN RETIREMENT SYSTEM$1.6M1
135Nicholson Wealth Management Group, LLC$1.6M1
136Vanguard Investments Australia, Ltd.$1.6M1
137MEYER HANDELMAN CO$1.5M1
138FIRST NATIONAL BANK OF OMAHA$1.5M1
139NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.5M1
140MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$1.5M1
141HighTower Advisors, LLC$1.5M1
142KENNEDY CAPITAL MANAGEMENT LLC$1.4M1
143HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.4M1
144United Advisor Group, LLC$1.4M1
145Pathstone Holdings, LLC$1.4M1
146OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
147Universal- Beteiligungs- und Servicegesellschaft mbH$1.3M1
148CWM, LLC$1.3M1
149Peregrine Asset Advisers, Inc.$1.3M1
150Boxwood Ventures, Inc.$1.2M1
151NOVEM GROUP$1.1M1
152WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
153PFW Advisors LLC$1.1M1
154Pictet Asset Management Holding SA$1.0M1
155Marshall Financial Group, LLC$967K1
156FAS Wealth Partners, Inc.$945K1
157Prospera Financial Services Inc$935K1
158Sanctuary Advisors, LLC$904K1
159Modern Wealth Management, LLC$866K1
160Beacon Pointe Advisors, LLC$854K1
161MSH Capital Advisors LLC$835K1
162GLENMEDE TRUST CO NA$815K1
163XPONANCE LLC$786K1
164Apollon Wealth Management, LLC$770K1
165KESTRA PRIVATE WEALTH SERVICES, LLC$749K1
166Cornerstone Wealth Management, LLC$747K1
167FORA Capital, LLC$718K1
168DEUTSCHE BANK AG\$715K1
169WCG Wealth Advisors LLC$706K1
170REGIONS FINANCIAL CORP$704K1
171Allworth Financial LP$690K1
172Forvis Mazars Wealth Advisors, LLC$680K1
173Vanguard Personalized Indexing Management, LLC$650K1
174Jefferies Financial Group Inc.$640K1
175STATE OF WISCONSIN INVESTMENT BOARD$631K1
176VestGen Advisors, LLC$608K1
177TEACHER RETIREMENT SYSTEM OF TEXAS$596K1
178BENJAMIN EDWARDS INC$582K1
179Orion Investment Co$581K1
180Private Advisor Group, LLC$578K1
181Lido Advisors, LLC$571K1
182Rockefeller Capital Management L.P.$569K1
183Amundi$558K1
184Detalus Advisors, LLC$556K1
185Ethic Inc.$555K1
186CAPSTONE INVESTMENT ADVISORS, LLC$551K1
187SummitTX Capital, L.P.$549K1
188JAG CAPITAL MANAGEMENT, LLC$546K1
189Dakota Wealth Management$539K1
190FEDERATED HERMES, INC.$536K1
191Syntegra Private Wealth Group, LLC$533K1
192Brooklyn Investment Group$528K1
193ICW Investment Advisors LLC$521K1
194Cushing Capital Partners, LLC$519K1
195ALPS ADVISORS INC$512K1
196CRAWFORD INVESTMENT COUNSEL INC$499K1
197Cresset Asset Management, LLC$499K1
198Federation des caisses Desjardins du Quebec$499K1
199SECURIAN ASSET MANAGEMENT, INC$497K1
200MQS Management LLC$493K1
201Corient Private Wealth LLC$492K1
202Cauble & Harre Wealth Management, Inc.$484K1
203Focus Partners Advisor Solutions, LLC$482K1
204FULTON BANK, N.A.$475K1
205Daiwa Securities Group Inc.$474K1
206MIRABELLA FINANCIAL SERVICES LLP$472K1
207UNITED CAPITAL FINANCIAL ADVISORS, LLC$461K1
208Chicago Partners Investment Group LLC$454K1
209QUADRANT CAPITAL GROUP LLC$448K1
210Frec Markets, Inc.$443K1
211FIRST MANHATTAN CO. LLC.$422K1
212M&T BANK CORP$420K1
213CALIBER WEALTH MANAGEMENT, LLC / KS$402K1
214PRUDENTIAL FINANCIAL INC$398K1
215Crossmark Global Holdings, Inc.$397K1
216Advisors Capital Management, LLC$394K1
217EVERGREEN CAPITAL MANAGEMENT LLC$394K1
218O'SHAUGHNESSY ASSET MANAGEMENT, LLC$393K1
219ISTHMUS PARTNERS, LLC$379K1
220Merit Financial Group, LLC$376K1
221Swiss Life Asset Management Ltd$375K1
222Convergence Financial, LLC$374K1
223CLARIS ADVISORS, LLC / MO /$370K1
224Laurion Capital Management LP$369K1
225STEPHENS INC /AR/$365K1
226Aristotle Capital Management, LLC$362K1
227HB Wealth Management, LLC$358K1
228COOKSON PEIRCE & CO INC$355K1
229Utah Retirement Systems$354K1
230Wealth Alliance Advisory Group, LLC$344K1
231DUNCKER STREETT & CO INC$338K1
232Heartland Bank & Trust Co$335K1
233CITIZENS FINANCIAL GROUP INC/RI$326K1
234STRATEGY ASSET MANAGERS LLC$312K1
235CIBC Bancorp USA Inc.$308K1
236GTS SECURITIES LLC$306K1
237MCF Advisors LLC$305K1
238Vident Advisory, LLC$304K1
239TRUIST FINANCIAL CORP$300K1
240Maryland State Retirement & Pension System$298K1
241CWA Asset Management Group, LLC$297K1
242PANAGORA ASSET MANAGEMENT INC$294K1
243Outlook Wealth Advisors, LLC$291K1
244Ensign Peak Advisors, Inc$289K1
245JONES FINANCIAL COMPANIES LLLP$286K1
246Squarepoint Ops LLC$286K1
247Tower Research Capital LLC (TRC)$282K1
248WINTON GROUP Ltd$280K1
249Atom Investors LP$278K1
250KAVAR CAPITAL PARTNERS GROUP, LLC$274K1
251MML INVESTORS SERVICES, LLC$264K1
252Curi Capital, LLC$256K1
253CAPITAL ADVISORS INC/OK$250K1
254Krilogy Financial LLC$239K1
255EVOLVE PRIVATE WEALTH, LLC$236K1
256HANCOCK WHITNEY CORP$234K1
257Arax Advisory Partners$233K1
258PRUDENTIAL PLC$232K1
259CIBC Asset Management Inc$228K1
260WADDELL & ASSOCIATES, LLC$224K1
261Sterling Capital Management LLC$224K1
262Elser Financial Planning, Inc$222K1
263PROFUND ADVISORS LLC$221K1
264Madison Wealth Partners, Inc$216K1
265Western Wealth Management, LLC$215K1
266ARMISTICE CAPITAL, LLC$210K1
267Archford Capital Strategies, LLC$210K1
268Gibraltar Capital Management, Inc.$207K1
269Frank, Rimerman Advisors LLC$206K1
270SHELTON CAPITAL MANAGEMENT$206K1
271Sequoia Financial Advisors, LLC$202K1
272Missouri Trust & Investment Co$149K1
273Aquatic Capital Management LLC$141K1
274EXCHANGE TRADED CONCEPTS, LLC$133K1
275BNP Paribas Asset Management Holding S.A.$118K1
276MAI Capital Management$97.8K1
277DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$97.7K1
278SIGNATUREFD, LLC$96.3K1
279Parkside Financial Bank & Trust$84.5K1
280NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$78.9K1
281CoreFirst Bank & Trust$75.7K1
282Private Wealth Asset Management, LLC$73.6K1
283BITTERROOT CAPITAL ADVISORS LLC$65.8K1
284NATIXIS$59.1K1
285Elevated Capital Advisors, LLC$57.7K1
286SIMPLEX TRADING, LLC$53.3K1
287HHM Wealth Advisors, LLC$53.1K1
288Blue Trust, Inc.$47.0K1
289MONETARY MANAGEMENT GROUP INC$43.8K1
290NOMURA ASSET MANAGEMENT CO LTD$43.3K1
291Meramec Financial Planners, LLC$40.3K1
292Virginia Estate & Retirement Planning Advisors Inc.$34.6K1
293MARSHALL INVESTMENT MANAGEMENT, LLC$33.0K1
294Clarity Asset Management, Inc.$30.2K1
295Asset Dedication, LLC$25.1K1
296Atlantic Union Bankshares Corp$23.1K1
297Keating Financial Advisory Services, Inc.$22.7K1
298Smartleaf Asset Management LLC$22.1K1
299ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$18.5K1
300Mitsubishi UFJ Asset Management Co., Ltd.$18.2K1
301SPEECE THORSON CAPITAL GROUP INC$16.7K1
302Miller Capital Partners, Inc.$15.0K1
303Owl Creek Wealth Partners LLC$14.8K1
304TD Waterhouse Canada Inc.$12.4K1
305Salomon & Ludwin, LLC$11.7K1
306Basecamp Wealth Advisors LLC$10.0K1
307CVA Family Office, LLC$9.8K1
308S&T BANK/PA$8.2K1
309SJS Investment Consulting Inc.$7.9K1
310ASSETMARK, INC$7.9K1
311WPG Advisers, LLC$6.8K1
312True Wealth Design, LLC$6.4K1
313FARMERS & MERCHANTS INVESTMENTS INC$5.4K1
314Geneos Wealth Management Inc.$4.4K1
315NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.1K1
316ELEVATION WEALTH PARTNERS, LLC$3.8K1
317CANADA LIFE ASSURANCE Co$3.8K1
318JFS WEALTH ADVISORS, LLC$3.5K1
319CNB Bank$3.3K1
320AMALGAMATED BANK$3.0K1
321Pinnacle Wealth Planning Services, Inc.$3.0K1
322Activest Wealth Management$2.9K1
323Treasurer of the State of North Carolina$2.9K1
324Bell Investment Advisors, Inc$2.5K1
325Sachetta, LLC$2.5K1
326SBI Securities Co., Ltd.$2.4K1
327Truvestments Capital LLC$2.4K1
328Physician Wealth Advisors, Inc.$2.2K1
329POM Investment Strategies, LLC$2.1K1
330TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.0K1
331THRIVENT FINANCIAL FOR LUTHERANS$1.8K1
332PRIVATE TRUST CO NA$1.7K1
333NATIXIS ADVISORS, LLC$1.7K1
334Kilter Group LLC$1.6K1
335Clearstead Advisors, LLC$1.5K1
336Rialto Wealth Management, LLC$1.5K1
337JPL Wealth Management, LLC$1.4K1
338Transamerica Financial Advisors, LLC$1.4K1
339Manchester Capital Management LLC$1.3K1
340Granite FO LLC$1.3K1
341DiNuzzo Private Wealth, Inc.$1.2K1
342Private Wealth Management Group, LLC$1.1K1
343American Capital Advisory, LLC$1.1K1
344Larson Financial Group LLC$9591
345PICTON MAHONEY ASSET MANAGEMENT$8861
346Cromwell Holdings LLC$8861
347Marquette Asset Management, LLC$8371
348NBT BANK, N.A.$8361
349BROWN, LISLE/CUMMINGS, INC.$7871
350PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$6671
351State of Alaska, Department of Revenue$6661
352Vermillion Wealth Management, Inc.$5901
353Advocate Investing Services LLC$5901
354ROYAL LONDON ASSET MANAGEMENT LTD$4891
355Fairman Group, LLC$4431
356Intentional Wealth Strategies, LLC$3941
357Tradewinds Capital Management, LLC$2961
358HFM Investment Advisors, LLC$2951
359Warburton Capital Management, LLC$2671
360KBC Group NV$1881
361BARTLETT & CO. WEALTH MANAGEMENT LLC$1551
362Employees Retirement System of Texas$541
363TFC Financial Management, Inc.$501
364Destiny Wealth Partners, LLC$371
365Raleigh Capital Management Inc.$271
366Smithfield Trust Co$71
367Capital Advisors, Ltd. LLC$21
368Avion Wealth$01
369VANGUARD GROUP INC— value not disclosed1
370SouthState Bank Corp— value not disclosed1
371HARBOUR INVESTMENTS, INC.— value not disclosed1
372Brandywine Global Investment Management, LLC— value not disclosed1
373COMERICA BANK— value not disclosed1
374ACADIAN ASSET MANAGEMENT LLC— value not disclosed1
375SCHRODER INVESTMENT MANAGEMENT GROUP— value not disclosed1
376MENDON CAPITAL ADVISORS CORP— value not disclosed1
377LAZARD ASSET MANAGEMENT LLC— value not disclosed1
378GUGGENHEIM CAPITAL LLC— value not disclosed1
379CIBC Private Wealth Group LLC— value not disclosed1
380Weiss Asset Management LP— value not disclosed1
381NORGES BANK— value not disclosed1
382Apriem Advisors— value not disclosed1
383OXFORD ASSET MANAGEMENT LLP— value not disclosed1
384TWO SIGMA ADVISERS, LP— value not disclosed1
385Voleon Capital Management LP— value not disclosed1
386Brevan Howard Capital Management LP— value not disclosed1
387Atria Investments, Inc— value not disclosed1
388DT Investment Partners, LLC— value not disclosed1
389Illinois Municipal Retirement Fund— value not disclosed1
390JANE STREET GROUP, LLC— value not disclosed1
391Engineers Gate Manager LP— value not disclosed1
392FINANCIAL CONSULATE, INC— value not disclosed1
393NorthCoast Asset Management LLC— value not disclosed1
394AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
395Global Retirement Partners, LLC— value not disclosed1
396Laurel Wealth Advisors LLC— value not disclosed1
397TWINBEECH CAPITAL LP— value not disclosed1
398INCEPTIONR LLC— value not disclosed1
399Kestra Advisory Services, LLC— value not disclosed1
400NFJ INVESTMENT GROUP, LLC— value not disclosed1
401AlphaQuest LLC— value not disclosed1
402PharVision Advisers, LLC— value not disclosed1
403Snowden Capital Advisors LLC— value not disclosed1
404AXXCESS WEALTH MANAGEMENT, LLC— value not disclosed1
405Forum Financial Management, LP— value not disclosed1
406SageView Advisory Group, LLC— value not disclosed1
407Dunhill Financial, LLC— value not disclosed1
408Caitong International Asset Management Co., Ltd— value not disclosed1
409Quarry LP— value not disclosed1
410Sound Stewardship, LLC— value not disclosed1
411denkapparat Operations GmbH— value not disclosed1
412Turning Point Benefit Group, Inc.— value not disclosed1
413Diversify Advisory Services, LLC— value not disclosed1
414Jain Global LLC— value not disclosed1
415Bayforest Capital Ltd— value not disclosed1
416Centerpoint Advisory Group— value not disclosed1
417Dogwood Wealth Management LLC— value not disclosed1
418North Dakota State Investment Board— value not disclosed1
419Maxele Advisors, LLC— value not disclosed1
420Clark Wealth Partners— value not disclosed1
Truncated by Public Filings. Every one of the 368 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 CBSH

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CBSH · financials and macro

Financials — as filed PLANNED

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