Public record / Tickers / CFR

CFR — CULLEN/FROST BANKERS, INC.†

Both disclosure regimes on one name: who in Congress filed about CFR, 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 CFR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-05
filed 2020-04-05
13F holders
475
top-475 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

Mikie Sherrill · $1.0K–$15.0K

SELL · traded 2020-02-20 → filed 2020-04-05. Ranked over every CFR row by the provable lower bound, never a point estimate.

No member disclosed CFR 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.

Every row filed inside 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 CFR 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 CFR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CFR
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-04-05Mikie Sherrill D–NJ-11SELLTraded 02-20 +45d$1K–$15K
2019-04-15Van Taylor R–TX-3SELL SP (spouse-owned)Traded 03-25 +21d$1K–$15K
2019-01-08Susan M. Collins R–MESELL SP (spouse-owned)Traded 2018-12-21 +18d$1K–$15K
2017-07-12Susan M. Collins R–MEBUY SP (spouse-owned)Traded 06-15 +27d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in CFR

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

No member disclosed CFR in the trailing 12 months.

Congress ↔ notable managers · CFR

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
Trimming
1 Bridgewater Associates $12.7M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CULLEN FROST BANKERS INC

Merged timeline of congressional filings and notable-manager moves on CFR
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FTRIM−60,607 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 CFR for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$971M1
2Aristotle Capital Management, LLC$653M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$442M1
4STATE STREET CORP$425M1
5VANGUARD CAPITAL MANAGEMENT LLC$371M1
6First Eagle Investment Management, LLC$311M1
7DIMENSIONAL FUND ADVISORS LP$210M1
8GEODE CAPITAL MANAGEMENT, LLC$182M1
9KING LUTHER CAPITAL MANAGEMENT CORP$182M1
10BANK OF AMERICA CORP /DE/$166M1
11NORTHERN TRUST CORP$130M1
12Champlain Investment Partners, LLC$117M1
13MORGAN STANLEY$117M1
14FIRST TRUST ADVISORS LP$108M1
15WESTWOOD HOLDINGS GROUP INC$102M1
16PRINCIPAL FINANCIAL GROUP INC$90.8M1
17TWO SIGMA INVESTMENTS, LP$90.5M1
18Janus Henderson Group Ltd.$88.7M1
19WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$83.9M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$75.8M1
21Bank of New York Mellon Corp$74.5M1
22SEI INVESTMENTS CO$71.0M1
23MANUFACTURERS LIFE INSURANCE COMPANY, THE$70.8M1
24WELLINGTON MANAGEMENT GROUP LLP$68.6M1
25Artemis Investment Management LLP$57.2M1
26ROYAL BANK OF CANADA$56.6M1
27Alberta Investment Management Corp$54.8M1
28VANGUARD FIDUCIARY TRUST CO$53.2M1
29Madison Asset Management, LLC$46.0M1
30DEPRINCE RACE & ZOLLO INC$45.0M1
31Fiera Capital Corp$44.0M1
32FMR LLC$42.0M1
33JACOBS LEVY EQUITY MANAGEMENT, INC$37.7M1
34ENVESTNET ASSET MANAGEMENT INC$37.0M1
35UBS Group AG$34.8M1
36TCTC Holdings, LLC$30.1M1
37PALISADE CAPITAL MANAGEMENT, LP$30.1M1
38D. E. Shaw & Co., Inc.$28.6M1
39AQR CAPITAL MANAGEMENT LLC$27.7M1
40SEGALL BRYANT & HAMILL, LLC$25.8M1
41ProShare Advisors LLC$24.8M1
42NEW YORK STATE COMMON RETIREMENT FUND$22.8M1
43Retirement Systems of Alabama$22.2M1
44AMERIPRISE FINANCIAL INC$21.7M1
45Lido Advisors, LLC$20.6M1
46RAYMOND JAMES FINANCIAL INC$20.3M1
47WELLS FARGO & COMPANY/MN$20.0M1
48UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$19.5M1
49Invesco Ltd.$18.0M1
50BARTLETT & CO. WEALTH MANAGEMENT LLC$16.9M1
51Swiss National Bank$16.5M1
52CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.8M1
53Ceredex Value Advisors LLC$13.9M1
54BARCLAYS PLC$13.1M1
55Bridgewater Associates, LP$12.7M1
56M&T BANK CORP$12.6M1
57RENAISSANCE TECHNOLOGIES LLC$12.6M1
58COMMONWEALTH EQUITY SERVICES, LLC$12.2M1
59CITADEL ADVISORS LLC$11.4M1
60Legal & General Group Plc$11.2M1
61Nuveen, LLC$11.1M1
62Cerity Partners LLC$9.9M1
63ALLIANCEBERNSTEIN L.P.$9.9M1
64FRANKLIN RESOURCES INC$9.8M1
65Hilton Capital Management, LLC$8.9M1
66LPL Financial LLC$8.8M1
67STIFEL FINANCIAL CORP$8.4M1
68LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$7.4M1
69Vest Financial, LLC$7.3M1
70Greenfield Seitz Capital Management, LLC$7.3M1
71VANGUARD ASSET MANAGEMENT, Ltd$7.3M1
72AMERICAN CENTURY COMPANIES INC$6.8M1
73Oak Harvest Investment Services$6.6M1
74Quantinno Capital Management LP$5.9M1
75MAIRS & POWER INC$5.9M1
76CITIGROUP INC$5.7M1
77Universal- Beteiligungs- und Servicegesellschaft mbH$5.6M1
78FIRST NATIONAL BANK OF OMAHA$5.5M1
79EFG International AG$5.3M1
80JB Capital LLC$5.1M1
81FIFTH THIRD BANCORP$5.0M1
82Rafferty Asset Management, LLC$4.8M1
83DEUTSCHE BANK AG\$4.8M1
84Man Group plc$4.6M1
85Edgestream Partners, L.P.$4.5M1
86Glass Wealth Management Co LLC$4.5M1
87CIBC Bancorp USA Inc.$4.5M1
88NISA INVESTMENT ADVISORS, LLC$4.4M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.3M1
90MILLENNIUM MANAGEMENT LLC$4.3M1
91MetLife Investment Management, LLC$4.3M1
92Numerai GP LLC$4.1M1
93Carlson Capital, L.P.$4.0M1
94Ameritas Investment Partners, Inc.$3.9M1
95Vanguard Global Advisers, LLC$3.7M1
96TRB Wealth Management, LLC$3.7M1
97WealthPlan Investment Management, LLC$3.5M1
98HOMESTEAD ADVISERS CORP$3.5M1
99Tidal Investments LLC$3.5M1
100SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.4M1
101MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.3M1
102Callahan Advisors, LLC$3.3M1
103Riverwater Partners LLC$3.2M1
104Mariner, LLC$3.0M1
105VOYA INVESTMENT MANAGEMENT LLC$2.9M1
106TRUIST FINANCIAL CORP$2.9M1
107Concurrent Investment Advisors, LLC$2.8M1
108Orion Porfolio Solutions, LLC$2.8M1
109VARCOV Co.$2.7M1
110Creative Planning$2.7M1
111Cardinal Capital Management$2.6M1
112YOUSIF CAPITAL MANAGEMENT, LLC$2.5M1
113State of New Jersey Common Pension Fund D$2.5M1
114Covea Finance$2.4M1
115Pathstone Holdings, LLC$2.3M1
116Arizona State Retirement System$2.3M1
117Corient Private Wealth LLC$2.3M1
118WealthPLAN Partners, LLC$2.2M1
119Summit Trail Advisors, LLC$2.2M1
120COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.2M1
121Vanguard Investments Australia, Ltd.$2.2M1
122Trexquant Investment LP$2.1M1
123STATE OF MICHIGAN RETIREMENT SYSTEM$2.1M1
124WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.1M1
125CANADA PENSION PLAN INVESTMENT BOARD$2.1M1
126Zurcher Kantonalbank (Zurich Cantonalbank)$2.0M1
127&PARTNERS$2.0M1
128Sanctuary Advisors, LLC$2.0M1
129SANDERS MORRIS HARRIS LLC$2.0M1
130NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.9M1
131HighTower Advisors, LLC$1.9M1
132KLP KAPITALFORVALTNING AS$1.8M1
133Cetera Investment Advisers$1.8M1
134DB&C Advisors, LLC$1.8M1
135Diversified Trust Co$1.8M1
136OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.8M1
137Aspen Wealth Management LLC$1.7M1
138Beacon Pointe Advisors, LLC$1.7M1
139Mitsubishi UFJ Trust & Banking Corp$1.7M1
140OSAIC HOLDINGS, INC.$1.6M1
141COMMERCE BANK$1.6M1
142XTX Topco Ltd$1.6M1
143Pinnacle Financial Partners, Inc.$1.6M1
144First National Advisers, LLC$1.6M1
145MERCER GLOBAL ADVISORS INC /ADV$1.6M1
146Zurich Insurance Group Ltd/FI$1.5M1
147Holocene Advisors, LP$1.5M1
148OPPENHEIMER ASSET MANAGEMENT INC.$1.4M1
149Schonfeld Strategic Advisors LLC$1.4M1
150Atria Investments, Inc$1.4M1
151Utah Retirement Systems$1.3M1
152ABN AMRO INVESTMENT SOLUTIONS$1.3M1
153Pictet Asset Management Holding SA$1.3M1
154VICTORY CAPITAL MANAGEMENT INC$1.3M1
155CAPSTONE INVESTMENT ADVISORS, LLC$1.3M1
156Beck Bode, LLC$1.3M1
157Marshall Financial Group, LLC$1.3M1
1581900 WEALTH MANAGEMENT LLC$1.2M1
159Centennial Bank/AR/$1.2M1
160Illinois Municipal Retirement Fund$1.2M1
161CWM, LLC$1.2M1
162EIGHT 31 FINANCIAL, LLC$1.2M1
163STEPHENS INC /AR/$1.2M1
164M.E. ALLISON & CO., INC.$1.2M1
165Carnegie Investment Counsel$1.2M1
166BANK OF MONTREAL /CAN/$1.2M1
167Pathway Financial Advisers, LLC$1.2M1
168New Age Alpha Advisors, LLC$1.2M1
169FIRST MANHATTAN CO. LLC.$1.1M1
170Squarepoint Ops LLC$1.1M1
171Brevan Howard Capital Management LP$1.1M1
172ASSETMARK, INC$1.1M1
173Vanguard Personalized Indexing Management, LLC$1.0M1
174Rockefeller Capital Management L.P.$1.0M1
175XPONANCE LLC$1.0M1
176Roehl & Yi Investment Advisors, LLC$988K1
177QUADRANT CAPITAL GROUP LLC$985K1
17817 CAPITAL PARTNERS, LLC$975K1
179COLDSTREAM CAPITAL MANAGEMENT INC$965K1
180Sigma Planning Corp$955K1
181Verition Fund Management LLC$952K1
182Belpointe Asset Management LLC$948K1
183Fortis Capital Advisors, LLC$948K1
184NorthRock Partners, LLC$912K1
185FULLER & THALER ASSET MANAGEMENT, INC.$879K1
186BURNEY CO/$853K1
187MMBG INVESTMENT ADVISORS CO.$841K1
188SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$830K1
189GUGGENHEIM CAPITAL LLC$827K1
190Atom Investors LP$826K1
191FULTON BANK, N.A.$813K1
192BENJAMIN EDWARDS INC$812K1
193STATE OF WISCONSIN INVESTMENT BOARD$805K1
194Polar Asset Management Partners Inc.$789K1
195GLENMEDE TRUST CO NA$789K1
196Allianz Asset Management GmbH$787K1
197Financial Planning Hawaii, Inc.$782K1
198Swiss Life Asset Management Ltd$754K1
199O'SHAUGHNESSY ASSET MANAGEMENT, LLC$714K1
200TEACHER RETIREMENT SYSTEM OF TEXAS$713K1
201FEDERATED HERMES, INC.$689K1
202MOODY NATIONAL BANK TRUST DIVISION$687K1
203VIRTUS ADVISERS, LLC$685K1
204Pallas Capital Advisors LLC$669K1
205Hilltop Holdings Inc.$666K1
206Cannell & Spears LLC$664K1
207Tributary Capital Management, LLC$658K1
208BALYASNY ASSET MANAGEMENT L.P.$649K1
209SECURIAN ASSET MANAGEMENT, INC$641K1
210HB Wealth Management, LLC$615K1
211GREAT LAKES ADVISORS, LLC$610K1
212EVERGREEN CAPITAL MANAGEMENT LLC$587K1
213CHOREO, LLC$575K1
214Kestra Advisory Services, LLC$551K1
215US BANCORP \DE\$548K1
216NewEdge Advisors, LLC$546K1
217BOYAR ASSET MANAGEMENT INC.$534K1
218MML INVESTORS SERVICES, LLC$530K1
219PICTON MAHONEY ASSET MANAGEMENT$517K1
220Diesslin Group, Inc.$507K1
221PRUDENTIAL FINANCIAL INC$497K1
222Federation des caisses Desjardins du Quebec$491K1
223GREENWOOD CAPITAL ASSOCIATES LLC$490K1
224Ethic Inc.$487K1
225Symphony Financial, Ltd. Co.$468K1
226SFMG, LLC$466K1
227Frec Markets, Inc.$463K1
228BRADLEY FOSTER & SARGENT INC/CT$462K1
229Sovran Advisors, LLC$458K1
230Fearless Solutions, LLC dba Best Invest$458K1
231Snowden Capital Advisors LLC$451K1
232First Dallas Securities Inc.$449K1
233Arax Advisory Partners$448K1
234Private Advisor Group, LLC$446K1
235UNITED CAPITAL FINANCIAL ADVISORS, LLC$437K1
236Round Rock Advisors LLC$436K1
237JANE STREET GROUP, LLC$429K1
238OCCUDO QUANTITATIVE STRATEGIES LP$428K1
239Ensign Peak Advisors, Inc$419K1
240Curi Capital, LLC$412K1
241Hodges Capital Management Inc.$411K1
242Amundi$405K1
243Probity Advisors, Inc.$402K1
244Granite Investment Partners, LLC$399K1
245Brooklyn Investment Group$398K1
246Maryland State Retirement & Pension System$377K1
247Qsemble Capital Management, LP$369K1
248OneDigital Investment Advisors LLC$362K1
249DnB Asset Management AS$358K1
250Advisor Resource Council$357K1
251Avidian Wealth Enterprises, LLC$353K1
252National Philanthropic Trust$349K1
253Perbak Capital Partners LLP$348K1
254Callan Family Office, LLC$347K1
255Mach-1 Financial Group, LLC$342K1
256Tower Research Capital LLC (TRC)$333K1
257GREENLEAF TRUST$323K1
258SHELTON CAPITAL MANAGEMENT$317K1
259MQS Management LLC$313K1
260RITHOLTZ WEALTH MANAGEMENT$312K1
261Garrett Wealth Advisory Group, LLC$310K1
262HUB Investment Partners, LLC$309K1
263Rydar Equities, Inc.$303K1
264D.A. DAVIDSON & CO.$297K1
265Ballentine Partners, LLC$295K1
266NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$293K1
267GTS SECURITIES LLC$293K1
268KEYBANK NATIONAL ASSOCIATION/OH$293K1
269PROFUND ADVISORS LLC$286K1
270Texas Capital Bank Wealth Management Services Inc$284K1
271Third View Private Wealth, LLC$284K1
272CIBC Asset Management Inc$283K1
273Abel Hall, LLC$282K1
274GC Wealth Management RIA, LLC$281K1
275GATEWAY INVESTMENT ADVISERS LLC$281K1
276Warwick Investment Management, Inc.$277K1
277PRINCETON CAPITAL MANAGEMENT LLC$274K1
278ENZI WEALTH$274K1
279Sterling Capital Management LLC$273K1
280PERSONAL CFO SOLUTIONS, LLC$272K1
281Merit Financial Group, LLC$271K1
282Elk River Wealth Management LLC$269K1
283Strategic Financial Concepts, LLC$264K1
284Americana Partners, LLC$263K1
285nVerses Capital, LLC$262K1
286OPPENHEIMER & CO INC$254K1
287EVERPAR ADVISORS LLC$252K1
288Coastline Trust Co$249K1
289New England Research & Management, Inc.$247K1
290Cedar Wealth Management, LLC$247K1
291Prospera Financial Services Inc$246K1
292North Dakota State Investment Board$238K1
293Argyle Capital Partners, LLC$237K1
294EVOLVE PRIVATE WEALTH, LLC$237K1
295Centiva Capital, LP$235K1
296BOK Financial Private Wealth, Inc.$235K1
297REGIONS FINANCIAL CORP$233K1
298JAMISON PRIVATE WEALTH MANAGEMENT, INC.$223K1
299RHODES INVESTMENT ADVISORS INC /ADV$215K1
300Envestnet Portfolio Solutions, Inc.$215K1
301NewEdge Wealth, LLC$213K1
302Phillips Wealth Planners LLC$212K1
303Chicago Partners Investment Group LLC$212K1
304MAI Capital Management$209K1
305Prosperitas Financial LLC$208K1
306GW HENSSLER & ASSOCIATES LTD$207K1
307Dorsey & Whitney Trust CO LLC$206K1
308Crossmark Global Holdings, Inc.$203K1
309MOTCO$192K1
310CENTRAL TRUST Co$184K1
311Bayforest Capital Ltd$181K1
312Atlantic Union Bankshares Corp$144K1
313GLOBEFLEX CAPITAL L P$141K1
314BNP Paribas Asset Management Holding S.A.$135K1
315TD Waterhouse Canada Inc.$124K1
316UMB Bank, n.a.$121K1
317Allworth Financial LP$112K1
318Smartleaf Asset Management LLC$104K1
319Steward Partners Investment Advisory, LLC$89.5K1
320SIGNATUREFD, LLC$82.2K1
321Spire Wealth Management$74.4K1
322Robinson Value Management, Ltd.$68.5K1
323SBI Securities Co., Ltd.$68.5K1
324NOMURA ASSET MANAGEMENT CO LTD$63.1K1
325Blue Trust, Inc.$60.7K1
326WESTPAC BANKING CORP$60.3K1
327Reyes Financial Architecture, Inc.$57.0K1
328Lummis Asset Management, LP$54.4K1
329GHP Investment Advisors, Inc.$53.5K1
330Basecamp Wealth Advisors LLC$53.1K1
331Geneos Wealth Management Inc.$49.3K1
332ARVEST INVESTMENTS, INC.$48.0K1
333Parkside Financial Bank & Trust$44.1K1
334NATIXIS ADVISORS, LLC$43.6K1
335Measured Wealth Private Client Group, LLC$41.0K1
336True Wealth Design, LLC$28.9K1
337PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$27.1K1
338BARROW HANLEY MEWHINNEY & STRAUSS LLC$25.4K1
339Asset Dedication, LLC$22.8K1
340Darwin Wealth Management, LLC$21.8K1
341PRIVATE TRUST CO NA$20.6K1
342Annis Gardner Whiting Capital Advisors, LLC$16.5K1
343Keating Financial Advisory Services, Inc.$16.5K1
344GROUP ONE TRADING LLC$13.7K1
345Eurizon Capital SGR S.p.A.$13.2K1
346CHILTON CAPITAL MANAGEMENT LLC$12.2K1
347CVA Family Office, LLC$11.9K1
348ALBION FINANCIAL GROUP /UT$10.8K1
349EXCHANGE TRADED CONCEPTS, LLC$10.6K1
350LGT Financial Advisors LLC$10.4K1
351NEW YORK STATE TEACHERS RETIREMENT SYSTEM$10.1K1
352Martin Capital Partners, LLC$9.6K1
353WPG Advisers, LLC$8.8K1
354Murphy & Mullick Capital Management Corp$8.6K1
355JFS WEALTH ADVISORS, LLC$8.4K1
356Mitsubishi UFJ Asset Management Co., Ltd.$8.2K1
357FARMERS & MERCHANTS INVESTMENTS INC$7.8K1
358Clearstead Trust, LLC$7.5K1
359Sachetta, LLC$7.4K1
360Dogwood Wealth Management LLC$7.0K1
361MONTAG A & ASSOCIATES INC$6.9K1
362Curat Global, LLC$6.9K1
363Joseph Group Capital Management$6.6K1
364Pinnacle Wealth Planning Services, Inc.$6.4K1
365Larson Financial Group LLC$5.9K1
366JONES FINANCIAL COMPANIES LLLP$5.8K1
367CANADA LIFE ASSURANCE Co$5.3K1
368ACADIAN ASSET MANAGEMENT LLC$4.9K1
369Bangor Savings Bank$4.7K1
370CNB Bank$4.7K1
371Signature Equity Partners, LLC$4.3K1
372Activest Wealth Management$4.2K1
373AMALGAMATED BANK$3.9K1
374Treasurer of the State of North Carolina$3.5K1
375Caldwell Trust Co$3.4K1
376LATHROP INVESTMENT MANAGEMENT CO$3.1K1
377TD Capital Management LLC$3.0K1
378Bravera Wealth$2.9K1
379MATHER GROUP, LLC.$2.8K1
380THRIVENT FINANCIAL FOR LUTHERANS$2.7K1
381TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.7K1
382Sunrise Financial Services, LLC$2.5K1
383Granite FO LLC$2.3K1
384Clearstead Advisors, LLC$2.1K1
385SouthState Bank Corp$1.9K1
386Nemes Rush Group LLC$1.9K1
387NEVILLE RODIE & SHAW INC$1.9K1
388Rialto Wealth Management, LLC$1.8K1
389Elevated Capital Advisors, LLC$1.6K1
390Bell Investment Advisors, Inc$1.6K1
391DiNuzzo Private Wealth, Inc.$1.6K1
392South Dakota Investment Council$1.4K1
393Cromwell Holdings LLC$1.4K1
394JPL Wealth Management, LLC$1.2K1
395Advocate Investing Services LLC$1.2K1
396NBT BANK, N.A.$1.1K1
397SJS Investment Consulting Inc.$1.1K1
398MCGUIRE CAPITAL ADVISORS INC$1.1K1
399State of Alaska, Department of Revenue$8551
400SHP Wealth Management$7971
401Vermillion Wealth Management, Inc.$6851
402HFM Investment Advisors, LLC$6851
403Intentional Wealth Strategies, LLC$6851
404MV CAPITAL MANAGEMENT, INC.$5491
405Community Bank & Trust, Waco, Texas$4931
406PARK AVENUE SECURITIES LLC$4831
407HRT FINANCIAL LP$4151
408Fruth Investment Management$3561
409TOTH FINANCIAL ADVISORY CORP$2751
410Transamerica Financial Advisors, LLC$2741
411KBC Group NV$2681
412VAN ECK ASSOCIATES CORP$581
413First PREMIER Bank$341
414PIN OAK INVESTMENT ADVISORS INC$211
415Capital Advisors, Ltd. LLC$51
416Jefferies Financial Group Inc.— value not disclosed1
417VANGUARD GROUP INC— value not disclosed1
418DANSKE BANK A/S— value not disclosed1
419HARBOUR INVESTMENTS, INC.— value not disclosed1
420JOHNSON INVESTMENT COUNSEL INC— value not disclosed1
421Brandywine Global Investment Management, LLC— value not disclosed1
422HSBC HOLDINGS PLC— value not disclosed1
423KEMPNER CAPITAL MANAGEMENT INC.— value not disclosed1
424COMERICA BANK— value not disclosed1
425WASHINGTON CAPITAL MANAGEMENT, INC— value not disclosed1
426FIRST CITIZENS BANK & TRUST CO— value not disclosed1
427EASTERN BANK— value not disclosed1
428ARROWSTREET CAPITAL, LIMITED PARTNERSHIP— value not disclosed1
429LAZARD ASSET MANAGEMENT LLC— value not disclosed1
430NATIXIS— value not disclosed1
431CIBC Private Wealth Group LLC— value not disclosed1
432NORGES BANK— value not disclosed1
433Keel Point, LLC— value not disclosed1
434TWO SIGMA ADVISERS, LP— value not disclosed1
435Voleon Capital Management LP— value not disclosed1
436SIMPLEX TRADING, LLC— value not disclosed1
437Quantbot Technologies LP— value not disclosed1
438Focus Partners Wealth— value not disclosed1
439BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
440VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
441Sather Financial Group Inc— value not disclosed1
442Sequoia Financial Advisors, LLC— value not disclosed1
443Engineers Gate Manager LP— value not disclosed1
444Meridian Wealth Management, LLC— value not disclosed1
445DV Trading LLC— value not disclosed1
446Bridgefront Capital, LLC— value not disclosed1
447Qube Research & Technologies Ltd— value not disclosed1
448Steigerwald, Gordon & Koch Inc.— value not disclosed1
449Elo Mutual Pension Insurance Co— value not disclosed1
450FORA Capital, LLC— value not disclosed1
451Global Retirement Partners, LLC— value not disclosed1
452Oak Thistle LLC— value not disclosed1
453Legacy Capital Wealth Partners, LLC— value not disclosed1
454Y-Intercept (Hong Kong) Ltd— value not disclosed1
455Matrix Trust Co— value not disclosed1
456CBIZ Investment Advisory Services, LLC— value not disclosed1
457Aquatic Capital Management LLC— value not disclosed1
458INCEPTIONR LLC— value not disclosed1
459AlphaQuest LLC— value not disclosed1
460Forum Financial Management, LP— value not disclosed1
461SageView Advisory Group, LLC— value not disclosed1
462iSAM Funds (UK) Ltd— value not disclosed1
463Cape Investment Advisory, Inc.— value not disclosed1
464Dunhill Financial, LLC— value not disclosed1
465Abound Wealth Management— value not disclosed1
466RIA Advisory Group LLC— value not disclosed1
467Caitong International Asset Management Co., Ltd— value not disclosed1
468Quarry LP— value not disclosed1
469Scientech Research LLC— value not disclosed1
470Motiv8 Investments LLC— value not disclosed1
471Fieldview Capital Management, LLC— value not disclosed1
472Wealth Watch Advisors, INC— value not disclosed1
473ONE WEALTH CAPITAL MANAGEMENT, LLC— value not disclosed1
474CAPITOLIS LIQUID GLOBAL MARKETS LLC— value not disclosed1
475Quattro Advisors LLC— value not disclosed1
Truncated by Public Filings. Every one of the 415 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 CFR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CFR · financials and macro

Financials — as filed PLANNED

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