Public record / Tickers / FCNCA

FCNCA — FIRST CITIZENS BANCSHARES INC /DE/†

Both disclosure regimes on one name: who in Congress filed about FCNCA, 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
12
all PTR rows naming FCNCA
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
05-22
filed 2026-05-22
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

George Holding · $500K–$1.0M

EXCHANGE · traded 2014-12-31 → filed 2015-10-05. Ranked over every FCNCA row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

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

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

10 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. 10 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING FCNCA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FCNCA
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-22Thomas H. Kean, Jr. R–NJ-7SELLTraded 04-14 +38d$1K–$15K
2026-04-13Thomas H. Kean, Jr. R–NJ-7SELL partial (partial sale)Traded 03-26 +18d$1K–$15K
2026-03-18Thomas H. Kean, Jr. R–NJ-7BUYTraded 02-05 +41d$1K–$15K
2025-05-15Thomas H. Kean, Jr. R–NJ-7BUYTraded 04-11 +34d$1K–$15K
2025-05-15Thomas H. Kean, Jr. R–NJ-7BUYTraded 04-10 +35d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 12 ↗

Members active in FCNCA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing FCNCA 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.
Thomas H. Kean, Jr. R–NJ-73−$29.0K to $13.0K2

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

Congress ↔ notable managers · FCNCA

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

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

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

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $3.4M held
Trimming
1 Bridgewater Associates $17.6M held

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

Merged timeline of congressional filings and notable-manager moves on FCNCA
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FTRIM−11,226 sh
2026-05-14Caxton Associates 13FNEW+1,828 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 FCNCA for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.9B1
2HARRIS ASSOCIATES L P$1.8B1
3VANGUARD CAPITAL MANAGEMENT LLC$730M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$657M1
5STATE STREET CORP$420M1
6COATUE MANAGEMENT LLC$263M1
7MORGAN STANLEY$259M1
8FMR LLC$254M1
9HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$250M1
10DIMENSIONAL FUND ADVISORS LP$237M1
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$230M1
12Allspring Global Investments Holdings, LLC$174M1
13BROWN ADVISORY INC$164M1
14ALLIANCEBERNSTEIN L.P.$158M1
15FIRST CITIZENS BANK & TRUST CO$144M1
16BANK OF AMERICA CORP /DE/$143M1
17D. E. Shaw & Co., Inc.$132M1
18NORTHERN TRUST CORP$115M1
19UBS Group AG$114M1
20VANGUARD FIDUCIARY TRUST CO$111M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$99.0M1
22FIRST TRUST ADVISORS LP$81.5M1
23Alberta Investment Management Corp$68.2M1
24WELLINGTON MANAGEMENT GROUP LLP$62.9M1
25Legal & General Group Plc$58.1M1
26Artisan Partners Limited Partnership$54.6M1
27CITADEL ADVISORS LLC$49.3M1
28FULLER & THALER ASSET MANAGEMENT, INC.$46.0M1
29WELLS FARGO & COMPANY/MN$44.4M1
30Alua Capital Management LP$43.6M1
31BASSWOOD CAPITAL MANAGEMENT, L.L.C.$43.5M1
32Invesco Ltd.$39.7M1
33WORLDQUANT MILLENNIUM ADVISORS LLC$38.2M1
34CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$35.8M1
35RAYMOND JAMES FINANCIAL INC$34.1M1
36ENVESTNET ASSET MANAGEMENT INC$32.1M1
37VANGUARD ASSET MANAGEMENT, Ltd$30.4M1
38CITIGROUP INC$29.4M1
39RENAISSANCE TECHNOLOGIES LLC$28.8M1
40Vident Advisory, LLC$27.2M1
41BANK OF MONTREAL /CAN/$27.1M1
42AMERICAN CENTURY COMPANIES INC$26.4M1
43SEI INVESTMENTS CO$25.3M1
44Nuveen, LLC$23.8M1
45ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$22.5M1
46MILLENNIUM MANAGEMENT LLC$22.1M1
47DEUTSCHE BANK AG\$21.7M1
48Prana Capital Management, LP$21.6M1
49Amundi$21.1M1
50Cannell & Spears LLC$20.9M1
51Gator Capital Management, LLC$19.2M1
52SUSQUEHANNA INTERNATIONAL GROUP, LLP$19.0M1
53TRUIST FINANCIAL CORP$18.4M1
54Bridgewater Associates, LP$17.6M1
55Mitsubishi UFJ Asset Management Co., Ltd.$16.9M1
56Korea Investment CORP$16.8M1
57HSBC HOLDINGS PLC$16.0M1
58AQR CAPITAL MANAGEMENT LLC$15.8M1
59JANE STREET GROUP, LLC$15.6M1
60STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$15.3M1
61ROYAL LONDON ASSET MANAGEMENT LTD$15.2M1
62ArrowMark Colorado Holdings LLC$14.9M1
63CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$14.5M1
64CANADA PENSION PLAN INVESTMENT BOARD$14.2M1
65FRANKLIN RESOURCES INC$14.0M1
66MANUFACTURERS LIFE INSURANCE COMPANY, THE$13.5M1
67COMMERCE BANK$13.1M1
68XTX Topco Ltd$12.2M1
69Quantinno Capital Management LP$11.9M1
70Saber Capital Managment, LLC$11.8M1
71Stieven Capital Advisors, L.P.$11.5M1
72Pictet Asset Management Holding SA$10.2M1
73LPL Financial LLC$9.9M1
74Assenagon Asset Management S.A.$9.9M1
75Vanguard Global Advisers, LLC$9.6M1
76STATE OF WISCONSIN INVESTMENT BOARD$9.3M1
77LEVEL FOUR ADVISORY SERVICES, LLC$9.1M1
78ROYAL BANK OF CANADA$8.9M1
79Sendero Wealth Management, LLC$8.6M1
80STIFEL FINANCIAL CORP$8.3M1
81Swedbank AB$8.1M1
82Vanguard Investments Australia, Ltd.$8.1M1
83FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.2M1
84Tredje AP-fonden$7.1M1
85Private Advisor Group, LLC$6.7M1
86Live Oak Private Wealth LLC$6.5M1
87Pathstone Holdings, LLC$6.5M1
88Asset Management One Co., Ltd.$6.3M1
89WESTFIELD CAPITAL MANAGEMENT CO LP$6.0M1
90STEPHENS INC /AR/$5.9M1
91Harvest Portfolios Group Inc.$5.8M1
92Susquehanna Portfolio Strategies, LLC$5.6M1
93Waverly Advisors, LLC$5.6M1
94Huber Capital Management LLC$5.5M1
95NOMURA ASSET MANAGEMENT CO LTD$5.5M1
96SHEETS SMITH WEALTH MANAGEMENT$5.5M1
97Wilmington Savings Fund Society, FSB$5.4M1
98VOLORIDGE INVESTMENT MANAGEMENT, LLC$5.4M1
99Steward Partners Investment Advisory, LLC$5.4M1
100SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$5.3M1
101AustralianSuper Pty Ltd$5.3M1
102AWH Capital, L.P.$5.2M1
103State of New Jersey Common Pension Fund D$5.1M1
104TWO SIGMA INVESTMENTS, LP$4.8M1
105Marnell Management LLC$4.7M1
106Resona Asset Management Co.,Ltd.$4.7M1
107Creative Planning$4.6M1
108Fideuram Asset Management (Ireland) dac$4.6M1
109United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$4.6M1
110Petiole USA ltd$4.6M1
111Arizona State Retirement System$4.4M1
112Schonfeld Strategic Advisors LLC$4.4M1
113KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$4.4M1
114Daiwa Securities Group Inc.$4.1M1
115ASSETMARK, INC$4.0M1
116TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$4.0M1
117OCCUDO QUANTITATIVE STRATEGIES LP$4.0M1
118Cerity Partners LLC$3.8M1
119Fieldview Capital Management, LLC$3.7M1
120Vest Financial, LLC$3.6M1
121Zurcher Kantonalbank (Zurich Cantonalbank)$3.6M1
122SEB Asset Management AB$3.5M1
123Inspire Investing, LLC$3.5M1
124CAXTON ASSOCIATES LLP$3.4M1
125EJF Capital LP$3.4M1
126Man Group plc$3.3M1
127Evergreen Wealth Management, LLC$3.3M1
128OSAIC HOLDINGS, INC.$3.2M1
129IFM Investors Pty Ltd$3.1M1
130OPPENHEIMER & CO INC$3.0M1
131TD ASSET MANAGEMENT INC$3.0M1
132NewEdge Advisors, LLC$3.0M1
133Aberdeen Group plc$2.9M1
134NORDEA INVESTMENT MANAGEMENT AB$2.8M1
135OPPENHEIMER ASSET MANAGEMENT INC.$2.7M1
136SELDON CAPITAL LP$2.7M1
137Utah Retirement Systems$2.7M1
138Orion Porfolio Solutions, LLC$2.7M1
139MML INVESTORS SERVICES, LLC$2.7M1
140WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.6M1
141Corient Private Wealth LLC$2.5M1
142Federation des caisses Desjardins du Quebec$2.5M1
143Tidal Investments LLC$2.5M1
144FIFTH THIRD BANCORP$2.5M1
145Cetera Investment Advisers$2.5M1
146Founders Financial Alliance, LLC$2.4M1
147Aptus Capital Advisors, LLC$2.4M1
148O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.4M1
149U.S. Capital Wealth Advisors, LLC$2.4M1
150GUARDIAN WEALTH ADVISORS, LLC / NC$2.3M1
151Allegiance Financial Group Advisory Services LLC$2.3M1
152NLB Skladi, upravljanje premozenja, d.o.o.$2.2M1
153XPONANCE LLC$2.2M1
154BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.2M1
155EP Wealth Advisors, LLC$2.2M1
156Atlantic Union Bankshares Corp$2.2M1
157LRT Capital Management, LLC$2.2M1
158Independent Advisor Alliance$2.1M1
159NISSAY ASSET MANAGEMENT CORP /JAPAN$2.1M1
160TORONTO DOMINION BANK$2.1M1
161REGIONS FINANCIAL CORP$2.0M1
162Laurion Capital Management LP$2.0M1
163Mraz, Amerine & Associates, Inc.$2.0M1
164HANCOCK WHITNEY CORP$2.0M1
165Envestnet Portfolio Solutions, Inc.$1.9M1
166Ensign Peak Advisors, Inc$1.9M1
167NATIONAL BANK OF CANADA /FI/$1.9M1
168&PARTNERS$1.9M1
169Delta Global Management LP$1.8M1
170BLAIR WILLIAM & CO/IL$1.8M1
171OP Asset Management Ltd$1.8M1
172TWO SIGMA SECURITIES, LLC$1.8M1
173Sumitomo Mitsui DS Asset Management Company, Ltd$1.7M1
174Diversified Trust Co$1.7M1
175Vanguard Personalized Indexing Management, LLC$1.7M1
176Merrion Investment Management Co, LLC$1.7M1
177MALTESE CAPITAL MANAGEMENT LLC$1.6M1
178Swiss Life Asset Management Ltd$1.6M1
179Clearstead Advisors, LLC$1.5M1
180Janus Henderson Group Ltd.$1.5M1
181Empowered Funds, LLC$1.5M1
182Eurizon Capital SGR S.p.A.$1.5M1
183Malaga Cove Capital, LLC$1.5M1
184Western Wealth Management, LLC$1.5M1
18544 WEALTH MANAGEMENT LLC$1.5M1
186Smith Salley Wealth Management$1.4M1
187Angel Oak Capital Advisors, LLC$1.4M1
188NOESIS CAPITAL MANGEMENT CORP$1.4M1
189Sanctuary Advisors, LLC$1.4M1
190Old Peak Finance LLC$1.4M1
191MUIRFIELD WEALTH ADVISORS LLC$1.3M1
192WHITENER CAPITAL MANAGEMENT, INC.$1.3M1
193BENJAMIN EDWARDS INC$1.3M1
194MERCER GLOBAL ADVISORS INC /ADV$1.3M1
195M&T BANK CORP$1.3M1
196OneDigital Investment Advisors LLC$1.3M1
197MACKENZIE FINANCIAL CORP$1.3M1
198HB Wealth Management, LLC$1.2M1
199PRINCIPAL FINANCIAL GROUP INC$1.2M1
200VOYA INVESTMENT MANAGEMENT LLC$1.2M1
201MBL Wealth, LLC$1.2M1
202Investment Management Corp of Ontario$1.2M1
203HOLDERNESS INVESTMENTS CO$1.2M1
204Triangle Securities Wealth Management$1.1M1
205HighTower Advisors, LLC$1.1M1
206Headlands Technologies LLC$1.1M1
207US BANCORP \DE\$1.1M1
208CIBC Bancorp USA Inc.$1.1M1
209SummitTX Capital, L.P.$1.1M1
210Pinnacle Financial Partners, Inc.$1.1M1
211CIBC Asset Management Inc$1.1M1
212Nicholas Investment Partners, LP$1.1M1
213Avantra Family Wealth, Inc.$1.0M1
214AFFINITY WEALTH MANAGEMENT LLC$1.0M1
215National Pension Service$1.0M1
216Mill Capital Management, LLC$989K1
217Harbor Advisors LLC$965K1
218Stonehage Fleming Financial Services Holdings Ltd$944K1
219Rockefeller Capital Management L.P.$935K1
220Callan Family Office, LLC$923K1
221Pettinga Financial Advisors LLC$914K1
222MACQUARIE GROUP LTD$901K1
223BANK OF NOVA SCOTIA$895K1
224OMERS ADMINISTRATION Corp$861K1
225Retirement Planning Group, LLC$850K1
226Maryland State Retirement & Pension System$846K1
227Caprock Group, LLC$844K1
228Summit Trail Advisors, LLC$832K1
229JT Stratford LLC$812K1
230QUADRANT CAPITAL GROUP LLC$803K1
231J. Safra Sarasin Holding AG$802K1
232TOKIO MARINE ASSET MANAGEMENT CO LTD$797K1
233Laird Norton Wetherby Trust Company, LLC$790K1
234Tanager Wealth Management LLP$780K1
235EVERGREEN CAPITAL MANAGEMENT LLC$778K1
236PRUDENTIAL FINANCIAL INC$756K1
237CIBC WORLD MARKET INC.$744K1
238COMMONWEALTH EQUITY SERVICES, LLC$741K1
239CenterBook Partners LP$724K1
240Osmosis Investment Management UK Ltd$722K1
241Lighthouse Investment Partners, LLC$697K1
242Atria Investments, Inc$691K1
243DOVER ADVISORS, LLC$690K1
244MONETA GROUP INVESTMENT ADVISORS LLC$675K1
245WealthShield Partners, LLC$663K1
246STOREBRAND ASSET MANAGEMENT AS$662K1
247EXENCIAL WEALTH ADVISORS, LLC$654K1
248DAVENPORT & Co LLC$647K1
249Sequoia Financial Advisors, LLC$635K1
250Woodline Partners LP$633K1
251CHOREO, LLC$623K1
252PRUDENTIAL PLC$613K1
253D.A. DAVIDSON & CO.$609K1
254Gradient Investments LLC$609K1
255ABN AMRO INVESTMENT SOLUTIONS$603K1
256CREDIT AGRICOLE S A$594K1
257Marmo Financial Group, LLC$582K1
258KESTRA PRIVATE WEALTH SERVICES, LLC$564K1
259CWM, LLC$560K1
260Carnegie Investment Counsel$552K1
261Vontobel Holding Ltd.$547K1
262MAYPORT, LLC$533K1
263Allianz Asset Management GmbH$531K1
264INDEPENDENT FINANCIAL GROUP, LLC$528K1
265Numerai GP LLC$511K1
266North Dakota State Investment Board$498K1
267PERSONAL CFO SOLUTIONS, LLC$477K1
268Concurrent Investment Advisors, LLC$475K1
269Advisors Asset Management, Inc.$471K1
270Beacon Pointe Advisors, LLC$469K1
271PRINCIPAL SECURITIES, INC.$460K1
272IEQ CAPITAL, LLC$460K1
273denkapparat Operations GmbH$460K1
274SIGNATUREFD, LLC$452K1
275UNITED CAPITAL FINANCIAL ADVISORS, LLC$452K1
276Havemeyer Place LP$449K1
277Hedeker Wealth, LLC$441K1
278MEITAV INVESTMENT HOUSE LTD$424K1
279Farringdon Capital, Ltd.$424K1
280COLDSTREAM CAPITAL MANAGEMENT INC$417K1
281BNP Paribas Asset Management Holding S.A.$413K1
282Arax Advisory Partners$409K1
283COLTON GROOME FINANCIAL ADVISORS, LLC$409K1
284Baader Bank Aktiengesellschaft$403K1
285RITHOLTZ WEALTH MANAGEMENT$402K1
286Legacy Wealth Asset Management, LLC$396K1
287Lido Advisors, LLC$390K1
288STATE OF MICHIGAN RETIREMENT SYSTEM$377K1
289PANAGORA ASSET MANAGEMENT INC$377K1
290SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$373K1
291NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$373K1
292Banque Cantonale Vaudoise$367K1
293SCHRODER INVESTMENT MANAGEMENT GROUP$366K1
294SeaCrest Wealth Management, LLC$352K1
295SALEM INVESTMENT COUNSELORS INC$349K1
296Capital Investment Advisory Services, LLC$349K1
297Gotham Asset Management, LLC$339K1
298Verdence Capital Advisors LLC$320K1
299Board of the Pension Protection Fund$320K1
300JOURNEY STRATEGIC WEALTH LLC$319K1
301Delta Investment Management, LLC$314K1
302Avanza Fonder AB$307K1
303Lombard Odier Asset Management (Switzerland) SA$303K1
304OpenArc Corporate Advisory, LLC$303K1
305FEDERATED HERMES, INC.$302K1
306Optas, LLC$298K1
307MidFirst Bank$298K1
308LexAurum Advisors, LLC$297K1
309Tranquility Partners, LLC$296K1
310Impact Investors, Inc$294K1
311Kestra Advisory Services, LLC$288K1
312Aaron Wealth Advisors LLC$288K1
313PCM Encore, LLC$285K1
314Hobbs Group Advisors, LLC$284K1
315DENALI ADVISORS LLC$283K1
316MARATHON CAPITAL MANAGEMENT$283K1
317CHAPMAN FINANCIAL GROUP, LLC$283K1
318Hudock, Inc.$281K1
319World Investment Advisors$271K1
320WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$271K1
321FORTRESS PRIVATE LEDGER, LLC$264K1
322Stratos Wealth Partners, LTD.$256K1
323FIDELIS CAPITAL PARTNERS, LLC$252K1
324Savant Capital, LLC$248K1
325Horst & Graben Wealth Management LLC$244K1
326TEACHER RETIREMENT SYSTEM OF TEXAS$243K1
327Quantum Financial Advisors, LLC$243K1
328Jefferies Financial Group Inc.$241K1
329Siemens Fonds Invest GmbH$241K1
330Hunting Hill Global Capital, LLC$237K1
331Central Pacific Bank - Trust Division$236K1
332MOODY NATIONAL BANK TRUST DIVISION$232K1
333Tower Research Capital LLC (TRC)$232K1
334Cooper Financial Group$232K1
335Kenora Financial, LLC$230K1
336Cambria Investment Management, L.P.$228K1
337DIVERSIFIED MANAGEMENT INC$224K1
338Cresset Asset Management, LLC$224K1
339Mason & Associates Inc$223K1
340Snowden Capital Advisors LLC$217K1
341MONECO ADVISORS, LLC$215K1
342M. Kulyk & Associates, LLC$215K1
343PFG Investments, LLC$211K1
344Signal Advisors Wealth, LLC$211K1
345BURNEY CO/$207K1
346AXQ CAPITAL, LP$207K1
347OSSIAM$160K1
348Allworth Financial LP$156K1
349Smartleaf Asset Management LLC$122K1
350MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$121K1
351FIL Ltd$109K1
352Blue Trust, Inc.$75.4K1
353NFSG Corp$64.1K1
354Deseret Mutual Benefit Administrators$49.0K1
355Transamerica Financial Advisors, LLC$45.3K1
356UMB Bank, n.a.$45.2K1
357Global Assets Advisory, LLC$45.2K1
358BEACON INVESTMENT ADVISORY SERVICES, INC.$43.3K1
359Parkside Financial Bank & Trust$37.7K1
360Mirae Asset Global Investments Co., Ltd.$37.7K1
361EFG International AG$37.7K1
362Pinnacle Wealth Planning Services, Inc.$33.9K1
363DUNCKER STREETT & CO INC$32.0K1
364MAI Capital Management$30.2K1
365TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$28.3K1
366KBC Group NV$25.3K1
367PFS Partners, LLC$24.9K1
368MATHER GROUP, LLC.$24.5K1
369PEAK6 LLC$24.4K1
370CVA Family Office, LLC$20.7K1
371JFS WEALTH ADVISORS, LLC$18.8K1
372Private Wealth Management Group, LLC$18.8K1
373Beacon Financial Strategies CORP$18.8K1
374MRP Capital Investments, LLC$15.1K1
375Larson Financial Group LLC$13.2K1
376JPL Wealth Management, LLC$13.2K1
377Caitlin John, LLC$13.2K1
378Tacita Capital Inc$11.3K1
379Bell Investment Advisors, Inc$11.3K1
380Owl Creek Wealth Partners LLC$11.3K1
381Ritter Daniher Financial Advisory LLC / DE$9.4K1
382Key FInancial Inc$9.4K1
383ALBION FINANCIAL GROUP /UT$7.5K1
384WPG Advisers, LLC$7.5K1
385Treasurer of the State of North Carolina$7.1K1
386Manchester Capital Management LLC$5.7K1
387Leonteq Securities AG$5.7K1
388MV CAPITAL MANAGEMENT, INC.$5.7K1
389SITTNER & NELSON, LLC$5.7K1
390SJS Investment Consulting Inc.$5.7K1
391Fairman Group, LLC$5.7K1
392CANADA LIFE ASSURANCE Co$5.4K1
393HOEY INVESTMENTS, INC$3.8K1
394SHP Wealth Management$3.8K1
395Sachetta, LLC$3.8K1
396Rialto Wealth Management, LLC$3.8K1
397BROWN, LISLE/CUMMINGS, INC.$3.8K1
398Cromwell Holdings LLC$3.8K1
399Annandale Capital, LLC$2.9K1
400Virtu Financial LLC$2.3K1
401DekaBank Deutsche Girozentrale$2.1K1
402First Pacific Financial$1.9K1
403COUNTRY TRUST BANK$1.9K1
404Marquette Asset Management, LLC$1.9K1
405Elevated Capital Advisors, LLC$1.9K1
406Abound Wealth Management$1.9K1
407True Wealth Design, LLC$1.9K1
408WealthCollab, LLC$1.9K1
409HFM Investment Advisors, LLC$1.9K1
410Sunrise Financial Services, LLC$1.9K1
411PARK AVENUE SECURITIES LLC$1.2K1
412Vestcor Inc$3221
413GSA CAPITAL PARTNERS LLP$2491
414Avion Wealth$11
415VANGUARD GROUP INC— value not disclosed1
416THRIVENT FINANCIAL FOR LUTHERANS— value not disclosed1
417OLD NATIONAL BANCORP /IN/— value not disclosed1
418HARBOUR INVESTMENTS, INC.— value not disclosed1
419Brandywine Global Investment Management, LLC— value not disclosed1
420TOTH FINANCIAL ADVISORY CORP— value not disclosed1
421TANDEM CAPITAL MANAGEMENT CORP /ADV— value not disclosed1
422COMERICA BANK— value not disclosed1
423Pekin Hardy Strauss, Inc.— value not disclosed1
424Sculptor Capital LP— value not disclosed1
425CIBC WORLD MARKETS CORP— value not disclosed1
426Capital International Sarl— value not disclosed1
427INTECH INVESTMENT MANAGEMENT LLC— value not disclosed1
428Zurich Insurance Group Ltd/FI— value not disclosed1
429BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
430GUGGENHEIM CAPITAL LLC— value not disclosed1
431CIBC Private Wealth Group LLC— value not disclosed1
432JACOBS ASSET MANAGEMENT, LLC— value not disclosed1
433Mariner, LLC— value not disclosed1
434NORGES BANK— value not disclosed1
435Ballentine Partners, LLC— value not disclosed1
436ALPS ADVISORS INC— value not disclosed1
437Keel Point, LLC— value not disclosed1
438PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
439Capital Research Global Investors— value not disclosed1
440Verition Fund Management LLC— value not disclosed1
441B. Riley Wealth Advisors, Inc.— value not disclosed1
442DRW Securities, LLC— value not disclosed1
443Westover Capital Advisors, LLC— value not disclosed1
444Brevan Howard Capital Management LP— value not disclosed1
445FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
446Ground Swell Capital, LLC— value not disclosed1
447Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
448Andra AP-fonden— value not disclosed1
449Candriam S.C.A.— value not disclosed1
450MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
451PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
452Focus Partners Wealth— value not disclosed1
453BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
454WINTON GROUP Ltd— value not disclosed1
455Sowell Financial Services LLC— value not disclosed1
456Wealthspire Advisors, LLC— value not disclosed1
457Grove Bank & Trust— value not disclosed1
458RIPOSTE CAPITAL LLC— value not disclosed1
459Dai-ichi Life Insurance Company, Ltd— value not disclosed1
460Counterpoint Mutual Funds LLC— value not disclosed1
461Holocene Advisors, LP— value not disclosed1
462Alamea Verwaltungs GmbH— value not disclosed1
463Midwest Professional Planners, LTD.— value not disclosed1
464Vestmark Advisory Solutions, Inc.— value not disclosed1
465FORA Capital, LLC— value not disclosed1
466ELEVATION POINT WEALTH PARTNERS, LLC— value not disclosed1
467Global Retirement Partners, LLC— value not disclosed1
468Black Diamond Financial, LLC— value not disclosed1
469Cynosure Group, LLC— value not disclosed1
470Qsemble Capital Management, LP— value not disclosed1
471VIEWPOINT INVESTMENT PARTNERS CORP— value not disclosed1
472TWINBEECH CAPITAL LP— value not disclosed1
473Y-Intercept (Hong Kong) Ltd— value not disclosed1
474Red Door Wealth Management, LLC— value not disclosed1
475Austin Private Wealth, LLC— value not disclosed1
476Mizuho Markets Cayman LP— value not disclosed1
477Hiddenite Capital Partners LP— value not disclosed1
478Optiver Holding B.V.— value not disclosed1
479Beartown Capital Management, LLC— value not disclosed1
480Activest Wealth Management— value not disclosed1
481AlphaQuest LLC— value not disclosed1
482PMC FIG Opportunities LLC— value not disclosed1
483Beaird Harris Wealth Management, LLC— value not disclosed1
484AXXCESS WEALTH MANAGEMENT, LLC— value not disclosed1
485Forum Financial Management, LP— value not disclosed1
486SageView Advisory Group, LLC— value not disclosed1
487Waycross Investment Management Co— value not disclosed1
488Cape Investment Advisory, Inc.— value not disclosed1
489Mullooly Asset Management, Inc.— value not disclosed1
490Vinva Investment Management Ltd— value not disclosed1
491ELEVATION WEALTH PARTNERS, LLC— value not disclosed1
492Savvy Advisors, Inc.— value not disclosed1
493Jain Global LLC— value not disclosed1
494Pines Wealth Management, LLC— value not disclosed1
495Persistent Asset Partners Ltd— value not disclosed1
496Three Magnolias Financial Advisors, LLC— value not disclosed1
497Rakuten Investment Management, Inc.— value not disclosed1
498OPTIMA CAPITAL LLC— value not disclosed1
499PBU - The Pension Fund of Early Childhood & Youth Educators— value not disclosed1
500Reflection Asset Management— value not disclosed1
Truncated by Public Filings. Every one of the 414 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

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

Signals on FCNCA

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for FCNCA · financials and macro

Financials — as filed PLANNED

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