Public record / Tickers / FDS

FDS — FACTSET RESEARCH SYSTEMS INC†

Both disclosure regimes on one name: who in Congress filed about FDS, 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
30
all PTR rows naming FDS
Members · 12m
2
2 buys · 4 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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

David B. McKinley · $15.0K–$50.0K

SELL · traded 2015-10-20 → filed 2015-11-02. Ranked over every FDS row by the provable lower bound, never a point estimate.

2 members · 2 buys / 4 sells

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

8 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

9 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. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING FDS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FDS
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSELL JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 05-15 +24d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-13 +25d$1K–$15K
2026-04-04Shelley Moore Capito R–WVSELL SP (spouse-owned)Traded 03-31 +4d$1K–$15K
2026-04-04Shelley Moore Capito R–WVSELL partial · SP (partial sale, spouse-owned)Traded 03-26 +9d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 30 ↗

Members active in FDS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing FDS 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.
Gilbert Ray Cisneros, Jr. D–CA-313−$13.0K to $29.0K2
Shelley Moore Capito R–WV3−$45.0K to −$3.0K4

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

Congress ↔ notable managers · FDS

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

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · FACTSET RESH SYS INC

Merged timeline of congressional filings and notable-manager moves on FDS
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSELL$1K–$15K
2026-05-15Gotham Asset Management 13FADD+109,797 sh
2026-05-15Bridgewater Associates 13FEXIT−10,274 sh
2026-05-15Moore Capital Management 13FEXIT−1,189 sh
2026-05-14Caxton Associates 13FADD+21,664 sh
2026-05-01Markel Group 13FADD+13,503 sh

6 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of FDS for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BAMCO INC /NY/$815M1
2BlackRock, Inc.$613M1
3VANGUARD CAPITAL MANAGEMENT LLC$523M1
4STATE STREET CORP$412M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$392M1
6Invesco Ltd.$233M1
7MORGAN STANLEY$228M1
8BANK OF AMERICA CORP /DE/$183M1
9WELLS FARGO & COMPANY/MN$150M1
10ProShare Advisors LLC$129M1
11BANK OF MONTREAL /CAN/$123M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$103M1
13PineStone Asset Management Inc.$84.1M1
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$82.0M1
15UBS Group AG$78.9M1
16DIMENSIONAL FUND ADVISORS LP$78.7M1
17NORTHERN TRUST CORP$75.3M1
18TWO SIGMA INVESTMENTS, LP$74.8M1
19SHAPIRO CAPITAL MANAGEMENT LLC$71.7M1
20AQR CAPITAL MANAGEMENT LLC$66.7M1
21EQUITY INVESTMENT CORP$62.4M1
22Gotham Asset Management, LLC$59.3M1
23Fiera Capital Corp$57.8M1
24CITADEL ADVISORS LLC$56.2M1
25STATE OF MICHIGAN RETIREMENT SYSTEM$53.1M1
26Heron Bay Capital Management$49.8M1
27ARIEL INVESTMENTS, LLC$48.8M1
28VANGUARD FIDUCIARY TRUST CO$45.5M1
29Connor, Clark & Lunn Investment Management Ltd.$44.4M1
30DEUTSCHE BANK AG\$42.8M1
31ROYAL BANK OF CANADA$41.2M1
32MCDONALD CAPITAL INVESTORS INC/CA$40.8M1
33Ranmore Fund Management Ltd$40.4M1
34Vest Financial, LLC$39.5M1
35VOLORIDGE INVESTMENT MANAGEMENT, LLC$34.6M1
36ROYAL LONDON ASSET MANAGEMENT LTD$33.4M1
37RAYMOND JAMES FINANCIAL INC$33.0M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$29.9M1
39MARKEL GROUP INC.$29.4M1
40NOMURA ASSET MANAGEMENT CO LTD$29.3M1
41Nuveen, LLC$28.4M1
42BARCLAYS PLC$28.0M1
43HighTower Advisors, LLC$25.8M1
44FMR LLC$24.1M1
45Amundi$20.2M1
46ENVESTNET ASSET MANAGEMENT INC$19.8M1
47HSBC HOLDINGS PLC$19.3M1
48Man Group plc$18.9M1
49Vanguard Global Advisers, LLC$17.1M1
50Legal & General Group Plc$16.8M1
51SEI INVESTMENTS CO$16.1M1
52CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.0M1
53Swiss National Bank$15.9M1
54Distillate Capital Partners LLC$15.8M1
55Quantinno Capital Management LP$14.5M1
56Sone Capital Management, LLC$14.5M1
57ROYCE & ASSOCIATES LP$14.1M1
58SUSQUEHANNA INTERNATIONAL GROUP, LLP$13.8M1
59Universal- Beteiligungs- und Servicegesellschaft mbH$13.6M1
60Mitsubishi UFJ Asset Management Co., Ltd.$12.8M1
61MILLENNIUM MANAGEMENT LLC$12.7M1
62ALLIANCEBERNSTEIN L.P.$12.4M1
63Financial Strategies Group, Inc.$12.0M1
64INVESTMENT HOUSE LLC$11.9M1
65LPL Financial LLC$11.7M1
66Running Oak Capital LLC$11.5M1
67MONIMUS CAPITAL MANAGEMENT, LP$11.4M1
68WESTWOOD HOLDINGS GROUP INC$11.4M1
69FIRST TRUST ADVISORS LP$10.5M1
70JANE STREET GROUP, LLC$10.4M1
71MATTERN CAPITAL MANAGEMENT, LLC$10.1M1
72STIFEL FINANCIAL CORP$9.8M1
73PRINCIPAL FINANCIAL GROUP INC$9.8M1
74Squarepoint Ops LLC$9.5M1
75Willis Investment Counsel$9.3M1
76CAPITAL MANAGEMENT CORP /VA$9.3M1
77EARNEST PARTNERS LLC$9.1M1
78Huntleigh Advisors, Inc.$8.9M1
79CITIGROUP INC$8.5M1
80NOMURA HOLDINGS INC$8.3M1
81VANGUARD ASSET MANAGEMENT, Ltd$7.5M1
82Creative Planning$7.5M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.0M1
84Militia Capital Management LLC$7.0M1
85Moran Wealth Management, LLC$6.9M1
86Baker Avenue Asset Management, LP$6.7M1
87Kingsview Wealth Management, LLC$6.6M1
88FRANKLIN RESOURCES INC$6.5M1
89CANADA PENSION PLAN INVESTMENT BOARD$6.1M1
90STATE OF WISCONSIN INVESTMENT BOARD$5.9M1
91GHP Investment Advisors, Inc.$5.9M1
92Trexquant Investment LP$5.9M1
93Pathstone Holdings, LLC$5.8M1
94MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.8M1
95Mariner, LLC$5.7M1
96Compass Rose Asset Management, LP$5.4M1
97Marks Group Wealth Management, Inc$5.2M1
98Mirae Asset Global Investments Co., Ltd.$5.1M1
99Hendershot Investments Inc.$5.0M1
100CAXTON ASSOCIATES LLP$4.9M1
101Kinsale Capital Group, Inc.$4.9M1
102Interval Partners, LP$4.7M1
103&PARTNERS$4.5M1
104Y-Intercept (Hong Kong) Ltd$4.4M1
105D. E. Shaw & Co., Inc.$4.3M1
106Chevy Chase Trust Holdings, LLC$4.2M1
107TRUIST FINANCIAL CORP$4.2M1
108XTX Topco Ltd$4.2M1
109GATEWAY INVESTMENT ADVISERS LLC$4.2M1
110WINTON GROUP Ltd$4.1M1
111PRUDENTIAL FINANCIAL INC$3.9M1
112Janus Henderson Group Ltd.$3.8M1
113Te Ahumairangi Investment Management Ltd$3.7M1
114Baird Financial Group, Inc.$3.7M1
115Quadrature Capital Ltd$3.7M1
116Allspring Global Investments Holdings, LLC$3.6M1
117Zurcher Kantonalbank (Zurich Cantonalbank)$3.5M1
118APG Asset Management N.V.$3.4M1
119L. Roy Papp & Associates, LLP$3.3M1
120CIBC Bancorp USA Inc.$3.3M1
121OSAIC HOLDINGS, INC.$3.2M1
122Cerity Partners LLC$3.1M1
123Bannerstone Capital Management, LLC$3.0M1
124AMERICAN CENTURY COMPANIES INC$2.9M1
125Sanctuary Advisors, LLC$2.8M1
126Meiji Yasuda Asset Management Co Ltd.$2.8M1
127CastleKnight Management LP$2.8M1
128State of New Jersey Common Pension Fund D$2.8M1
129BNP Paribas Asset Management Holding S.A.$2.7M1
130CWM, LLC$2.7M1
131Regal Investment Advisors LLC$2.6M1
132FIFTH THIRD BANCORP$2.6M1
133Verition Fund Management LLC$2.6M1
134Taylor Hoffman Capital Management LLC$2.4M1
135Numerai GP LLC$2.4M1
136Rockefeller Capital Management L.P.$2.3M1
137Total Wealth Planning & Management, Inc.$2.3M1
138PUBLIC SECTOR PENSION INVESTMENT BOARD$2.3M1
139Arizona State Retirement System$2.2M1
140NATIONAL BANK OF CANADA /FI/$2.2M1
141Czech National Bank$2.2M1
142TORONTO DOMINION BANK$2.2M1
143CIBC WORLD MARKET INC.$2.2M1
144Ameritas Investment Partners, Inc.$2.1M1
145Schonfeld Strategic Advisors LLC$2.0M1
146Vanguard Investments Australia, Ltd.$2.0M1
147NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.0M1
148Rafferty Asset Management, LLC$2.0M1
149Aurora Investment Counsel$2.0M1
150WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.9M1
151GUGGENHEIM CAPITAL LLC$1.9M1
152AIMZ Investment Advisors, LLC$1.9M1
153Assenagon Asset Management S.A.$1.9M1
154COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.9M1
155PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$1.8M1
156Banco Santander, S.A.$1.8M1
157Pictet Asset Management Holding SA$1.8M1
158CIBC Asset Management Inc$1.8M1
159Summit Trail Advisors, LLC$1.8M1
160Arax Advisory Partners$1.8M1
161US BANCORP \DE\$1.8M1
162Atria Investments, Inc$1.8M1
163OMERS ADMINISTRATION Corp$1.8M1
164Retirement Systems of Alabama$1.7M1
165Poehling Capital Management, INC.$1.7M1
166MERCER GLOBAL ADVISORS INC /ADV$1.7M1
167O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.7M1
168Fairtree Asset Management (Pty) Ltd$1.6M1
169Ensign Peak Advisors, Inc$1.6M1
170Vident Advisory, LLC$1.6M1
171VOYA INVESTMENT MANAGEMENT LLC$1.6M1
172Argo Wealth Advisory, LLC$1.6M1
173Morningstar Investment Management LLC$1.6M1
174UniSuper Management Pty Ltd$1.6M1
175Resona Asset Management Co.,Ltd.$1.5M1
176BROWN ADVISORY INC$1.5M1
177M&T BANK CORP$1.5M1
178Corient Private Wealth LLC$1.5M1
179Linden Thomas Advisory Services, LLC$1.5M1
180Cetera Investment Advisers$1.5M1
181Drucker Wealth 3.0, LLC$1.4M1
182Nicholson Wealth Management Group, LLC$1.4M1
183TD ASSET MANAGEMENT INC$1.4M1
184Coastal Bridge Advisors, LLC$1.4M1
185TICINO WEALTH$1.4M1
186New Age Alpha Advisors, LLC$1.3M1
187Third View Private Wealth, LLC$1.3M1
188Vanguard Personalized Indexing Management, LLC$1.3M1
189BRIGHT ROCK CAPITAL MANAGEMENT, LLC$1.3M1
190Steward Partners Investment Advisory, LLC$1.3M1
191Taylor Frigon Capital Management LLC$1.3M1
192Woodline Partners LP$1.3M1
193COMMONWEALTH EQUITY SERVICES, LLC$1.2M1
194MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.2M1
195OneDigital Investment Advisors LLC$1.2M1
196NEOS Investment Management LLC$1.2M1
197ICW Investment Advisors LLC$1.2M1
198Orion Porfolio Solutions, LLC$1.2M1
199VICTORY CAPITAL MANAGEMENT INC$1.2M1
200Tidal Investments LLC$1.1M1
201SCOTIA CAPITAL INC.$1.1M1
202Palisade Asset Management, LLC$1.1M1
203CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.1M1
204Swiss Life Asset Management Ltd$1.1M1
205Sepio Capital, LP$1.1M1
206Ashton Thomas Private Wealth, LLC$1.0M1
207Skylands Capital, LLC$1.0M1
208Lafayette Investments, Inc.$982K1
209Tower Research Capital LLC (TRC)$968K1
210XPONANCE LLC$964K1
211OPPENHEIMER & CO INC$950K1
212Merit Financial Group, LLC$934K1
213Savvy Advisors, Inc.$925K1
214OREGON PUBLIC EMPLOYEES RETIREMENT FUND$922K1
215Waverly Advisors, LLC$889K1
216MML INVESTORS SERVICES, LLC$875K1
217LONGFELLOW INVESTMENT MANAGEMENT CO LLC$868K1
218MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$856K1
219Chicago Capital, LLC$823K1
220Global X Japan Co., Ltd.$795K1
221EVOKE WEALTH, LLC$791K1
222AZZAD ASSET MANAGEMENT INC /ADV$780K1
223Oak Thistle LLC$771K1
224Aberdeen Group plc$770K1
225Federation des caisses Desjardins du Quebec$754K1
226Pacific Point Advisors, LLC$750K1
227COMMERCE BANK$743K1
228IMC-Chicago, LLC$740K1
229NewEdge Advisors, LLC$738K1
230COLDSTREAM CAPITAL MANAGEMENT INC$732K1
231HB Wealth Management, LLC$727K1
232MACKENZIE FINANCIAL CORP$723K1
233Eurizon SLJ Capital Ltd$708K1
234Ridgewood Investments LLC$699K1
235MOKAN Wealth Management Inc.$693K1
236MIRABELLA FINANCIAL SERVICES LLP$682K1
237Indivisible Partners$671K1
238denkapparat Operations GmbH$670K1
239UNITED CAPITAL FINANCIAL ADVISORS, LLC$659K1
240Daiwa Securities Group Inc.$656K1
241NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$647K1
242Sequoia Financial Advisors, LLC$642K1
243Fieldview Capital Management, LLC$639K1
244Advyzon Investment Management, LLC$623K1
245Guardian Wealth Advisors, LLC$617K1
246Radnor Capital Management, LLC$612K1
247Annis Gardner Whiting Capital Advisors, LLC$611K1
248BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$610K1
249Polymer Capital Management (US) LLC$607K1
250MITCHELL & PAHL PRIVATE WEALTH, LLC$606K1
251BANK OF NOVA SCOTIA$605K1
252Chicago Partners Investment Group LLC$599K1
253Focus Partners Wealth$575K1
254Illinois Municipal Retirement Fund$575K1
255MISSION WEALTH MANAGEMENT, LP$571K1
256Knollwood Investment Advisory, LLC$553K1
257NAPLES GLOBAL ADVISORS, LLC$549K1
258Robertson Stephens Wealth Management, LLC$548K1
259Henshaw Capital LLC$546K1
260Gibbs Wealth Management$546K1
261D.B. Root & Company, LLC$546K1
262Portside Wealth Group, LLC$541K1
263Blackstone Inc.$541K1
264Kesler, Norman & Wride, LLC$535K1
265Board of the Pension Protection Fund$521K1
266MATHER GROUP, LLC.$518K1
267Independent Advisor Alliance$514K1
268Advisory Alpha, LLC$510K1
269AE Wealth Management LLC$506K1
270HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$505K1
271Empirical Asset Management, LLC$489K1
272MIZUHO SECURITIES USA LLC$487K1
273Lansforsakringar Fondforvaltning AB (publ)$486K1
274Manchester Capital Management LLC$486K1
275Trail Ridge Investment Advisors, LLC$477K1
276CREDIT AGRICOLE S A$473K1
277Concurrent Investment Advisors, LLC$469K1
278Private Advisor Group, LLC$467K1
279AVIVA PLC$467K1
280Seelaus Asset Management LLC$465K1
281LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$460K1
282ADAGE CAPITAL PARTNERS GP, L.L.C.$456K1
283Prospera Financial Services Inc$454K1
284R Squared Ltd$454K1
285Utah Retirement Systems$435K1
286Norinchukin Bank, The$431K1
287Milestone Asset Management Group, LLC$427K1
288BDFS Capital LLC$422K1
289Mutual Advisors, LLC$421K1
290Krilogy Financial LLC$415K1
291Pilgrim Partners Asia Pte Ltd$412K1
292OPPENHEIMER ASSET MANAGEMENT INC.$410K1
293Valmark Advisers, Inc.$407K1
294Maryland State Retirement & Pension System$406K1
295Kintegral Advisory, LLC$404K1
296Savant Capital, LLC$400K1
297Asset Management One Co., Ltd.$397K1
298REGIONS FINANCIAL CORP$390K1
299PATTON FUND MANAGEMENT, INC.$389K1
300Ahara Advisors LLC$385K1
301Karani Asset Management LLC$383K1
302BLAIR WILLIAM & CO/IL$383K1
303CI INVESTMENTS INC.$378K1
304Leonteq Securities AG$375K1
305ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$372K1
306MCF Advisors LLC$366K1
307D.A. DAVIDSON & CO.$363K1
308MAI Capital Management$355K1
309Vise Technologies, Inc.$342K1
310JGP Wealth Management, LLC$336K1
311Wealthfront Advisers LLC$336K1
312Caitlin John, LLC$335K1
313MUFG Securities EMEA plc$333K1
314DAVENPORT & Co LLC$332K1
315ANCHOR CAPITAL ADVISORS LLC$325K1
316Cresset Asset Management, LLC$320K1
317Apollon Wealth Management, LLC$315K1
318Sumitomo Mitsui DS Asset Management Company, Ltd$313K1
319Procyon Advisors, LLC$313K1
320Focus Partners Advisor Solutions, LLC$309K1
321Composition Wealth, LLC$308K1
322Perigon Wealth Management, LLC$306K1
323HARRELL INVESTMENT PARTNERS, LLC$305K1
324Wedmont Private Capital$304K1
325BENJAMIN EDWARDS INC$297K1
326Marex Group Ltd$296K1
327NORDEN GROUP LLC$293K1
328PANAGORA ASSET MANAGEMENT INC$290K1
329Alhambra Investment Management LLC$289K1
330Penobscot Investment Management Company, Inc.$286K1
331Larson Financial Group LLC$285K1
332Callan Family Office, LLC$285K1
333INTECH INVESTMENT MANAGEMENT LLC$282K1
334MARATHON CAPITAL MANAGEMENT$279K1
335Institute for Wealth Management, LLC.$278K1
336Graham Capital Management, L.P.$273K1
337Randall & Associates Wealth Management$273K1
338ADVISORTRUST PARTNERS, LLC$271K1
339KFG WEALTH MANAGEMENT, LLC$271K1
340Mayflower Financial Advisors, LLC$267K1
341MACQUARIE GROUP LTD$265K1
342DIVIDEND ASSETS CAPITAL, LLC$263K1
343CSS LLC/IL$263K1
344National Wealth Management Group, LLC$261K1
345Lido Advisors, LLC$261K1
346Revisor Wealth Management LLC$261K1
347VestGen Advisors, LLC$259K1
348NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$258K1
349OFI INVEST ASSET MANAGEMENT$257K1
350Ballentine Partners, LLC$249K1
351Brooklyn Investment Group$248K1
352Edgestream Partners, L.P.$244K1
353Kestra Advisory Services, LLC$244K1
354CWA Asset Management Group, LLC$243K1
355North Dakota State Investment Board$237K1
356STRATEGY ASSET MANAGERS LLC$237K1
357Fielder Capital Group LLC$234K1
358Bridgefront Capital, LLC$232K1
359SUMMITRY LLC$228K1
360ASHTON THOMAS SECURITIES, LLC$226K1
361FIDUCIARY TRUST CO$225K1
362SIGNATUREFD, LLC$223K1
363SECURIAN ASSET MANAGEMENT, INC$222K1
364JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$221K1
365Avior Wealth Management, LLC$218K1
366Clearstead Advisors, LLC$218K1
367Silver Lake Advisory, LLC$213K1
368Snowden Capital Advisors LLC$213K1
369Dakota Wealth Management$212K1
370IQ EQ FUND MANAGEMENT (IRELAND) Ltd$212K1
371Caerus Investment Advisors, LLC$210K1
372NEW WAVE WEALTH ADVISORS LLC$209K1
373Empirical Finance, LLC$208K1
374WEST BANCORPORATION INC$202K1
375Laird Norton Wetherby Trust Company, LLC$201K1
376EXCHANGE TRADED CONCEPTS, LLC$201K1
377BEACON INVESTMENT ADVISORY SERVICES, INC.$187K1
378Grove Bank & Trust$181K1
379Allworth Financial LP$172K1
380HM PAYSON & CO$161K1
381Destiny Wealth Partners, LLC$140K1
382TEMA ETFS LLC$134K1
383STOREBRAND ASSET MANAGEMENT AS$125K1
384Siemens Fonds Invest GmbH$111K1
385GLOBEFLEX CAPITAL L P$108K1
386Walleye Capital LLC$98.9K1
387DELTA ASSET MANAGEMENT LLC/TN$97.6K1
388UMB Bank, n.a.$95.7K1
389Caitong International Asset Management Co., Ltd$94.0K1
390Caldwell Trust Co$77.5K1
391QUADRANT CAPITAL GROUP LLC$66.2K1
392Wilmington Savings Fund Society, FSB$60.8K1
393Measured Wealth Private Client Group, LLC$59.9K1
394SJS Investment Consulting Inc.$58.2K1
395Compagnie Lombard Odier SCmA$56.4K1
396ASSETMARK, INC$54.2K1
397State of Wyoming$51.2K1
398Addison Advisors LLC$50.3K1
399Aster Capital Management (DIFC) Ltd$44.6K1
400Blue Trust, Inc.$37.3K1
401ELEVATION WEALTH PARTNERS, LLC$36.0K1
402Wellington Grp LLC$35.6K1
403MONTAG A & ASSOCIATES INC$35.3K1
404TD Waterhouse Canada Inc.$35.1K1
405FEDERATED HERMES, INC.$33.9K1
406Hilltop National Bank$32.5K1
407HRT FINANCIAL LP$31.8K1
408Owl Creek Wealth Partners LLC$31.5K1
409CVA Family Office, LLC$30.6K1
410Parkside Financial Bank & Trust$29.9K1
411Quarry LP$27.3K1
412Kemnay Advisory Services Inc.$25.2K1
413Legend Capital Advisors LLC$25.0K1
414Atlantic Union Bankshares Corp$24.7K1
415Copeland Capital Management, LLC$24.1K1
416Intentional Wealth Strategies, LLC$23.0K1
417Transamerica Financial Advisors, LLC$20.7K1
418Cromwell Holdings LLC$18.9K1
419DT Investment Partners, LLC$17.4K1
420CENTRAL TRUST Co$16.9K1
421Hartford Financial Management Inc.$16.3K1
422Pinnacle Wealth Planning Services, Inc.$15.4K1
423PenderFund Capital Management Ltd.$15.2K1
424Salomon & Ludwin, LLC$14.1K1
425Financial Network Wealth Advisors LLC$13.0K1
426MV CAPITAL MANAGEMENT, INC.$12.4K1
427Rakuten Securities, Inc.$12.2K1
428Eurizon Capital SGR S.p.A.$11.9K1
429WPG Advisers, LLC$11.1K1
430Korea Investment CORP$10.9K1
431True Wealth Design, LLC$10.4K1
432Spire Wealth Management$10.0K1
433SouthState Bank Corp$9.5K1
434Activest Wealth Management$9.3K1
435Crews Bank & Trust$7.6K1
436Altshuler Shaham Ltd$7.2K1
437Smartleaf Asset Management LLC$7.2K1
438Dogwood Wealth Management LLC$6.9K1
439Private Wealth Management Group, LLC$6.7K1
440Guinness Atkinson Asset Management Inc$6.3K1
441Johnson Financial Group, Inc.$6.1K1
442S&T BANK/PA$5.9K1
443TD Capital Management LLC$5.4K1
444Darwin Wealth Management, LLC$5.3K1
445ALGERT GLOBAL LLC$4.8K1
446GROUP ONE TRADING LLC$4.8K1
447Ankerstar Wealth, LLC$4.6K1
448Avalon Trust Co$4.3K1
449Sachetta, LLC$4.3K1
450Geneos Wealth Management Inc.$3.9K1
451Treasurer of the State of North Carolina$3.5K1
452CANADA LIFE ASSURANCE Co$3.4K1
453SHP Wealth Management$3.3K1
454JPL Wealth Management, LLC$3.3K1
455State of Alaska, Department of Revenue$3.1K1
456Keating Financial Advisory Services, Inc.$3.0K1
457Hunter Perkins Capital Management, LLC$2.5K1
458ACADIAN ASSET MANAGEMENT LLC$2.3K1
459THRIVENT FINANCIAL FOR LUTHERANS$2.2K1
460COUNTRY TRUST BANK$2.2K1
461DekaBank Deutsche Girozentrale$2.0K1
462CBIZ Investment Advisory Services, LLC$1.7K1
463Frazier Financial Advisors, LLC$1.7K1
464Virginia Estate & Retirement Planning Advisors Inc.$1.7K1
465NFSG Corp$1.6K1
466Raleigh Capital Management Inc.$1.5K1
467Clayton Financial Group LLC$1.5K1
468Kilter Group LLC$1.5K1
469BROWN, LISLE/CUMMINGS, INC.$1.3K1
470SUMMIT SECURITIES GROUP LLC$1.3K1
471ARMSTRONG ADVISORY GROUP, INC$1.3K1
472Asset Dedication, LLC$1.1K1
473Triumph Capital Management$1.1K1
474Physician Wealth Advisors, Inc.$1.1K1
475Bell Investment Advisors, Inc$1.1K1
476JFS WEALTH ADVISORS, LLC$8681
477Penserra Capital Management LLC$8681
478Quaker Wealth Management, LLC$8681
479American Capital Advisory, LLC$8681
480Granite FO LLC$8681
481FINANCIAL CONSULATE, INC$6511
482SkyView Investment Advisors, LLC$4541
483Signature Equity Partners, LLC$4351
484TFC Financial Management, Inc.$4341
485Investors Portfolio Services LLC$3991
486KBC Group NV$3941
487STEVENS CAPITAL MANAGEMENT LP$3701
488South Dakota Investment Council$3041
489AMICA MUTUAL INSURANCE CO$2571
490SALEM INVESTMENT COUNSELORS INC$2171
491DiNuzzo Private Wealth, Inc.$2171
492MidFirst Bank$2171
493Harel Insurance Investments & Financial Services Ltd.$931
494Smithfield Trust Co$171
495Y.D. More Investments Ltd$161
496Capital Advisors, Ltd. LLC$111
497Avion Wealth$21
498VANGUARD GROUP INC— value not disclosed1
499GLENMEDE TRUST CO NA— value not disclosed1
500PINNACLE ASSOCIATES LTD— value not disclosed1
Truncated by Public Filings. Every one of the 497 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

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

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 4 sell
Congress net ($ bound)−$58.0K to $26.0K
Filers net (actions)not in build
Filers net ($ 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 FDS

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

Every rule, with its definition →

Planned modules for FDS · financials and macro

Financials — as filed PLANNED

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