Public record / Tickers / FN

FN — Fabrinet†

Both disclosure regimes on one name: who in Congress filed about FN, 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
13
all PTR rows naming FN
Members · 12m
3
5 buys · 4 sells · by trade date
Latest PTR
09-04
filed 2026-09-04
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

Gilbert Ray Cisneros, Jr. · $15.0K–$50.0K

SELL · traded 2026-07-16 → filed 2026-09-04. Ranked over every FN row by the provable lower bound, never a point estimate.

3 members · 5 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.

4 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 FN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 07-16 LATE·50d$15K–$50K
2026-08-10Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 07-14 +27d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 05-04 +35d$1K–$15K
2026-06-03Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 05-01 +33d$1K–$15K
2026-04-08Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 03-24 +15d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in FN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing FN 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−$34.0K to $50.0K2
Josh Gottheimer D–NJ-53−$13.0K to $29.0K2
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

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

Congress ↔ notable managers · FN

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

Congress · last 90 days

Buyers
0 — —
Sellers
2 Gilbert Ray Cisneros, Jr. D–CA-31, Josh Gottheimer D–NJ-5 $16K–$65K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $481K held
Trimming
0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on FN
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressSELL$15K–$50K
2026-08-10Josh Gottheimer CongressSELL$1K–$15K
2026-05-15Gotham Asset Management 13FADD+28 sh

3 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 FN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$2.9B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B1
3FMR LLC$1.1B1
4VANGUARD CAPITAL MANAGEMENT LLC$838M1
5STATE STREET CORP$678M1
6GEODE CAPITAL MANAGEMENT, LLC$646M1
7Invesco Ltd.$560M1
8WASATCH ADVISORS LP$367M1
9Whale Rock Capital Management LLC$319M1
10MORGAN STANLEY$300M1
11ALLIANCEBERNSTEIN L.P.$259M1
12AMERICAN CENTURY COMPANIES INC$255M1
13BAILLIE GIFFORD & CO$240M1
14NORTHERN TRUST CORP$237M1
15Capital World Investors$228M1
16ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$208M1
17FRANKLIN RESOURCES INC$206M1
18WELLINGTON MANAGEMENT GROUP LLP$198M1
19TD ASSET MANAGEMENT INC$197M1
20Polar Capital Holdings Plc$191M1
21Capital Research Global Investors$178M1
22Epoch Investment Partners, Inc.$168M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$158M1
24Janus Henderson Group Ltd.$152M1
25WESTFIELD CAPITAL MANAGEMENT CO LP$149M1
26Capital International Investors$148M1
27DIMENSIONAL FUND ADVISORS LP$137M1
28Bank of New York Mellon Corp$133M1
29VANGUARD FIDUCIARY TRUST CO$130M1
30Nuveen, LLC$117M1
31Durable Capital Partners LP$113M1
32PRINCIPAL FINANCIAL GROUP INC$113M1
33Analog Century Management LP$89.4M1
34Allspring Global Investments Holdings, LLC$88.3M1
35WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$86.0M1
36HARDING LOEVNER LP$71.9M1
37Clearbridge Investments, LLC$71.0M1
38Stephens Investment Management Group LLC$70.0M1
39UBS Group AG$68.8M1
40Clark Capital Management Group, Inc.$68.5M1
41BANK OF AMERICA CORP /DE/$65.5M1
42ENVESTNET ASSET MANAGEMENT INC$65.3M1
43Point72 Asset Management, L.P.$62.6M1
44RICE HALL JAMES & ASSOCIATES, LLC$55.2M1
45NEUMEIER POMA INVESTMENT COUNSEL LLC$50.0M1
46ROYAL BANK OF CANADA$48.8M1
47RAYMOND JAMES FINANCIAL INC$47.9M1
48SEI INVESTMENTS CO$46.9M1
49FEDERATED HERMES, INC.$44.6M1
50VOYA INVESTMENT MANAGEMENT LLC$44.0M1
51SUSQUEHANNA INTERNATIONAL GROUP, LLP$39.5M1
52Styrax Capital, LP$39.1M1
53AQR CAPITAL MANAGEMENT LLC$37.1M1
54Aberdeen Group plc$37.0M1
55Swiss National Bank$37.0M1
56UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$35.7M1
57NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$35.6M1
58ZACKS INVESTMENT MANAGEMENT$34.5M1
59Freestone Grove Partners LP$34.1M1
60DEUTSCHE BANK AG\$33.6M1
61MILLENNIUM MANAGEMENT LLC$32.2M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$31.9M1
63Rokos Capital Management LLP$31.8M1
64Bragg Financial Advisors, Inc$30.4M1
65Portolan Capital Management, LLC$28.6M1
66Legal & General Group Plc$28.1M1
67EULAV Asset Management$23.3M1
68Melqart Asset Management (UK) Ltd$23.1M1
69WELLS FARGO & COMPANY/MN$23.0M1
70Retirement Systems of Alabama$22.9M1
71LPL Financial LLC$22.5M1
72JANE STREET GROUP, LLC$22.1M1
73AXIOM INVESTORS LLC /DE$21.3M1
74NORDEA INVESTMENT MANAGEMENT AB$19.2M1
75MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$19.1M1
76MetLife Investment Management, LLC$19.1M1
77Cresset Asset Management, LLC$19.1M1
78Creative Planning$18.1M1
79THAMES CAPITAL MANAGEMENT LLC$18.0M1
80VANGUARD ASSET MANAGEMENT, Ltd$16.9M1
81Connor, Clark & Lunn Investment Management Ltd.$16.1M1
82EVENTIDE ASSET MANAGEMENT, LLC$16.0M1
83ADAGE CAPITAL PARTNERS GP, L.L.C.$14.3M1
84MANUFACTURERS LIFE INSURANCE COMPANY, THE$14.1M1
85WCM INVESTMENT MANAGEMENT, LLC$13.5M1
86STATE OF WISCONSIN INVESTMENT BOARD$13.3M1
87SCALAR GAUGE MANAGEMENT, LLC$13.0M1
88FACTORY MUTUAL INSURANCE CO$12.3M1
89COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$11.9M1
90Nicholas Investment Partners, LP$11.4M1
91Cetera Investment Advisers$11.2M1
92SG Capital Management LLC$11.1M1
93NEW YORK STATE COMMON RETIREMENT FUND$10.9M1
94Swedbank AB$10.9M1
95SCHRODER INVESTMENT MANAGEMENT GROUP$10.7M1
96Montanaro Asset Management Ltd$10.4M1
97BANK OF MONTREAL /CAN/$10.4M1
98De Lisle Partners LLP$9.8M1
99RENAISSANCE GROUP LLC$9.8M1
100Allianz Asset Management GmbH$8.9M1
101BARINGS LLC$8.9M1
102INTECH INVESTMENT MANAGEMENT LLC$8.9M1
103MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$8.8M1
104Zurcher Kantonalbank (Zurich Cantonalbank)$8.4M1
105Vanguard Global Advisers, LLC$7.9M1
106First Eagle Investment Management, LLC$7.9M1
107Andar Capital Management HK Ltd$7.8M1
108TOCQUEVILLE ASSET MANAGEMENT L.P.$7.6M1
109WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.5M1
110Tidal Investments LLC$7.5M1
111Hel Ved Capital Management Ltd$7.4M1
112PRUDENTIAL FINANCIAL INC$7.2M1
113Susquehanna Portfolio Strategies, LLC$7.1M1
114BALYASNY ASSET MANAGEMENT L.P.$7.0M1
115MML INVESTORS SERVICES, LLC$6.5M1
116Penobscot Investment Management Company, Inc.$6.4M1
117CITIGROUP INC$6.4M1
118State of New Jersey Common Pension Fund D$6.4M1
119HANCOCK WHITNEY CORP$6.4M1
120Lisanti Capital Growth, LLC$6.3M1
121Concurrent Investment Advisors, LLC$6.1M1
122DANSKE BANK A/S$5.9M1
123LAZARD ASSET MANAGEMENT LLC$5.9M1
124TD Waterhouse Canada Inc.$5.8M1
125EFG International AG$5.8M1
126Bank Julius Baer & Co. Ltd, Zurich$5.7M1
127FIL Ltd$5.6M1
128Emerald Investment Advisers, LLC$5.6M1
129Granahan Investment Management, LLC$5.4M1
130Atom Investors LP$5.2M1
131OPPENHEIMER ASSET MANAGEMENT INC.$5.1M1
132Arizona State Retirement System$5.1M1
133Robeco Schweiz AG$5.1M1
134COMMONWEALTH EQUITY SERVICES, LLC$5.0M1
135VMS Asset Management Limited$5.0M1
136US BANCORP \DE\$5.0M1
137Pinnacle Financial Partners, Inc.$5.0M1
138KLP KAPITALFORVALTNING AS$4.9M1
139NATIONAL BANK OF CANADA /FI/$4.9M1
140Mariner, LLC$4.9M1
141Cerity Partners LLC$4.7M1
142Vanguard Investments Australia, Ltd.$4.7M1
143STIFEL FINANCIAL CORP$4.6M1
144STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.5M1
145CREDIT AGRICOLE S A$4.5M1
146STATE OF MICHIGAN RETIREMENT SYSTEM$4.5M1
147Hennion & Walsh Asset Management, Inc.$4.3M1
148Divisar Capital Management LLC$3.9M1
149Vanguard Personalized Indexing Management, LLC$3.9M1
150Calamos Advisors LLC$3.9M1
151Man Group plc$3.9M1
152CWM, LLC$3.9M1
153OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.9M1
154HighTower Advisors, LLC$3.8M1
155Mirae Asset Global Investments Co., Ltd.$3.8M1
156TRUIST FINANCIAL CORP$3.8M1
157Virtus Wealth Solutions LLC$3.8M1
158Pathstone Holdings, LLC$3.7M1
159Silvant Capital Management LLC$3.7M1
160Amundi$3.7M1
161Quantinno Capital Management LP$3.7M1
162JACKSON SQUARE CAPITAL, LLC$3.5M1
163MERCER GLOBAL ADVISORS INC /ADV$3.5M1
164ProShare Advisors LLC$3.5M1
165QUADRANT CAPITAL GROUP LLC$3.5M1
166CenterBook Partners LP$3.4M1
167MOODY ALDRICH PARTNERS LLC$3.4M1
168FORMULA GROWTH LTD$3.3M1
169Empowered Funds, LLC$3.1M1
170Pictet Asset Management Holding SA$3.0M1
171Polar Asset Management Partners Inc.$3.0M1
172Atria Investments, Inc$3.0M1
173HITE Hedge Asset Management LLC$2.9M1
174DnB Asset Management AS$2.9M1
175Tejara Capital Ltd$2.8M1
176D. E. Shaw & Co., Inc.$2.8M1
177Baird Financial Group, Inc.$2.7M1
178E Fund Management Co., Ltd.$2.7M1
179XPONANCE LLC$2.7M1
180One Capital Management, LLC$2.7M1
181Future Fund LLC$2.7M1
182CITADEL ADVISORS LLC$2.6M1
183Oak Harvest Investment Services$2.5M1
184Focus Partners Wealth$2.4M1
185OSAIC HOLDINGS, INC.$2.4M1
186Redhawk Wealth Advisors, Inc.$2.4M1
187Inlet Private Wealth, LLC$2.4M1
188Corient Private Wealth LLC$2.4M1
189GATEWAY INVESTMENT ADVISERS LLC$2.3M1
190Envestnet Portfolio Solutions, Inc.$2.2M1
191CIM, LLC$2.2M1
192TEACHER RETIREMENT SYSTEM OF TEXAS$2.2M1
193ASSETMARK, INC$2.2M1
194Tower Research Capital LLC (TRC)$2.2M1
195IEQ CAPITAL, LLC$2.1M1
196JOHNSON INVESTMENT COUNSEL INC$2.0M1
197FIRST TRUST ADVISORS LP$2.0M1
198PRINCIPAL SECURITIES, INC.$2.0M1
199Yorktown Management & Research Co Inc$2.0M1
200EVERGREEN CAPITAL MANAGEMENT LLC$1.9M1
201FIRST CITIZENS BANK & TRUST CO$1.9M1
202LRT Capital Management, LLC$1.8M1
203SALEM INVESTMENT COUNSELORS INC$1.8M1
204Kestra Advisory Services, LLC$1.8M1
205Brooklyn Investment Group$1.7M1
206Circle Wealth Management, LLC$1.7M1
207XTX Topco Ltd$1.6M1
208Vident Advisory, LLC$1.5M1
209Vestmark Advisory Solutions, Inc.$1.5M1
210Illumine Investment Management, LLC$1.5M1
211AZZAD ASSET MANAGEMENT INC /ADV$1.4M1
212MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.4M1
213Smith Group Asset Management, LLC$1.4M1
214SECURIAN ASSET MANAGEMENT, INC$1.4M1
215JSF Financial, LLC$1.4M1
216JENNISON ASSOCIATES LLC$1.4M1
217Brevan Howard Capital Management LP$1.3M1
218WINTON GROUP Ltd$1.3M1
219VIRTUS ADVISERS, LLC$1.2M1
220Sequoia Financial Advisors, LLC$1.2M1
221PICTON MAHONEY ASSET MANAGEMENT$1.2M1
222LEVEL FOUR ADVISORY SERVICES, LLC$1.2M1
223Maytus Capital Management, LLC$1.2M1
224Abel Hall, LLC$1.2M1
225CIBC Bancorp USA Inc.$1.2M1
226Crossmark Global Holdings, Inc.$1.1M1
227Federation des caisses Desjardins du Quebec$1.1M1
228Caitong International Asset Management Co., Ltd$1.1M1
229Prairie Wealth Advisors, Inc.$1.1M1
230Orion Porfolio Solutions, LLC$1.1M1
231Eddie Patel Inc$1.1M1
232Ensign Peak Advisors, Inc$1.1M1
233Sanctuary Advisors, LLC$1.1M1
234Truvestments Capital LLC$1.0M1
235VestGen Advisors, LLC$1.0M1
236Hudson Bay Capital Management LP$1.0M1
237POLEN CAPITAL MANAGEMENT LLC$1.0M1
238Schonfeld Strategic Advisors LLC$991K1
239TWO SIGMA INVESTMENTS, LP$978K1
240M&T BANK CORP$977K1
241Lido Advisors, LLC$975K1
242QRG CAPITAL MANAGEMENT, INC.$919K1
243MIRABELLA FINANCIAL SERVICES LLP$905K1
244Shepherd Financial Partners LLC$888K1
245BENJAMIN EDWARDS INC$880K1
246Ethic Inc.$878K1
247CHOREO, LLC$872K1
248AE Wealth Management LLC$843K1
249Worthington Financial Partners, LLC$827K1
250Accurate Wealth Management, LLC$809K1
251PROFUND ADVISORS LLC$804K1
252SeaBridge Investment Advisors LLC$794K1
253SORA INVESTORS LLC$782K1
254Triumph Capital Management$777K1
255Beacon Pointe Advisors, LLC$757K1
256Merit Financial Group, LLC$753K1
257VestGen Investment Management$744K1
258World Investment Advisors$740K1
259Vise Technologies, Inc.$730K1
260Invst, LLC$728K1
261Ausbil Investment Management Ltd$723K1
262Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$683K1
263O'SHAUGHNESSY ASSET MANAGEMENT, LLC$680K1
264CIBC Asset Management Inc$677K1
265Advisors Asset Management, Inc.$672K1
266Farringdon Capital, Ltd.$667K1
267Banque Transatlantique SA$661K1
268Hidden Cove Wealth Management, LLC$644K1
269State of Wyoming$643K1
270Cinctive Capital Management LP$634K1
271Ashton Thomas Private Wealth, LLC$628K1
272COLDSTREAM CAPITAL MANAGEMENT INC$626K1
273Pilgrim Partners Asia Pte Ltd$626K1
274Savant Capital, LLC$613K1
275SHELTON CAPITAL MANAGEMENT$613K1
276Trek Financial, LLC$610K1
277GLENMEDE TRUST CO NA$609K1
278MACKENZIE FINANCIAL CORP$606K1
279Gladstone Institutional Advisory LLC$591K1
280Private Advisor Group, LLC$580K1
281Balboa Wealth Partners$576K1
282Qtron Investments LLC$574K1
283PANAGORA ASSET MANAGEMENT INC$557K1
284Rockefeller Capital Management L.P.$554K1
285JOURNEY STRATEGIC WEALTH LLC$552K1
286Regal Partners Ltd$522K1
287STEPHENS INC /AR/$518K1
288Menard Financial Group LLC$517K1
289ALPS ADVISORS INC$516K1
290Wealthspire Advisors, LLC$515K1
291Gateway Wealth Partners, LLC$512K1
292Kestra Investment Management, LLC$510K1
293Gotham Asset Management, LLC$481K1
294Transamerica Financial Advisors, LLC$481K1
295&PARTNERS$474K1
296Archford Capital Strategies, LLC$463K1
297McGlone Suttner Wealth Management, Inc.$453K1
298Callan Family Office, LLC$450K1
299AVIVA PLC$448K1
300FIDUCIARY TRUST CO$446K1
301GeoWealth Management, LLC$446K1
302HB Wealth Management, LLC$439K1
303INCEPTIONR LLC$438K1
304Meiji Yasuda Asset Management Co Ltd.$431K1
305Waverly Advisors, LLC$420K1
306Qsemble Capital Management, LP$399K1
307TWO SIGMA SECURITIES, LLC$391K1
308Advyzon Investment Management, LLC$387K1
309Legacy Capital Group California, Inc.$375K1
310Eurizon Capital SGR S.p.A.$372K1
311Focus Partners Advisor Solutions, LLC$366K1
312Stratos Wealth Partners, LTD.$365K1
313NewEdge Advisors, LLC$362K1
314Keebeck Wealth Management$362K1
315Sowell Financial Services LLC$360K1
316Papamarkou Wellner Asset Management inc.$358K1
317Stirlingshire Investments, Inc.$358K1
318DENALI ADVISORS LLC$349K1
319BNP Paribas Asset Management Holding S.A.$345K1
320WEALTH ALLIANCE, LLC$342K1
321Financiere des Professionnels - Fonds d'investissement inc.$342K1
322Pallas Capital Advisors LLC$340K1
323PERSONAL CFO SOLUTIONS, LLC$337K1
324Ignite Planners, LLC$333K1
325Quilter Plc$330K1
326VISTA FINANCE, LLC$324K1
327COMMERCE BANK$321K1
328Caprock Group, LLC$321K1
329Pinnacle Wealth Planning Services, Inc.$321K1
330INTRUST BANK NA$319K1
331GABLES CAPITAL MANAGEMENT INC.$313K1
332Monolith Management Ltd$313K1
333PCM Encore, LLC$297K1
334Caitlin John, LLC$296K1
335F/m Investments LLC$293K1
336Ausdal Financial Partners, Inc.$291K1
337SIGNATUREFD, LLC$290K1
338Verdence Capital Advisors LLC$280K1
339FOX RUN MANAGEMENT, L.L.C.$277K1
340UMB Bank, n.a.$271K1
341MGO ONE SEVEN LLC$270K1
342OLD NATIONAL BANCORP /IN/$269K1
343Revisor Wealth Management LLC$267K1
344Rafferty Asset Management, LLC$263K1
345Third View Private Wealth, LLC$261K1
346EntryPoint Capital, LLC$254K1
347HUNTINGTON NATIONAL BANK$253K1
348Marex Group Ltd$250K1
349INDEPENDENT FINANCIAL GROUP, LLC$245K1
350Csenge Advisory Group$245K1
351Avior Wealth Management, LLC$245K1
352FIFTH THIRD BANCORP$243K1
353Meeder Advisory Services, Inc.$241K1
354Krilogy Financial LLC$237K1
355Cornerstone Advisory, LLC$229K1
356DV Trading LLC$229K1
357Alvarez & Marsal Private Wealth Partners, LLC$228K1
358Allworth Financial LP$228K1
359OneDigital Investment Advisors LLC$227K1
360EWA, LLC$226K1
361ASSOCIATED BANC-CORP$223K1
362Prudent Man Advisors, LLC$220K1
363West Family Investments, Inc.$220K1
364Ballentine Partners, LLC$218K1
365May Hill Capital, LLC$217K1
366Westhampton Capital, LLC$216K1
367SeaCrest Wealth Management, LLC$214K1
368Summit Trail Advisors, LLC$213K1
369Curated Wealth Partners LLC$211K1
370SUMMIT WEALTH GROUP LLC / CO$211K1
371Ameritas Advisory Services, LLC$208K1
372CLEAR WAVE WEALTH MANAGEMENT LLC$207K1
373Maridea Wealth Management LLC$204K1
374SEEDS INVESTOR LLC$204K1
375Wealth Enhancement Trust Services, Inc.$190K1
376GROUP ONE TRADING LLC$166K1
377Kemnay Advisory Services Inc.$165K1
378Steward Partners Investment Advisory, LLC$160K1
379Orion Capital Management LLC$147K1
380Rakuten Securities, Inc.$128K1
381THRIVENT FINANCIAL FOR LUTHERANS$127K1
382Signature Equity Partners, LLC$123K1
383Smartleaf Asset Management LLC$110K1
384REAP Financial Group, LLC$100K1
385Larson Financial Group LLC$87.1K1
386Arax Advisory Partners$85.1K1
387Walleye Capital LLC$82.9K1
388Wilmington Savings Fund Society, FSB$78.2K1
389MAI Capital Management$75.6K1
390Quarry LP$75.6K1
391Optiver Holding B.V.$68.3K1
392Mitsubishi UFJ Asset Management Co., Ltd.$66.2K1
393EASTERN BANK$60.0K1
394Aster Capital Management (DIFC) Ltd$58.7K1
395Walleye Trading LLC$52.2K1
396Blue Trust, Inc.$52.2K1
397Raleigh Capital Management Inc.$51.6K1
398Parkside Financial Bank & Trust$49.5K1
399Spire Wealth Management$49.0K1
400USA FINANCIAL FORMULAS$48.0K1
401DekaBank Deutsche Girozentrale$41.1K1
402NOMURA ASSET MANAGEMENT CO LTD$39.6K1
403Banque Cantonale Vaudoise$38.0K1
404NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$37.6K1
405Acumen Wealth Advisors, LLC$35.5K1
406Elequin Capital, LP$35.5K1
407Opal Wealth Advisors, LLC$33.4K1
408Cassaday & Co Wealth Management LLC$30.8K1
409CVA Family Office, LLC$26.6K1
410Wellington Grp LLC$25.0K1
411EVOLUTION WEALTH MANAGEMENT INC.$24.6K1
412ALGERT GLOBAL LLC$24.4K1
413Kilter Group LLC$22.9K1
414EXCHANGE TRADED CONCEPTS, LLC$22.4K1
415CONTRAVISORY INVESTMENT MANAGEMENT, INC.$21.4K1
416JFS WEALTH ADVISORS, LLC$20.9K1
417Clark Wealth Partners$20.3K1
418FARMERS & MERCHANTS INVESTMENTS INC$17.2K1
419VAN ECK ASSOCIATES CORP$17.0K1
420WOLFF WIESE MAGANA LLC$15.6K1
421WPG Advisers, LLC$15.6K1
422NEW YORK STATE TEACHERS RETIREMENT SYSTEM$13.4K1
423Geneos Wealth Management Inc.$10.4K1
424Private Wealth Management Group, LLC$9.9K1
425True Wealth Design, LLC$9.4K1
426BROWN, LISLE/CUMMINGS, INC.$9.4K1
427Sachetta, LLC$7.3K1
428JNBA Financial Advisors$6.8K1
429Bell Investment Advisors, Inc$5.7K1
430Marquette Asset Management, LLC$5.2K1
431NFSG Corp$5.2K1
432Murphy & Mullick Capital Management Corp$5.2K1
433SJS Investment Consulting Inc.$4.7K1
434WealthCollab, LLC$4.7K1
435Physician Wealth Advisors, Inc.$4.2K1
436Leonteq Securities AG$4.2K1
437Glen Eagle Advisors, LLC$4.2K1
438Vestcor Inc$3.9K1
439Clearstead Advisors, LLC$3.7K1
440Prestige Wealth Management Group LLC$3.7K1
441Rialto Wealth Management, LLC$3.7K1
442Premier Fund Managers Ltd$3.5K1
443PARK AVENUE SECURITIES LLC$3.4K1
444Westfuller Advisors, LLC$3.4K1
445ACADIAN ASSET MANAGEMENT LLC$3.3K1
446DiNuzzo Private Wealth, Inc.$3.1K1
447Virtu Financial LLC$2.7K1
448JPL Wealth Management, LLC$2.6K1
449Retirement Wealth Solutions LLC$2.6K1
450State of Alaska, Department of Revenue$2.5K1
451Investors Portfolio Services LLC$2.5K1
452Penserra Capital Management LLC$2.4K1
453CHILTON CAPITAL MANAGEMENT LLC$2.1K1
454Manchester Capital Management LLC$2.1K1
455Vermillion Wealth Management, Inc.$2.1K1
456South Dakota Investment Council$1.9K1
457SouthState Bank Corp$1.6K1
458Activest Wealth Management$1.6K1
459HFM Investment Advisors, LLC$1.6K1
460PEAK6 LLC$1.4K1
461MCF Advisors LLC$1.0K1
462MV CAPITAL MANAGEMENT, INC.$1.0K1
463MEEDER ASSET MANAGEMENT INC$1.0K1
464Anfield Capital Management, LLC$1.0K1
465Godfrey Financial Associates, Inc.$1.0K1
466KBC Group NV$5581
467SHP Wealth Management$5221
468TFC Financial Management, Inc.$5221
469Owl Creek Wealth Partners LLC$5221
470Cambridge Investment Research Advisors, Inc.$5151
471Harvest Fund Management Co., Ltd$3451
472Abound Wealth Management$2461
473Employees Retirement System of Texas$1621
474HAZLETT, BURT & WATSON, INC.$601
475Matrix Trust Co$151
476Smithfield Trust Co$61
477Capital Advisors, Ltd. LLC$31
478Avion Wealth$31
479VANGUARD GROUP INC— value not disclosed1
480KING LUTHER CAPITAL MANAGEMENT CORP— value not disclosed1
481HARBOUR INVESTMENTS, INC.— value not disclosed1
482OPPENHEIMER & CO INC— value not disclosed1
483TOTH FINANCIAL ADVISORY CORP— value not disclosed1
484HSBC HOLDINGS PLC— value not disclosed1
485TORONTO DOMINION BANK— value not disclosed1
486VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
487CIBC WORLD MARKETS CORP— value not disclosed1
488CASTLEARK MANAGEMENT LLC— value not disclosed1
489CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
490CIBC Private Wealth Group LLC— value not disclosed1
491Cadence Bank— value not disclosed1
492Grantham, Mayo, Van Otterloo & Co. LLC— value not disclosed1
493Weiss Asset Management LP— value not disclosed1
494GSA CAPITAL PARTNERS LLP— value not disclosed1
495NORGES BANK— value not disclosed1
496PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
497J. Goldman & Co LP— value not disclosed1
498Alyeska Investment Group, L.P.— value not disclosed1
499B. Riley Wealth Advisors, Inc.— value not disclosed1
500Artisan Partners Limited Partnership— value not disclosed1
Truncated by Public Filings. Every one of the 478 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)5 buy / 4 sell
Congress net ($ bound)−$76.0K to $92.0K
Filers net (actions)not in build
Filers net ($ 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 FN

RETAINED WINDOW · ACTIVE HITS
Signal hits naming FN
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for FN · financials and macro

Financials — as filed PLANNED

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