Public record / Tickers / HRB

HRB — H&R BLOCK INC†

Both disclosure regimes on one name: who in Congress filed about HRB, 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
8
all PTR rows naming HRB
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
13F holders
430
top-430 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

Val T. Hoyle · $1.0K–$15.0K

SELL · traded 2025-09-23 → filed 2025-10-10. Ranked over every HRB row by the provable lower bound, never a point estimate.

No member disclosed HRB 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.

3 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HRB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HRB
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4SELL SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4BUY SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2020-05-13Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 04-29 +14d$1K–$15K
2020-05-07Dean Phillips D–MN-3SELLTraded 04-02 +35d$1K–$15K
2020-04-16Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-18 +29d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in HRB

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

No member disclosed HRB in the trailing 12 months.

Congress ↔ notable managers · HRB

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
2 Himalaya Capital, Caxton Associates $53.8M held
Trimming
1 Bridgewater Associates $1.5M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · BLOCK H & R INC

Merged timeline of congressional filings and notable-manager moves on HRB
DateWhoChangeSize
2026-05-15Himalaya Capital 13FNEW+1,626,906 sh
2026-05-15Bridgewater Associates 13FTRIM−409,126 sh
2026-05-14Caxton Associates 13FNEW+66,622 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 HRB for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$493M1
2FMR LLC$485M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$231M1
4VANGUARD CAPITAL MANAGEMENT LLC$179M1
5FULLER & THALER ASSET MANAGEMENT, INC.$136M1
6STATE STREET CORP$128M1
7LAZARD ASSET MANAGEMENT LLC$119M1
8CITADEL ADVISORS LLC$101M1
9AQR CAPITAL MANAGEMENT LLC$99.9M1
10NORTHERN TRUST CORP$95.7M1
11DIMENSIONAL FUND ADVISORS LP$73.2M1
12MORGAN STANLEY$63.1M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$56.5M1
14Himalaya Capital Management LLC$51.6M1
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$50.6M1
16Invesco Ltd.$46.1M1
17Ranmore Fund Management Ltd$44.4M1
18FIRST TRUST ADVISORS LP$42.2M1
19D. E. Shaw & Co., Inc.$35.8M1
20Lodge Hill Capital, LLC$33.3M1
21BANK OF AMERICA CORP /DE/$32.0M1
22UBS Group AG$29.7M1
23JUPITER ASSET MANAGEMENT LTD$28.3M1
24Qube Research & Technologies Ltd$27.1M1
25Squarepoint Ops LLC$25.7M1
26WELLINGTON MANAGEMENT GROUP LLP$25.6M1
27VANGUARD FIDUCIARY TRUST CO$25.0M1
28ROYCE & ASSOCIATES LP$24.7M1
29Prevatt Capital Ltd$22.5M1
30SEI INVESTMENTS CO$16.9M1
31CANADA PENSION PLAN INVESTMENT BOARD$16.1M1
32Framtiden Holdings Management Co LLC$15.6M1
33ROYAL BANK OF CANADA$13.6M1
34BALYASNY ASSET MANAGEMENT L.P.$13.2M1
35Nuveen, LLC$12.9M1
36Quantinno Capital Management LP$12.6M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$12.5M1
38ALPS ADVISORS INC$11.7M1
39RWWM, Inc.$11.4M1
40Swedbank AB$11.0M1
41MILLENNIUM MANAGEMENT LLC$10.9M1
42HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$10.4M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.4M1
44Cambria Investment Management, L.P.$9.4M1
45PRINCIPAL FINANCIAL GROUP INC$9.0M1
46ALLIANCEBERNSTEIN L.P.$9.0M1
47Atom Investors LP$8.7M1
48Robeco Institutional Asset Management B.V.$8.1M1
49TECTONIC ADVISORS LLC$8.0M1
50Swiss National Bank$7.9M1
51Grantham, Mayo, Van Otterloo & Co. LLC$7.4M1
52Amundi$7.3M1
53VICTORY CAPITAL MANAGEMENT INC$7.1M1
54Kingsview Wealth Management, LLC$6.9M1
55Legal & General Group Plc$5.8M1
56Midwest Trust Co$5.3M1
57SPROTT INC.$5.2M1
58Retirement Systems of Alabama$4.9M1
59SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.8M1
60LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$4.5M1
61Cerity Partners LLC$4.4M1
62VOYA INVESTMENT MANAGEMENT LLC$4.4M1
63Illinois Municipal Retirement Fund$4.4M1
64STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.1M1
65Creative Planning$4.0M1
66CRAWFORD INVESTMENT COUNSEL INC$3.9M1
67VANGUARD ASSET MANAGEMENT, Ltd$3.7M1
68Mitsubishi UFJ Trust & Banking Corp$3.6M1
69PRUDENTIAL FINANCIAL INC$3.4M1
70TEACHER RETIREMENT SYSTEM OF TEXAS$3.4M1
71FRANKLIN RESOURCES INC$3.4M1
72SEIZERT CAPITAL PARTNERS, LLC$3.4M1
73LPL Financial LLC$3.3M1
74Kennondale Capital Management LLC$3.3M1
75RAYMOND JAMES FINANCIAL INC$3.3M1
76Inlet Private Wealth, LLC$3.3M1
77NORDEA INVESTMENT MANAGEMENT AB$3.2M1
78Empowered Funds, LLC$3.2M1
79Elo Mutual Pension Insurance Co$3.0M1
80STIFEL FINANCIAL CORP$3.0M1
81Vanguard Global Advisers, LLC$2.9M1
82INTECH INVESTMENT MANAGEMENT LLC$2.9M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.8M1
84NATIXIS$2.7M1
85Man Group plc$2.6M1
86Trexquant Investment LP$2.6M1
87Universal- Beteiligungs- und Servicegesellschaft mbH$2.5M1
88COMMONWEALTH EQUITY SERVICES, LLC$2.4M1
89SummitTX Capital, L.P.$2.4M1
90Rodgers Brothers Inc.$2.3M1
91State of New Jersey Common Pension Fund D$2.3M1
92STOREBRAND ASSET MANAGEMENT AS$2.2M1
93FIFTH THIRD BANCORP$2.1M1
94CAXTON ASSOCIATES LLP$2.1M1
95SCHRODER INVESTMENT MANAGEMENT GROUP$2.1M1
96Corient Private Wealth LLC$2.1M1
97NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.0M1
98HSBC HOLDINGS PLC$2.0M1
99Vest Financial, LLC$2.0M1
100PICTON MAHONEY ASSET MANAGEMENT$1.9M1
101Optimist Retirement Group LLC$1.8M1
102Qsemble Capital Management, LP$1.8M1
103Janus Henderson Group Ltd.$1.8M1
104STATE OF WISCONSIN INVESTMENT BOARD$1.8M1
105CITIGROUP INC$1.7M1
106Brevan Howard Capital Management LP$1.7M1
107WELLS FARGO & COMPANY/MN$1.7M1
108Rings Capital Management LLC$1.7M1
109Pathstone Holdings, LLC$1.7M1
110TWO SIGMA INVESTMENTS, LP$1.6M1
111Tidal Investments LLC$1.6M1
112O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.6M1
113MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.5M1
114Y-Intercept (Hong Kong) Ltd$1.5M1
115Bridgewater Associates, LP$1.5M1
116Mariner, LLC$1.4M1
117CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.4M1
118Zurcher Kantonalbank (Zurich Cantonalbank)$1.4M1
119Vident Advisory, LLC$1.4M1
120WINTON GROUP Ltd$1.4M1
121Freestone Grove Partners LP$1.4M1
122DEUTSCHE BANK AG\$1.3M1
123M&T BANK CORP$1.3M1
124CEERA INVESTMENTS, LLC$1.3M1
125FOX RUN MANAGEMENT, L.L.C.$1.3M1
126COMMERCE BANK$1.3M1
127OSAIC HOLDINGS, INC.$1.3M1
128CIBC Bancorp USA Inc.$1.3M1
129LGT Group Foundation$1.3M1
130Lighthouse Investment Partners, LLC$1.3M1
131CWM, LLC$1.3M1
132Mutual Advisors, LLC$1.2M1
133MERCER GLOBAL ADVISORS INC /ADV$1.2M1
134Kestra Advisory Services, LLC$1.2M1
135Summit Trail Advisors, LLC$1.1M1
136Arizona State Retirement System$1.1M1
137WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
138Vanguard Investments Australia, Ltd.$1.0M1
139COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.0M1
140Hennion & Walsh Asset Management, Inc.$1.0M1
141Linden Thomas Advisory Services, LLC$989K1
142ENVESTNET ASSET MANAGEMENT INC$945K1
143Focus Partners Wealth$930K1
144NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$901K1
145Sequoia Financial Advisors, LLC$895K1
146FIRST CITIZENS BANK & TRUST CO$883K1
147Cetera Investment Advisers$854K1
148Human Investing LLC$839K1
149OREGON PUBLIC EMPLOYEES RETIREMENT FUND$826K1
150Vanguard Personalized Indexing Management, LLC$772K1
151Huber Capital Management LLC$747K1
152Ameritas Investment Partners, Inc.$741K1
153BANK OF MONTREAL /CAN/$740K1
154QVIDTVM Management LLC$738K1
155Argyle Capital Management, LLC$737K1
156Walleye Capital LLC$722K1
157Envestnet Portfolio Solutions, Inc.$718K1
158Sovereign's Capital Management, LLC$689K1
159MIRABELLA FINANCIAL SERVICES LLP$668K1
160HighTower Advisors, LLC$666K1
161RITHOLTZ WEALTH MANAGEMENT$642K1
162MAVERICK CAPITAL LTD$633K1
163Chesley Taft & Associates LLC$633K1
164Pictet Asset Management Holding SA$631K1
165Merit Financial Group, LLC$603K1
166Range Financial Group LLC$568K1
167XPONANCE LLC$565K1
168MSH Capital Advisors LLC$558K1
169Wealthfront Advisers LLC$541K1
170Engineers Gate Manager LP$540K1
171ROCKLAND TRUST CO$535K1
172DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$505K1
173Ifrah Financial Services, Inc.$501K1
174HB Wealth Management, LLC$500K1
175Legacy Bridge, LLC$485K1
176Blueshift Asset Management, LLC$483K1
177CHOREO, LLC$481K1
178RBF Capital, LLC$476K1
179US BANCORP \DE\$461K1
180TCM Advisors, LLC$457K1
181NewEdge Advisors, LLC$450K1
182New Age Alpha Advisors, LLC$449K1
183Aster Capital Management (DIFC) Ltd$447K1
184NewEdge Wealth, LLC$439K1
185GROUP ONE TRADING LLC$437K1
186BANK OF NOVA SCOTIA$424K1
187CSS LLC/IL$418K1
188AE Wealth Management LLC$412K1
189JOURNEY STRATEGIC WEALTH LLC$409K1
190FIL Ltd$408K1
191Brooklyn Investment Group$403K1
192Swiss Life Asset Management Ltd$379K1
193Curi Capital, LLC$373K1
194&PARTNERS$373K1
195Convergence Financial, LLC$366K1
196Crossmark Global Holdings, Inc.$363K1
197Bridgefront Capital, LLC$353K1
198State of Wyoming$348K1
199IMC-Chicago, LLC$332K1
200Barnett & Company, Inc.$331K1
201Vise Technologies, Inc.$329K1
202CWC Advisors, LLC.$327K1
203FEDERATED HERMES, INC.$320K1
204Quinn Opportunity Partners LLC$317K1
205BURNEY CO/$317K1
206iSAM Funds (UK) Ltd$314K1
207denkapparat Operations GmbH$311K1
208JONES FINANCIAL COMPANIES LLLP$305K1
209AVISO WEALTH MANAGEMENT$303K1
210SECURIAN ASSET MANAGEMENT, INC$297K1
211BROWN ADVISORY INC$295K1
212Taylor Hoffman Capital Management LLC$287K1
213HM PAYSON & CO$284K1
214Chicago Partners Investment Group LLC$273K1
215MACKENZIE FINANCIAL CORP$271K1
216INCEPTIONR LLC$257K1
217UNITED CAPITAL FINANCIAL ADVISORS, LLC$252K1
218Van Diest Capital, LLC$238K1
219Affinity Capital Advisors, LLC$236K1
220IHT Wealth Management, LLC$235K1
221TRUIST FINANCIAL CORP$234K1
222Inscription Capital, LLC$226K1
223Blue Trust, Inc.$225K1
224INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$222K1
225EP Wealth Advisors, LLC$222K1
226Allworth Financial LP$214K1
227Utah Retirement Systems$213K1
228NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$212K1
229Ensign Peak Advisors, Inc$209K1
230KEYBANK NATIONAL ASSOCIATION/OH$207K1
231IEQ CAPITAL, LLC$206K1
232Maryland State Retirement & Pension System$206K1
233Silver Coast Investments LLC$204K1
234EVERGREEN CAPITAL MANAGEMENT LLC$203K1
235MOKAN Wealth Management Inc.$202K1
236Banque Cantonale Vaudoise$169K1
237UMB Bank, n.a.$157K1
238MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$150K1
239Smartleaf Asset Management LLC$141K1
240Rockefeller Capital Management L.P.$134K1
241Tower Research Capital LLC (TRC)$131K1
242New Vernon Capital Holdings II LLC$119K1
243Measured Wealth Private Client Group, LLC$105K1
244SIGNATUREFD, LLC$100K1
245Federation des caisses Desjardins du Quebec$97.8K1
246Eurizon Capital SGR S.p.A.$96.9K1
247QUADRANT CAPITAL GROUP LLC$89.4K1
248MAI Capital Management$88.7K1
249Leonteq Securities AG$86.3K1
250Destiny Wealth Partners, LLC$85.8K1
251ARMSTRONG ADVISORY GROUP, INC$81.4K1
252BNP Paribas Asset Management Holding S.A.$76.9K1
253Medallion Wealth Advisors, LLC$76.2K1
254Center for Financial Planning, Inc.$73.1K1
255NOMURA ASSET MANAGEMENT CO LTD$70.1K1
256BARD ASSOCIATES INC$58.6K1
257Corsicana & Co.$57.7K1
258Larson Financial Group LLC$56.3K1
259SIMPLEX TRADING, LLC$48.9K1
260NATIONAL BANK OF CANADA /FI/$46.8K1
261Walleye Trading LLC$42.1K1
262Steward Partners Investment Advisory, LLC$34.9K1
263Parkside Financial Bank & Trust$32.2K1
264Mirae Asset Global Investments Co., Ltd.$31.7K1
265ELEVATION WEALTH PARTNERS, LLC$24.5K1
266WPG Advisers, LLC$24.0K1
267Owl Creek Wealth Partners LLC$23.3K1
268SALEM INVESTMENT COUNSELORS INC$23.0K1
269Pinnacle Wealth Planning Services, Inc.$21.6K1
270True Wealth Design, LLC$21.1K1
271Mitsubishi UFJ Asset Management Co., Ltd.$20.8K1
272Salomon & Ludwin, LLC$19.0K1
273SHP Wealth Management$18.1K1
274ATWOOD & PALMER INC$18.1K1
275MATHER GROUP, LLC.$16.9K1
276Arax Advisory Partners$16.6K1
277NFSG Corp$15.9K1
278EASTERN BANK$12.7K1
279GHP Investment Advisors, Inc.$12.3K1
280Harbor Asset Planning, Inc.$12.0K1
281Cherry Tree Wealth Management, LLC$11.4K1
282Pacific Center for Financial Services$8.9K1
283WealthCollab, LLC$7.5K1
284Bell Investment Advisors, Inc$7.4K1
285ASSETMARK, INC$6.4K1
286SITTNER & NELSON, LLC$6.3K1
287Abound Wealth Management$6.3K1
288Sachetta, LLC$4.7K1
289Annis Gardner Whiting Capital Advisors, LLC$4.3K1
290Signature Equity Partners, LLC$4.2K1
291FARMERS & MERCHANTS INVESTMENTS INC$4.0K1
292Keating Financial Advisory Services, Inc.$3.7K1
293Grove Bank & Trust$3.6K1
294United Financial Planning Group LLC$3.3K1
295CANADA LIFE ASSURANCE Co$3.3K1
296Key Capital Management, INC$3.2K1
297SJS Investment Consulting Inc.$3.1K1
298South Dakota Investment Council$3.1K1
299CHILTON CAPITAL MANAGEMENT LLC$3.1K1
300Darwin Wealth Management, LLC$2.9K1
301JFS WEALTH ADVISORS, LLC$2.6K1
302Cassaday & Co Wealth Management LLC$2.5K1
303CVA Family Office, LLC$2.4K1
304First Pacific Financial$2.3K1
305Dogwood Wealth Management LLC$2.3K1
306TEALWOOD ASSET MANAGEMENT INC$2.1K1
307Blume Capital Management, Inc.$2.1K1
308Kilter Group LLC$2.1K1
309State of Alaska, Department of Revenue$1.8K1
310Treasurer of the State of North Carolina$1.7K1
311Strategic Investment Solutions, Inc. /IL$1.7K1
312CENTRAL TRUST Co$1.4K1
313TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.4K1
314Clearstead Advisors, LLC$1.3K1
315CHASE INVESTMENT COUNSEL CORP$1.3K1
316JPL Wealth Management, LLC$1.2K1
317SouthState Bank Corp$1.0K1
318MV CAPITAL MANAGEMENT, INC.$1.0K1
319Magnolia Wealth Management, LLC$9521
320THRIVENT FINANCIAL FOR LUTHERANS$9061
321Cromwell Holdings LLC$7621
322Sunrise Financial Services, LLC$7301
323Kentucky Retirement Systems$6551
324Transamerica Financial Advisors, LLC$5451
325Asset Dedication, LLC$5081
326Westside Investment Management, Inc.$4761
327Claret Asset Management Corp$4661
328PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4541
329MASECO LLP$4151
330GSA CAPITAL PARTNERS LLP$4071
331DiNuzzo Private Wealth, Inc.$3811
332Vestcor Inc$3201
333Quaker Wealth Management, LLC$2861
334Clearstead Trust, LLC$2231
335ACADIAN ASSET MANAGEMENT LLC$1891
336Manchester Capital Management LLC$1591
337KBC Group NV$1251
338American Capital Advisory, LLC$961
339Ritter Daniher Financial Advisory LLC / DE$641
340Employees Retirement System of Texas$321
341Triumph Capital Management$321
342Vermillion Wealth Management, Inc.$321
343HFM Investment Advisors, LLC$321
344VALLEY NATIONAL ADVISERS INC$251
345Penserra Capital Management LLC$221
346Smallwood Wealth Investment Management, LLC$201
347Avion Wealth$11
348Jefferies Financial Group Inc.— value not disclosed1
349VANGUARD GROUP INC— value not disclosed1
350MML INVESTORS SERVICES, LLC— value not disclosed1
351AMERICAN CENTURY COMPANIES INC— value not disclosed1
352HANCOCK WHITNEY CORP— value not disclosed1
353HARBOUR INVESTMENTS, INC.— value not disclosed1
354COMERICA BANK— value not disclosed1
355ADVISORY RESEARCH INC— value not disclosed1
356GUYASUTA INVESTMENT ADVISORS INC— value not disclosed1
357MARTINGALE ASSET MANAGEMENT L P— value not disclosed1
358VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
359NATIXIS ADVISORS, LLC— value not disclosed1
360Roof Eidam Maycock Peralta, LLC— value not disclosed1
361CIBC WORLD MARKETS CORP— value not disclosed1
362D.A. DAVIDSON & CO.— value not disclosed1
363GATEWAY INVESTMENT ADVISERS LLC— value not disclosed1
364FULTON BREAKEFIELD BROENNIMAN LLC— value not disclosed1
365NEW YORK LIFE INVESTMENT MANAGEMENT LLC— value not disclosed1
366COUNTRY TRUST BANK— value not disclosed1
367GUGGENHEIM CAPITAL LLC— value not disclosed1
368CIBC Private Wealth Group LLC— value not disclosed1
369Aurora Investment Counsel— value not disclosed1
370ProShare Advisors LLC— value not disclosed1
371Orion Porfolio Solutions, LLC— value not disclosed1
372NORGES BANK— value not disclosed1
373Boston Partners— value not disclosed1
374WBI INVESTMENTS, LLC— value not disclosed1
375CASTLEKEEP INVESTMENT ADVISORS LLC— value not disclosed1
376Ruffer LLP— value not disclosed1
377OXFORD ASSET MANAGEMENT LLP— value not disclosed1
378Verition Fund Management LLC— value not disclosed1
379DekaBank Deutsche Girozentrale— value not disclosed1
380EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
381HRT FINANCIAL LP— value not disclosed1
382Savant Capital, LLC— value not disclosed1
383Kessler Investment Group, LLC— value not disclosed1
384LBMC INVESTMENT ADVISORS, LLC— value not disclosed1
385JANE STREET GROUP, LLC— value not disclosed1
386Capital Advisors, Ltd. LLC— value not disclosed1
387Waldron Private Wealth LLC— value not disclosed1
388ARMISTICE CAPITAL, LLC— value not disclosed1
389Point72 Asset Management, L.P.— value not disclosed1
390Versor Investments LP— value not disclosed1
391Morningstar Investment Management LLC— value not disclosed1
392OneDigital Investment Advisors LLC— value not disclosed1
393LEVEL FOUR ADVISORY SERVICES, LLC— value not disclosed1
394GenTrust, LLC— value not disclosed1
395McIlrath & Eck, LLC— value not disclosed1
396Stratos Wealth Advisors, LLC— value not disclosed1
397DV Trading LLC— value not disclosed1
398Steigerwald, Gordon & Koch Inc.— value not disclosed1
399Arnhold LLC— value not disclosed1
400Global Retirement Partners, LLC— value not disclosed1
401MQS Management LLC— value not disclosed1
402Robertson Stephens Wealth Management, LLC— value not disclosed1
403OSSIAM— value not disclosed1
404TWINBEECH CAPITAL LP— value not disclosed1
405Meeder Advisory Services, Inc.— value not disclosed1
406Key FInancial Inc— value not disclosed1
407CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC— value not disclosed1
408Aquatic Capital Management LLC— value not disclosed1
409TUCKER ASSET MANAGEMENT LLC— value not disclosed1
410AlphaQuest LLC— value not disclosed1
411Wedmont Private Capital— value not disclosed1
412SageView Advisory Group, LLC— value not disclosed1
413Dunhill Financial, LLC— value not disclosed1
414Gallacher Capital Management LLC— value not disclosed1
415Caitong International Asset Management Co., Ltd— value not disclosed1
416Quarry LP— value not disclosed1
417Marex Group Ltd— value not disclosed1
418Turning Point Benefit Group, Inc.— value not disclosed1
419Focus Financial Network, Inc.— value not disclosed1
420Abel Hall, LLC— value not disclosed1
421Jain Global LLC— value not disclosed1
422Motiv8 Investments LLC— value not disclosed1
423Fieldview Capital Management, LLC— value not disclosed1
424Wealth Watch Advisors, INC— value not disclosed1
425Legacy Wealth Managment, LLC/ID— value not disclosed1
426Rialto Wealth Management, LLC— value not disclosed1
427Maridea Wealth Management LLC— value not disclosed1
428North Dakota State Investment Board— value not disclosed1
429Arbejdsmarkedets Tillaegspension— value not disclosed1
430Fideuram Asset Management (Ireland) dac— value not disclosed1
Truncated by Public Filings. Every one of the 347 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 HRB

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for HRB · financials and macro

Financials — as filed PLANNED

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