Public record / Tickers / HSBC

HSBC — HSBC HOLDINGS PLC†

Both disclosure regimes on one name: who in Congress filed about HSBC, 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
34
all PTR rows naming HSBC
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Greg Gianforte · $250K–$500K

BUY · traded 2020-01-13 → filed 2020-02-14. Ranked over every HSBC row by the provable lower bound, never a point estimate.

2 members · 1 buys / 1 sells

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

7 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HSBC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HSBC
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKBUYTraded 03-30 LATE·113d$15K–$50K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-14 +38d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-05-12Bruce Westerman R–AR-4SELLTraded 04-21 +21d$1K–$15K
2025-04-16Bruce Westerman R–AR-4BUYTraded 03-03 +44d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 34 ↗

Members active in HSBC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing HSBC 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.
Alan Armstrong R–OK1$15.0K to $50.0K2
Lisa C. McClain R–MI-91−$15.0K to −$1.0K2

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

Congress ↔ notable managers · HSBC

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $15K–$50K
Sellers
0 — —

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

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on HSBC
DateWhoChangeSize
2026-07-21Alan Armstrong CongressBUY$15K–$50K

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

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

full holders view ↗
Top institutional holders of HSBC for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1DIMENSIONAL FUND ADVISORS LP$823M1
2MORGAN STANLEY$632M1
3FMR LLC$312M1
4NORTHERN TRUST CORP$251M1
5Sanders Capital, LLC$232M1
6BlackRock, Inc.$211M1
7BANK OF AMERICA CORP /DE/$197M1
8AMERICAN CENTURY COMPANIES INC$138M1
9ROYAL BANK OF CANADA$108M1
10Connor, Clark & Lunn Investment Management Ltd.$77.3M1
11O'SHAUGHNESSY ASSET MANAGEMENT, LLC$52.3M1
12UBS Group AG$50.2M1
13COOKSON PEIRCE & CO INC$49.0M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$47.8M1
15RAYMOND JAMES FINANCIAL INC$45.4M1
16Quantinno Capital Management LP$43.4M1
17RENAISSANCE TECHNOLOGIES LLC$43.2M1
18FIRST TRUST ADVISORS LP$41.3M1
19CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$39.7M1
20ENVESTNET ASSET MANAGEMENT INC$38.7M1
21WELLS FARGO & COMPANY/MN$38.3M1
22Crossmark Global Holdings, Inc.$36.7M1
23CITIGROUP INC$34.2M1
24LPL Financial LLC$31.1M1
25BANK OF MONTREAL /CAN/$27.8M1
26AQR CAPITAL MANAGEMENT LLC$27.1M1
27Creative Planning$26.1M1
28JANE STREET GROUP, LLC$25.7M1
29MILLENNIUM MANAGEMENT LLC$25.6M1
301832 Asset Management L.P.$24.1M1
31SUSQUEHANNA INTERNATIONAL GROUP, LLP$21.3M1
32HighTower Advisors, LLC$21.1M1
33QRG CAPITAL MANAGEMENT, INC.$19.2M1
34Mariner, LLC$18.0M1
35Foresight Global Investors, Inc.$17.4M1
36FRANKLIN RESOURCES INC$17.4M1
37MERCER GLOBAL ADVISORS INC /ADV$17.0M1
38Beck Bode, LLC$16.9M1
39Qube Research & Technologies Ltd$16.6M1
40Pathstone Holdings, LLC$14.6M1
41RITHOLTZ WEALTH MANAGEMENT$14.4M1
42CWM, LLC$14.3M1
43US BANCORP \DE\$14.2M1
44American Assets Investment Management, LLC$13.8M1
45TWO SIGMA INVESTMENTS, LP$12.2M1
46SEI INVESTMENTS CO$11.7M1
47OLD MISSION CAPITAL LLC$11.4M1
48Tredje AP-fonden$11.0M1
49Cerity Partners LLC$10.7M1
50Vanguard Personalized Indexing Management, LLC$10.7M1
51Vident Advisory, LLC$9.6M1
52M&T BANK CORP$9.5M1
53Manatuck Hill Partners, LLC$8.9M1
54CITADEL ADVISORS LLC$8.7M1
55MML INVESTORS SERVICES, LLC$8.6M1
56Orion Porfolio Solutions, LLC$8.5M1
57Brooklyn Investment Group$8.4M1
58Laird Norton Wetherby Trust Company, LLC$8.4M1
59STIFEL FINANCIAL CORP$7.9M1
60TRUIST FINANCIAL CORP$7.4M1
61NATIONAL BANK OF CANADA /FI/$7.2M1
62Callan Family Office, LLC$6.6M1
63FACTORY MUTUAL INSURANCE CO$6.4M1
64Naviter Wealth, LLC$6.4M1
65Compound Planning, Inc.$6.3M1
66Americana Partners, LLC$6.1M1
67Cetera Investment Advisers$6.1M1
68NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.9M1
69NewEdge Wealth, LLC$5.6M1
70Gradient Investments LLC$5.0M1
71Sequoia Financial Advisors, LLC$4.9M1
72SIGNATUREFD, LLC$4.8M1
73IEQ CAPITAL, LLC$4.7M1
74Vise Technologies, Inc.$4.6M1
75Limestone Investment Advisors LP$4.6M1
76Rockefeller Capital Management L.P.$4.6M1
77Grantham, Mayo, Van Otterloo & Co. LLC$4.6M1
78CIBC WORLD MARKET INC.$4.4M1
79ASSETMARK, INC$4.4M1
80Corient Private Wealth LLC$4.3M1
81UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4.2M1
82Catalyst Capital Advisors LLC$4.1M1
83WCG Wealth Advisors LLC$3.6M1
84DAVENPORT & Co LLC$3.6M1
85Aaron Wealth Advisors LLC$3.6M1
86TrueMark Investments, LLC$3.5M1
87Stamos Capital Partners, L.P.$3.2M1
88Allspring Global Investments Holdings, LLC$3.2M1
89OSAIC HOLDINGS, INC.$3.1M1
90Qtron Investments LLC$3.0M1
91&PARTNERS$3.0M1
92Y-Intercept (Hong Kong) Ltd$3.0M1
93Aquatic Capital Management LLC$3.0M1
94Focus Partners Wealth$2.9M1
95Advisors Asset Management, Inc.$2.8M1
96SCOTIA CAPITAL INC.$2.8M1
97Summit Trail Advisors, LLC$2.8M1
98CIBC Asset Management Inc$2.7M1
99WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.6M1
100EXENCIAL WEALTH ADVISORS, LLC$2.6M1
101Sowell Financial Services LLC$2.6M1
102MGO ONE SEVEN LLC$2.5M1
103Prospera Financial Services Inc$2.5M1
104CREDIT AGRICOLE S A$2.5M1
105NewEdge Advisors, LLC$2.5M1
106CHOREO, LLC$2.3M1
107Savant Capital, LLC$2.3M1
108Pekin Hardy Strauss, Inc.$2.2M1
109QUADRANT CAPITAL GROUP LLC$2.2M1
110Atria Investments, Inc$2.2M1
111COLDSTREAM CAPITAL MANAGEMENT INC$2.2M1
112Smartleaf Asset Management LLC$2.2M1
113Checchi Capital Advisers, LLC$2.2M1
114EVERGREEN CAPITAL MANAGEMENT LLC$2.2M1
115Kathmere Capital Management, LLC$2.1M1
116Sanctuary Advisors, LLC$2.1M1
117COMMONWEALTH EQUITY SERVICES, LLC$2.1M1
118Ballentine Partners, LLC$2.0M1
119PZENA INVESTMENT MANAGEMENT LLC$2.0M1
120SAGESPRING WEALTH PARTNERS, LLC$2.0M1
121Vestmark Advisory Solutions, Inc.$1.9M1
122Ted Buchan & Co$1.9M1
123OPPENHEIMER & CO INC$1.9M1
124OPPENHEIMER ASSET MANAGEMENT INC.$1.9M1
125WESTWOOD HOLDINGS GROUP INC$1.9M1
126EVOLVE PRIVATE WEALTH, LLC$1.9M1
127ORLEANS CAPITAL MANAGEMENT CORP/LA$1.9M1
128Aperture Investors, LLC$1.9M1
129UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.9M1
130MITCHELL & PAHL PRIVATE WEALTH, LLC$1.9M1
131TD Waterhouse Canada Inc.$1.9M1
132Cornerstone Planning, LLC$1.8M1
133IMC-Chicago, LLC$1.8M1
134Dynasty Wealth Management, LLC$1.8M1
135FOUNDERS FINANCIAL SECURITIES LLC$1.8M1
136MAI Capital Management$1.7M1
137EARNEST PARTNERS LLC$1.7M1
138Aprio Wealth Management, LLC$1.7M1
139Abel Hall, LLC$1.7M1
140RBF Capital, LLC$1.6M1
141DRW Securities, LLC$1.6M1
142Clearstead Advisors, LLC$1.6M1
143D.A. DAVIDSON & CO.$1.6M1
144PCM Encore, LLC$1.6M1
145FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$1.6M1
146Marks Group Wealth Management, Inc$1.6M1
147Beacon Pointe Advisors, LLC$1.5M1
148FOUNDATIONS INVESTMENT ADVISORS, LLC$1.5M1
149GUGGENHEIM CAPITAL LLC$1.5M1
150PDS Planning, Inc$1.4M1
151Steward Partners Investment Advisory, LLC$1.3M1
152Frank, Rimerman Advisors LLC$1.3M1
153Merit Financial Group, LLC$1.3M1
154Invesco Ltd.$1.3M1
155Soltis Investment Advisors LLC$1.3M1
156STATE STREET CORP$1.3M1
157PROFUND ADVISORS LLC$1.2M1
158HB Wealth Management, LLC$1.2M1
159Parallax Volatility Advisers, L.P.$1.1M1
160Cherokee Insurance Co$1.1M1
161Everstar Asset Management, LLC$1.1M1
162Ascent Group, LLC$1.1M1
163AssuredPartners Investment Advisors, LLC$1.1M1
164LVW Advisors, LLC$1.1M1
165Private Advisor Group, LLC$1.1M1
166Bleakley Financial Group, LLC$1.1M1
167Henshaw Capital LLC$1.1M1
168Composition Wealth, LLC$1.1M1
169NLB Skladi, upravljanje premozenja, d.o.o.$1.1M1
170SAGE RHINO CAPITAL LLC$1.0M1
171Cornerstone Select Advisors, LLC$1.0M1
172Concurrent Investment Advisors, LLC$1.0M1
173May Hill Capital, LLC$1.0M1
174Frec Markets, Inc.$1.0M1
175Everest Financial Group LLC$995K1
176Themes Management Co LLC$994K1
177Fiera Capital Corp$990K1
178Linden Thomas Advisory Services, LLC$978K1
179World Investment Advisors$972K1
180DELTA FINANCIAL ADVISORS LLC$951K1
181Legacy Wealth Asset Management, LLC$942K1
182Gryphon Financial Partners LLC$941K1
183Cordatus Wealth Management LLC$937K1
184Independent Advisor Alliance$899K1
185Legacy Capital Group California, Inc.$864K1
186CHELSEA COUNSEL CO$856K1
187Five Oceans Advisors$855K1
188Pinnacle Wealth Planning Services, Inc.$849K1
189Perigon Wealth Management, LLC$845K1
190Traveka Wealth, LLC$834K1
191BLAIR WILLIAM & CO/IL$812K1
192DRIVE WEALTH MANAGEMENT, LLC$790K1
193SeaBridge Investment Advisors LLC$781K1
194West Family Investments, Inc.$780K1
195DEUTSCHE BANK AG\$776K1
196Papamarkou Wellner Asset Management inc.$771K1
197Wedmont Private Capital$769K1
198Westover Capital Advisors, LLC$768K1
199Optas, LLC$767K1
200Lido Advisors, LLC$764K1
201COMMERCE BANK$760K1
202HighMark Wealth Management LLC$743K1
203Mesirow Financial Investment Management, Inc.$736K1
204MISSION WEALTH MANAGEMENT, LP$730K1
205Tepp RIA, LLC$730K1
206Bridgewater Advisors Inc.$729K1
207AE Wealth Management LLC$723K1
208American Trust Investment Advisors, LLC$722K1
209Allie Family Office LLC$719K1
210Portside Wealth Group, LLC$718K1
211CenterStar Asset Management, LLC$712K1
212Sivia Capital Partners, LLC$703K1
213ELEVATION POINT WEALTH PARTNERS, LLC$695K1
214Dynamic Advisor Solutions LLC$667K1
215Waverly Advisors, LLC$666K1
216Ignite Planners, LLC$654K1
217Wealthstar Advisors, LLC$652K1
218GWN SECURITIES INC.$649K1
219WEALTH ALLIANCE, LLC$648K1
220DIVERSIFY WEALTH MANAGEMENT, LLC$648K1
221Cresset Asset Management, LLC$647K1
222Main Street Research LLC$638K1
223Monument Capital Management$627K1
224EARNED WEALTH ADVISORS, LLC$616K1
225COURIER CAPITAL LLC$599K1
226Purkiss Capital Advisors LLC$596K1
227RIVERSEDGE ADVISORS, LLC$596K1
228Envestnet Portfolio Solutions, Inc.$591K1
229Cromwell Holdings LLC$590K1
230SmartHarvest Portfolios, LLC$589K1
231OneDigital Investment Advisors LLC$588K1
232Crumly & Associates Inc.$585K1
233LAZARD ASSET MANAGEMENT LLC$585K1
234Allworth Financial LP$584K1
235New Republic Capital, LLC$577K1
236South Shore Capital Advisors$565K1
237Gallacher Capital Management LLC$563K1
238EP Wealth Advisors, LLC$557K1
23955 North Private Wealth, LLC$547K1
240PRINCIPAL SECURITIES, INC.$538K1
241SEEDS INVESTOR LLC$533K1
242Net Worth Advisory Group$526K1
243First Affirmative Financial Network$523K1
244Medallion Wealth Advisors, LLC$518K1
245Sonoma Private Wealth LLC$513K1
246ANCHYRA PARTNERS LLC$507K1
247FLPUTNAM INVESTMENT MANAGEMENT CO$500K1
248a16z Perennial Management, L.P.$499K1
249XTX Topco Ltd$499K1
250Kestra Advisory Services, LLC$494K1
251ACORN CREEK CAPITAL LLC$483K1
252BENJAMIN EDWARDS INC$473K1
253Gibbs Wealth Management$472K1
254BSW Wealth Partners$470K1
255Modern Wealth Management, LLC$469K1
256Avior Wealth Management, LLC$465K1
257Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$465K1
258SYM FINANCIAL Corp$460K1
259Choate Investment Advisors$460K1
260Moors & Cabot, Inc.$454K1
261WATERS PARKERSON & CO., LLC$454K1
262Pure Financial Advisors, LLC$451K1
263NORDEN GROUP LLC$439K1
264OneAscent Family Office, LLC$433K1
265Equitable Holdings, Inc.$428K1
266XXI WEALTH, LLC$428K1
267HUB Investment Partners, LLC$426K1
268Focus Partners Advisor Solutions, LLC$423K1
269Tower Research Capital LLC (TRC)$421K1
270Greenspring Advisors, LLC$408K1
271Werba Rubin Papier Wealth Management$404K1
272Rehmann Capital Advisory Group$402K1
273Ascentis Independent Advisors$402K1
274Foster Group, Inc.$401K1
275Ashton Thomas Private Wealth, LLC$392K1
276Resonant Capital Advisors, LLC$386K1
277CONTRAVISORY INVESTMENT MANAGEMENT, INC.$385K1
278BROWN ADVISORY INC$383K1
279EWA, LLC$381K1
280XPONANCE LLC$379K1
281Savvy Advisors, Inc.$378K1
282Flatrock Wealth Partners LLC$375K1
283Farringdon Capital, Ltd.$374K1
284180 WEALTH ADVISORS, LLC$366K1
285Brucke Financial, Inc.$357K1
286Manske Wealth Management$350K1
287Geneos Wealth Management Inc.$348K1
288WealthTrust Axiom LLC$336K1
289D'Orazio & Associates, Inc.$333K1
290Cornerstone Wealth Management, LLC$332K1
291EVOKE WEALTH, LLC$332K1
292Weil Company, Inc.$330K1
293Texas Yale Capital Corp.$330K1
294Manchester Capital Management LLC$328K1
295Voleon Capital Management LP$328K1
296Sunpointe, LLC$327K1
297Freestone Capital Holdings, LLC$326K1
298Westerkirk Capital Inc.$326K1
299Safeguard Investment Advisory Group, LLC$326K1
300Sovran Advisors, LLC$320K1
301Keel Point, LLC$319K1
302Samalin Investment Counsel, LLC$318K1
303Keebeck Wealth Management$308K1
304Curi Capital, LLC$305K1
305Tower Wealth Partners, Inc.$304K1
306Argyle Capital Management, LLC$301K1
307FOCUSED ALPHA, LLC$300K1
308TD ASSET MANAGEMENT INC$297K1
309Diversified Trust Co$297K1
310Syverson Strege & Co$295K1
311Integrated Advisors Network LLC$295K1
312HBK Sorce Advisory LLC$292K1
313Hoxton Planning & Management, LLC$292K1
314Accuvest Global Advisors$289K1
315FIRST CITIZENS BANK & TRUST CO$286K1
316Mattson Financial Services, LLC$285K1
317Aptus Capital Advisors, LLC$281K1
318Fulcrum Equity Management$277K1
319Klingman & Associates, LLC$274K1
320August Group Capital Ltd$273K1
321Brown Financial Advisors$271K1
322ANGELES WEALTH MANAGEMENT, LLC$270K1
323Vontobel Holding Ltd.$270K1
324FOUNDERS GROVE WEALTH PARTNERS, LLC$264K1
325Echo45 Advisors LLC$263K1
326Intergy Private Wealth, LLC$263K1
327PARTNERS WEALTH MANAGEMENT, LLC$260K1
328Seed Wealth Management, Inc.$258K1
329Arax Advisory Partners$256K1
330Prosperity Consulting Group, LLC$253K1
331Impact Investors, Inc$250K1
332KESTRA PRIVATE WEALTH SERVICES, LLC$248K1
333INSIGNEO ADVISORY SERVICES, LLC$247K1
334Tranquilli Financial Advisor LLC$238K1
335BAKER TILLY WEALTH MANAGEMENT, LLC$238K1
336GeoWealth Management, LLC$234K1
337Tidal Investments LLC$231K1
338Mayflower Financial Advisors, LLC$229K1
339VestGen Advisors, LLC$229K1
340STEPHENS INC /AR/$223K1
341GUARDIAN CAPITAL LP$221K1
342Ariadne Wealth Management, LP$221K1
343Addison Advisors LLC$219K1
344Federation des caisses Desjardins du Quebec$217K1
345TrueWealth Financial Partners$216K1
346Warren Street Wealth Advisors, LLC$214K1
347Snowden Capital Advisors LLC$214K1
348Walkner Condon Financial Advisors LLC$213K1
349Walleye Capital LLC$212K1
350JCIC Asset Management Inc.$212K1
351Livet Wealth, LLC$212K1
352Braun-Bostich & Associates Inc.$212K1
353Legacy Wealth Partners, LLC$212K1
354Inscription Capital, LLC$212K1
355JACKSON THORNTON WEALTH MANAGEMENT, LLC$211K1
356REGIONS FINANCIAL CORP$210K1
357Elser Financial Planning, Inc$209K1
358Avantax Planning Partners, Inc.$209K1
359Diversified Enterprises, LLC$209K1
360Rothschild Wealth LLC$208K1
361ACORN FINANCIAL ADVISORY SERVICES INC /ADV$206K1
362Alvarez & Marsal Private Wealth Partners, LLC$203K1
363U.S. Capital Wealth Advisors, LLC$201K1
364Baird Financial Group, Inc.$200K1
365Owl Creek Wealth Partners LLC$190K1
366Walleye Trading LLC$175K1
367FIFTH THIRD BANCORP$159K1
368Grove Bank & Trust$132K1
369JFS WEALTH ADVISORS, LLC$125K1
370UMB Bank, n.a.$124K1
371SUMMIT SECURITIES GROUP LLC$124K1
372Global Assets Advisory, LLC$122K1
373Blue Trust, Inc.$107K1
374Parkside Financial Bank & Trust$97.3K1
375Larson Financial Group LLC$91.4K1
376AlphaCore Capital LLC$87.4K1
377HM PAYSON & CO$87.3K1
378GROUP ONE TRADING LLC$76.8K1
379EDMOND DE ROTHSCHILD HOLDING S.A.$74.8K1
380True Wealth Design, LLC$74.2K1
381Spire Wealth Management$70.5K1
382Intentional Wealth Strategies, LLC$67.7K1
383MCF Advisors LLC$56.8K1
384Annis Gardner Whiting Capital Advisors, LLC$44.9K1
385Triumph Capital Management$44.5K1
386MATHER GROUP, LLC.$42.5K1
387FINANCIAL CONSULATE, INC$40.9K1
388Frazier Financial Advisors, LLC$39.6K1
389JPL Wealth Management, LLC$38.4K1
390SJS Investment Consulting Inc.$35.1K1
391NATIXIS ADVISORS, LLC$33.6K1
392Bell Investment Advisors, Inc$33.4K1
393Measured Wealth Private Client Group, LLC$30.4K1
394Retirement Wealth Solutions LLC$30.3K1
395SHP Wealth Management$25.7K1
396Wealth Enhancement Trust Services, Inc.$25.6K1
397Physician Wealth Advisors, Inc.$23.8K1
398MASECO LLP$22.6K1
399Opal Wealth Advisors, LLC$21.9K1
400Transamerica Financial Advisors, LLC$20.2K1
401MRP Capital Investments, LLC$16.5K1
402Valued Wealth Advisors LLC$16.0K1
403Signature Equity Partners, LLC$15.9K1
404Key FInancial Inc$15.7K1
405Cassaday & Co Wealth Management LLC$15.1K1
406American Capital Advisory, LLC$14.0K1
407Kingdom Financial Group LLC.$14.0K1
408Center for Financial Planning, Inc.$13.4K1
409Vermillion Wealth Management, Inc.$13.2K1
410FEDERATED HERMES, INC.$13.1K1
411MV CAPITAL MANAGEMENT, INC.$13.0K1
412HHM Wealth Advisors, LLC$13.0K1
413DUNCKER STREETT & CO INC$12.2K1
414CVA Family Office, LLC$11.2K1
415Dogwood Wealth Management LLC$10.3K1
416Rachor Investment Advisory Services, LLC$9.9K1
417Legacy Wealth Managment, LLC/ID$9.2K1
418XY Capital Ltd$9.2K1
419Costello Asset Management, INC$8.2K1
420HOEY INVESTMENTS, INC$8.2K1
421Acumen Wealth Advisors, LLC$8.2K1
422WPG Advisers, LLC$7.7K1
423Burk Holdings LLC$7.3K1
424HRT FINANCIAL LP$7.2K1
425Destiny Wealth Partners, LLC$5.9K1
426Three Bearings Fiduciary Advisors, Inc.$5.9K1
427CALDWELL SUTTER CAPITAL, INC.$5.7K1
428Truvestments Capital LLC$5.4K1
429Kilter Group LLC$4.5K1
430Godfrey Financial Associates, Inc.$4.5K1
431WealthCollab, LLC$4.3K1
432Murphy & Mullick Capital Management Corp$4.3K1
433New England Capital Financial Advisors LLC$4.1K1
434MidFirst Bank$3.8K1
435GHP Investment Advisors, Inc.$3.6K1
436BROWN, LISLE/CUMMINGS, INC.$3.6K1
437PARK AVENUE SECURITIES LLC$3.5K1
438Stone House Investment Management, LLC$3.4K1
439Beaird Harris Wealth Management, LLC$3.3K1
440JNBA Financial Advisors$3.2K1
441Glen Eagle Advisors, LLC$3.2K1
442Rakuten Securities, Inc.$3.1K1
443Crewe Advisors LLC$3.0K1
444Westfuller Advisors, LLC$2.9K1
445Wilmington Savings Fund Society, FSB$2.8K1
446Asset Dedication, LLC$2.8K1
447CENTRAL TRUST Co$2.5K1
448Financial Network Wealth Advisors LLC$2.4K1
449ACADIAN ASSET MANAGEMENT LLC$2.3K1
450TD Capital Management LLC$1.9K1
451Abound Wealth Management$1.7K1
452Virtu Financial LLC$1.6K1
453Caitlin John, LLC$1.3K1
454Nvest Wealth Strategies, Inc.$8251
455THRIVENT FINANCIAL FOR LUTHERANS$6751
456NATURAL INVESTMENTS, LLC$6011
457TOTH FINANCIAL ADVISORY CORP$4951
458GSA CAPITAL PARTNERS LLP$4531
459ALERUS FINANCIAL NA$821
460Smithfield Trust Co$471
461Capital Analysts, LLC$261
462VALLEY NATIONAL ADVISERS INC$161
463Financial Connections Group, Inc.$111
464Penserra Capital Management LLC$91
465NOMURA ASSET MANAGEMENT CO LTD$01
466GLENMEDE TRUST CO NA— value not disclosed1
467HARBOUR INVESTMENTS, INC.— value not disclosed1
468StoneX Group Inc.— value not disclosed1
469OSTERWEIS CAPITAL MANAGEMENT INC— value not disclosed1
470BRANDES INVESTMENT PARTNERS, LP— value not disclosed1
471WEXFORD CAPITAL LP— value not disclosed1
472RATIONAL ADVISORS, INC.— value not disclosed1
473ARROWSTREET CAPITAL, LIMITED PARTNERSHIP— value not disclosed1
474BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
475Hilltop Holdings Inc.— value not disclosed1
476CIBC Private Wealth Group LLC— value not disclosed1
477Bangor Savings Bank— value not disclosed1
478B. Riley Wealth Advisors, Inc.— value not disclosed1
479TWO SIGMA ADVISERS, LP— value not disclosed1
480FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
481FineMark National Bank & Trust— value not disclosed1
482Caprock Group, LLC— value not disclosed1
483Engineers Gate Manager LP— value not disclosed1
484Mork Capital Management, LLC— value not disclosed1
485Wealthspire Advisors, LLC— value not disclosed1
486Clarius Group, LLC— value not disclosed1
487NorthCoast Asset Management LLC— value not disclosed1
488Schonfeld Strategic Advisors LLC— value not disclosed1
489Lester Murray Antman dba SimplyRich— value not disclosed1
490Quaker Wealth Management, LLC— value not disclosed1
491CreativeOne Wealth, LLC— value not disclosed1
492Brio Consultants, LLC— value not disclosed1
493Global Retirement Partners, LLC— value not disclosed1
494Main Street Financial Solutions, LLC— value not disclosed1
495CERTUITY, LLC— value not disclosed1
496INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC— value not disclosed1
497State of Wyoming— value not disclosed1
498Sage Mountain Advisors LLC— value not disclosed1
499AlTi Global, Inc.— value not disclosed1
500Interchange Capital Partners, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 465 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)1 buy / 1 sell
Congress net ($ bound)$0 to $49.0K
Filers net (actions)not in build
Filers net ($ 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 HSBC

RETAINED WINDOW · ACTIVE HITS
Signal hits naming HSBC
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 HSBC · financials and macro

Financials — as filed PLANNED

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