Public record / Tickers / QSR

QSR — Restaurant Brands International Inc.†

Both disclosure regimes on one name: who in Congress filed about QSR, 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
15
all PTR rows naming QSR
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
09-14
filed 2026-09-14
13F holders
452
top-452 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

Tom Malinowski · $15.0K–$50.0K

BUY · traded 2019-10-04 → filed 2021-08-26. Ranked over every QSR row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 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

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 QSR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning QSR
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-14Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 08-06 +39d$1K–$15K
2025-03-06John Boozman R–ARSELL JT (jointly owned)Traded 02-04 +30d$1K–$15K
2024-05-15Tommy Tuberville R–ALSELL JT (jointly owned)Traded 04-04 +41d$1K–$15K
2023-05-12Tommy Tuberville R–ALBUY JT (jointly owned)Traded 04-03 +39d$1K–$15Kamendment pending
2021-08-26Tom Malinowski D–NJ-7BUYTraded 2019-10-30 LATE·666d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 15 ↗

Members active in QSR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing QSR 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.
Josh Gottheimer D–NJ-51$1.0K to $15.0K2

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

Congress ↔ notable managers · QSR

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

Congress · last 90 days

Buyers
1 Josh Gottheimer D–NJ-5 $1K–$15K
Sellers
0 — —

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 · RESTAURANT BRANDS INTL INC

Merged timeline of congressional filings and notable-manager moves on QSR
DateWhoChangeSize
2026-09-14Josh Gottheimer CongressBUY$1K–$15K
2026-05-15Gotham Asset Management 13FADD+47,544 sh
2026-05-15Bridgewater Associates 13FADD+24,783 sh
2026-05-15Pershing Square Capital 13FTRIM−221,290 sh
2026-05-15Corvex Management 13FTRIM−830,489 sh
2026-05-15Duquesne Family Office 13FTRIM−754,565 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

Top institutional holders of QSR for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1Capital World Investors$3.2B1
2Pershing Square Capital Management, L.P.$1.7B1
3EdgePoint Investment Group Inc.$1.4B1
4ROYAL BANK OF CANADA$1.4B1
5VANGUARD CAPITAL MANAGEMENT LLC$763M1
6BANK OF MONTREAL /CAN/$667M1
7FMR LLC$611M1
8BlackRock, Inc.$590M1
9MORGAN STANLEY$541M1
10CIBC WORLD MARKET INC.$500M1
11Fiera Capital Corp$494M1
12TD ASSET MANAGEMENT INC$416M1
13BANK OF AMERICA CORP /DE/$365M1
141832 Asset Management L.P.$265M1
15Invesco Ltd.$262M1
16STATE STREET CORP$262M1
17NATIONAL BANK OF CANADA /FI/$260M1
18FIL Ltd$259M1
19VANGUARD FIDUCIARY TRUST CO$227M1
20CANADA PENSION PLAN INVESTMENT BOARD$218M1
21Capital Research Global Investors$185M1
22Vanguard Global Advisers, LLC$177M1
23TD Waterhouse Canada Inc.$174M1
24CITADEL ADVISORS LLC$154M1
25LONDON CO OF VIRGINIA$148M1
26TORONTO DOMINION BANK$131M1
27Legal & General Group Plc$127M1
28MACKENZIE FINANCIAL CORP$124M1
29Corvex Management LP$117M1
30UBS Group AG$111M1
31DIMENSIONAL FUND ADVISORS LP$101M1
32SCOTIA CAPITAL INC.$96.7M1
33CIBC Asset Management Inc$95.2M1
34Connor, Clark & Lunn Investment Management Ltd.$85.4M1
35Swiss National Bank$81.8M1
36MANUFACTURERS LIFE INSURANCE COMPANY, THE$81.5M1
37BANK OF NOVA SCOTIA$81.0M1
38CHARLES SCHWAB INVESTMENT MANAGEMENT INC$77.4M1
39PUBLIC SECTOR PENSION INVESTMENT BOARD$74.5M1
40Aviso Financial Inc.$73.2M1
41GUARDIAN CAPITAL LP$72.3M1
42NORTHERN TRUST CORP$71.5M1
43ENVESTNET ASSET MANAGEMENT INC$67.1M1
44Alberta Investment Management Corp$65.2M1
45Epoch Investment Partners, Inc.$61.6M1
46Nuveen, LLC$56.5M1
47BNP Paribas Asset Management Holding S.A.$55.7M1
48CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$54.6M1
49CIDEL ASSET MANAGEMENT INC$51.1M1
50VANGUARD ASSET MANAGEMENT, Ltd$50.6M1
51LETKO, BROSSEAU & ASSOCIATES INC$49.4M1
52Capital International Sarl$48.1M1
53INTACT INVESTMENT MANAGEMENT INC.$48.0M1
54RAYMOND JAMES FINANCIAL INC$46.5M1
55FEDERATED HERMES, INC.$44.7M1
56DEUTSCHE BANK AG\$40.7M1
57OMERS ADMINISTRATION Corp$40.6M1
58VANGUARD PORTFOLIO MANAGEMENT LLC$37.9M1
59CAPITOLIS LIQUID GLOBAL MARKETS LLC$35.0M1
60WELLS FARGO & COMPANY/MN$34.1M1
61Addenda Capital Inc.$32.2M1
62Janus Henderson Group Ltd.$31.9M1
63Amundi$31.7M1
64AustralianSuper Pty Ltd$31.0M1
65Federation des caisses Desjardins du Quebec$30.3M1
66MIC Capital Management UK LLP$28.5M1
67Woodline Partners LP$28.0M1
68CAPITAL INTERNATIONAL LTD /CA/$27.4M1
69Scheer, Rowlett & Associates Investment Management Ltd.$26.6M1
70Rockefeller Capital Management L.P.$25.2M1
71BANK OF NOVA SCOTIA TRUST CO$24.3M1
72Man Group plc$22.7M1
73Cannell & Spears LLC$22.7M1
74WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$22.3M1
75BARCLAYS PLC$22.0M1
76Capital International, Inc./CA/$21.8M1
77BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$21.7M1
78Dana Investment Advisors, Inc.$20.2M1
79AVIVA PLC$18.9M1
80Point72 Asset Management, L.P.$18.2M1
81STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$16.2M1
82Tidal Investments LLC$15.5M1
83LPL Financial LLC$14.4M1
84Korea Investment CORP$13.7M1
85AMERICAN CENTURY COMPANIES INC$13.6M1
86FIRST MANHATTAN CO. LLC.$13.5M1
87UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$13.2M1
88SEVEN GRAND MANAGERS, LLC$12.9M1
89Soroban Capital Partners LP$12.7M1
90Squarepoint Ops LLC$12.3M1
91Vanguard Investments Australia, Ltd.$12.1M1
92Zurcher Kantonalbank (Zurich Cantonalbank)$11.9M1
93HUNTINGTON NATIONAL BANK$10.9M1
94Night Squared LP$10.8M1
95OCCUDO QUANTITATIVE STRATEGIES LP$10.6M1
96ALLIANCEBERNSTEIN L.P.$10.2M1
97FRANKLIN RESOURCES INC$10.1M1
98Quantinno Capital Management LP$9.5M1
99CITIGROUP INC$9.4M1
100Hudson Bay Capital Management LP$9.3M1
101Gotham Asset Management, LLC$9.3M1
102PICTON MAHONEY ASSET MANAGEMENT$9.3M1
103MILLENNIUM MANAGEMENT LLC$9.3M1
104Pictet Asset Management Holding SA$9.2M1
105HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$9.1M1
106OPPENHEIMER ASSET MANAGEMENT INC.$8.4M1
107SEI INVESTMENTS CO$8.0M1
108COMMONWEALTH EQUITY SERVICES, LLC$7.8M1
109Bridgewater Associates, LP$7.8M1
110Purpose Unlimited Inc.$7.7M1
111STATE OF WISCONSIN INVESTMENT BOARD$7.7M1
112Northwest & Ethical Investments L.P.$7.6M1
113NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.1M1
114VOYA INVESTMENT MANAGEMENT LLC$6.7M1
115AIA Group Ltd$6.6M1
116D. E. Shaw & Co., Inc.$6.3M1
117STIFEL FINANCIAL CORP$6.1M1
118Capital Group Investment Management Pte. Ltd.$5.8M1
119Quartz Partners, LLC$5.6M1
120Lansforsakringar Fondforvaltning AB (publ)$5.6M1
121Asset Management One Co., Ltd.$5.2M1
122Cetera Investment Advisers$5.0M1
123Verition Fund Management LLC$4.7M1
124Allspring Global Investments Holdings, LLC$4.5M1
125Creative Planning$4.4M1
126Harvest Portfolios Group Inc.$4.4M1
127Utah Retirement Systems$4.1M1
128Orion Porfolio Solutions, LLC$3.9M1
129Investment Management Corp of Ontario$3.6M1
130TRUIST FINANCIAL CORP$3.5M1
131LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.5M1
132Waverly Advisors, LLC$3.4M1
133XPONANCE LLC$3.4M1
134SEB Asset Management AB$3.3M1
135FIRST TRUST ADVISORS LP$3.2M1
136Sanctuary Advisors, LLC$3.2M1
137Corient Private Wealth LLC$3.1M1
138HUSSMAN STRATEGIC ADVISORS, INC.$3.1M1
139FOUNDERS CAPITAL MANAGEMENT, LLC$3.1M1
140WELLINGTON MANAGEMENT GROUP LLP$3.0M1
141AQR CAPITAL MANAGEMENT LLC$3.0M1
142Bank OZK$2.9M1
143PRIMECAP MANAGEMENT CO/CA/$2.8M1
144OPPENHEIMER & CO INC$2.8M1
145ASSETMARK, INC$2.8M1
146&PARTNERS$2.6M1
147CAPSTONE INVESTMENT ADVISORS, LLC$2.4M1
148Great Lakes Retirement, Inc.$2.4M1
149Schonfeld Strategic Advisors LLC$2.4M1
150Avanza Fonder AB$2.2M1
151Polar Asset Management Partners Inc.$2.2M1
152NewEdge Wealth, LLC$2.2M1
153IRIDIAN ASSET MANAGEMENT LLC/CT$2.2M1
154Vestmark Advisory Solutions, Inc.$2.2M1
155USS Investment Management Ltd$2.2M1
156COMMERCE BANK$2.1M1
157Swiss Life Asset Management Ltd$2.1M1
158FIDUCIARY FAMILY OFFICE, LLC$2.1M1
159Triasima Portfolio Management inc.$2.0M1
160Atria Investments, Inc$1.9M1
161Lombard Odier Asset Management (Switzerland) SA$1.9M1
162Lebenthal Global Advisors, LLC$1.9M1
163Machina Capital S.A.S.$1.9M1
164CREDIT AGRICOLE S A$1.9M1
165M&T BANK CORP$1.8M1
166BENNETT SELBY INVESTMENTS LP$1.8M1
167GATEWAY INVESTMENT ADVISERS LLC$1.8M1
168Sepio Capital, LP$1.8M1
169Blueshift Asset Management, LLC$1.8M1
170Aspire Private Capital, LLC$1.7M1
171Donoghue Forlines LLC$1.7M1
172Hilltop National Bank$1.7M1
173Central Pacific Bank - Trust Division$1.6M1
174Graham Capital Management, L.P.$1.5M1
175Mariner, LLC$1.5M1
176OSAIC HOLDINGS, INC.$1.5M1
177GLENMEDE TRUST CO NA$1.5M1
178Lee Financial Co$1.5M1
179HighTower Advisors, LLC$1.4M1
180Kestra Advisory Services, LLC$1.4M1
181Hudson Portfolio Management LLC$1.4M1
182Beverly Hills Private Wealth, LLC$1.4M1
183FIDUCIARY TRUST CO$1.4M1
184Cerity Partners LLC$1.4M1
185Boston Partners$1.4M1
186Maryland State Retirement & Pension System$1.3M1
187JANE STREET GROUP, LLC$1.3M1
188EARNEST PARTNERS LLC$1.3M1
189ROYAL LONDON ASSET MANAGEMENT LTD$1.3M1
190BRAUN STACEY ASSOCIATES INC$1.2M1
191Caldwell Trust Co$1.1M1
192PCM Encore, LLC$1.1M1
193Engineers Gate Manager LP$1.1M1
194Royal Fund Management, LLC$1.1M1
195Waterfront Wealth Inc.$1.1M1
196Dorato Capital Management$1.0M1
197ASR Vermogensbeheer N.V.$1.0M1
198Osmosis Investment Management UK Ltd$995K1
199Generali Asset Management SPA SGR$985K1
200BOYAR ASSET MANAGEMENT INC.$973K1
201ASPIRIANT, LLC$966K1
202PRINCIPAL FINANCIAL GROUP INC$962K1
203MERCER GLOBAL ADVISORS INC /ADV$955K1
204HB Wealth Management, LLC$926K1
205Vanguard Personalized Indexing Management, LLC$917K1
206Pathstone Holdings, LLC$890K1
207AE Wealth Management LLC$875K1
208OpenArc Corporate Advisory, LLC$873K1
209Crossmark Global Holdings, Inc.$864K1
210Empowered Funds, LLC$842K1
211CIBC Bancorp USA Inc.$830K1
212WOLVERINE ASSET MANAGEMENT LLC$797K1
213SANDERS MORRIS HARRIS LLC$757K1
214O'SHAUGHNESSY ASSET MANAGEMENT, LLC$755K1
215ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$749K1
216Metis Global Partners, LLC$728K1
217Guardian Partners Inc.$702K1
218US BANCORP \DE\$698K1
219North Dakota State Investment Board$691K1
220Tower Research Capital LLC (TRC)$690K1
221UniSuper Management Pty Ltd$690K1
222MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$686K1
223Wakefield Asset Management LLLP$679K1
224Savoir Faire Capital Management, L.P.$676K1
225Laird Norton Wetherby Trust Company, LLC$672K1
226Pitcairn Wealth Advisors LLC$660K1
227SIGNATUREFD, LLC$659K1
228Farringdon Capital, Ltd.$658K1
229Sequoia Financial Advisors, LLC$648K1
230Dynamic Technology Lab Private Ltd$648K1
231MML INVESTORS SERVICES, LLC$645K1
232Sumitomo Mitsui DS Asset Management Company, Ltd$645K1
233D.A. DAVIDSON & CO.$626K1
234BKM Wealth Management, LLC$609K1
235PRUDENTIAL FINANCIAL INC$609K1
236Legacy Wealth Asset Management, LLC$604K1
237CHESAPEAKE CAPITAL CORP /IL/$599K1
238BAUPOST GROUP LLC/MA$597K1
239Prospera Financial Services Inc$584K1
240Berkeley Capital Partners, LLC$579K1
241Taproot Management LP$574K1
242QUADRANT CAPITAL GROUP LLC$566K1
243GROUP ONE TRADING LLC$563K1
244Gratus Wealth Advisors, LLC$560K1
245Salvus Wealth Management, LLC$558K1
246EXENCIAL WEALTH ADVISORS, LLC$549K1
247RITHOLTZ WEALTH MANAGEMENT$543K1
248Vident Advisory, LLC$533K1
249Envestnet Portfolio Solutions, Inc.$532K1
250UNITED CAPITAL FINANCIAL ADVISORS, LLC$497K1
251BENJAMIN EDWARDS INC$497K1
252SummitTX Capital, L.P.$494K1
253Indivisible Partners$488K1
254Probity Advisors, Inc.$485K1
255SUSQUEHANNA INTERNATIONAL GROUP, LLP$484K1
256PRINCIPAL SECURITIES, INC.$477K1
257Havemeyer Place LP$477K1
258Savant Capital, LLC$474K1
259Raleigh Capital Management Inc.$465K1
260Knollwood Investment Advisory, LLC$464K1
261Advyzon Investment Management, LLC$457K1
262NewEdge Advisors, LLC$453K1
263DAVENPORT & Co LLC$442K1
264MGO ONE SEVEN LLC$439K1
265Sowell Financial Services LLC$437K1
266Focus Partners Wealth$429K1
267Summit Trail Advisors, LLC$423K1
268Oasis Advisors, LLC$416K1
269New England Research & Management, Inc.$410K1
270Walleye Capital LLC$407K1
271SHELTON CAPITAL MANAGEMENT$403K1
272Hardy Reed LLC$401K1
273Frec Markets, Inc.$400K1
274Cumberland Partners Ltd$398K1
275Banco Santander, S.A.$388K1
276Steward Partners Investment Advisory, LLC$382K1
277Tacita Capital Inc$373K1
278Qube Research & Technologies Ltd$370K1
279Geneos Wealth Management Inc.$370K1
280Merit Financial Group, LLC$369K1
281TWO SIGMA SECURITIES, LLC$368K1
282Richard W. Paul & Associates, LLC$368K1
283Allianz Asset Management GmbH$362K1
284IEQ CAPITAL, LLC$359K1
285MAI Capital Management$359K1
286Vise Technologies, Inc.$359K1
287INSIGNEO ADVISORY SERVICES, LLC$347K1
288Phillips Wealth Planners LLC$346K1
289FSM Wealth Advisors, LLC$325K1
290Private Advisor Group, LLC$322K1
291OneDigital Investment Advisors LLC$321K1
292Wilmington Savings Fund Society, FSB$320K1
293INTECH INVESTMENT MANAGEMENT LLC$317K1
294Waldron Private Wealth LLC$309K1
295Quadcap Wealth Management, LLC$304K1
296Voya Financial Advisors, Inc.$287K1
297B. Riley Wealth Advisors, Inc.$287K1
298NorthCrest Asset Manangement, LLC$280K1
299BURNEY CO/$270K1
300CWM, LLC$270K1
301Cornerstone Select Advisors, LLC$268K1
302Burkett Asset Management Ltd$263K1
303Robertson Stephens Wealth Management, LLC$260K1
304DIMENSION CAPITAL MANAGEMENT LLC$259K1
305Pinnacle Financial Partners, Inc.$257K1
306Whetstone Capital Advisors, LLC$250K1
307Gateway Wealth Partners, LLC$237K1
3083Chopt Investment Partners, LLC$237K1
309Cardinal Point Capital Management ULC$236K1
310ELEVATION POINT WEALTH PARTNERS, LLC$231K1
311Lido Advisors, LLC$221K1
312Cerro Pacific Wealth Advisors LLC$219K1
313Everhart Financial Group, Inc.$217K1
314Ascent Group, LLC$214K1
315Sage Investment Counsel LLC$212K1
316Koshinski Asset Management, Inc.$207K1
317Compound Planning, Inc.$204K1
318Pure Financial Advisors, LLC$202K1
319Frank, Rimerman Advisors LLC$202K1
320Procyon Advisors, LLC$200K1
321GeoWealth Management, LLC$198K1
322ALERUS FINANCIAL NA$186K1
323Advisors Asset Management, Inc.$182K1
324Parkside Financial Bank & Trust$173K1
325Allworth Financial LP$157K1
326Destiny Wealth Partners, LLC$156K1
327CALDWELL SUTTER CAPITAL, INC.$154K1
328Andra AP-fonden$124K1
329Bank Julius Baer & Co. Ltd, Zurich$123K1
330New Vernon Capital Holdings II LLC$105K1
331Meramec Financial Planners, LLC$101K1
332Stonehage Fleming Financial Services Holdings Ltd$96.1K1
333Bayforest Capital Ltd$95.2K1
334Cromwell Holdings LLC$81.2K1
335Crewe Advisors LLC$74.9K1
336Arax Advisory Partners$69.8K1
337Transamerica Financial Advisors, LLC$69.6K1
338Grove Bank & Trust$59.4K1
339Pflug Koory, LLC$52.9K1
340UMB Bank, n.a.$48.3K1
341HM PAYSON & CO$45.7K1
342BEACON INVESTMENT ADVISORY SERVICES, INC.$42.0K1
343Blue Trust, Inc.$40.1K1
344Cassaday & Co Wealth Management LLC$40.1K1
345Larson Financial Group LLC$40.1K1
346Smartleaf Asset Management LLC$38.4K1
347NATIXIS$38.1K1
348Kemnay Advisory Services Inc.$34.9K1
349MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd$34.1K1
350Duquesne Family Office LLC$33.6K1
351OSSIAM$32.4K1
352Pinnacle Wealth Planning Services, Inc.$28.3K1
353TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$28.1K1
354Measured Wealth Private Client Group, LLC$25.9K1
355Hartford Financial Management Inc.$23.6K1
356MATHER GROUP, LLC.$22.4K1
357Leonteq Securities AG$19.9K1
358True Wealth Design, LLC$19.1K1
359FINANCIAL CONSULATE, INC$15.4K1
360MEEDER ASSET MANAGEMENT INC$13.6K1
361Wealth Enhancement Trust Services, Inc.$13.1K1
362FIFTH THIRD BANCORP$12.0K1
363Treasurer of the State of North Carolina$10.8K1
364Quest 10 Wealth Builders, Inc.$10.7K1
365Clearstead Advisors, LLC$10.6K1
366CANADA LIFE ASSURANCE Co$10.0K1
367WPG Advisers, LLC$9.8K1
368ENTRUST FINANCIAL LLC$9.8K1
369JPL Wealth Management, LLC$9.3K1
370JONES FINANCIAL COMPANIES LLLP$8.4K1
371SALEM INVESTMENT COUNSELORS INC$8.3K1
372MARSHALL INVESTMENT MANAGEMENT, LLC$7.8K1
373SUMMIT SECURITIES GROUP LLC$7.4K1
374Spire Wealth Management$7.4K1
375TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$6.4K1
376NATIXIS ADVISORS, LLC$5.2K1
377Westfuller Advisors, LLC$5.1K1
378Owl Creek Wealth Partners LLC$4.8K1
379Bell Investment Advisors, Inc$3.9K1
380HRT FINANCIAL LP$3.8K1
381Abound Wealth Management$3.7K1
382Gold Investment Management Ltd.$3.6K1
383DekaBank Deutsche Girozentrale$3.2K1
384Clearstead Trust, LLC$2.8K1
385SHP Wealth Management$2.5K1
386MV CAPITAL MANAGEMENT, INC.$2.2K1
387THRIVENT FINANCIAL FOR LUTHERANS$2.0K1
388Asset Dedication, LLC$1.7K1
389Wealth Science Advisors LLC$1.4K1
390Ancora Advisors LLC$1.3K1
391Physician Wealth Advisors, Inc.$6271
392JFS WEALTH ADVISORS, LLC$5921
393SouthState Bank Corp$3701
394Manchester Capital Management LLC$2221
395Rakuten Securities, Inc.$741
396Capital Analysts, LLC$681
397HAZLETT, BURT & WATSON, INC.$431
398VALLEY NATIONAL ADVISERS INC$361
399HORIZON BANCORP INC /IN/$21
400Penserra Capital Management LLC$11
401NOMURA ASSET MANAGEMENT CO LTD$01
402VANGUARD GROUP INC— value not disclosed1
403HARBOUR INVESTMENTS, INC.— value not disclosed1
404HSBC HOLDINGS PLC— value not disclosed1
405ARROWSTREET CAPITAL, LIMITED PARTNERSHIP— value not disclosed1
406CIBC Private Wealth Group LLC— value not disclosed1
407Cadence Bank— value not disclosed1
408Bangor Savings Bank— value not disclosed1
409NORGES BANK— value not disclosed1
410Meritage Group LP— value not disclosed1
411EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
412Roundview Capital LLC— value not disclosed1
413Parallax Volatility Advisers, L.P.— value not disclosed1
414FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
415Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
416BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
417Capula Management Ltd— value not disclosed1
418WINTON GROUP Ltd— value not disclosed1
419Maven Securities LTD— value not disclosed1
420Trexquant Investment LP— value not disclosed1
421CONSOLIDATED CAPITAL MANAGEMENT, LLC— value not disclosed1
422Skye Global Management LP— value not disclosed1
423DV Trading LLC— value not disclosed1
424Steigerwald, Gordon & Koch Inc.— value not disclosed1
425AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
426FOUNDATIONS INVESTMENT ADVISORS, LLC— value not disclosed1
427Global Retirement Partners, LLC— value not disclosed1
428Strategic Investment Advisors / MI— value not disclosed1
429Qsemble Capital Management, LP— value not disclosed1
430Y-Intercept (Hong Kong) Ltd— value not disclosed1
431Lloyd Advisory Services, LLC.— value not disclosed1
432Stone Wealth Partners— value not disclosed1
433Navalign, LLC— value not disclosed1
434XTX Topco Ltd— value not disclosed1
435Timelo Investment Management Inc.— value not disclosed1
436Activest Wealth Management— value not disclosed1
437POM Investment Strategies, LLC— value not disclosed1
438Nilsine Partners, LLC— value not disclosed1
439SageView Advisory Group, LLC— value not disclosed1
440Hook Mill Capital Partners, LP— value not disclosed1
441Cape Investment Advisory, Inc.— value not disclosed1
442Caitong International Asset Management Co., Ltd— value not disclosed1
443Quarry LP— value not disclosed1
444Freestone Grove Partners LP— value not disclosed1
445Turning Point Benefit Group, Inc.— value not disclosed1
446Jain Global LLC— value not disclosed1
447Motiv8 Investments LLC— value not disclosed1
448Safe Harbor Fiduciary, LLC— value not disclosed1
449Wealth Watch Advisors, INC— value not disclosed1
450MidAtlantic Capital Management, Inc.— value not disclosed1
451Westerkirk Capital Inc.— value not disclosed1
452MCGUIRE CAPITAL ADVISORS INC— value not disclosed1
Truncated by Public Filings. Every one of the 401 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

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

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ 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 QSR

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

Financials — as filed PLANNED

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