Public record / Tickers / SAN

SAN — Banco Santander, S.A.†

Both disclosure regimes on one name: who in Congress filed about SAN, 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
14
all PTR rows naming SAN
Members · 12m
2
4 buys · 0 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

Daniel S. Goldman · $50.0K–$100K

SELL · traded 2023-07-10 → filed 2023-08-13. Ranked over every SAN row by the provable lower bound, never a point estimate.

2 members · 4 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.

2 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SAN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SAN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKBUYTraded 03-31 LATE·112d$1K–$15K
2026-07-21Alan Armstrong R–OKBUYTraded 03-30 LATE·113d$15K–$50K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 06-09 +23d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 02-03 +10d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-10 +34d$50K–$100K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 14 ↗

Members active in SAN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing SAN 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–OK2$16.0K to $65.0K2
Gilbert Ray Cisneros, Jr. D–CA-312$2.0K to $30.0K2

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

Congress ↔ notable managers · SAN

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $16K–$65K
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 · BANCO SANTANDER SA

Merged timeline of congressional filings and notable-manager moves on SAN
DateWhoChangeSize
2026-07-21Alan Armstrong CongressBUY$1K–$15K
2026-07-21Alan Armstrong CongressBUY$15K–$50K

2 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 SAN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1MORGAN STANLEY$881M1
2FMR LLC$440M1
3BlackRock, Inc.$179M1
4Capital International Investors$162M1
5Chevy Chase Trust Holdings, LLC$156M1
6NORTHERN TRUST CORP$151M1
7BANK OF AMERICA CORP /DE/$129M1
8DIMENSIONAL FUND ADVISORS LP$123M1
9LAZARD ASSET MANAGEMENT LLC$94.6M1
10Clearbridge Investments, LLC$87.2M1
11CITIGROUP INC$86.6M1
12CIBC Bancorp USA Inc.$86.2M1
13Clark Capital Management Group, Inc.$75.6M1
14TODD ASSET MANAGEMENT LLC$73.9M1
15ENVESTNET ASSET MANAGEMENT INC$70.6M1
16UBS Group AG$67.0M1
17AMERICAN CENTURY COMPANIES INC$63.4M1
18BARCLAYS PLC$56.5M1
19RAYMOND JAMES FINANCIAL INC$47.1M1
20WELLS FARGO & COMPANY/MN$47.1M1
21JPMORGAN CHASE & CO$38.2M1
22Point72 Asset Management, L.P.$31.7M1
23Quantinno Capital Management LP$29.0M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$28.7M1
25ROYAL BANK OF CANADA$28.0M1
26Creative Planning$25.8M1
27O'SHAUGHNESSY ASSET MANAGEMENT, LLC$21.9M1
28AQR CAPITAL MANAGEMENT LLC$20.0M1
29LPL Financial LLC$19.0M1
30Wilkinson Global Asset Management LLC$18.5M1
31QRG CAPITAL MANAGEMENT, INC.$16.6M1
32Capital Wealth Planning, LLC$16.4M1
33MERCER GLOBAL ADVISORS INC /ADV$14.6M1
34Mariner, LLC$12.5M1
35Crossmark Global Holdings, Inc.$12.3M1
36STIFEL FINANCIAL CORP$11.8M1
37SEI INVESTMENTS CO$10.8M1
38Cerity Partners LLC$10.8M1
39Pathstone Holdings, LLC$10.7M1
40Steamboat Capital Partners, LLC$10.2M1
41Integrated Quantitative Investments LLC$8.9M1
42RWA WEALTH PARTNERS, LLC$8.8M1
43STATE STREET CORP$8.6M1
44MML INVESTORS SERVICES, LLC$8.6M1
45Cetera Investment Advisers$7.9M1
46NOMURA HOLDINGS INC$7.9M1
47Orion Porfolio Solutions, LLC$7.7M1
48US BANCORP \DE\$7.6M1
49Vanguard Personalized Indexing Management, LLC$7.4M1
50FIRST TRUST ADVISORS LP$7.3M1
51Vident Advisory, LLC$7.2M1
52Compass Rose Asset Management, LP$7.2M1
53Callan Family Office, LLC$6.5M1
54QUADRANT CAPITAL GROUP LLC$6.1M1
55HighTower Advisors, LLC$5.9M1
56FACTORY MUTUAL INSURANCE CO$5.8M1
57Laird Norton Wetherby Trust Company, LLC$5.7M1
58Connor, Clark & Lunn Investment Management Ltd.$5.5M1
59SAMLYN CAPITAL, LLC$5.1M1
60RITHOLTZ WEALTH MANAGEMENT$4.8M1
61ASSETMARK, INC$4.5M1
62Brooklyn Investment Group$4.2M1
63SIGNATUREFD, LLC$4.1M1
64Focus Partners Wealth$4.0M1
65Lighthouse Investment Partners, LLC$4.0M1
66NewEdge Wealth, LLC$4.0M1
67Naviter Wealth, LLC$3.9M1
68Verition Fund Management LLC$3.9M1
69Corient Private Wealth LLC$3.8M1
70Arlington Capital Management, Inc.$3.8M1
71OPPENHEIMER ASSET MANAGEMENT INC.$3.8M1
72Advisors Asset Management, Inc.$3.8M1
73IEQ CAPITAL, LLC$3.8M1
74Sanctuary Advisors, LLC$3.7M1
75BANK OF MONTREAL /CAN/$3.6M1
76SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.5M1
77&PARTNERS$3.4M1
78CacheTech Inc.$3.3M1
79Optiver Holding B.V.$3.2M1
80JANE STREET GROUP, LLC$3.2M1
81GUARDIAN CAPITAL LP$3.1M1
82Sequoia Financial Advisors, LLC$3.1M1
83Vestmark Advisory Solutions, Inc.$3.0M1
84Compound Planning, Inc.$3.0M1
85SCOTIA CAPITAL INC.$2.9M1
86Pekin Hardy Strauss, Inc.$2.9M1
87EVERGREEN CAPITAL MANAGEMENT LLC$2.8M1
88Adams Wealth Management$2.8M1
89UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.7M1
90PEAK6 LLC$2.7M1
91Caprock Group, LLC$2.6M1
92SIH Partners, LLLP$2.5M1
93Apollon Wealth Management, LLC$2.5M1
94Walleye Capital LLC$2.5M1
95American Trust Investment Advisors, LLC$2.4M1
96TRUIST FINANCIAL CORP$2.4M1
97Aaron Wealth Advisors LLC$2.2M1
98UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.2M1
99Bleakley Financial Group, LLC$2.2M1
100CHOREO, LLC$2.2M1
101Vise Technologies, Inc.$2.1M1
102OSAIC HOLDINGS, INC.$2.1M1
103Capital Research Global Investors$2.1M1
104OPPENHEIMER & CO INC$2.1M1
105Ballentine Partners, LLC$2.0M1
106Allspring Global Investments Holdings, LLC$2.0M1
107PRINCIPAL SECURITIES, INC.$2.0M1
108Atria Investments, Inc$1.9M1
109Rockefeller Capital Management L.P.$1.9M1
110Redhawk Wealth Advisors, Inc.$1.9M1
111Dynasty Wealth Management, LLC$1.9M1
112CIBC Asset Management Inc$1.8M1
113Verdence Capital Advisors LLC$1.8M1
114KEYBANK NATIONAL ASSOCIATION/OH$1.8M1
115Qtron Investments LLC$1.8M1
116Smartleaf Asset Management LLC$1.7M1
117Summit Trail Advisors, LLC$1.7M1
118Savant Capital, LLC$1.6M1
119Sivia Capital Partners, LLC$1.6M1
120Venture Visionary Partners LLC$1.6M1
121WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M1
122LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$1.5M1
123PINNACLE ASSOCIATES LTD$1.5M1
124M&T BANK CORP$1.4M1
125COMMONWEALTH EQUITY SERVICES, LLC$1.4M1
126NewEdge Advisors, LLC$1.4M1
127Dorsey & Whitney Trust CO LLC$1.3M1
128Marks Group Wealth Management, Inc$1.3M1
129Lido Advisors, LLC$1.2M1
130Capital World Investors$1.2M1
131FIFTH THIRD BANCORP$1.2M1
132Burkett Asset Management Ltd$1.1M1
133Engineers Gate Manager LP$1.1M1
134Merit Financial Group, LLC$1.1M1
135Kathmere Capital Management, LLC$1.1M1
136Invesco Ltd.$1.1M1
137Baron Wealth Management LLC$1.1M1
138Archford Capital Strategies, LLC$1.0M1
139OneDigital Investment Advisors LLC$1.0M1
140BLAIR WILLIAM & CO/IL$999K1
141MATHER GROUP, LLC.$997K1
142Bain Capital Public Equity, LP$996K1
143Themes Management Co LLC$995K1
144Jain Global LLC$986K1
145SAGESPRING WEALTH PARTNERS, LLC$953K1
146Strategic Global Advisors, LLC$936K1
147REGIONS FINANCIAL CORP$929K1
148COLDSTREAM CAPITAL MANAGEMENT INC$907K1
149Gallacher Capital Management LLC$901K1
150HB Wealth Management, LLC$900K1
151Prospera Financial Services Inc$875K1
152Clearstead Advisors, LLC$869K1
153Ashton Thomas Private Wealth, LLC$869K1
154Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$861K1
155Private Advisor Group, LLC$842K1
156Ascent Group, LLC$800K1
157Abel Hall, LLC$796K1
158Checchi Capital Advisers, LLC$793K1
159JMN Financial LLC$769K1
160Legacy Wealth Asset Management, LLC$764K1
161PDS Planning, Inc$749K1
162Orca Wealth Management, LLC$742K1
163FRANKLIN RESOURCES INC$734K1
164Pinnacle Wealth Planning Services, Inc.$718K1
165Five Oceans Advisors$710K1
166HORIZON KINETICS ASSET MANAGEMENT LLC$703K1
167CWM, LLC$679K1
168Walleye Trading LLC$676K1
169Focused Wealth Management, Inc$665K1
170Equitable Holdings, Inc.$651K1
171Frec Markets, Inc.$645K1
172Focus Partners Advisor Solutions, LLC$643K1
173Independent Advisor Alliance$622K1
174Gateway Wealth Partners, LLC$615K1
175SAGE RHINO CAPITAL LLC$611K1
176EP Wealth Advisors, LLC$588K1
177Aviso Financial Inc.$579K1
178HUB Investment Partners, LLC$575K1
179Envestnet Portfolio Solutions, Inc.$566K1
180INTRUST BANK NA$561K1
181Aprio Wealth Management, LLC$553K1
182LVW Advisors, LLC$547K1
183Allworth Financial LP$547K1
184Cresset Asset Management, LLC$532K1
185BENJAMIN EDWARDS INC$528K1
186Beacon Pointe Advisors, LLC$521K1
187Wedmont Private Capital$521K1
188EVOLVE PRIVATE WEALTH, LLC$514K1
189TD Waterhouse Canada Inc.$508K1
190KESTRA PRIVATE WEALTH SERVICES, LLC$498K1
191Portside Wealth Group, LLC$489K1
192DIVERSIFY WEALTH MANAGEMENT, LLC$487K1
193Greenspring Advisors, LLC$476K1
194INDEPENDENT FINANCIAL GROUP, LLC$467K1
195HUNTINGTON NATIONAL BANK$456K1
196CREDIT AGRICOLE S A$456K1
197AXQ CAPITAL, LP$438K1
198Sovran Advisors, LLC$429K1
199XPONANCE LLC$429K1
200WEALTH ALLIANCE, LLC$428K1
201Federation des caisses Desjardins du Quebec$427K1
202Waterfront Wealth Inc.$425K1
203SEEDS INVESTOR LLC$422K1
204ANCHYRA PARTNERS LLC$419K1
205Cromwell Holdings LLC$415K1
206Ascentis Independent Advisors$405K1
207New Republic Capital, LLC$404K1
208Storgate, LLC$399K1
209WEALTHEDGE INVESTMENT ADVISORS, LLC$399K1
210Gibbs Wealth Management$399K1
211IMC-Chicago, LLC$398K1
212SYM FINANCIAL Corp$397K1
213Bridgewater Advisors Inc.$394K1
214Jefferies Financial Group Inc.$390K1
215Kovack Advisors, Inc.$383K1
216NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$381K1
21755 North Private Wealth, LLC$379K1
218May Hill Capital, LLC$375K1
219PFW Advisors LLC$365K1
220Governors Lane LP$364K1
221Roehl & Yi Investment Advisors, LLC$361K1
222Arax Advisory Partners$354K1
223EARNED WEALTH ADVISORS, LLC$345K1
224West Family Investments, Inc.$344K1
225D'Orazio & Associates, Inc.$343K1
226Concurrent Investment Advisors, LLC$341K1
227OLD NATIONAL BANCORP /IN/$339K1
228Optas, LLC$337K1
229RIVERSEDGE ADVISORS, LLC$330K1
230World Investment Advisors$318K1
231Snowden Capital Advisors LLC$307K1
232GRIMES & Co WEALTH MANAGEMENT, LLC$302K1
233Syverson Strege & Co$298K1
234HANCOCK WHITNEY CORP$298K1
2351834 INVESTMENT ADVISORS CO$294K1
236Sowell Financial Services LLC$294K1
237GFS Advisors, LLC$293K1
238Transamerica Financial Advisors, LLC$289K1
239MGO ONE SEVEN LLC$283K1
240CONTRAVISORY INVESTMENT MANAGEMENT, INC.$283K1
241Athena Wealth Management, LLC$283K1
242Legacy Capital Group California, Inc.$280K1
243Modern Wealth Management, LLC$277K1
244Global Trust Asset Management, LLC$276K1
245Waverly Advisors, LLC$274K1
246Hoxton Planning & Management, LLC$273K1
247Activest Wealth Management$273K1
248NORDEN GROUP LLC$272K1
249SteelPeak Wealth, LLC$271K1
250Snider Financial Group$271K1
251CogentBlue Wealth Advisors, LLC$270K1
252Sonoma Allocations LLC$269K1
253a16z Perennial Management, L.P.$269K1
254NATIONAL BANK OF CANADA /FI/$268K1
255Csenge Advisory Group$266K1
256Rehmann Capital Advisory Group$260K1
257MOODY NATIONAL BANK TRUST DIVISION$260K1
258JACKSON THORNTON WEALTH MANAGEMENT, LLC$256K1
259Eagle Strategies LLC$255K1
260INSIGNEO ADVISORY SERVICES, LLC$251K1
261Wealthspire Advisors, LLC$248K1
262Foster Group, Inc.$245K1
263ANGELES WEALTH MANAGEMENT, LLC$244K1
264Savvy Advisors, Inc.$241K1
265GeoWealth Management, LLC$241K1
266Stratos Wealth Partners, LTD.$238K1
267Perigon Wealth Management, LLC$237K1
268Fulcrum Equity Management$236K1
269HBK Sorce Advisory LLC$236K1
270Impact Capital Partners LLC$234K1
271MATTERS CAPITAL LLC$234K1
272DRIVE WEALTH MANAGEMENT, LLC$232K1
273FIDUCIARY TRUST CO$231K1
274LAVELLE CAPITAL LP$231K1
275PERSONAL CFO SOLUTIONS, LLC$228K1
276Resonant Capital Advisors, LLC$226K1
277First Affirmative Financial Network$224K1
278FIDUCIARY FINANCIAL GROUP, LLC$224K1
279Pure Financial Advisors, LLC$210K1
280Ariadne Wealth Management, LP$209K1
281Mitsubishi UFJ Asset Management Co., Ltd.$207K1
282ALLIANCEBERNSTEIN L.P.$203K1
283SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$203K1
284XXI WEALTH, LLC$203K1
285Dynamic Advisor Solutions LLC$202K1
286EVOKE WEALTH, LLC$200K1
287Keebeck Wealth Management$200K1
288FLPUTNAM INVESTMENT MANAGEMENT CO$197K1
289Diversified Trust Co$197K1
290Choate Investment Advisors$191K1
291VANGUARD CAPITAL MANAGEMENT LLC$188K1
292SmartHarvest Portfolios, LLC$187K1
293Gotham Asset Management, LLC$187K1
294Procyon Advisors, LLC$185K1
295Soltis Investment Advisors LLC$185K1
296BAKER TILLY WEALTH MANAGEMENT, LLC$184K1
297Flatrock Wealth Partners LLC$182K1
298AE Wealth Management LLC$182K1
299Keel Point, LLC$182K1
300Strategic Financial Concepts, LLC$181K1
301Mayflower Financial Advisors, LLC$181K1
302JOURNEY STRATEGIC WEALTH LLC$181K1
303Stratos Investment Management, LLC$180K1
304Elm Partners Management LLC$179K1
305Moors & Cabot, Inc.$179K1
306Cornerstone Wealth Group, LLC$178K1
307ELEVATION POINT WEALTH PARTNERS, LLC$176K1
308Diversified Enterprises, LLC$176K1
309Sunpointe, LLC$174K1
310New Vernon Capital Holdings II LLC$171K1
311ENTERPRISE FINANCIAL SERVICES CORP$170K1
312Aspen Grove Capital, LLC$170K1
313Summit Financial, LLC$169K1
314Avidian Wealth Enterprises, LLC$169K1
315Everhart Financial Group, Inc.$168K1
316B. Riley Wealth Advisors, Inc.$168K1
317August Group Capital Ltd$162K1
318Composition Wealth, LLC$160K1
319Avestar Capital, LLC$158K1
320Samalin Investment Counsel, LLC$158K1
321Addison Advisors LLC$154K1
322OneAscent Financial Services LLC$154K1
323VestGen Advisors, LLC$150K1
324Drucker Wealth 3.0, LLC$150K1
325PharVision Advisers, LLC$150K1
326COMMERCE BANK$148K1
327GREAT VALLEY ADVISOR GROUP, INC.$146K1
328Curated Wealth Partners LLC$146K1
329Bulltick Wealth Management, LLC$146K1
330Freestone Capital Holdings, LLC$146K1
331Kingsman Wealth Management, Inc.$143K1
332Brucke Financial, Inc.$143K1
333Alvarez & Marsal Private Wealth Partners, LLC$140K1
334Advisors Capital Management, LLC$139K1
335Frank, Rimerman Advisors LLC$139K1
336Stonebrook Private Inc.$139K1
337Livet Wealth, LLC$139K1
338Quadrant Private Wealth Management, LLC$138K1
339Reliant Investment Partners, LLC$136K1
340Scissortail Wealth Management, LLC$135K1
341S Harris Financial Group, LLC$135K1
342Western Financial Corp/CA$135K1
343Owl Creek Wealth Partners LLC$135K1
344GENESIS PRIVATE WEALTH, LLC$133K1
345National Philanthropic Trust$131K1
346Klingman & Associates, LLC$131K1
347VICTORY FINANCIAL GROUP, LLC$131K1
348BBR PARTNERS, LLC$130K1
349Petros Family Wealth, LLC$130K1
350EXENCIAL WEALTH ADVISORS, LLC$130K1
351LifeGoal Investments, LLC$130K1
352Vawter Financial, Ltd.$130K1
353BROWN ADVISORY INC$129K1
354Kestra Advisory Services, LLC$128K1
355MLP3, LLC$128K1
356Connecticut Capital Management Group, LLC$128K1
357Independent Wealth Network Inc.$127K1
358FOUNDERS GROVE WEALTH PARTNERS, LLC$127K1
359BOOTHBAY FUND MANAGEMENT, LLC$126K1
360Pacific Excel Wealth Advisors, Inc.$126K1
361Nolet Wealth Management, LLC$126K1
362Boltwood Capital Management$124K1
363Brookstone Capital Management$124K1
364MAI Capital Management$123K1
365MILLENNIUM MANAGEMENT LLC$123K1
366Werba Rubin Papier Wealth Management$122K1
367Nova R Wealth, Inc.$122K1
368Elequin Capital, LP$121K1
369PCM Encore, LLC$119K1
370BINGHAM PRIVATE WEALTH, LLC$119K1
371U.S. Capital Wealth Advisors, LLC$119K1
372Steward Partners Investment Advisory, LLC$117K1
373MISSION WEALTH MANAGEMENT, LP$117K1
374Curi Capital, LLC$117K1
375STEPHENS INC /AR/$116K1
376Carrera Capital Advisors$115K1
377FIDELIS CAPITAL PARTNERS, LLC$115K1
378Sepio Capital, LP$115K1
379Walkner Condon Financial Advisors LLC$114K1
380EWA, LLC$113K1
381One68 Global Capital, LLC$111K1
382Larson Financial Group LLC$96.4K1
383JFS WEALTH ADVISORS, LLC$89.4K1
384Destiny Wealth Partners, LLC$75.9K1
385WealthCollab, LLC$75.8K1
386Parkside Financial Bank & Trust$69.6K1
387True Wealth Design, LLC$66.3K1
388FOSTER DYKEMA CABOT & PARTNERS, LLC$57.3K1
389Murphy & Mullick Capital Management Corp$51.6K1
390Blue Trust, Inc.$51.5K1
391UMB Bank, n.a.$51.0K1
392Dogwood Wealth Management LLC$49.4K1
393FEDERATED HERMES, INC.$32.8K1
394Signature Equity Partners, LLC$26.1K1
395Acumen Wealth Advisors, LLC$26.0K1
396SHP Wealth Management$26.0K1
397Retirement Wealth Solutions LLC$24.4K1
398Wellington Grp LLC$24.0K1
399Annis Gardner Whiting Capital Advisors, LLC$23.3K1
400Sachetta, LLC$22.7K1
401FINANCIAL CONSULATE, INC$22.2K1
402Physician Wealth Advisors, Inc.$22.2K1
403ALBION FINANCIAL GROUP /UT$19.3K1
404EFG International AG$19.3K1
405Medallion Wealth Advisors, LLC$19.2K1
406Hilltop Holdings Inc.$17.2K1
407Manchester Capital Management LLC$16.6K1
408Grove Bank & Trust$15.7K1
409BROWN, LISLE/CUMMINGS, INC.$14.9K1
410MCGUIRE CAPITAL ADVISORS INC$13.5K1
411GHP Investment Advisors, Inc.$13.5K1
412Bell Investment Advisors, Inc$13.1K1
413SJS Investment Consulting Inc.$12.4K1
414Kilter Group LLC$10.9K1
415Valued Wealth Advisors LLC$10.4K1
416Tower Research Capital LLC (TRC)$9.5K1
417Cassaday & Co Wealth Management LLC$9.3K1
418Stone House Investment Management, LLC$9.1K1
419PROFFITT & GOODSON INC$8.1K1
420JNBA Financial Advisors$7.9K1
421HALBERT HARGROVE GLOBAL ADVISORS, LLC$7.6K1
422JPL Wealth Management, LLC$7.1K1
423HM PAYSON & CO$6.8K1
424Intentional Wealth Strategies, LLC$6.3K1
425Paladin Partners, LLC$5.8K1
426Triumph Capital Management$5.7K1
427HighMark Wealth Management LLC$5.5K1
428Beaird Harris Wealth Management, LLC$5.2K1
429Asset Dedication, LLC$5.1K1
430PARK AVENUE SECURITIES LLC$5.1K1
431TOTH FINANCIAL ADVISORY CORP$5.0K1
432Bravera Wealth$4.4K1
433Burk Holdings LLC$4.4K1
434SALEM INVESTMENT COUNSELORS INC$4.1K1
435Elevated Capital Advisors, LLC$3.8K1
436WEBSTER BANK, N. A.$3.4K1
437MidFirst Bank$2.9K1
438AMERIFLEX GROUP, INC.$2.5K1
439MV CAPITAL MANAGEMENT, INC.$2.5K1
440CENTRAL TRUST Co$2.3K1
441American Capital Advisory, LLC$2.3K1
442Hamrick Investment Counsel, llc$2.3K1
443HRT FINANCIAL LP$2.1K1
444TOMPKINS FINANCIAL CORP$1.4K1
445Godfrey Financial Associates, Inc.$1.4K1
446TD Capital Management LLC$1.2K1
447WPG Advisers, LLC$1.2K1
448Atlantic Edge Private Wealth Management, LLC$1.1K1
449Frazier Financial Advisors, LLC$1.1K1
450Prestige Wealth Management Group LLC$9331
451ACADIAN ASSET MANAGEMENT LLC$8491
452Nvest Wealth Strategies, Inc.$4741
453West Branch Capital LLC$4231
454Cambridge Investment Research Advisors, Inc.$3751
455NATURAL INVESTMENTS, LLC$3651
456THRIVENT FINANCIAL FOR LUTHERANS$3341
457Private Wealth Management Group, LLC$1581
458Security National Bank$791
459Smithfield Trust Co$561
460VALLEY NATIONAL ADVISERS INC$441
461DHJJ Financial Advisors, Ltd.$231
462NOMURA ASSET MANAGEMENT CO LTD$01
463VANGUARD GROUP INC— value not disclosed1
464GLENMEDE TRUST CO NA— value not disclosed1
465HARBOUR INVESTMENTS, INC.— value not disclosed1
466GROUP ONE TRADING LLC— value not disclosed1
4671832 Asset Management L.P.— value not disclosed1
468MARIETTA INVESTMENT PARTNERS LLC— value not disclosed1
469ARROWSTREET CAPITAL, LIMITED PARTNERSHIP— value not disclosed1
470CIBC Private Wealth Group LLC— value not disclosed1
471Cadence Bank— value not disclosed1
472Campbell & CO Investment Adviser LLC— value not disclosed1
473GSA CAPITAL PARTNERS LLP— value not disclosed1
474CIBC WORLD MARKET INC.— value not disclosed1
475CITADEL ADVISORS LLC— value not disclosed1
476GTS SECURITIES LLC— value not disclosed1
477Calamos Wealth Management LLC— value not disclosed1
478BSW Wealth Partners— value not disclosed1
479NWAM LLC— value not disclosed1
480Aptus Capital Advisors, LLC— value not disclosed1
481Clarius Group, LLC— value not disclosed1
482Summit Global Investments— value not disclosed1
483AlphaCore Capital LLC— value not disclosed1
484Qube Research & Technologies Ltd— value not disclosed1
485Crewe Advisors LLC— value not disclosed1
486Investors Research Corp— value not disclosed1
487Global Retirement Partners, LLC— value not disclosed1
488Gladstone Institutional Advisory LLC— value not disclosed1
489Inscription Capital, LLC— value not disclosed1
490CERTUITY, LLC— value not disclosed1
491State of Wyoming— value not disclosed1
492Sage Mountain Advisors LLC— value not disclosed1
493AlTi Global, Inc.— value not disclosed1
494DV EQUITIES, LLC— value not disclosed1
495Interchange Capital Partners, LLC— value not disclosed1
496NFSG Corp— value not disclosed1
497Stiles Financial Services Inc— value not disclosed1
498AXXCESS WEALTH MANAGEMENT, LLC— value not disclosed1
499Forum Financial Management, LP— value not disclosed1
500SageView Advisory Group, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 462 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)4 buy / 0 sell
Congress net ($ bound)$18.0K to $95.0K
Filers net (actions)not in build
Filers net ($ 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 SAN

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

Financials — as filed PLANNED

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