Public record / Tickers / SCI

SCI — SERVICE CORP INTERNATIONAL†

Both disclosure regimes on one name: who in Congress filed about SCI, 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
49
all PTR rows naming SCI
Members · 12m
1
0 buys · 15 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
13F holders
476
top-476 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

April McClain Delaney · $50.0K–$100K

SELL · traded 2026-08-25 → filed 2026-09-09. Ranked over every SCI row by the provable lower bound, never a point estimate.

1 member · 0 buys / 15 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

17 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. 17 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SCI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SCI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6SELL DC (dependent-child-owned)Traded 08-25 +15d$50K–$100K
2026-09-09April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 08-04 +36d$1K–$15K
2026-09-09April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 08-03 +37d$1K–$15K
2026-08-03April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 07-30 +4d$1K–$15K
2026-08-03April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 07-27 +7d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 49 ↗

Members active in SCI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing SCI 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.
April McClain Delaney D–MD-615−$310K to −$64.0K2

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

Congress ↔ notable managers · SCI

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

Congress · last 90 days

Buyers
0 — —
Sellers
1 April McClain Delaney D–MD-6 $58K–$220K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $27.6M held
Trimming
0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on SCI
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSELL$50K–$100K
2026-09-09April McClain Delaney CongressSELL$1K–$15K
2026-09-09April McClain Delaney CongressSELL$1K–$15K
2026-08-03April McClain Delaney CongressSELL$1K–$15K
2026-08-03April McClain Delaney CongressSELL$1K–$15K
2026-08-03April McClain Delaney CongressSELL$1K–$15K
2026-08-03April McClain Delaney CongressSELL$1K–$15K
2026-08-03April McClain Delaney CongressSELL$1K–$15K
2026-08-03April McClain Delaney CongressSELL$1K–$15K
2026-05-15Gotham Asset Management 13FADD+81,574 sh

10 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 SCI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2BAILLIE GIFFORD & CO$710M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$577M1
4Select Equity Group, L.P.$504M1
5FMR LLC$496M1
6VANGUARD CAPITAL MANAGEMENT LLC$495M1
7STATE STREET CORP$363M1
8Swedbank AB$344M1
9Invesco Ltd.$299M1
10MORGAN STANLEY$286M1
11DIMENSIONAL FUND ADVISORS LP$189M1
12FIL Ltd$173M1
13ALLIANCEBERNSTEIN L.P.$161M1
14Capital International Investors$135M1
15NORDEA INVESTMENT MANAGEMENT AB$132M1
16HighTower Advisors, LLC$122M1
17BANK OF AMERICA CORP /DE/$114M1
18NORTHERN TRUST CORP$111M1
19ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$103M1
20FIRST MANHATTAN CO. LLC.$96.0M1
21DEUTSCHE BANK AG\$87.1M1
22UBS Group AG$83.7M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$81.2M1
24VANGUARD FIDUCIARY TRUST CO$70.9M1
25PRINCIPAL FINANCIAL GROUP INC$59.6M1
26AQR CAPITAL MANAGEMENT LLC$54.9M1
27TWO SIGMA INVESTMENTS, LP$52.0M1
28DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$51.8M1
29FEDERATED HERMES, INC.$51.6M1
30UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$46.2M1
31WELLINGTON MANAGEMENT GROUP LLP$39.2M1
32D. E. Shaw & Co., Inc.$35.1M1
33COMGEST GLOBAL INVESTORS S.A.S.$34.2M1
34RFG Advisory, LLC$33.8M1
35TD ASSET MANAGEMENT INC$32.5M1
36Nuveen, LLC$31.7M1
37Candriam S.C.A.$29.7M1
38Norinchukin Bank, The$29.3M1
39Global Alpha Capital Management Ltd.$28.7M1
40Gotham Asset Management, LLC$27.6M1
41Retirement Systems of Alabama$27.1M1
42CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$26.6M1
43ProShare Advisors LLC$26.2M1
44CWM, LLC$24.8M1
45Amundi$24.6M1
46Swiss National Bank$22.9M1
47FRANKLIN RESOURCES INC$22.7M1
48RAYMOND JAMES FINANCIAL INC$20.9M1
49NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$20.3M1
50Sequoia Financial Advisors, LLC$17.3M1
51Legal & General Group Plc$16.4M1
52ALPS ADVISORS INC$15.4M1
53ENVESTNET ASSET MANAGEMENT INC$15.1M1
54Perpetual Ltd$15.1M1
55Universal- Beteiligungs- und Servicegesellschaft mbH$13.9M1
56GROUPAMA ASSET MANAGMENT$13.7M1
57PANAGORA ASSET MANAGEMENT INC$13.6M1
58BARCLAYS PLC$13.3M1
59LPL Financial LLC$13.2M1
60WELLS FARGO & COMPANY/MN$12.8M1
61ASSETMARK, INC$12.4M1
62STATE OF WISCONSIN INVESTMENT BOARD$12.3M1
63STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.7M1
64Fisher Asset Management, LLC$10.5M1
65VANGUARD ASSET MANAGEMENT, Ltd$10.3M1
66Aptus Capital Advisors, LLC$10.2M1
67Trexquant Investment LP$9.4M1
68ROYAL BANK OF CANADA$8.9M1
69SEI INVESTMENTS CO$8.9M1
70CIBC Bancorp USA Inc.$8.5M1
71AMF Tjanstepension AB$8.2M1
72Rockefeller Capital Management L.P.$8.1M1
73MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.0M1
74Quantinno Capital Management LP$7.7M1
75JGP Wealth Management, LLC$7.2M1
76NEW YORK STATE COMMON RETIREMENT FUND$6.5M1
77Nordwand Advisors, LLC$6.2M1
78GATEWAY INVESTMENT ADVISERS LLC$5.9M1
79Janus Henderson Group Ltd.$5.1M1
80Vanguard Global Advisers, LLC$4.9M1
81New Age Alpha Advisors, LLC$4.8M1
82Castlefield Investment Partners LLP$4.4M1
83MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.4M1
84JLB & ASSOCIATES INC$4.4M1
85Zurcher Kantonalbank (Zurich Cantonalbank)$4.2M1
86Bell Asset Management Ltd$4.2M1
87Pathstone Holdings, LLC$3.9M1
88FIRST TRUST ADVISORS LP$3.8M1
89Connor, Clark & Lunn Investment Management Ltd.$3.7M1
90YOUSIF CAPITAL MANAGEMENT, LLC$3.5M1
91Southeast Asset Advisors, LLC$3.5M1
92CITIGROUP INC$3.4M1
93Allianz Asset Management GmbH$3.4M1
94Aristotle Capital Boston, LLC$3.3M1
95Cerity Partners LLC$3.3M1
96FIFTH THIRD BANCORP$3.3M1
97State of New Jersey Common Pension Fund D$3.2M1
98Consolidated Investment Group LLC$3.2M1
99Arizona State Retirement System$3.2M1
100AE Wealth Management LLC$3.1M1
101Stanley-Laman Group, Ltd.$3.0M1
102PRUDENTIAL FINANCIAL INC$2.9M1
103Holocene Advisors, LP$2.9M1
104Vanguard Investments Australia, Ltd.$2.9M1
105COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.9M1
106AMERICAN CENTURY COMPANIES INC$2.8M1
107PALISADE CAPITAL MANAGEMENT, LP$2.8M1
108STATE OF MICHIGAN RETIREMENT SYSTEM$2.8M1
109Creative Planning$2.7M1
110O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.7M1
111Linden Thomas Advisory Services, LLC$2.7M1
112D.A. DAVIDSON & CO.$2.7M1
1132Xideas AG$2.6M1
114CLOUGH CAPITAL PARTNERS L P$2.6M1
115NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.6M1
116OSAIC HOLDINGS, INC.$2.4M1
117Compagnie Lombard Odier SCmA$2.4M1
118TEACHER RETIREMENT SYSTEM OF TEXAS$2.4M1
119CREDIT AGRICOLE S A$2.4M1
120OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.4M1
121Westerkirk Capital Inc.$2.3M1
122TRUIST FINANCIAL CORP$2.2M1
123INTECH INVESTMENT MANAGEMENT LLC$2.2M1
124Federation des caisses Desjardins du Quebec$2.2M1
125COLDSTREAM CAPITAL MANAGEMENT INC$2.2M1
126LRT Capital Management, LLC$2.2M1
127Capital International, Inc./CA/$2.1M1
128Ameritas Investment Partners, Inc.$2.1M1
129BANK OF MONTREAL /CAN/$2.1M1
130NATIONAL BANK OF CANADA /FI/$2.0M1
131Pictet Asset Management Holding SA$1.9M1
132CITADEL ADVISORS LLC$1.9M1
133OLD NATIONAL BANCORP /IN/$1.9M1
134Utah Retirement Systems$1.8M1
135Summit Trail Advisors, LLC$1.8M1
136VICTORY CAPITAL MANAGEMENT INC$1.8M1
137Asset Management One Co., Ltd.$1.8M1
138Vanguard Personalized Indexing Management, LLC$1.7M1
139Henshaw Capital LLC$1.7M1
140RBF Capital, LLC$1.7M1
141GREAT LAKES ADVISORS, LLC$1.6M1
142MML INVESTORS SERVICES, LLC$1.6M1
143COMMONWEALTH EQUITY SERVICES, LLC$1.6M1
144Cetera Investment Advisers$1.5M1
145HOWLAND CAPITAL MANAGEMENT LLC$1.5M1
146SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M1
147Quintet Private Bank (Europe) S.A.$1.4M1
148NewEdge Advisors, LLC$1.4M1
149XPONANCE LLC$1.4M1
150LGT Fund Management Co Ltd.$1.4M1
151ONTARIO TEACHERS PENSION PLAN BOARD$1.4M1
152Callan Family Office, LLC$1.4M1
153Walleye Trading LLC$1.3M1
154NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.3M1
155PRINCIPAL SECURITIES, INC.$1.3M1
156AlTi Global, Inc.$1.3M1
157LEAVELL INVESTMENT MANAGEMENT, INC.$1.2M1
158BANK OF NOVA SCOTIA$1.2M1
159Lee Financial Co$1.2M1
160WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M1
161Northwest & Ethical Investments L.P.$1.1M1
162M&T BANK CORP$1.1M1
163IAMS WEALTH MANAGEMENT, LLC$1.1M1
164Prospera Financial Services Inc$1.1M1
165Monument Capital Management$1.0M1
166Empowered Funds, LLC$1.0M1
167Perbak Capital Partners LLP$1.0M1
168PINNACLE ASSOCIATES LTD$1.0M1
169Mirabaud Asset Management Ltd$994K1
170VOYA INVESTMENT MANAGEMENT LLC$980K1
171Maia Wealth LLC$980K1
172EXCHANGE TRADED CONCEPTS, LLC$962K1
173Crossmark Global Holdings, Inc.$950K1
174Sanctuary Advisors, LLC$933K1
175Union Bancaire Privee, UBP SA$928K1
176OPPENHEIMER & CO INC$908K1
177LETSON INVESTMENT MANAGEMENT, INC.$907K1
178Centiva Capital, LP$907K1
179TCM Advisors, LLC$876K1
180SECURIAN ASSET MANAGEMENT, INC$843K1
181Aquatic Capital Management LLC$834K1
182Aurdan Capital Management, LLC$824K1
183FIDUCIARY TRUST CO$812K1
184MERCER GLOBAL ADVISORS INC /ADV$805K1
185Lighthouse Investment Partners, LLC$798K1
186Capital Investment Advisory Services, LLC$796K1
187Chevy Chase Trust Holdings, LLC$796K1
188MACKENZIE FINANCIAL CORP$767K1
189Procyon Advisors, LLC$737K1
190Compound Planning, Inc.$735K1
191COMMERCE BANK$731K1
192Swiss Life Asset Management Ltd$713K1
193RITHOLTZ WEALTH MANAGEMENT$686K1
194HBK Sorce Advisory LLC$686K1
195&PARTNERS$670K1
196GUGGENHEIM CAPITAL LLC$659K1
197Merit Financial Group, LLC$629K1
198Ensign Peak Advisors, Inc$602K1
199Ascent Wealth Partners, LLC$598K1
200US BANCORP \DE\$592K1
201WADDELL & ASSOCIATES, LLC$582K1
202HB Wealth Management, LLC$573K1
203Global Trust Asset Management, LLC$570K1
204Tranquility Partners, LLC$567K1
205Waverly Advisors, LLC$551K1
206FORA Capital, LLC$548K1
207Larson Financial Group LLC$547K1
208Maryland State Retirement & Pension System$542K1
209Focus Partners Wealth$542K1
210HSBC HOLDINGS PLC$537K1
211Baird Financial Group, Inc.$535K1
212Brooklyn Investment Group$534K1
213Sepio Capital, LP$533K1
214JANE STREET GROUP, LLC$523K1
215MASTERINVEST Kapitalanlage GmbH$510K1
216Corient Private Wealth LLC$509K1
217CRAWFORD INVESTMENT COUNSEL INC$498K1
218CIBC WORLD MARKET INC.$495K1
219Modern Wealth Management, LLC$494K1
220VOLORIDGE INVESTMENT MANAGEMENT, LLC$493K1
221Empirical Finance, LLC$489K1
222STEPHENS INC /AR/$485K1
223BUCKHEAD CAPITAL MANAGEMENT LLC$465K1
224BBR PARTNERS, LLC$463K1
225AIRE ADVISORS, LLC$454K1
226LONDON CO OF VIRGINIA$447K1
227LWM Advisory Services, LLC$438K1
228STIFEL FINANCIAL CORP$433K1
229FINANCIAL MANAGEMENT NETWORK INC$431K1
230CIBC Asset Management Inc$417K1
231Concurrent Investment Advisors, LLC$416K1
232nVerses Capital, LLC$409K1
233Cadent Capital Advisors, LLC$389K1
234Allspring Global Investments Holdings, LLC$389K1
235QUADRANT CAPITAL GROUP LLC$384K1
236Kestra Advisory Services, LLC$377K1
237SHELTON CAPITAL MANAGEMENT$375K1
238Tower Research Capital LLC (TRC)$374K1
239Allworth Financial LP$369K1
240Engineers Gate Manager LP$362K1
241Private Advisor Group, LLC$351K1
242Vise Technologies, Inc.$348K1
243Laird Norton Wetherby Trust Company, LLC$347K1
244Indie Asset Partners, LLC$343K1
245ABN AMRO INVESTMENT SOLUTIONS$334K1
246Corient IA LLC$333K1
247Lombard Odier Asset Management (USA) Corp$333K1
248EVERGREEN CAPITAL MANAGEMENT LLC$331K1
249North Dakota State Investment Board$329K1
250UNITED CAPITAL FINANCIAL ADVISORS, LLC$327K1
251Tidal Investments LLC$325K1
252CANADA PENSION PLAN INVESTMENT BOARD$322K1
253Geneos Wealth Management Inc.$321K1
254Steward Partners Investment Advisory, LLC$315K1
255JOURNEY STRATEGIC WEALTH LLC$311K1
256Summit Financial, LLC$306K1
257Ashton Thomas Private Wealth, LLC$306K1
258CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$305K1
259MGO ONE SEVEN LLC$304K1
260Compass Advisory Group LLC$299K1
261Empower Advisory Group, LLC$292K1
262Atria Investments, Inc$288K1
263Vident Advisory, LLC$286K1
264Proficio Capital Partners LLC$283K1
265Delta Investment Management, LLC$282K1
266WORLDQUANT MILLENNIUM ADVISORS LLC$281K1
267Truvestments Capital LLC$280K1
268SNS Financial Group, LLC$278K1
269Kingsview Wealth Management, LLC$274K1
270Marks Group Wealth Management, Inc$270K1
271Ethic Inc.$268K1
272UNIVERSITY OF CHICAGO$268K1
273BNP Paribas Asset Management Holding S.A.$266K1
274Meiji Yasuda Asset Management Co Ltd.$265K1
275Lido Advisors, LLC$265K1
276SEEDS INVESTOR LLC$260K1
277Fairfield Financial Advisors, LTD$259K1
278PROFUND ADVISORS LLC$251K1
279S Harris Financial Group, LLC$250K1
280JACOBSON & SCHMITT ADVISORS, LLC$248K1
281InTrack Investment Management Inc$248K1
282Savvy Advisors, Inc.$247K1
283Point Windward Advisors Inc.$246K1
284Horst & Graben Wealth Management LLC$245K1
285PATRON PARTNERS, LLC$239K1
286PLIMOTH TRUST CO LLC$236K1
287Beacon Pointe Advisors, LLC$236K1
288Man Group plc$233K1
289Stratos Wealth Partners, LTD.$231K1
290Legacy Capital Wealth Partners, LLC$229K1
291SIGNATUREFD, LLC$229K1
292Eurizon Capital SGR S.p.A.$223K1
293KESTRA PRIVATE WEALTH SERVICES, LLC$220K1
294Advisors Capital Management, LLC$218K1
295Orion Porfolio Solutions, LLC$217K1
296Walleye Capital LLC$214K1
297Global Financial Private Client, LLC$213K1
298Caerus Investment Advisors, LLC$212K1
299Graves Light Lenhart Wealth, Inc.$211K1
300Barnes Wealth Management Group, Inc$209K1
301Sargent Investment Group, LLC$208K1
302Tranquilli Financial Advisor LLC$208K1
303Brookmont Capital Management$207K1
304CADINHA & CO LLC$206K1
305Founders Capital Management$149K1
306UMB Bank, n.a.$139K1
307GROUP ONE TRADING LLC$138K1
308Clearstead Advisors, LLC$112K1
309Smartleaf Asset Management LLC$108K1
310NOMURA ASSET MANAGEMENT CO LTD$99.8K1
311NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$87.7K1
312Avalon Trust Co$82.5K1
313Spire Wealth Management$77.0K1
314Destiny Wealth Partners, LLC$71.9K1
315TD Waterhouse Canada Inc.$71.4K1
316STEPH & CO$69.7K1
317GABLES CAPITAL MANAGEMENT INC.$67.0K1
318MAI Capital Management$64.5K1
319VISION FINANCIAL MARKETS LLC$54.3K1
320TRUST CO OF TOLEDO NA /OH/$48.8K1
321Asset Dedication, LLC$48.4K1
322Annis Gardner Whiting Capital Advisors, LLC$47.0K1
323Premier Fund Managers Ltd$44.5K1
324NFSG Corp$39.0K1
325Aster Capital Management (DIFC) Ltd$37.0K1
326Parkside Financial Bank & Trust$35.2K1
327Blue Trust, Inc.$33.4K1
328ACADIAN ASSET MANAGEMENT LLC$33.0K1
329Maj Invest Holding A/S$30.9K1
330Mitsubishi UFJ Asset Management Co., Ltd.$21.8K1
331N.E.W. Advisory Services LLC$21.7K1
332C WorldWide Group Holding A/S$18.9K1
333Lavaca Capital LLC$16.8K1
334Axiom Investment Management LLC$16.5K1
335HOEY INVESTMENTS, INC$16.0K1
336Investment Research & Advisory Group, Inc.$13.1K1
337CVA Family Office, LLC$12.6K1
338Center for Financial Planning, Inc.$12.3K1
339Financial Freedom, LLC$10.4K1
340HRT FINANCIAL LP$10.3K1
341GHP Investment Advisors, Inc.$10.2K1
342CHILTON CAPITAL MANAGEMENT LLC$10.1K1
343SJS Investment Consulting Inc.$10.0K1
344Leonteq Securities AG$9.9K1
345Caitlin John, LLC$9.9K1
346FARMERS & MERCHANTS INVESTMENTS INC$9.5K1
347Arax Advisory Partners$9.3K1
348SHP Wealth Management$9.2K1
349Clearstead Trust, LLC$9.0K1
350Bayforest Capital Ltd$9.0K1
351INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8.2K1
352WPG Advisers, LLC$8.0K1
353HFM Investment Advisors, LLC$7.8K1
354Owl Creek Wealth Partners LLC$7.0K1
355CANADA LIFE ASSURANCE Co$6.8K1
356Keating Financial Advisory Services, Inc.$6.8K1
357BELLEVUE ASSET MANAGEMENT, LLC$6.2K1
358NATIXIS ADVISORS, LLC$6.2K1
359Johnson Financial Group, Inc.$6.1K1
360JFS WEALTH ADVISORS, LLC$6.0K1
361Transamerica Financial Advisors, LLC$5.5K1
362Pinnacle Wealth Planning Services, Inc.$5.0K1
363MBM WEALTH CONSULTANTS, LLC$5.0K1
364Treasurer of the State of North Carolina$4.8K1
365American Capital Advisory, LLC$4.6K1
366KBC Group NV$4.6K1
367EFG International AG$4.5K1
368Frazier Financial Advisors, LLC$4.4K1
369CALDWELL SUTTER CAPITAL, INC.$4.2K1
370Strategic Investment Solutions, Inc. /IL$4.2K1
371Avion Wealth$3.9K1
372CENTRAL TRUST Co$3.9K1
373AMICA MUTUAL INSURANCE CO$3.8K1
374TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3.7K1
375State of Alaska, Department of Revenue$3.5K1
376THRIVENT FINANCIAL FOR LUTHERANS$3.4K1
377Triumph Capital Management$3.3K1
378MATHER GROUP, LLC.$3.2K1
379Sachetta, LLC$2.8K1
380South Dakota Investment Council$2.6K1
381Prestige Wealth Management Group LLC$2.3K1
382DiNuzzo Private Wealth, Inc.$2.1K1
383SWAN Capital LLC$2.1K1
384Valued Wealth Advisors LLC$2.0K1
385Cromwell Holdings LLC$1.8K1
386Rialto Wealth Management, LLC$1.7K1
387EVERMAY WEALTH MANAGEMENT LLC$1.7K1
388ATWOOD & PALMER INC$1.5K1
389Marquette Asset Management, LLC$1.5K1
390Crewe Advisors LLC$1.5K1
391Bell Investment Advisors, Inc$1.4K1
392True Wealth Design, LLC$1.4K1
393SALEM INVESTMENT COUNSELORS INC$1.3K1
394Manchester Capital Management LLC$1.2K1
395Sunrise Financial Services, LLC$9901
396ALBION FINANCIAL GROUP /UT$9081
397Vermillion Wealth Management, Inc.$8251
398Orion Capital Management LLC$7431
399Kilter Group LLC$6611
400HERITAGE INVESTORS MANAGEMENT CORP$6541
401Intentional Wealth Strategies, LLC$4951
402Salomon & Ludwin, LLC$4241
403Quaker Wealth Management, LLC$3311
404DecisionPoint Financial, LLC$3311
405Seneschal Advisors, LLC$3311
406Claret Asset Management Corp$2311
407Smithfield Trust Co$2121
408MV CAPITAL MANAGEMENT, INC.$1661
409Signature Equity Partners, LLC$1651
410Employees Retirement System of Texas$1121
411Rakuten Securities, Inc.$831
412HAZLETT, BURT & WATSON, INC.$331
413Raleigh Capital Management Inc.$141
414Jefferies Financial Group Inc.— value not disclosed1
415VANGUARD GROUP INC— value not disclosed1
416HARBOUR INVESTMENTS, INC.— value not disclosed1
417JONES FINANCIAL COMPANIES LLLP— value not disclosed1
418Brandywine Global Investment Management, LLC— value not disclosed1
419BANCO BILBAO VIZCAYA ARGENTARIA, S.A.— value not disclosed1
420DAVENPORT & Co LLC— value not disclosed1
421Banco Santander, S.A.— value not disclosed1
422NBT BANK, N.A.— value not disclosed1
423PRUDENTIAL PLC— value not disclosed1
424COMERICA BANK— value not disclosed1
425TRUST CO OF VERMONT— value not disclosed1
426BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
427SILVERCREST ASSET MANAGEMENT GROUP LLC— value not disclosed1
428MILLENNIUM MANAGEMENT LLC— value not disclosed1
429CIBC Private Wealth Group LLC— value not disclosed1
430BROWN ADVISORY INC— value not disclosed1
431Magnetar Financial LLC— value not disclosed1
432NORGES BANK— value not disclosed1
433Hudson Bay Capital Management LP— value not disclosed1
434WBI INVESTMENTS, LLC— value not disclosed1
435Verition Fund Management LLC— value not disclosed1
436TWO SIGMA ADVISERS, LP— value not disclosed1
437Edgestream Partners, L.P.— value not disclosed1
438DT Investment Partners, LLC— value not disclosed1
439BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
440Alpha Cubed Investments, LLC— value not disclosed1
441Arete Wealth Advisors, LLC— value not disclosed1
442ARMISTICE CAPITAL, LLC— value not disclosed1
443Maven Securities LTD— value not disclosed1
444Krilogy Financial LLC— value not disclosed1
445Numerai GP LLC— value not disclosed1
446McIlrath & Eck, LLC— value not disclosed1
447Garner Asset Management Corp— value not disclosed1
448Qube Research & Technologies Ltd— value not disclosed1
449ExodusPoint Capital Management, LP— value not disclosed1
450West Branch Capital LLC— value not disclosed1
451Atom Investors LP— value not disclosed1
452Global Retirement Partners, LLC— value not disclosed1
453Oak Thistle LLC— value not disclosed1
454MQS Management LLC— value not disclosed1
455TWINBEECH CAPITAL LP— value not disclosed1
456Banque Cantonale Vaudoise— value not disclosed1
457INCEPTIONR LLC— value not disclosed1
458XTX Topco Ltd— value not disclosed1
459Coppell Advisory Solutions LLC— value not disclosed1
460Focus Partners Advisor Solutions, LLC— value not disclosed1
461TUCKER ASSET MANAGEMENT LLC— value not disclosed1
462CenterBook Partners LP— value not disclosed1
463AlphaQuest LLC— value not disclosed1
464Forum Financial Management, LP— value not disclosed1
465SageView Advisory Group, LLC— value not disclosed1
466iSAM Funds (UK) Ltd— value not disclosed1
467Cape Investment Advisory, Inc.— value not disclosed1
468Dunhill Financial, LLC— value not disclosed1
469Caitong International Asset Management Co., Ltd— value not disclosed1
470Quarry LP— value not disclosed1
471EntryPoint Capital, LLC— value not disclosed1
472Freestone Grove Partners LP— value not disclosed1
473Central Pacific Bank - Trust Division— value not disclosed1
474BCS Private Wealth Management, Inc.— value not disclosed1
475Worthington Financial Partners, LLC— value not disclosed1
47646 Peaks LLC— value not disclosed1
Truncated by Public Filings. Every one of the 413 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)0 buy / 15 sell
Congress net ($ bound)−$310K to −$64.0K
Filers net (actions)not in build
Filers net ($ 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 SCI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SCI · financials and macro

Financials — as filed PLANNED

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