Public record / Tickers / SF

SF — STIFEL FINANCIAL CORP†

Both disclosure regimes on one name: who in Congress filed about SF, 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
13
all PTR rows naming SF
Members · 12m
3
3 buys · 3 sells · by trade date
Latest PTR
09-04
filed 2026-09-04
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

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

BUY · traded 2026-07-10 → filed 2026-09-04. Ranked over every SF row by the provable lower bound, never a point estimate.

3 members · 3 buys / 3 sells

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

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

9 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. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SF · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SF
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 07-10 LATE·56d$1K–$15K
2026-01-13Julia Letlow R–LA-5BUYTraded 2025-11-03 LATE·71d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 11-24 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 10-30 +22d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in SF

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing SF 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Julia Letlow R–LA-51$1.0K to $15.0K2

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

Congress ↔ notable managers · SF

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

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $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 · Stifel Financial Corp - US

Merged timeline of congressional filings and notable-manager moves on SF
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressBUY$1K–$15K
2026-05-15Tudor Investment Corp 13FADD+429,332 sh
2026-05-15Bridgewater Associates 13FTRIM−9,711 sh
2026-05-15Moore Capital Management 13FEXIT−89,344 sh
2026-05-14Caxton Associates 13FADD+2,230 sh

5 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 SF for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2AQR CAPITAL MANAGEMENT LLC$622M1
3FMR LLC$601M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$527M1
5VANGUARD CAPITAL MANAGEMENT LLC$491M1
6STATE STREET CORP$344M1
7ALLIANCEBERNSTEIN L.P.$339M1
8Boston Partners$313M1
9STIFEL FINANCIAL CORP$279M1
10WELLINGTON MANAGEMENT GROUP LLP$273M1
11EARNEST PARTNERS LLC$273M1
12Capital Research Global Investors$207M1
13DIMENSIONAL FUND ADVISORS LP$193M1
14MORGAN STANLEY$146M1
15BANK OF AMERICA CORP /DE/$139M1
16Fisher Asset Management, LLC$125M1
17NORTHERN TRUST CORP$113M1
18NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$108M1
19JACOBS LEVY EQUITY MANAGEMENT, INC$101M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$98.6M1
21Qube Research & Technologies Ltd$93.5M1
22Fiera Capital Corp$90.6M1
23FULLER & THALER ASSET MANAGEMENT, INC.$90.1M1
24PRINCIPAL FINANCIAL GROUP INC$79.5M1
25VANGUARD FIDUCIARY TRUST CO$69.5M1
26VICTORY CAPITAL MANAGEMENT INC$64.3M1
27UBS Group AG$58.0M1
28Point72 Asset Management, L.P.$53.7M1
29ENVESTNET ASSET MANAGEMENT INC$47.3M1
30D. E. Shaw & Co., Inc.$46.0M1
31ALGEBRIS (UK) LTD$44.6M1
32HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$42.3M1
33Invesco Ltd.$41.2M1
34Amundi$36.3M1
35TUDOR INVESTMENT CORP ET AL$36.2M1
36BARCLAYS PLC$36.0M1
37VOLORIDGE INVESTMENT MANAGEMENT, LLC$33.7M1
38Walleye Capital LLC$32.8M1
39WELLS FARGO & COMPANY/MN$31.9M1
40JANE STREET GROUP, LLC$31.9M1
41MILLENNIUM MANAGEMENT LLC$31.4M1
42Prana Capital Management, LP$31.3M1
43SEI INVESTMENTS CO$30.5M1
44UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$30.3M1
45Retirement Systems of Alabama$29.5M1
46TWO SIGMA INVESTMENTS, LP$27.1M1
47Woodline Partners LP$26.8M1
48Engineers Gate Manager LP$25.7M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$25.3M1
50BANK OF NOVA SCOTIA$25.3M1
51PANAGORA ASSET MANAGEMENT INC$24.8M1
52IEQ CAPITAL, LLC$23.0M1
53Quantinno Capital Management LP$22.8M1
54CITADEL ADVISORS LLC$22.6M1
55Nuveen, LLC$22.6M1
56Swiss National Bank$22.3M1
57STATE OF WISCONSIN INVESTMENT BOARD$19.4M1
58Voleon Capital Management LP$19.4M1
59RAYMOND JAMES FINANCIAL INC$19.4M1
60Jain Global LLC$18.5M1
61WINTON GROUP Ltd$18.3M1
62ADAGE CAPITAL PARTNERS GP, L.L.C.$18.2M1
63Mariner, LLC$16.9M1
64VOYA INVESTMENT MANAGEMENT LLC$16.8M1
65Brevan Howard Capital Management LP$16.4M1
66NATIXIS$16.1M1
67Access Investment Management LLC$15.8M1
68Moran Wealth Management, LLC$15.1M1
69Legal & General Group Plc$14.7M1
70AXIOM INVESTORS LLC /DE$14.3M1
71DEUTSCHE BANK AG\$13.7M1
72Curi Capital, LLC$13.7M1
73Cerity Partners LLC$13.5M1
74NATIONAL BANK OF CANADA /FI/$13.3M1
75CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$13.2M1
76FRANKLIN RESOURCES INC$12.1M1
77Trexquant Investment LP$11.9M1
78EULAV Asset Management$11.6M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.4M1
80Creative Planning$11.2M1
81ROYAL BANK OF CANADA$10.6M1
82VANGUARD ASSET MANAGEMENT, Ltd$10.5M1
83PICTON MAHONEY ASSET MANAGEMENT$10.4M1
84CWM, LLC$10.4M1
85HEARTLAND ADVISORS INC$9.9M1
86Channing Capital Management, LLC$9.8M1
87SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$9.6M1
88CITIGROUP INC$9.6M1
89Universal- Beteiligungs- und Servicegesellschaft mbH$9.5M1
90Assenagon Asset Management S.A.$9.4M1
91BW Gestao de Investimentos Ltda.$9.2M1
92TEACHER RETIREMENT SYSTEM OF TEXAS$8.9M1
93LAZARD ASSET MANAGEMENT LLC$8.5M1
94FIRST TRUST ADVISORS LP$8.5M1
95Philadelphia Financial Management of San Francisco, LLC$8.4M1
96PDT Partners, LLC$8.3M1
97Connor, Clark & Lunn Investment Management Ltd.$8.3M1
98MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.1M1
99MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.1M1
100Man Group plc$8.0M1
101AMERICAN CENTURY COMPANIES INC$8.0M1
102OPPENHEIMER ASSET MANAGEMENT INC.$7.8M1
103Schonfeld Strategic Advisors LLC$7.6M1
104CANADA PENSION PLAN INVESTMENT BOARD$7.6M1
105CASTLEARK MANAGEMENT LLC$7.5M1
106RENAISSANCE TECHNOLOGIES LLC$7.5M1
107ExodusPoint Capital Management, LP$7.5M1
108Allspring Global Investments Holdings, LLC$6.7M1
109Kingsview Wealth Management, LLC$6.5M1
110ZACKS INVESTMENT MANAGEMENT$6.3M1
111MERCER GLOBAL ADVISORS INC /ADV$6.2M1
112Edgestream Partners, L.P.$6.2M1
113BOOTHBAY FUND MANAGEMENT, LLC$6.1M1
114New Age Alpha Advisors, LLC$6.0M1
1151492 Capital Management LLC$6.0M1
116HSBC HOLDINGS PLC$6.0M1
117WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.9M1
118XTX Topco Ltd$5.9M1
119BANK OF MONTREAL /CAN/$5.9M1
120Y-Intercept (Hong Kong) Ltd$5.6M1
121Vanguard Global Advisers, LLC$5.5M1
122LPL Financial LLC$5.5M1
123FIFTH THIRD BANCORP$5.5M1
124Dana Investment Advisors, Inc.$5.4M1
125Squarepoint Ops LLC$5.3M1
126Focus Partners Wealth$5.3M1
127Verdence Capital Advisors LLC$5.1M1
128Janus Henderson Group Ltd.$5.1M1
129BRANDYWINE OAK PRIVATE WEALTH LLC$4.9M1
130BALYASNY ASSET MANAGEMENT L.P.$4.9M1
131TRILLIUM ASSET MANAGEMENT, LLC$4.8M1
132EVOLVE PRIVATE WEALTH, LLC$4.6M1
133Beverly Hills Private Wealth, LLC$4.5M1
134SCHRODER INVESTMENT MANAGEMENT GROUP$4.5M1
135Covenant Asset Management, LLC$4.4M1
136Pathstone Holdings, LLC$4.4M1
137Orion Porfolio Solutions, LLC$4.3M1
138Cinctive Capital Management LP$4.3M1
139North Reef Capital Management LP$4.2M1
140US BANCORP \DE\$4.2M1
141Stanley-Laman Group, Ltd.$3.8M1
142Ameritas Investment Partners, Inc.$3.7M1
143Palisades Investment Partners, LLC$3.6M1
144DAVENPORT & Co LLC$3.6M1
145REGIONS FINANCIAL CORP$3.5M1
146PRUDENTIAL FINANCIAL INC$3.5M1
147State of New Jersey Common Pension Fund D$3.3M1
148MARTINGALE ASSET MANAGEMENT L P$3.1M1
149Arizona State Retirement System$3.1M1
150MONETA GROUP INVESTMENT ADVISORS LLC$3.1M1
151Meramec Financial Planners, LLC$3.1M1
152Bridgewater Associates, LP$3.1M1
153MML INVESTORS SERVICES, LLC$3.0M1
154Magnetar Financial LLC$3.0M1
155Gator Capital Management, LLC$3.0M1
156Aquatic Capital Management LLC$3.0M1
157Zurcher Kantonalbank (Zurich Cantonalbank)$2.9M1
158Vanguard Investments Australia, Ltd.$2.9M1
159INTECH INVESTMENT MANAGEMENT LLC$2.9M1
160GUGGENHEIM CAPITAL LLC$2.9M1
161Steward Partners Investment Advisory, LLC$2.9M1
162COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.8M1
163STATE OF MICHIGAN RETIREMENT SYSTEM$2.7M1
164ASSETMARK, INC$2.6M1
165Cetera Investment Advisers$2.6M1
166FIRST NATIONAL BANK OF OMAHA$2.5M1
167NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.5M1
168Corient Private Wealth LLC$2.5M1
169Vanguard Personalized Indexing Management, LLC$2.4M1
170CREDIT AGRICOLE S A$2.4M1
171Vestmark Advisory Solutions, Inc.$2.4M1
172OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
173LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.3M1
174PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$2.3M1
175Interval Partners, LP$2.2M1
176Elo Mutual Pension Insurance Co$2.2M1
177PMC FIG Opportunities LLC$2.2M1
178AIA Group Ltd$2.2M1
179O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.1M1
180Federation des caisses Desjardins du Quebec$2.1M1
181TRUIST FINANCIAL CORP$1.9M1
182QUADRANT CAPITAL GROUP LLC$1.9M1
183Illinois Municipal Retirement Fund$1.9M1
184Summit Trail Advisors, LLC$1.9M1
185BROWN ADVISORY INC$1.9M1
186LECAP ASSET MANAGEMENT LTD$1.8M1
187Pictet Asset Management Holding SA$1.8M1
188AXQ CAPITAL, LP$1.8M1
189Tidal Investments LLC$1.7M1
190Riverwater Partners LLC$1.7M1
191ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.7M1
192Quantum Private Wealth, LLC$1.7M1
193Gradient Investments LLC$1.6M1
194Sivia Capital Partners, LLC$1.6M1
195Merit Financial Group, LLC$1.6M1
196Zurich Insurance Group Ltd/FI$1.6M1
197Atria Investments, Inc$1.6M1
198Focus Partners Advisor Solutions, LLC$1.6M1
199COMMERCE BANK$1.6M1
200QRG CAPITAL MANAGEMENT, INC.$1.6M1
201Calamos Advisors LLC$1.5M1
202HighTower Advisors, LLC$1.5M1
203MACKENZIE FINANCIAL CORP$1.4M1
204Alyeska Investment Group, L.P.$1.4M1
205XPONANCE LLC$1.3M1
206NewEdge Advisors, LLC$1.3M1
207COLDSTREAM CAPITAL MANAGEMENT INC$1.3M1
208CHOREO, LLC$1.2M1
209Centiva Capital, LP$1.2M1
210Tributary Capital Management, LLC$1.2M1
211Lighthouse Investment Partners, LLC$1.2M1
212Rockefeller Capital Management L.P.$1.2M1
213Sanctuary Advisors, LLC$1.1M1
214&PARTNERS$1.1M1
215EAGLE ROCK INVESTMENT COMPANY, LLC$1.1M1
216Pallas Capital Advisors LLC$1.1M1
217Plancorp, LLC$1.1M1
218HANCOCK WHITNEY CORP$1.0M1
219Bull Harbor Capital LLC$1.0M1
220UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.0M1
221Concurrent Investment Advisors, LLC$1.0M1
222Sequoia Financial Advisors, LLC$1.0M1
223ING GROEP NV$998K1
224Swiss Life Asset Management Ltd$969K1
225Krilogy Financial LLC$947K1
226Polymer Capital Management (US) LLC$944K1
227Chicago Partners Investment Group LLC$937K1
228TT International Asset Management LTD$922K1
229FEDERATED HERMES, INC.$896K1
230Persistent Asset Partners Ltd$887K1
231Pinnacle Financial Partners, Inc.$875K1
232Crossmark Global Holdings, Inc.$843K1
233SECURIAN ASSET MANAGEMENT, INC$831K1
234Empowered Funds, LLC$786K1
235Impact Partnership Wealth, LLC$780K1
236Morningstar Investment Management LLC$766K1
237Ensign Peak Advisors, Inc$756K1
238MALTESE CAPITAL MANAGEMENT LLC$739K1
239MIRABELLA FINANCIAL SERVICES LLP$737K1
240EDMP, INC.$719K1
241HB Wealth Management, LLC$696K1
242Snowden Capital Advisors LLC$688K1
243Daiwa Securities Group Inc.$685K1
244M&T BANK CORP$669K1
245Haven Private, LLC$667K1
246CAXTON ASSOCIATES LLP$666K1
247BLAIR WILLIAM & CO/IL$659K1
248J.M. Arbour, LLC$649K1
249NorthCrest Asset Manangement, LLC$644K1
250B. Riley Wealth Advisors, Inc.$642K1
251Tower Research Capital LLC (TRC)$640K1
252Waverly Advisors, LLC$636K1
253First National Advisers, LLC$624K1
254Baird Financial Group, Inc.$607K1
255FIDUCIARY TRUST CO$606K1
256GATEWAY INVESTMENT ADVISERS LLC$604K1
257Private Advisor Group, LLC$602K1
258VARCOV Co.$602K1
259Utah Retirement Systems$588K1
260Rehmann Capital Advisory Group$587K1
261Machina Capital S.A.S.$576K1
262Radnor Capital Management, LLC$562K1
263Numerai GP LLC$546K1
264nVerses Capital, LLC$544K1
265Callan Family Office, LLC$542K1
266CI INVESTMENTS INC.$533K1
267Maryland State Retirement & Pension System$514K1
268Allworth Financial LP$512K1
269CAPSTONE INVESTMENT ADVISORS, LLC$497K1
270Meeder Advisory Services, Inc.$486K1
271Stratos Wealth Partners, LTD.$484K1
272OCCUDO QUANTITATIVE STRATEGIES LP$481K1
273Freestone Grove Partners LP$479K1
274WHITENER CAPITAL MANAGEMENT, INC.$478K1
275INCEPTIONR LLC$473K1
276Blueshift Asset Management, LLC$469K1
277OneDigital Investment Advisors LLC$469K1
278Detalus Advisors, LLC$466K1
279OLD NATIONAL BANCORP /IN/$462K1
280IMC-Chicago, LLC$454K1
281Perigon Wealth Management, LLC$454K1
282ProShare Advisors LLC$452K1
283Rothschild Wealth LLC$448K1
284EVERGREEN CAPITAL MANAGEMENT LLC$445K1
285KEYBANK NATIONAL ASSOCIATION/OH$442K1
286JOURNEY STRATEGIC WEALTH LLC$437K1
287WADDELL & ASSOCIATES, LLC$435K1
288Caerus Investment Advisors, LLC$425K1
289MAI Capital Management$425K1
290Clark Capital Management Group, Inc.$423K1
291EVOKE WEALTH, LLC$417K1
292AIGEN INVESTMENT MANAGEMENT, LP$412K1
293Dynamic Technology Lab Private Ltd$411K1
294Northwest & Ethical Investments L.P.$409K1
295Parcion Private Wealth LLC$404K1
296Larson Financial Group LLC$396K1
297Parkside Financial Bank & Trust$391K1
298Avise Financial Cooperative, Inc.$390K1
299AVIVA PLC$389K1
300CITIZENS FINANCIAL GROUP INC/RI$383K1
301Brooklyn Investment Group$379K1
302INTRUST BANK NA$376K1
303RITHOLTZ WEALTH MANAGEMENT$376K1
304Vident Advisory, LLC$375K1
305Sowell Financial Services LLC$375K1
306Essex Financial Services, Inc.$372K1
307SHELTON CAPITAL MANAGEMENT$366K1
308iSAM Funds (UK) Ltd$365K1
309BEESE FULMER INVESTMENT MANAGEMENT, INC.$362K1
310CIBC Asset Management Inc$361K1
311DAYMARK WEALTH PARTNERS, LLC$358K1
312WBI INVESTMENTS, LLC$357K1
313TD ASSET MANAGEMENT INC$355K1
314ROBERTS GLORE & CO INC /IL/$350K1
315FULTON BANK, N.A.$346K1
316Dundas Partners LLP$346K1
317GenTrust, LLC$343K1
318Formidable Asset Management, LLC$338K1
319Bridgefront Capital, LLC$337K1
320DRIVE WEALTH MANAGEMENT, LLC$336K1
321Impact Capital Partners LLC$336K1
322PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$333K1
323PINNACLE ASSOCIATES LTD$328K1
324Blue Trust, Inc.$326K1
325Legacy Capital Wealth Partners, LLC$325K1
326Mitsubishi UFJ Trust & Banking Corp$324K1
327North Dakota State Investment Board$320K1
328DRW Securities, LLC$312K1
329STEPHENS INC /AR/$310K1
330QTR Family Wealth, LLC$302K1
331OSAIC HOLDINGS, INC.$299K1
332ETF Store, Inc.$296K1
333Envestnet Portfolio Solutions, Inc.$294K1
334Compound Planning, Inc.$292K1
335CIBC Bancorp USA Inc.$288K1
336KESTRA PRIVATE WEALTH SERVICES, LLC$288K1
337Clearstead Advisors, LLC$287K1
338Caitlin John, LLC$284K1
339JACKSON THORNTON WEALTH MANAGEMENT, LLC$283K1
340Midwest Trust Co$279K1
341COMMONWEALTH EQUITY SERVICES, LLC$279K1
342ELEVATION POINT WEALTH PARTNERS, LLC$278K1
343R Squared Ltd$277K1
344MQS Management LLC$277K1
345Kera Capital Partners, Inc.$273K1
346Meiji Yasuda Asset Management Co Ltd.$260K1
347NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$256K1
348KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$251K1
349COUNTRY TRUST BANK$249K1
350PROFUND ADVISORS LLC$247K1
351Serenity Investment Advisors$246K1
352PRINCETON CAPITAL MANAGEMENT LLC$244K1
353DIVERSIFY WEALTH MANAGEMENT, LLC$244K1
354PRINCIPAL SECURITIES, INC.$242K1
355Caprock Group, LLC$239K1
356Lido Advisors, LLC$239K1
357Walleye Trading LLC$238K1
358SIGNATUREFD, LLC$237K1
359Eurizon Capital SGR S.p.A.$232K1
360Evelyn Partners Investment Management Services Ltd$231K1
361Ballentine Partners, LLC$230K1
362EXCHANGE TRADED CONCEPTS, LLC$229K1
363MOODY ALDRICH PARTNERS LLC$229K1
364NewEdge Wealth, LLC$228K1
365Grant Private Wealth Management Inc$227K1
366WINEBRENNER CAPITAL MANAGEMENT LLC$226K1
367waypoint wealth counsel$225K1
368Vise Technologies, Inc.$219K1
369HUB Investment Partners, LLC$216K1
370WORLDQUANT MILLENNIUM ADVISORS LLC$216K1
371PCM Encore, LLC$213K1
372Baker Avenue Asset Management, LP$209K1
373SAGE RHINO CAPITAL LLC$202K1
374BNP Paribas Asset Management Holding S.A.$198K1
375UMB Bank, n.a.$197K1
376Johnson Financial Group, Inc.$187K1
377Arax Advisory Partners$178K1
378Acropolis Investment Management, LLC$158K1
379Hilltop National Bank$149K1
380Kemnay Advisory Services Inc.$142K1
381NOMURA ASSET MANAGEMENT CO LTD$140K1
382FINANCIAL CONSULATE, INC$138K1
383Destiny Wealth Partners, LLC$137K1
384WESTPAC BANKING CORP$123K1
385State of Wyoming$122K1
386SJS Investment Consulting Inc.$94.3K1
387MATHER GROUP, LLC.$78.1K1
388Bayforest Capital Ltd$77.8K1
389True Wealth Design, LLC$68.2K1
390MONTAG A & ASSOCIATES INC$64.8K1
391Smartleaf Asset Management LLC$60.8K1
392Aster Capital Management (DIFC) Ltd$56.8K1
393Wellington Grp LLC$37.0K1
394HM PAYSON & CO$36.4K1
395Activest Wealth Management$34.3K1
396Mitsubishi UFJ Asset Management Co., Ltd.$30.7K1
397ALGERT GLOBAL LLC$27.2K1
398Keating Financial Advisory Services, Inc.$26.4K1
399JPL Wealth Management, LLC$23.7K1
400OSTERWEIS CAPITAL MANAGEMENT INC$23.5K1
401MidFirst Bank$20.7K1
402Pinnacle Wealth Planning Services, Inc.$20.5K1
403Measured Wealth Private Client Group, LLC$20.3K1
404Salomon & Ludwin, LLC$19.2K1
405SALEM INVESTMENT COUNSELORS INC$16.6K1
406CENTRAL TRUST Co$16.3K1
407Annis Gardner Whiting Capital Advisors, LLC$15.9K1
408CVA Family Office, LLC$15.7K1
409JFS WEALTH ADVISORS, LLC$15.2K1
410First Pacific Financial$14.8K1
411WPG Advisers, LLC$13.1K1
412Dogwood Wealth Management LLC$12.4K1
413Treasurer of the State of North Carolina$12.0K1
414HRT FINANCIAL LP$11.6K1
415Frazier Financial Advisors, LLC$10.4K1
416Owl Creek Wealth Partners LLC$9.9K1
417Global X Japan Co., Ltd.$9.8K1
418THRIVENT FINANCIAL FOR LUTHERANS$9.1K1
419CANADA LIFE ASSURANCE Co$8.0K1
420Retirement Wealth Solutions LLC$7.7K1
421Bell Investment Advisors, Inc$6.7K1
422Transamerica Financial Advisors, LLC$6.4K1
423WealthCollab, LLC$5.6K1
424Millstone Evans Group, LLC$5.3K1
425AMALGAMATED BANK$5.1K1
426NATIXIS ADVISORS, LLC$4.8K1
427WEBSTER BANK, N. A.$4.7K1
428JONES FINANCIAL COMPANIES LLLP$4.4K1
429Private Wealth Management Group, LLC$4.3K1
430Physician Wealth Advisors, Inc.$4.1K1
431State of Alaska, Department of Revenue$3.9K1
432SHP Wealth Management$3.5K1
433Signature Equity Partners, LLC$3.3K1
434Prestige Wealth Management Group LLC$3.0K1
435Moisand Fitzgerald Tamayo, LLC$2.7K1
436Manchester Capital Management LLC$2.5K1
437DiNuzzo Private Wealth, Inc.$2.5K1
438Sachetta, LLC$2.2K1
439TD Capital Management LLC$2.1K1
440Addison Advisors LLC$2.1K1
441ALBION FINANCIAL GROUP /UT$2.0K1
442PARK AVENUE SECURITIES LLC$1.9K1
443Glen Eagle Advisors, LLC$1.8K1
444SouthState Bank Corp$1.6K1
445ELEVATION WEALTH PARTNERS, LLC$1.6K1
446Rialto Wealth Management, LLC$1.6K1
447Vestcor Inc$1.4K1
448South Dakota Investment Council$1.2K1
449BROWN, LISLE/CUMMINGS, INC.$1.2K1
450Kilter Group LLC$1.1K1
451Cromwell Holdings LLC$1.0K1
452HFM Investment Advisors, LLC$9611
453INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8881
454Vermillion Wealth Management, Inc.$8871
455ATWOOD & PALMER INC$7401
456GHP Investment Advisors, Inc.$7401
457Nemes Rush Group LLC$6651
458Wealth Enhancement Trust Services, Inc.$6651
459KBC Group NV$3431
460Quaker Wealth Management, LLC$2961
461Intentional Wealth Strategies, LLC$2961
462PEAPACK GLADSTONE FINANCIAL CORP$2921
463GSA CAPITAL PARTNERS LLP$2891
464Valued Wealth Advisors LLC$2271
465Portus Wealth Advisors, LLC$2241
466American Capital Advisory, LLC$2221
467ACADIAN ASSET MANAGEMENT LLC$1971
468DekaBank Deutsche Girozentrale$1101
469TFC Financial Management, Inc.$741
470JTC Employer Solutions Trustee Ltd$361
471Capital Advisors, Ltd. LLC$41
472Avion Wealth$11
473VANGUARD GROUP INC— value not disclosed1
474SMITH, MOORE & CO.— value not disclosed1
475GLENMEDE TRUST CO NA— value not disclosed1
476HARBOUR INVESTMENTS, INC.— value not disclosed1
477Brandywine Global Investment Management, LLC— value not disclosed1
478COMERICA BANK— value not disclosed1
479TORONTO DOMINION BANK— value not disclosed1
480SILVERCREST ASSET MANAGEMENT GROUP LLC— value not disclosed1
481Hilltop Holdings Inc.— value not disclosed1
482CIBC Private Wealth Group LLC— value not disclosed1
483Covenant Partners, LLC— value not disclosed1
484Polar Asset Management Partners Inc.— value not disclosed1
485NORGES BANK— value not disclosed1
486PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
487AMG National Trust Bank— value not disclosed1
488Rafferty Asset Management, LLC— value not disclosed1
489SUSQUEHANNA INTERNATIONAL GROUP, LLP— value not disclosed1
490MOORE CAPITAL MANAGEMENT, LP— value not disclosed1
491Verition Fund Management LLC— value not disclosed1
492Alberta Investment Management Corp— value not disclosed1
493Virtu Financial LLC— value not disclosed1
494HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND— value not disclosed1
495EP Wealth Advisors, LLC— value not disclosed1
496BTG Pactual Asset Management US LLC— value not disclosed1
497FJ Capital Management LLC— value not disclosed1
498Versor Investments LP— value not disclosed1
499Integrated Advisors Network LLC— value not disclosed1
500NorthCoast Asset Management LLC— value not disclosed1
Truncated by Public Filings. Every one of the 472 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)3 buy / 3 sell
Congress net ($ bound)−$42.0K to $42.0K
Filers net (actions)not in build
Filers net ($ 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 SF

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SF · financials and macro

Financials — as filed PLANNED

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