Public record / Tickers / SFM

SFM — Sprouts Farmers Market, Inc.†

Both disclosure regimes on one name: who in Congress filed about SFM, 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 SFM
Members · 12m
2
2 buys · 2 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. · $15.0K–$50.0K

BUY · traded 2026-07-16 → filed 2026-09-04. Ranked over every SFM row by the provable lower bound, never a point estimate.

2 members · 2 buys / 2 sells

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

4 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 SFM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SFM
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 07-16 LATE·50d$15K–$50K
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
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 09-25 +27d$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 SFM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing SFM 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-311$15.0K to $50.0K2

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

Congress ↔ notable managers · SFM

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 $15K–$50K
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 · SPROUTS FMRS MKT INC

Merged timeline of congressional filings and notable-manager moves on SFM
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressBUY$15K–$50K
2026-05-15Coatue Management 13FADD+601,887 sh
2026-05-15Gotham Asset Management 13FTRIM−61,656 sh
2026-05-15Bridgewater Associates 13FTRIM−6,103 sh
2026-05-14Caxton Associates 13FADD+29,015 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 SFM for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1FMR LLC$985M1
2BlackRock, Inc.$809M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$382M1
4VANGUARD CAPITAL MANAGEMENT LLC$330M1
5MORGAN STANLEY$301M1
6NORDEA INVESTMENT MANAGEMENT AB$263M1
7STATE STREET CORP$243M1
8RENAISSANCE TECHNOLOGIES LLC$188M1
9DIMENSIONAL FUND ADVISORS LP$147M1
10AQR CAPITAL MANAGEMENT LLC$147M1
11BARROW HANLEY MEWHINNEY & STRAUSS LLC$129M1
12Swedbank AB$122M1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$104M1
14COATUE MANAGEMENT LLC$92.8M1
15Champlain Investment Partners, LLC$91.1M1
16Alyeska Investment Group, L.P.$89.9M1
17Invesco Ltd.$81.1M1
18AMF Tjanstepension AB$66.0M1
19NORTHERN TRUST CORP$65.0M1
20AMERICAN CENTURY COMPANIES INC$58.0M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$55.0M1
22VICTORY CAPITAL MANAGEMENT INC$50.4M1
23VANGUARD FIDUCIARY TRUST CO$47.6M1
24PRINCIPAL FINANCIAL GROUP INC$44.2M1
25Qube Research & Technologies Ltd$42.3M1
26BANK OF AMERICA CORP /DE/$40.3M1
27Freestone Grove Partners LP$38.6M1
28Point72 Asset Management, L.P.$37.7M1
29Capital Research Global Investors$33.9M1
30Nuveen, LLC$32.5M1
31BNP Paribas Asset Management Holding S.A.$32.4M1
32GILDER GAGNON HOWE & CO LLC$31.4M1
33DEUTSCHE BANK AG\$31.0M1
34UBS Group AG$30.1M1
35MANE GLOBAL CAPITAL MANAGEMENT LP$29.6M1
36WELLS FARGO & COMPANY/MN$28.7M1
37Retirement Systems of Alabama$25.8M1
38FIL Ltd$23.4M1
39MAIRS & POWER INC$22.5M1
40FULLER & THALER ASSET MANAGEMENT, INC.$22.5M1
41Bragg Financial Advisors, Inc$22.4M1
42RAYMOND JAMES FINANCIAL INC$21.8M1
43ROYAL LONDON ASSET MANAGEMENT LTD$19.3M1
44LPL Financial LLC$18.4M1
45TWO SIGMA INVESTMENTS, LP$17.7M1
46Trexquant Investment LP$17.4M1
47ABN AMRO Bank N.V.$17.0M1
48PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$16.8M1
49CITIGROUP INC$16.2M1
50Swiss National Bank$14.9M1
51NOMURA ASSET MANAGEMENT CO LTD$14.2M1
52LAZARD ASSET MANAGEMENT LLC$13.9M1
53Mariner, LLC$13.5M1
54Gotham Asset Management, LLC$13.4M1
55Robeco Schweiz AG$12.7M1
56Bridgewater Associates, LP$12.7M1
57INVESTMENT HOUSE LLC$12.7M1
58SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.5M1
59Pictet Asset Management Holding SA$12.5M1
60Legal & General Group Plc$11.8M1
61CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$11.7M1
62Trek Financial, LLC$11.5M1
63CANADA PENSION PLAN INVESTMENT BOARD$11.4M1
64Moran Wealth Management, LLC$11.1M1
65GW HENSSLER & ASSOCIATES LTD$10.1M1
66ALLIANCEBERNSTEIN L.P.$9.8M1
67Mawer Investment Management Ltd.$9.6M1
68RENAISSANCE GROUP LLC$9.3M1
69Assenagon Asset Management S.A.$9.2M1
70FRANKLIN RESOURCES INC$9.1M1
71Robeco Institutional Asset Management B.V.$8.7M1
72Pine Valley Investments Ltd Liability Co$8.6M1
73Empowered Funds, LLC$8.4M1
74Amundi$8.3M1
75MILLENNIUM MANAGEMENT LLC$8.3M1
76ABN AMRO INVESTMENT SOLUTIONS$8.2M1
77Empirical Finance, LLC$8.1M1
78Universal- Beteiligungs- und Servicegesellschaft mbH$7.7M1
79CIBC WORLD MARKET INC.$7.7M1
80CITADEL ADVISORS LLC$7.7M1
81Pekin Hardy Strauss, Inc.$7.5M1
82SEI INVESTMENTS CO$7.3M1
83Man Group plc$7.3M1
84JACOBS LEVY EQUITY MANAGEMENT, INC$7.2M1
85DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$7.1M1
86Triodos Investment Management BV$7.1M1
87Creative Planning$7.0M1
88VANGUARD ASSET MANAGEMENT, Ltd$6.9M1
89CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$6.7M1
90Verition Fund Management LLC$6.6M1
91Quadrature Capital Ltd$6.6M1
92BARCLAYS PLC$6.4M1
93Rockefeller Capital Management L.P.$6.1M1
94Arkfeld Wealth Strategies, L.L.C.$6.0M1
95ENVESTNET ASSET MANAGEMENT INC$5.7M1
96Voleon Capital Management LP$5.6M1
97Jain Global LLC$5.6M1
98Quantinno Capital Management LP$5.5M1
99Invenomic Capital Management LP$5.4M1
100ASSETMARK, INC$5.4M1
101MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.3M1
102STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.3M1
103Merit Financial Group, LLC$5.2M1
104FIRST SABREPOINT CAPITAL MANAGEMENT LP$5.0M1
105Lifetime Wealth Management P.C.$4.9M1
106Holocene Advisors, LP$4.9M1
107New Age Alpha Advisors, LLC$4.8M1
108PEAK6 LLC$4.5M1
109ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4.5M1
110Dana Investment Advisors, Inc.$4.2M1
111Illinois Municipal Retirement Fund$4.2M1
112Rodgers Brothers Inc.$4.2M1
113Prosperitas Financial LLC$4.1M1
114IEQ CAPITAL, LLC$4.1M1
115Night Squared LP$4.0M1
116Corient Private Wealth LLC$3.9M1
117Vanguard Global Advisers, LLC$3.9M1
118Measured Risk Portfolios, Inc.$3.9M1
119Leibman Financial Services, Inc.$3.9M1
120HORAN Wealth, LLC$3.9M1
121STATE OF WISCONSIN INVESTMENT BOARD$3.9M1
122ROYAL BANK OF CANADA$3.6M1
123Susquehanna Portfolio Strategies, LLC$3.5M1
124Tidal Investments LLC$3.3M1
125Janus Henderson Group Ltd.$3.3M1
126CWM, LLC$3.2M1
127INTECH INVESTMENT MANAGEMENT LLC$3.2M1
128WORLDQUANT MILLENNIUM ADVISORS LLC$3.2M1
129FIFTH THIRD BANCORP$3.2M1
130Zurcher Kantonalbank (Zurich Cantonalbank)$3.1M1
131Summit Financial, LLC$3.0M1
132JT Stratford LLC$3.0M1
133McBroom & Associates, LLC$3.0M1
134WELLINGTON MANAGEMENT GROUP LLP$3.0M1
135EXCHANGE TRADED CONCEPTS, LLC$3.0M1
136SIGNET FINANCIAL MANAGEMENT, LLC$2.9M1
137FIRST TRUST ADVISORS LP$2.9M1
138Eurizon Capital SGR S.p.A.$2.9M1
139IMC-Chicago, LLC$2.9M1
140MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.9M1
141Ruffer LLP$2.8M1
142Headlands Technologies LLC$2.8M1
143CAXTON ASSOCIATES LLP$2.8M1
144D. E. Shaw & Co., Inc.$2.8M1
145VOYA INVESTMENT MANAGEMENT LLC$2.7M1
146O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.7M1
147BANK OF MONTREAL /CAN/$2.6M1
148State of New Jersey Common Pension Fund D$2.6M1
149Cerity Partners LLC$2.6M1
150Cetera Investment Advisers$2.5M1
151LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.5M1
152TRILLIUM ASSET MANAGEMENT, LLC$2.4M1
153Union Bancaire Privee, UBP SA$2.2M1
154Ameritas Investment Partners, Inc.$2.1M1
155BANK OF NOVA SCOTIA$2.1M1
156CREDIT AGRICOLE S A$2.1M1
157Aurora Investment Counsel$2.1M1
158Arizona State Retirement System$2.1M1
159XTX Topco Ltd$2.1M1
160Ashton Thomas Private Wealth, LLC$2.0M1
161Pathstone Holdings, LLC$2.0M1
162MERCER GLOBAL ADVISORS INC /ADV$2.0M1
163HighTower Advisors, LLC$2.0M1
164Riverwater Partners LLC$2.0M1
165Strategic Global Advisors, LLC$1.9M1
166Vanguard Investments Australia, Ltd.$1.9M1
167Ensign Peak Advisors, Inc$1.9M1
168COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.9M1
169SummitTX Capital, L.P.$1.9M1
170SCHRODER INVESTMENT MANAGEMENT GROUP$1.9M1
171Fieldview Capital Management, LLC$1.9M1
172Edgestream Partners, L.P.$1.8M1
173STATE OF MICHIGAN RETIREMENT SYSTEM$1.8M1
174WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.8M1
175OP Asset Management Ltd$1.8M1
176NORTHSTAR ASSET MANAGEMENT INC$1.8M1
177Delta Global Management LP$1.7M1
178XPONANCE LLC$1.7M1
179NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.7M1
180Vanguard Personalized Indexing Management, LLC$1.7M1
181Havemeyer Place LP$1.6M1
182Covea Finance$1.6M1
183MACKENZIE FINANCIAL CORP$1.6M1
184OSAIC HOLDINGS, INC.$1.6M1
185OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
186Candriam S.C.A.$1.5M1
187ExodusPoint Capital Management, LP$1.5M1
188Inspire Investing, LLC$1.5M1
189Scott & Selber, Inc.$1.4M1
190MILESTONE ASSET MANAGEMENT, LLC$1.4M1
191TWO SIGMA SECURITIES, LLC$1.4M1
192Mitsubishi UFJ Trust & Banking Corp$1.4M1
193Diversified Trust Co$1.4M1
194HSBC HOLDINGS PLC$1.4M1
195Bleakley Financial Group, LLC$1.3M1
196Matisse Capital$1.2M1
197QUADRANT CAPITAL GROUP LLC$1.2M1
198Green Alpha Advisors, LLC$1.2M1
199Access Investment Management LLC$1.1M1
200Sovereign's Capital Management, LLC$1.1M1
201BLAIR WILLIAM & CO/IL$1.1M1
202TEACHER RETIREMENT SYSTEM OF TEXAS$1.1M1
203Carnegie Investment Counsel$1.0M1
204Three Seasons Wealth, LLC$1.0M1
205NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.0M1
206Arjuna Capital$1.0M1
207HANCOCK WHITNEY CORP$1.0M1
208Annex Advisory Services, LLC$1.0M1
209OCCUDO QUANTITATIVE STRATEGIES LP$1.0M1
210B. Metzler seel. Sohn & Co. AG$967K1
211Dynamic Technology Lab Private Ltd$965K1
212TT International Asset Management LTD$958K1
213Henshaw Capital LLC$949K1
214M&T BANK CORP$941K1
215MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$941K1
216NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$934K1
217COMMONWEALTH EQUITY SERVICES, LLC$927K1
218Vident Advisory, LLC$926K1
219OPPENHEIMER ASSET MANAGEMENT INC.$924K1
220Walleye Capital LLC$923K1
221Dakota Wealth Management$920K1
222Sidoxia Capital Management, LLC$905K1
223RITHOLTZ WEALTH MANAGEMENT$894K1
224NEW YORK LIFE INVESTMENT MANAGEMENT LLC$881K1
225Rare Wolf Capital LLC$869K1
226Indivisible Partners$865K1
227Elo Mutual Pension Insurance Co$856K1
228FIRST CITIZENS BANK & TRUST CO$845K1
229Envestnet Portfolio Solutions, Inc.$831K1
230October Effect Ltd$825K1
231WASHINGTON CAPITAL MANAGEMENT, INC$822K1
232Chicago Partners Investment Group LLC$819K1
233Orion Porfolio Solutions, LLC$816K1
234BFSG, LLC$815K1
235STIFEL FINANCIAL CORP$807K1
236ESSEX INVESTMENT MANAGEMENT CO LLC$802K1
237Qsemble Capital Management, LP$800K1
238L2 Asset Management, LLC$793K1
239VERUS CAPITAL PARTNERS, LLC$791K1
240GROUP ONE TRADING LLC$778K1
241AIA Group Ltd$775K1
242Monaco Asset Management SAM$771K1
243Y-Intercept (Hong Kong) Ltd$767K1
244Kestra Investment Management, LLC$761K1
245Unified Investment Management$750K1
246Numerai GP LLC$737K1
247FOX RUN MANAGEMENT, L.L.C.$719K1
248SIMPLEX TRADING, LLC$715K1
249PRIVATE CLIENT SERVICES, LLC$709K1
250J.W. COLE ADVISORS, INC.$701K1
251Swiss Life Asset Management Ltd$690K1
252MAI Capital Management$670K1
253BROWN ADVISORY INC$667K1
254Advisors Asset Management, Inc.$660K1
255Brooklyn Investment Group$658K1
256AE Wealth Management LLC$653K1
257Engineers Gate Manager LP$645K1
258Resonant Capital Advisors, LLC$629K1
259Summit Trail Advisors, LLC$628K1
260EVOLVE PRIVATE WEALTH, LLC$625K1
261TOCQUEVILLE ASSET MANAGEMENT L.P.$620K1
262Sequoia Financial Advisors, LLC$616K1
263Focus Partners Wealth$614K1
264HB Wealth Management, LLC$613K1
265FOUNDATIONS INVESTMENT ADVISORS, LLC$609K1
266TRUIST FINANCIAL CORP$608K1
267Vise Technologies, Inc.$607K1
268J. Derek Lewis & Associates Inc.$605K1
269CITIZENS FINANCIAL GROUP INC/RI$601K1
270Callan Family Office, LLC$601K1
271Citizens Business Bank$598K1
272FEDERATED HERMES, INC.$597K1
273CAPSTONE INVESTMENT ADVISORS, LLC$570K1
274Silver Coast Investments LLC$570K1
275US BANCORP \DE\$560K1
276SLT Holdings LLC$557K1
277PRUDENTIAL FINANCIAL INC$556K1
278SECURIAN ASSET MANAGEMENT, INC$547K1
279Financiere des Professionnels - Fonds d'investissement inc.$527K1
280EASTERLY INVESTMENT PARTNERS LLC$521K1
281EVERGREEN CAPITAL MANAGEMENT LLC$512K1
282Steward Partners Investment Advisory, LLC$499K1
283Polymer Capital Management (US) LLC$497K1
284JANE STREET GROUP, LLC$493K1
285Crossmark Global Holdings, Inc.$489K1
286Savant Capital, LLC$478K1
287Sanctuary Advisors, LLC$472K1
288Federation des caisses Desjardins du Quebec$468K1
289ALPS ADVISORS INC$466K1
290PFG Investments, LLC$458K1
291Allianz Asset Management GmbH$453K1
292AXXCESS WEALTH MANAGEMENT, LLC$451K1
293Suncoast Equity Management$447K1
294Wedmont Private Capital$446K1
295Apollon Wealth Management, LLC$444K1
296State of Wyoming$438K1
297CIBC Bancorp USA Inc.$438K1
298Legacy Wealth Asset Management, LLC$418K1
299Caprock Group, LLC$417K1
300BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$415K1
301Tower Research Capital LLC (TRC)$413K1
302&PARTNERS$410K1
303Equitable Holdings, Inc.$410K1
304Utah Retirement Systems$399K1
305Estate Planners Group, LLC$393K1
306CMG Global Holdings, LLC$386K1
307Templeton & Phillips Capital Management, LLC$386K1
308FLPUTNAM INVESTMENT MANAGEMENT CO$383K1
309Maryland State Retirement & Pension System$379K1
310Sepio Capital, LP$377K1
311ProShare Advisors LLC$374K1
312Andina Capital Management, LLC$367K1
313KEYBANK NATIONAL ASSOCIATION/OH$365K1
314Rafferty Asset Management, LLC$363K1
315GUGGENHEIM CAPITAL LLC$361K1
316NewEdge Advisors, LLC$358K1
317FULTON BANK, N.A.$357K1
318Brookstone Capital Management$350K1
319NORDEN GROUP LLC$347K1
320Focus Partners Advisor Solutions, LLC$339K1
321Allspring Global Investments Holdings, LLC$338K1
322Keebeck Wealth Management$335K1
323Brevan Howard Capital Management LP$333K1
324SIGNATUREFD, LLC$329K1
325Cresset Asset Management, LLC$327K1
326Bridgefront Capital, LLC$321K1
327NOMURA HOLDINGS INC$319K1
328Bank Julius Baer & Co. Ltd, Zurich$317K1
329Frec Markets, Inc.$312K1
330SkyOak Wealth, LLC$309K1
331Laird Norton Wetherby Trust Company, LLC$307K1
332COLDSTREAM CAPITAL MANAGEMENT INC$305K1
333Ballentine Partners, LLC$293K1
334RWA WEALTH PARTNERS, LLC$285K1
335UNITED CAPITAL FINANCIAL ADVISORS, LLC$285K1
336Westerkirk Capital Inc.$276K1
337CSS LLC/IL$272K1
338Lido Advisors, LLC$269K1
339Groupe la Francaise$269K1
340INTRUST BANK NA$257K1
341Beacon Pointe Advisors, LLC$257K1
342MAINSTAY CAPITAL MANAGEMENT LLC /ADV$256K1
343Advisors Capital Management, LLC$253K1
344SHELTON CAPITAL MANAGEMENT$248K1
345MIRABELLA FINANCIAL SERVICES LLP$246K1
346GREENWOOD CAPITAL ASSOCIATES LLC$245K1
347CIBC Asset Management Inc$243K1
348KESTRA PRIVATE WEALTH SERVICES, LLC$239K1
349CHICAGO TRUST Co NA$230K1
350North Dakota State Investment Board$221K1
351Curi Capital, LLC$220K1
352Ervin Investment Management, LLC$218K1
353Independent Advisor Alliance$218K1
354Allworth Financial LP$217K1
355Baird Financial Group, Inc.$213K1
356Caerus Investment Advisors, LLC$211K1
357Pallas Capital Advisors LLC$210K1
358Bull Harbor Capital LLC$208K1
359Alphadyne Asset Management LP$207K1
360Stratos Wealth Partners, LTD.$205K1
361QRG CAPITAL MANAGEMENT, INC.$204K1
362Kestra Advisory Services, LLC$203K1
363JOURNEY STRATEGIC WEALTH LLC$201K1
364SHP Wealth Management$191K1
365Keating Financial Advisory Services, Inc.$188K1
366Millstone Evans Group, LLC$181K1
367Blue Trust, Inc.$167K1
368Larson Financial Group LLC$143K1
369CENTRAL TRUST Co$132K1
370UMB Bank, n.a.$127K1
371Arax Advisory Partners$108K1
372Pinnacle Wealth Planning Services, Inc.$84.2K1
373MRP Capital Investments, LLC$61.7K1
374AMERIFLEX GROUP, INC.$53.7K1
375CFG Wealth Management Services, Inc.$50.9K1
376Legacy Wealth Managment, LLC/ID$48.9K1
377Tradewinds Capital Management, LLC$46.3K1
378Leonteq Securities AG$43.8K1
379Avalon Trust Co$42.9K1
380AlphaCentric Advisors LLC$41.0K1
381WealthCollab, LLC$39.7K1
382MidFirst Bank$38.6K1
383Crewe Advisors LLC$35.2K1
384TD Waterhouse Canada Inc.$34.1K1
385MATHER GROUP, LLC.$32.2K1
386Geneos Wealth Management Inc.$30.9K1
387Owl Creek Wealth Partners LLC$30.5K1
388Mitsubishi UFJ Asset Management Co., Ltd.$27.7K1
389Bell Investment Advisors, Inc$26.7K1
390STANCE CAPITAL LLC$25.1K1
391Annis Gardner Whiting Capital Advisors, LLC$24.6K1
392True Wealth Design, LLC$24.0K1
393Parkside Financial Bank & Trust$19.9K1
394MCGUIRE CAPITAL ADVISORS INC$17.7K1
395Claret Asset Management Corp$17.1K1
396Elequin Capital, LP$15.8K1
397Synergy Investment Management, LLC$15.4K1
398ELEVATION WEALTH PARTNERS, LLC$15.3K1
399VEGA INVESTMENT SOLUTIONS$15.2K1
400Smartleaf Asset Management LLC$15.1K1
401SJS Investment Consulting Inc.$14.0K1
402DekaBank Deutsche Girozentrale$13.6K1
403Acumen Wealth Advisors, LLC$11.5K1
404Private Wealth Management Group, LLC$10.8K1
405JFS WEALTH ADVISORS, LLC$9.3K1
406Transamerica Financial Advisors, LLC$9.0K1
407Manchester Capital Management LLC$7.7K1
408Bank of New Hampshire$7.7K1
409MEEDER ASSET MANAGEMENT INC$7.4K1
410Clearstead Advisors, LLC$6.8K1
411CVA Family Office, LLC$6.2K1
412NATIONAL BANK OF CANADA /FI/$6.2K1
413Wilmington Savings Fund Society, FSB$6.0K1
414Intentional Wealth Strategies, LLC$5.1K1
415ACADIAN ASSET MANAGEMENT LLC$5.1K1
416CANADA LIFE ASSURANCE Co$4.9K1
417Rakuten Securities, Inc.$4.4K1
418United Financial Planning Group LLC$4.4K1
419Prestige Wealth Management Group LLC$4.3K1
420ALGERT GLOBAL LLC$4.3K1
421ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$4.2K1
422SWAN Capital LLC$3.9K1
423Global Trust Asset Management, LLC$3.7K1
424JPL Wealth Management, LLC$3.6K1
425South Dakota Investment Council$3.5K1
426BankPlus Trust Department$3.4K1
427Treasurer of the State of North Carolina$3.2K1
428First Pacific Financial$2.9K1
429State of Alaska, Department of Revenue$2.7K1
430INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.7K1
431Clearstead Trust, LLC$2.5K1
432Physician Wealth Advisors, Inc.$2.5K1
433Sachetta, LLC$2.5K1
434Activest Wealth Management$2.5K1
435Hurley Capital, LLC$2.3K1
436Cherry Tree Wealth Management, LLC$2.2K1
437Valued Wealth Advisors LLC$2.2K1
438Kilter Group LLC$2.2K1
439THRIVENT FINANCIAL FOR LUTHERANS$1.9K1
440Triumph Capital Management$1.9K1
441Godfrey Financial Associates, Inc.$1.9K1
442CHASE INVESTMENT COUNSEL CORP$1.9K1
443JONES FINANCIAL COMPANIES LLLP$1.5K1
444Asset Dedication, LLC$1.5K1
445Addison Advisors LLC$1.5K1
446DiNuzzo Private Wealth, Inc.$1.5K1
447NATIXIS ADVISORS, LLC$1.4K1
448WEBSTER BANK, N. A.$1.2K1
449Cromwell Holdings LLC$1.2K1
450Retirement Wealth Solutions LLC$1.2K1
451KBC Group NV$1.1K1
452Rachor Investment Advisory Services, LLC$1.1K1
453N.E.W. Advisory Services LLC$1.0K1
454PICTON MAHONEY ASSET MANAGEMENT$8481
455Financial Network Wealth Advisors LLC$7711
456Signature Equity Partners, LLC$7711
457BROWN, LISLE/CUMMINGS, INC.$5401
458Rialto Wealth Management, LLC$5401
459NATURAL INVESTMENTS, LLC$4681
460Atlantic Union Bankshares Corp$4631
461MV CAPITAL MANAGEMENT, INC.$4631
462Vestcor Inc$4561
463Vermillion Wealth Management, Inc.$3861
464Merrithew & Thorsten Inc$3101
465Quaker Wealth Management, LLC$3091
466Cassaday & Co Wealth Management LLC$3091
467American Capital Advisory, LLC$3091
468GSA CAPITAL PARTNERS LLP$2561
469Caitong International Asset Management Co., Ltd$2311
470HRT FINANCIAL LP$2211
471GHP Investment Advisors, Inc.$781
472Smithfield Trust Co$161
473Capital Advisors, Ltd. LLC$11
474Avion Wealth$01
475Jefferies Financial Group Inc.— value not disclosed1
476VANGUARD GROUP INC— value not disclosed1
477MML INVESTORS SERVICES, LLC— value not disclosed1
478ANDERSON HOAGLAND & CO— value not disclosed1
479HARBOUR INVESTMENTS, INC.— value not disclosed1
480PRUDENTIAL PLC— value not disclosed1
481COMERICA BANK— value not disclosed1
482HM PAYSON & CO— value not disclosed1
483BURNEY CO/— value not disclosed1
484LEIGH BALDWIN & CO., LLC— value not disclosed1
485TORONTO DOMINION BANK— value not disclosed1
486VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
487WEXFORD CAPITAL LP— value not disclosed1
488OMERS ADMINISTRATION Corp— value not disclosed1
489BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
490NATIXIS— value not disclosed1
491CIBC Private Wealth Group LLC— value not disclosed1
492Graham Capital Management, L.P.— value not disclosed1
493Clark Capital Management Group, Inc.— value not disclosed1
494Magnetar Financial LLC— value not disclosed1
495NORGES BANK— value not disclosed1
496Marquette Asset Management, LLC— value not disclosed1
497TWO SIGMA ADVISERS, LP— value not disclosed1
498Daiwa Securities Group Inc.— value not disclosed1
499DRW Securities, LLC— value not disclosed1
500SRH ADVISORS, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 474 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)2 buy / 2 sell
Congress net ($ bound)−$14.0K to $63.0K
Filers net (actions)not in build
Filers net ($ 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 SFM

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

Financials — as filed PLANNED

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