Public record / Tickers / SGI

SGI — SOMNIGROUP INTERNATIONAL INC.†

Both disclosure regimes on one name: who in Congress filed about SGI, 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 SGI
Members · 12m
2
6 buys · 6 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
13F holders
497
top-497 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 · $100K–$250K

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

2 members · 6 buys / 6 sells

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

1 row 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

14 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. 14 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SGI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SGI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6SELL DC (dependent-child-owned)Traded 08-25 +15d$100K–$250K
2026-08-03April McClain Delaney D–MD-6BUY DC (dependent-child-owned)Traded 07-30 +4d$15K–$50K
2026-04-06April McClain Delaney D–MD-6BUY DC (dependent-child-owned)Traded 03-31 +6d$1K–$15K
2026-04-06April McClain Delaney D–MD-6BUY DC (dependent-child-owned)Traded 03-16 +21d$1K–$15K
2026-04-06April McClain Delaney D–MD-6BUY DC (dependent-child-owned)Traded 03-13 +24d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 14 ↗

Members active in SGI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing SGI 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-69−$276K to $7.0K2
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

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

Congress ↔ notable managers · SGI

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

Congress · last 90 days

Buyers
1 April McClain Delaney D–MD-6 $15K–$50K
Sellers
1 April McClain Delaney D–MD-6 $100K–$250K

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

Notable managers · quarter ended 2026-03-31

Adding
1 D1 Capital Partners $347M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SOMNIGROUP INTERNATIONAL INC

Merged timeline of congressional filings and notable-manager moves on SGI
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSELL$100K–$250K
2026-08-03April McClain Delaney CongressBUY$15K–$50K
2026-05-15D1 Capital Partners 13FNEW+4,688,423 sh
2026-05-15Third Point 13FTRIM−1,129,231 sh
2026-05-15Gotham Asset Management 13FTRIM−65,282 sh
2026-05-15Soros Fund Management 13FTRIM−41,203 sh
2026-05-15Moore Capital Management 13FTRIM−20,111 sh

7 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 SGI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1FMR LLC$2.1B1
2BlackRock, Inc.$1.5B1
3Select Equity Group, L.P.$686M1
4VANGUARD CAPITAL MANAGEMENT LLC$671M1
5Linonia Partnership LP$649M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$624M1
7WINDACRE PARTNERSHIP LLC$608M1
8STATE STREET CORP$509M1
9BROWNING WEST LP$436M1
10ABRAMS CAPITAL MANAGEMENT, L.P.$429M1
11GEODE CAPITAL MANAGEMENT, LLC$359M1
12D1 Capital Partners L.P.$347M1
13Artisan Partners Limited Partnership$342M1
14Boston Partners$281M1
15LONDON CO OF VIRGINIA$235M1
16Allspring Global Investments Holdings, LLC$224M1
17TIMUCUAN ASSET MANAGEMENT INC/FL$217M1
18Darsana Capital Partners LP$196M1
19Third Point LLC$168M1
20BANK OF AMERICA CORP /DE/$166M1
21Point72 Asset Management, L.P.$164M1
22MORGAN STANLEY$154M1
23DIMENSIONAL FUND ADVISORS LP$141M1
24WELLINGTON MANAGEMENT GROUP LLP$132M1
25NORTHERN TRUST CORP$131M1
26Avala Global LP$125M1
27EMINENCE CAPITAL, LP$112M1
28UBS Group AG$111M1
29CHARLES SCHWAB INVESTMENT MANAGEMENT INC$105M1
30Invesco Ltd.$104M1
31Bank of New York Mellon Corp$104M1
32VANGUARD FIDUCIARY TRUST CO$97.8M1
33Hudson Way Capital Management LLC$94.9M1
34SEI INVESTMENTS CO$89.5M1
35STEADFAST CAPITAL MANAGEMENT LP$77.4M1
36Forest Avenue Capital Management LP$74.8M1
37Clearbridge Investments, LLC$57.6M1
38140 Summer Partners LP$53.0M1
39CITADEL ADVISORS LLC$51.2M1
40VOLORIDGE INVESTMENT MANAGEMENT, LLC$51.0M1
41M.D. Sass, LLC$47.5M1
42Avantyr Capital Partners, LP$46.1M1
43GOODNOW INVESTMENT GROUP, LLC$45.1M1
44ROYAL BANK OF CANADA$45.0M1
45SW Investment Management LLC$44.4M1
46RHUMBLINE ADVISERS$42.1M1
47Greenstone Partners & Co., LLC$42.0M1
48Qube Research & Technologies Ltd$40.0M1
49SCOPUS ASSET MANAGEMENT, L.P.$39.6M1
50ENVESTNET ASSET MANAGEMENT INC$38.6M1
51No Street GP LP$38.4M1
52PRINCIPAL FINANCIAL GROUP INC$37.8M1
53Nuveen, LLC$37.1M1
54RENAISSANCE TECHNOLOGIES LLC$36.5M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$33.9M1
56Swiss National Bank$29.2M1
57Artemis Investment Management LLP$28.0M1
58Robertson Opportunity Capital, LLC$26.2M1
59Squarepoint Ops LLC$25.7M1
60Gotham Asset Management, LLC$25.2M1
61ArrowMark Colorado Holdings LLC$24.9M1
62ADAGE CAPITAL PARTNERS GP, L.L.C.$24.6M1
63ALLIANCEBERNSTEIN L.P.$24.1M1
64Retirement Systems of Alabama$23.2M1
65RAYMOND JAMES FINANCIAL INC$21.6M1
66Broad Bay Capital Management, LP$21.4M1
67Legal & General Group Plc$21.2M1
68CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$19.7M1
69Anabranch Capital Management, LP$19.3M1
70MAKENA CAPITAL MANAGEMENT LLC$18.6M1
71WELLS FARGO & COMPANY/MN$17.7M1
72STATE OF WISCONSIN INVESTMENT BOARD$16.2M1
73AMERIPRISE FINANCIAL INC$15.3M1
74JANE STREET GROUP, LLC$14.4M1
75BALYASNY ASSET MANAGEMENT L.P.$14.3M1
76PARNASSUS INVESTMENTS, LLC$14.0M1
77VANGUARD ASSET MANAGEMENT, Ltd$13.3M1
78SOROS FUND MANAGEMENT LLC$13.2M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$12.7M1
80Cresset Asset Management, LLC$12.3M1
81RIHO Partners, LLC$12.1M1
82Quantinno Capital Management LP$11.4M1
83LPL Financial LLC$11.1M1
84Jain Global LLC$10.8M1
85Janus Henderson Group Ltd.$10.5M1
86OPPENHEIMER ASSET MANAGEMENT INC.$10.5M1
87Watchtower Advisors, LP$10.3M1
88Trexquant Investment LP$10.3M1
89NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$10.1M1
90Schonfeld Strategic Advisors LLC$10.1M1
91DRIEHAUS CAPITAL MANAGEMENT LLC$10.0M1
92FRANKLIN RESOURCES INC$9.4M1
93TECTONIC ADVISORS LLC$9.2M1
94XTX Topco Ltd$9.2M1
95Tidal Investments LLC$9.1M1
96TWINBEECH CAPITAL LP$9.0M1
97MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.3M1
98MetLife Investment Management, LLC$8.3M1
99DONALDSON CAPITAL MANAGEMENT, LLC$7.9M1
100FFT WEALTH MANAGEMENT LLC$7.8M1
101INTECH INVESTMENT MANAGEMENT LLC$7.7M1
102IPG Investment Advisors LLC$7.5M1
103NEW YORK STATE COMMON RETIREMENT FUND$7.2M1
104Emmett Investment Management, LP$7.1M1
105ARGENT CAPITAL MANAGEMENT LLC$6.7M1
106CITIGROUP INC$6.7M1
107ELWOOD CAPITAL PARTNERS LP$6.7M1
108Vanguard Global Advisers, LLC$6.6M1
109VICTORY CAPITAL MANAGEMENT INC$6.6M1
110PANAGORA ASSET MANAGEMENT INC$6.4M1
111Kemnay Advisory Services Inc.$6.3M1
112Man Group plc$6.3M1
113MERCER GLOBAL ADVISORS INC /ADV$6.1M1
114MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.9M1
115Transamerica Financial Advisors, LLC$5.8M1
116BARCLAYS PLC$5.6M1
117Cartenna Capital, LP$5.5M1
118STIFEL FINANCIAL CORP$5.4M1
119Atria Investments, Inc$5.1M1
120Heights Point Management, LP$5.1M1
121State of New Jersey Common Pension Fund D$5.0M1
122Moran Wealth Management, LLC$5.0M1
123Southeast Asset Advisors, LLC$5.0M1
124VISTA INVESTMENT PARTNERS LLC$4.9M1
125YOUSIF CAPITAL MANAGEMENT, LLC$4.7M1
126BEACONLIGHT CAPITAL, LLC$4.4M1
127Salvus Wealth Management, LLC$4.3M1
128SPIREPOINT PRIVATE CLIENT, LLC$4.3M1
129FIRST TRUST ADVISORS LP$4.3M1
130MILLENNIUM MANAGEMENT LLC$4.2M1
131Arizona State Retirement System$4.0M1
132Summit Trail Advisors, LLC$4.0M1
133COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.9M1
134FIFTH THIRD BANCORP$3.8M1
135STATE OF MICHIGAN RETIREMENT SYSTEM$3.7M1
136Numerai GP LLC$3.7M1
137Vanguard Investments Australia, Ltd.$3.7M1
138Zurcher Kantonalbank (Zurich Cantonalbank)$3.7M1
139AQR CAPITAL MANAGEMENT LLC$3.6M1
140CASTLEARK MANAGEMENT LLC$3.6M1
141NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.5M1
142IRONWOOD INVESTMENT MANAGEMENT LLC$3.5M1
143HighTower Advisors, LLC$3.4M1
144Mariner, LLC$3.4M1
145XPONANCE LLC$3.3M1
146KLP KAPITALFORVALTNING AS$3.3M1
147Empowered Funds, LLC$3.3M1
148HSBC HOLDINGS PLC$3.3M1
149OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M1
150Verition Fund Management LLC$3.1M1
151Silvant Capital Management LLC$3.1M1
152Qsemble Capital Management, LP$3.1M1
153Cerity Partners LLC$3.0M1
154O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.0M1
155SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.9M1
156Ameritas Investment Partners, Inc.$2.9M1
157Texas Yale Capital Corp.$2.8M1
158MML INVESTORS SERVICES, LLC$2.8M1
159VISTA INVESTMENT PARTNERS II, LLC$2.7M1
160Illinois Municipal Retirement Fund$2.7M1
161Sequoia Financial Advisors, LLC$2.7M1
162New Age Alpha Advisors, LLC$2.7M1
163National Philanthropic Trust$2.7M1
164Cetera Investment Advisers$2.6M1
165Utah Retirement Systems$2.4M1
166NISA INVESTMENT ADVISORS, LLC$2.4M1
167Pictet Asset Management Holding SA$2.4M1
168Orion Porfolio Solutions, LLC$2.3M1
169BANK OF MONTREAL /CAN/$2.3M1
170CIBC Bancorp USA Inc.$2.1M1
171TEACHER RETIREMENT SYSTEM OF TEXAS$2.0M1
172Calamos Advisors LLC$2.0M1
173AXQ CAPITAL, LP$2.0M1
174Creative Planning$1.9M1
175Vanguard Personalized Indexing Management, LLC$1.9M1
176VOYA INVESTMENT MANAGEMENT LLC$1.9M1
177Vestmark Advisory Solutions, Inc.$1.7M1
178Pathstone Holdings, LLC$1.7M1
179OCCUDO QUANTITATIVE STRATEGIES LP$1.7M1
180DEUTSCHE BANK AG\$1.6M1
181BENJAMIN EDWARDS INC$1.6M1
182Havemeyer Place LP$1.5M1
183TD ASSET MANAGEMENT INC$1.5M1
184Coyle Financial Counsel LLC$1.5M1
185Amundi$1.4M1
186Quantum Portfolio Management LLC$1.4M1
187QUADRANT CAPITAL GROUP LLC$1.4M1
188SALEM INVESTMENT COUNSELORS INC$1.4M1
189GUGGENHEIM CAPITAL LLC$1.4M1
190Ashton Thomas Private Wealth, LLC$1.4M1
191PICTON MAHONEY ASSET MANAGEMENT$1.3M1
192Lighthouse Investment Partners, LLC$1.3M1
193KIECKHEFER GROUP LLC$1.3M1
194Magnetar Financial LLC$1.3M1
195FEDERATED HERMES, INC.$1.2M1
196J. Goldman & Co LP$1.2M1
197MACKENZIE FINANCIAL CORP$1.2M1
198M&T BANK CORP$1.2M1
199Morey & Quinn Wealth Partners, LLC$1.2M1
200Strata Wealth Advisors, LLC$1.2M1
201SECURIAN ASSET MANAGEMENT, INC$1.1M1
202TRUIST FINANCIAL CORP$1.1M1
203Mitsubishi UFJ Trust & Banking Corp$1.1M1
204AMERICAN CENTURY COMPANIES INC$1.1M1
205OSAIC HOLDINGS, INC.$1.1M1
206Highlander Partners, L.P.$1.0M1
207&PARTNERS$1.0M1
208Federation des caisses Desjardins du Quebec$979K1
209INCEPTIONR LLC$976K1
210Ethic Inc.$958K1
211Swiss Life Asset Management Ltd$910K1
212HB Wealth Management, LLC$894K1
213Vident Advisory, LLC$887K1
214AIGEN INVESTMENT MANAGEMENT, LP$883K1
215BOOTHBAY FUND MANAGEMENT, LLC$874K1
216Oak Thistle LLC$874K1
217Index Technologies Group LLC$872K1
218ALLIANZ SE$830K1
219OpenArc Corporate Advisory, LLC$823K1
220BLAIR WILLIAM & CO/IL$811K1
221Ensign Peak Advisors, Inc$786K1
222GREENLEAF TRUST$775K1
223Crossmark Global Holdings, Inc.$768K1
224DnB Asset Management AS$765K1
225Maryland State Retirement & Pension System$726K1
226Inspire Investing, LLC$722K1
227Concurrent Investment Advisors, LLC$717K1
228BROWN ADVISORY INC$716K1
229VestGen Investment Management$697K1
230SCHRODER INVESTMENT MANAGEMENT GROUP$686K1
231Martel Wealth Advisors LLC$679K1
232Castle Hook Partners LP$677K1
233Advisor OS, LLC$667K1
234MOORE CAPITAL MANAGEMENT, LP$663K1
235Waverly Advisors, LLC$661K1
236NATIONAL BANK OF CANADA /FI/$652K1
237Tower Research Capital LLC (TRC)$638K1
238COMMERCE BANK$630K1
239BBR PARTNERS, LLC$630K1
240KESTRA PRIVATE WEALTH SERVICES, LLC$630K1
241ProShare Advisors LLC$622K1
242PRUDENTIAL FINANCIAL INC$610K1
243SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$610K1
244De Lisle Partners LLP$591K1
245Walleye Capital LLC$586K1
246GATEWAY INVESTMENT ADVISERS LLC$569K1
247FOX RUN MANAGEMENT, L.L.C.$556K1
248GROUP ONE TRADING LLC$540K1
249FORA Capital, LLC$538K1
250SHELTON CAPITAL MANAGEMENT$520K1
251UNITED CAPITAL FINANCIAL ADVISORS, LLC$518K1
252NWF Advisory Services Inc.$517K1
253ARISTEIA CAPITAL, L.L.C.$495K1
254Ballentine Partners, LLC$493K1
255Blueshift Asset Management, LLC$484K1
256CIBC Asset Management Inc$478K1
257Dynamic Technology Lab Private Ltd$463K1
258Fifth Third Wealth Advisors LLC$454K1
259North Dakota State Investment Board$437K1
260Vise Technologies, Inc.$434K1
261WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$433K1
262COLDSTREAM CAPITAL MANAGEMENT INC$430K1
263Corient Private Wealth LLC$421K1
264Bridgefront Capital, LLC$419K1
265Arax Advisory Partners$413K1
266BURNEY CO/$412K1
267EVERGREEN CAPITAL MANAGEMENT LLC$409K1
268Fieldview Capital Management, LLC$407K1
269PRELUDE CAPITAL MANAGEMENT, LLC$402K1
270State of Wyoming$399K1
271Dempze Nancy E$392K1
272Eurizon Capital SGR S.p.A.$390K1
273PROFUND ADVISORS LLC$388K1
274Brown Miller Wealth Management, LLC$384K1
275AXXCESS WEALTH MANAGEMENT, LLC$384K1
276Cynosure Group, LLC$373K1
277BLUEDOOR PRIVATE WEALTH, LLC$370K1
278SHARPEPOINT LLC$367K1
279Compound Planning, Inc.$361K1
280Meiji Yasuda Asset Management Co Ltd.$358K1
281Snowden Capital Advisors LLC$347K1
282LEVEL FOUR ADVISORY SERVICES, LLC$332K1
283London & Capital Asset Management Ltd$329K1
284Steward Partners Investment Advisory, LLC$328K1
285Rockefeller Capital Management L.P.$326K1
286QRG CAPITAL MANAGEMENT, INC.$324K1
287Ausdal Financial Partners, Inc.$322K1
288Advyzon Investment Management, LLC$319K1
289Colonial River Investments, LLC$312K1
290SEEDS INVESTOR LLC$310K1
291MQS Management LLC$300K1
292Koshinski Asset Management, Inc.$299K1
293STEPHENS INC /AR/$296K1
294US BANCORP \DE\$293K1
295CHICAGO TRUST Co NA$282K1
296PRINCIPAL SECURITIES, INC.$275K1
297Focus Partners Wealth$264K1
298MIRABELLA FINANCIAL SERVICES LLP$260K1
299Centiva Capital, LP$258K1
300BNP Paribas Asset Management Holding S.A.$258K1
301IEQ CAPITAL, LLC$256K1
302AlTi Global, Inc.$248K1
303Perbak Capital Partners LLP$246K1
304NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$243K1
305EXCHANGE TRADED CONCEPTS, LLC$241K1
306ELEVATION POINT WEALTH PARTNERS, LLC$241K1
307Allianz Asset Management GmbH$230K1
308OneDigital Investment Advisors LLC$229K1
309STRATEGY ASSET MANAGERS LLC$226K1
310Curated Wealth Partners LLC$222K1
311Brevan Howard Capital Management LP$221K1
312Rafferty Asset Management, LLC$219K1
313Laird Norton Wetherby Trust Company, LLC$217K1
314Acorn Wealth Advisors, LLC$213K1
315Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$211K1
316OXFORD ASSET MANAGEMENT LLP$207K1
317Platform Technology Partners$205K1
318Apella Capital, LLC$201K1
319TD Waterhouse Canada Inc.$183K1
320UMB Bank, n.a.$181K1
321Freestone Grove Partners LP$174K1
322Canton Hathaway, LLC$150K1
323Archer Investment Corp$150K1
324CWM, LLC$128K1
325Banque Cantonale Vaudoise$120K1
326Atlantic Union Bankshares Corp$120K1
327SIGNATUREFD, LLC$117K1
328MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$113K1
329Sterling Capital Management LLC$107K1
330AlphaCentric Advisors LLC$79.5K1
331CENTRAL TRUST Co$77.2K1
332Bayforest Capital Ltd$71.8K1
333Truvestments Capital LLC$66.1K1
334Blue Trust, Inc.$56.0K1
335SHP Wealth Management$53.9K1
336Smartleaf Asset Management LLC$45.9K1
337Allworth Financial LP$45.4K1
338NOMURA ASSET MANAGEMENT CO LTD$39.2K1
339NATIXIS ADVISORS, LLC$38.0K1
340DANSKE BANK A/S$37.0K1
341Hilton Head Capital Partners, LLC$34.9K1
342Mirae Asset Global Investments Co., Ltd.$33.7K1
343FIL Ltd$32.2K1
344ASSETMARK, INC$31.2K1
345Quarry LP$30.9K1
346Parkside Financial Bank & Trust$28.8K1
347Clark Wealth Partners$25.2K1
348Mitsubishi UFJ Asset Management Co., Ltd.$23.1K1
349MAI Capital Management$19.6K1
350Clearstead Advisors, LLC$17.6K1
351Signature Equity Partners, LLC$16.9K1
352North Growth Management Ltd.$15.0K1
353Owl Creek Wealth Partners LLC$13.7K1
354FARMERS & MERCHANTS INVESTMENTS INC$12.6K1
355NEW YORK STATE TEACHERS RETIREMENT SYSTEM$11.8K1
356MATHER GROUP, LLC.$11.4K1
357JPL Wealth Management, LLC$10.9K1
358Key FInancial Inc$10.0K1
359Dogwood Wealth Management LLC$9.9K1
360MEEDER ASSET MANAGEMENT INC$9.5K1
361CANADA LIFE ASSURANCE Co$9.1K1
362INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8.0K1
363AMALGAMATED BANK$7.4K1
364Larson Financial Group LLC$7.4K1
365JFS WEALTH ADVISORS, LLC$7.3K1
366CVA Family Office, LLC$7.2K1
367Pinnacle Wealth Planning Services, Inc.$6.8K1
368JONES FINANCIAL COMPANIES LLLP$6.7K1
369Treasurer of the State of North Carolina$6.4K1
370CHILTON CAPITAL MANAGEMENT LLC$6.1K1
371South Dakota Investment Council$3.6K1
372Private Wealth Management Group, LLC$3.3K1
373SJS Investment Consulting Inc.$3.2K1
374Elevated Capital Advisors, LLC$3.0K1
375Bell Investment Advisors, Inc$2.7K1
376Cromwell Holdings LLC$2.4K1
377Van Berkom & Associates Inc.$2.0K1
378Activest Wealth Management$1.7K1
379State of Alaska, Department of Revenue$1.6K1
380First Pacific Financial$1.4K1
381BROWN, LISLE/CUMMINGS, INC.$1.3K1
382True Wealth Design, LLC$1.3K1
383Vermillion Wealth Management, Inc.$1.3K1
384DiNuzzo Private Wealth, Inc.$1.3K1
385ELEVATION WEALTH PARTNERS, LLC$1.2K1
386Nemes Rush Group LLC$1.2K1
387Clearstead Trust, LLC$1.1K1
388Stone House Investment Management, LLC$9611
389Rialto Wealth Management, LLC$8881
390PARK AVENUE SECURITIES LLC$8691
391HRT FINANCIAL LP$7411
392Intentional Wealth Strategies, LLC$7391
393SouthState Bank Corp$6661
394Quaker Wealth Management, LLC$5921
395MONTAG A & ASSOCIATES INC$5601
396American Capital Advisory, LLC$5181
397KBC Group NV$4271
398HFM Investment Advisors, LLC$3701
399WINSLOW ASSET MANAGEMENT INC$3541
400SBI Securities Co., Ltd.$2961
401Penserra Capital Management LLC$2331
402Abound Wealth Management$2271
403TOTH FINANCIAL ADVISORY CORP$2221
404Manchester Capital Management LLC$2221
405Seneschal Advisors, LLC$2221
406Caitong International Asset Management Co., Ltd$1481
407Murphy & Mullick Capital Management Corp$1481
408Cassaday & Co Wealth Management LLC$741
409Harvest Fund Management Co., Ltd$111
410Capital Advisors, Ltd. LLC$11
411Jefferies Financial Group Inc.— value not disclosed1
412VANGUARD GROUP INC— value not disclosed1
413WELCH & FORBES LLC— value not disclosed1
414THRIVENT FINANCIAL FOR LUTHERANS— value not disclosed1
415HARBOUR INVESTMENTS, INC.— value not disclosed1
416BANCO BILBAO VIZCAYA ARGENTARIA, S.A.— value not disclosed1
417COMERICA BANK— value not disclosed1
418HM PAYSON & CO— value not disclosed1
419MAVERICK CAPITAL LTD— value not disclosed1
420ONTARIO TEACHERS PENSION PLAN BOARD— value not disclosed1
421TORONTO DOMINION BANK— value not disclosed1
422VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
423OSTERWEIS CAPITAL MANAGEMENT INC— value not disclosed1
424D. E. Shaw & Co., Inc.— value not disclosed1
425INTRUST BANK NA— value not disclosed1
426Sculptor Capital LP— value not disclosed1
427KEYBANK NATIONAL ASSOCIATION/OH— value not disclosed1
428SIG BROKERAGE, LP— value not disclosed1
429BRIDGEWAY CAPITAL MANAGEMENT, LLC— value not disclosed1
430FLPUTNAM INVESTMENT MANAGEMENT CO— value not disclosed1
431ALGERT GLOBAL LLC— value not disclosed1
432SCOPIA CAPITAL MANAGEMENT LP— value not disclosed1
433CIBC Private Wealth Group LLC— value not disclosed1
434Bangor Savings Bank— value not disclosed1
435Weiss Asset Management LP— value not disclosed1
436NORGES BANK— value not disclosed1
437PEAK6 LLC— value not disclosed1
438Hudson Bay Capital Management LP— value not disclosed1
439Marquette Asset Management, LLC— value not disclosed1
440K.J. Harrison & Partners Inc— value not disclosed1
441Lisanti Capital Growth, LLC— value not disclosed1
442Meritage Group LP— value not disclosed1
443Sigma Planning Corp— value not disclosed1
444GTS SECURITIES LLC— value not disclosed1
445IMC-Chicago, LLC— value not disclosed1
446Johnson Financial Group, Inc.— value not disclosed1
447Lombard Odier Asset Management (USA) Corp— value not disclosed1
448Quantbot Technologies LP— value not disclosed1
449Zweig-DiMenna Associates LLC— value not disclosed1
450Twin Tree Management, LP— value not disclosed1
451Banco BTG Pactual S.A.— value not disclosed1
452JNBA Financial Advisors— value not disclosed1
453Interval Partners, LP— value not disclosed1
454WINTON GROUP Ltd— value not disclosed1
455Engineers Gate Manager LP— value not disclosed1
456Merit Financial Group, LLC— value not disclosed1
457Versor Investments LP— value not disclosed1
458Grove Bank & Trust— value not disclosed1
459Garner Asset Management Corp— value not disclosed1
460DV Trading LLC— value not disclosed1
461Ceredex Value Advisors LLC— value not disclosed1
462Elo Mutual Pension Insurance Co— value not disclosed1
463Machina Capital S.A.S.— value not disclosed1
464Global Retirement Partners, LLC— value not disclosed1
465DNCA FINANCE— value not disclosed1
466Wealthfront Advisers LLC— value not disclosed1
467Ararat Capital Management LP— value not disclosed1
468Y-Intercept (Hong Kong) Ltd— value not disclosed1
469Sanctuary Advisors, LLC— value not disclosed1
470Xcel Wealth Management, LLC— value not disclosed1
471Avion Wealth— value not disclosed1
472Aquatic Capital Management LLC— value not disclosed1
473Kestra Advisory Services, LLC— value not disclosed1
474Tabor Asset Management, LP— value not disclosed1
475PINNBROOK CAPITAL MANAGEMENT LP— value not disclosed1
476Optiver Holding B.V.— value not disclosed1
477NewEdge Wealth, LLC— value not disclosed1
478AlphaQuest LLC— value not disclosed1
479PharVision Advisers, LLC— value not disclosed1
480Kinetic Partners Management, LP— value not disclosed1
481Forum Financial Management, LP— value not disclosed1
482SageView Advisory Group, LLC— value not disclosed1
483Hook Mill Capital Partners, LP— value not disclosed1
484Dunhill Financial, LLC— value not disclosed1
485Polymer Capital Management (US) LLC— value not disclosed1
486Envestnet Portfolio Solutions, Inc.— value not disclosed1
487Annis Gardner Whiting Capital Advisors, LLC— value not disclosed1
488Turning Point Benefit Group, Inc.— value not disclosed1
489Scientech Research LLC— value not disclosed1
490Motiv8 Investments LLC— value not disclosed1
491IMG Wealth Management, Inc.— value not disclosed1
492Wealth Watch Advisors, INC— value not disclosed1
493SAGESPRING WEALTH PARTNERS, LLC— value not disclosed1
494WPG Advisers, LLC— value not disclosed1
495OPTIMA CAPITAL LLC— value not disclosed1
496Lotus Technology Management, LP— value not disclosed1
497Keating Financial Advisory Services, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 410 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)6 buy / 6 sell
Congress net ($ bound)−$305K to $20.0K
Filers net (actions)not in build
Filers net ($ 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 SGI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SGI · financials and macro

Financials — as filed PLANNED

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