Public record / Tickers / SON

SON — SONOCO PRODUCTS CO†

Both disclosure regimes on one name: who in Congress filed about SON, 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
6
all PTR rows naming SON
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-06
filed 2023-06-06
13F holders
382
top-382 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

Zoe Lofgren · $1.0K–$15.0K

SELL · traded 2023-05-25 → filed 2023-06-06. Ranked over every SON row by the provable lower bound, never a point estimate.

No member disclosed SON in the trailing 12 months

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

Every row filed inside 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

No dated SON rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SON · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SON
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-06-06Zoe Lofgren D–CA-18SELL SP (spouse-owned)Traded 05-25 +12d$1K–$15K
2021-04-23Lois Frankel D–FL-22SELL partial (partial sale)Traded 03-17 +37d$1K–$15K
2021-04-23Lois Frankel D–FL-22SELL partial (partial sale)Traded 03-16 +38d$1K–$15K
2017-07-20Pete Sessions R–TX-17SELL SP (spouse-owned)Traded 07-19 +1d$1K–$15K
2017-04-07Pete Sessions R–TX-17BUY SP (spouse-owned)Traded 04-11 filed −4d before trade$1K–$15Kdate anomaly
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in SON

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed SON in the trailing 12 months.

Congress ↔ notable managers · SON

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

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $37.1M held
Trimming
1 Bridgewater Associates $10.0M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SONOCO PRODS CO

Merged timeline of congressional filings and notable-manager moves on SON
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+565,744 sh
2026-05-15Bridgewater Associates 13FTRIM−81,050 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SON for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$616M1
2FULLER & THALER ASSET MANAGEMENT, INC.$320M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$258M1
4VANGUARD CAPITAL MANAGEMENT LLC$240M1
5STATE STREET CORP$228M1
6DIMENSIONAL FUND ADVISORS LP$213M1
7BANK OF AMERICA CORP /DE/$179M1
8EARNEST PARTNERS LLC$140M1
9NORDEA INVESTMENT MANAGEMENT AB$111M1
10AQR CAPITAL MANAGEMENT LLC$86.9M1
11SEI INVESTMENTS CO$81.0M1
12Invesco Ltd.$68.0M1
13FIRST TRUST ADVISORS LP$62.6M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$59.9M1
15BROWN ADVISORY INC$53.9M1
16FMR LLC$51.4M1
17PRIVATE MANAGEMENT GROUP INC$46.3M1
18NORTHERN TRUST CORP$44.8M1
19MORGAN STANLEY$43.8M1
20ROYAL BANK OF CANADA$43.8M1
21ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$39.6M1
22Gotham Asset Management, LLC$37.1M1
23FRONTIER CAPITAL MANAGEMENT CO LLC$36.3M1
24VANGUARD FIDUCIARY TRUST CO$33.1M1
25Pictet Asset Management Holding SA$32.6M1
26ProShare Advisors LLC$28.9M1
27MILLENNIUM MANAGEMENT LLC$25.4M1
28Invenomic Capital Management LP$23.8M1
29UBS Group AG$23.8M1
30Charter Oak Advisors LP$23.7M1
31NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$23.1M1
32BRANDES INVESTMENT PARTNERS, LP$21.8M1
33STOREBRAND ASSET MANAGEMENT AS$20.9M1
34WELLS FARGO & COMPANY/MN$20.6M1
35Quantinno Capital Management LP$19.7M1
36RAYMOND JAMES FINANCIAL INC$19.4M1
37WELLINGTON MANAGEMENT GROUP LLP$18.4M1
38BALYASNY ASSET MANAGEMENT L.P.$18.1M1
39AMERICAN CENTURY COMPANIES INC$17.5M1
40UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$17.4M1
41Access Investment Management LLC$15.7M1
42Meiji Yasuda Asset Management Co Ltd.$13.1M1
43PRINCIPAL FINANCIAL GROUP INC$11.9M1
44Midwest Trust Co$11.9M1
45FRANKLIN RESOURCES INC$11.5M1
46Swiss National Bank$10.6M1
47STIFEL FINANCIAL CORP$10.2M1
48Bridgewater Associates, LP$10.0M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.9M1
50IEQ CAPITAL, LLC$9.7M1
51ALLIANCEBERNSTEIN L.P.$9.5M1
52Universal- Beteiligungs- und Servicegesellschaft mbH$9.4M1
53HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$9.4M1
54Hudson Bay Capital Management LP$9.1M1
55TRUIST FINANCIAL CORP$7.9M1
56Nuveen, LLC$7.9M1
57Legal & General Group Plc$7.9M1
58FIFTH THIRD BANCORP$7.2M1
59STATE OF WISCONSIN INVESTMENT BOARD$7.2M1
60ENVESTNET ASSET MANAGEMENT INC$6.8M1
61Allianz Asset Management GmbH$6.6M1
62Retirement Systems of Alabama$6.5M1
63Vanguard Global Advisers, LLC$6.4M1
64Beck Bode, LLC$6.0M1
65SALEM INVESTMENT COUNSELORS INC$5.7M1
66HEARTLAND ADVISORS INC$5.4M1
67STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.4M1
68Squarepoint Ops LLC$5.2M1
69Connor, Clark & Lunn Investment Management Ltd.$5.1M1
70VANGUARD ASSET MANAGEMENT, Ltd$5.0M1
71Advisors Asset Management, Inc.$5.0M1
72Creative Planning$4.9M1
73Curi Capital, LLC$4.6M1
74BARCLAYS PLC$4.4M1
75EVR Research LP$4.3M1
76LPL Financial LLC$4.2M1
77LAZARD ASSET MANAGEMENT LLC$4.0M1
78M&T BANK CORP$3.9M1
79CWM, LLC$3.9M1
80Cerity Partners LLC$3.9M1
81Tidal Investments LLC$3.8M1
82WASATCH ADVISORS LP$3.8M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.8M1
84VICTORY CAPITAL MANAGEMENT INC$3.6M1
85Focus Partners Wealth$3.5M1
86Brevan Howard Capital Management LP$3.5M1
87Synergy Asset Management, LLC$3.4M1
88RBF Capital, LLC$3.3M1
89TWO SIGMA INVESTMENTS, LP$3.3M1
90CastleKnight Management LP$3.2M1
91CITIGROUP INC$3.0M1
92Weiss Asset Management LP$3.0M1
93EDMP, INC.$2.9M1
94NAPLES GLOBAL ADVISORS, LLC$2.8M1
95WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.5M1
96Mork Capital Management, LLC$2.4M1
97Allspring Global Investments Holdings, LLC$2.4M1
98Janus Henderson Group Ltd.$2.3M1
99VOYA INVESTMENT MANAGEMENT LLC$2.3M1
100CITADEL ADVISORS LLC$2.2M1
101State of New Jersey Common Pension Fund D$2.2M1
102IQ EQ FUND MANAGEMENT (IRELAND) Ltd$2.2M1
103Boston Partners$2.1M1
104MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.0M1
105Mariner, LLC$2.0M1
106ALLEN WEALTH MANAGEMENT, LLC$2.0M1
107KESTRA PRIVATE WEALTH SERVICES, LLC$2.0M1
108Cetera Investment Advisers$1.9M1
109Zurcher Kantonalbank (Zurich Cantonalbank)$1.9M1
110Ameritas Investment Partners, Inc.$1.9M1
111Westhampton Capital, LLC$1.9M1
112Atria Investments, Inc$1.8M1
113OPPENHEIMER ASSET MANAGEMENT INC.$1.8M1
114&PARTNERS$1.7M1
115D. E. Shaw & Co., Inc.$1.7M1
116HORIZON KINETICS ASSET MANAGEMENT LLC$1.7M1
117YOUSIF CAPITAL MANAGEMENT, LLC$1.7M1
118DAVENPORT & Co LLC$1.7M1
119Evercore Wealth Management, LLC$1.6M1
120Equitable Holdings, Inc.$1.6M1
121Sequoia Financial Advisors, LLC$1.6M1
122OSAIC HOLDINGS, INC.$1.5M1
123Arizona State Retirement System$1.5M1
124D.A. DAVIDSON & CO.$1.4M1
125MERCER GLOBAL ADVISORS INC /ADV$1.4M1
126GUGGENHEIM CAPITAL LLC$1.3M1
127COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.3M1
128Vanguard Investments Australia, Ltd.$1.3M1
129STATE OF MICHIGAN RETIREMENT SYSTEM$1.3M1
130CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.3M1
131BAILARD, INC.$1.2M1
132Pathstone Holdings, LLC$1.2M1
133NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
134Powell Investment Advisors, LLC$1.1M1
135Foster Victor Wealth Advisors, LLC$1.1M1
136UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.1M1
137OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
138NATIONAL BANK OF CANADA /FI/$1.1M1
139FIRST CITIZENS BANK & TRUST CO$1.1M1
140READYSTATE ASSET MANAGEMENT LP$1.1M1
141Southeast Asset Advisors, LLC$1.1M1
142AlphaCore Capital LLC$1.0M1
143INDEPENDENT FINANCIAL GROUP, LLC$1.0M1
144Envestnet Portfolio Solutions, Inc.$1.0M1
145COMMONWEALTH EQUITY SERVICES, LLC$1.0M1
146Corient Private Wealth LLC$990K1
147STEPHENS INC /AR/$977K1
148QUADRANT CAPITAL GROUP LLC$977K1
149Financial Engines Advisors L.L.C.$970K1
150HighTower Advisors, LLC$955K1
151Man Group plc$940K1
152WBI INVESTMENTS, LLC$939K1
153SUSQUEHANNA INTERNATIONAL GROUP, LLP$917K1
154A&I FINANCIAL SERVICES, LLC$854K1
155BANK OF MONTREAL /CAN/$847K1
156Summit Trail Advisors, LLC$833K1
157Brooklyn Investment Group$826K1
158Centiva Capital, LP$807K1
159HB Wealth Management, LLC$787K1
160NATIXIS$787K1
161US BANCORP \DE\$779K1
162COMMERCE BANK$779K1
163Sanctuary Advisors, LLC$771K1
164TEACHER RETIREMENT SYSTEM OF TEXAS$768K1
165D.B. Root & Company, LLC$754K1
166Numerai GP LLC$717K1
167Legato Capital Management LLC$704K1
168TOCQUEVILLE ASSET MANAGEMENT L.P.$703K1
169Merit Financial Group, LLC$703K1
170VOLORIDGE INVESTMENT MANAGEMENT, LLC$701K1
171Linden Thomas Advisory Services, LLC$692K1
172Blue Trust, Inc.$684K1
173NewEdge Advisors, LLC$678K1
174Cascade Investment Advisors, Inc.$663K1
175XPONANCE LLC$647K1
176Kestra Advisory Services, LLC$627K1
177MIRABELLA FINANCIAL SERVICES LLP$616K1
178PEAK6 LLC$605K1
179O'SHAUGHNESSY ASSET MANAGEMENT, LLC$605K1
180DEUTSCHE BANK AG\$602K1
181KING LUTHER CAPITAL MANAGEMENT CORP$598K1
182LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$573K1
183AE Wealth Management LLC$570K1
184Vanguard Personalized Indexing Management, LLC$569K1
185Swiss Life Asset Management Ltd$549K1
186Evanson Asset Management, LLC$547K1
187Ascent Group, LLC$544K1
188VestGen Advisors, LLC$534K1
189CHOREO, LLC$523K1
190Inspire Investing, LLC$517K1
191Pinnacle Financial Partners, Inc.$492K1
192Eastover Investment Advisors LLC$478K1
193Davis Investment Partners, LLC$461K1
194World Investment Advisors$440K1
195Poehling Capital Management, INC.$440K1
196Empowered Funds, LLC$434K1
197B.O.S.S. Retirement Advisors, LLC$426K1
198FEDERATED HERMES, INC.$424K1
199Hudson Portfolio Management LLC$422K1
200Verition Fund Management LLC$404K1
201Abacus Planning Group, Inc.$403K1
202Gallagher Fiduciary Advisors, LLC$397K1
203SECURIAN ASSET MANAGEMENT, INC$393K1
204Pallas Capital Advisors LLC$389K1
205Crossmark Global Holdings, Inc.$388K1
206State of Wyoming$384K1
207Prospera Financial Services Inc$380K1
208Abel Hall, LLC$374K1
209IVC Wealth Advisors LLC$370K1
210William B. Walkup & Associates, Inc.$367K1
211MML INVESTORS SERVICES, LLC$365K1
212Ensign Peak Advisors, Inc$362K1
213MAI Capital Management$355K1
214HSBC HOLDINGS PLC$345K1
215CIBC Bancorp USA Inc.$341K1
216Sivia Capital Partners, LLC$340K1
217EVOLVE PRIVATE WEALTH, LLC$333K1
218HOLDERNESS INVESTMENTS CO$331K1
219Independent Advisor Alliance$328K1
220BFSG, LLC$328K1
221JANE STREET GROUP, LLC$327K1
222EP Wealth Advisors, LLC$325K1
223Wedmont Private Capital$324K1
224PRUDENTIAL FINANCIAL INC$322K1
225TCTC Holdings, LLC$308K1
226Krilogy Financial LLC$305K1
227Perigon Wealth Management, LLC$297K1
228Bull Harbor Capital LLC$289K1
229Chicago Partners Investment Group LLC$288K1
230Baker Ellis Asset Management LLC$287K1
231Fieldview Capital Management, LLC$283K1
232Utah Retirement Systems$281K1
233Salomon & Ludwin, LLC$276K1
234EntryPoint Capital, LLC$267K1
235Caerus Investment Advisors, LLC$267K1
236Amundi$265K1
237Quantum Portfolio Management LLC$260K1
238JMN Financial LLC$260K1
239Lido Advisors, LLC$255K1
240Kera Capital Partners, Inc.$253K1
241Tower Research Capital LLC (TRC)$248K1
242Maryland State Retirement & Pension System$248K1
243Sagewood Asset Management LP$247K1
244Beverly Hills Private Wealth, LLC$234K1
245Arax Advisory Partners$231K1
246Trivium Point Advisory, LLC$230K1
247Baird Financial Group, Inc.$226K1
248Nicholson Wealth Management Group, LLC$225K1
249Van Diest Capital, LLC$224K1
250NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$222K1
251Alan B Lancz & Associates, Inc.$222K1
252VIAWEALTH, LLC$220K1
253Ethic Inc.$219K1
254REGIONS FINANCIAL CORP$213K1
255waypoint wealth counsel$210K1
256Aquatic Capital Management LLC$209K1
257Optimize Financial Inc$207K1
258NOVARE CAPITAL MANAGEMENT LLC$200K1
259Allworth Financial LP$192K1
260EXCHANGE TRADED CONCEPTS, LLC$165K1
261SIGNATUREFD, LLC$161K1
262Geneos Wealth Management Inc.$125K1
263ARMSTRONG ADVISORY GROUP, INC$122K1
264Caldwell Trust Co$120K1
265BNP Paribas Asset Management Holding S.A.$114K1
266Steward Partners Investment Advisory, LLC$108K1
267Truvestments Capital LLC$107K1
268NOMURA ASSET MANAGEMENT CO LTD$85.5K1
269CENTRAL TRUST Co$64.9K1
270Rockefeller Capital Management L.P.$64.8K1
271Hilltop National Bank$64.2K1
272Elevated Capital Advisors, LLC$45.7K1
273Federation des caisses Desjardins du Quebec$44.0K1
274Pflug Koory, LLC$43.8K1
275Bayforest Capital Ltd$42.2K1
276AMERIFLEX GROUP, INC.$40.6K1
277Freestone Grove Partners LP$38.2K1
278TD Waterhouse Canada Inc.$35.9K1
279Key Capital Management, INC$34.7K1
280WPG Advisers, LLC$33.1K1
281Kingdom Financial Group LLC.$25.2K1
282UMB Bank, n.a.$21.8K1
283NATIXIS ADVISORS, LLC$20.3K1
284Smartleaf Asset Management LLC$20.1K1
285ELEVATION WEALTH PARTNERS, LLC$16.4K1
286BEACON INVESTMENT ADVISORY SERVICES, INC.$16.2K1
287GHP Investment Advisors, Inc.$9.4K1
288INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$9.2K1
289Legacy Wealth Managment, LLC/ID$8.9K1
290Investors Research Corp$8.0K1
291POM Investment Strategies, LLC$7.9K1
292Prudent Man Investment Management, Inc.$7.5K1
293ASSETMARK, INC$7.1K1
294Parkside Financial Bank & Trust$6.8K1
295Sachetta, LLC$6.8K1
296Magnolia Wealth Management, LLC$6.8K1
297True Wealth Design, LLC$6.6K1
298Community Financial Services Group, LLC$6.5K1
299WOLFF WIESE MAGANA LLC$6.2K1
300Mitsubishi UFJ Asset Management Co., Ltd.$5.9K1
301CVA Family Office, LLC$5.8K1
302Owl Creek Wealth Partners LLC$5.7K1
303Signature Equity Partners, LLC$5.6K1
304ENTRUST FINANCIAL LLC$5.4K1
305Pinnacle Wealth Planning Services, Inc.$5.1K1
306Bell Investment Advisors, Inc$5.1K1
307DT Investment Partners, LLC$4.7K1
308Larson Financial Group LLC$4.3K1
309KBC Group NV$3.4K1
310CANADA LIFE ASSURANCE Co$3.2K1
311HRT FINANCIAL LP$3.0K1
312JONES FINANCIAL COMPANIES LLLP$2.9K1
313DekaBank Deutsche Girozentrale$2.8K1
314JFS WEALTH ADVISORS, LLC$2.6K1
315Treasurer of the State of North Carolina$2.3K1
316Parvin Asset Management, LLC$2.2K1
317THRIVENT FINANCIAL FOR LUTHERANS$2.0K1
318Leonteq Securities AG$1.5K1
319Paladin Partners, LLC$1.4K1
320FINANCIAL CONSULATE, INC$1.3K1
321Clearstead Advisors, LLC$1.2K1
322PICTON MAHONEY ASSET MANAGEMENT$1.1K1
323Rialto Wealth Management, LLC$9201
324Cromwell Holdings LLC$8651
325Keating Financial Advisory Services, Inc.$8651
326SouthState Bank Corp$8121
327Manchester Capital Management LLC$8121
328DiNuzzo Private Wealth, Inc.$8121
329State of Alaska, Department of Revenue$7721
330Spire Wealth Management$6491
331SJS Investment Consulting Inc.$5951
332Godfrey Financial Associates, Inc.$5951
333Transamerica Financial Advisors, LLC$5941
334Vestcor Inc$4451
335SHP Wealth Management$4331
336PARK AVENUE SECURITIES LLC$3591
337HFM Investment Advisors, LLC$2701
338Vermillion Wealth Management, Inc.$2161
339MV CAPITAL MANAGEMENT, INC.$1631
340Employees Retirement System of Texas$901
341Quest 10 Wealth Builders, Inc.$541
342Raleigh Capital Management Inc.$441
343Roble, Belko & Company, Inc$201
344Smithfield Trust Co$71
345Capital Advisors, Ltd. LLC$11
346VANGUARD GROUP INC— value not disclosed1
347SMITH, MOORE & CO.— value not disclosed1
348GLENMEDE TRUST CO NA— value not disclosed1
349Laird Norton Wetherby Trust Company, LLC— value not disclosed1
350HARBOUR INVESTMENTS, INC.— value not disclosed1
351COMERICA BANK— value not disclosed1
352GROUP ONE TRADING LLC— value not disclosed1
353VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
354DEPRINCE RACE & ZOLLO INC— value not disclosed1
355ING GROEP NV— value not disclosed1
356INTECH INVESTMENT MANAGEMENT LLC— value not disclosed1
357GATEWAY INVESTMENT ADVISERS LLC— value not disclosed1
358WOLVERINE ASSET MANAGEMENT LLC— value not disclosed1
359CIBC Private Wealth Group LLC— value not disclosed1
360NORGES BANK— value not disclosed1
361KETTLE HILL CAPITAL MANAGEMENT, LLC— value not disclosed1
362Walleye Trading LLC— value not disclosed1
363SIMPLEX TRADING, LLC— value not disclosed1
364Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
365Vontobel Holding Ltd.— value not disclosed1
366WINTON GROUP Ltd— value not disclosed1
367Holocene Advisors, LP— value not disclosed1
368DV Trading LLC— value not disclosed1
369Elo Mutual Pension Insurance Co— value not disclosed1
370Global Retirement Partners, LLC— value not disclosed1
371Oak Thistle LLC— value not disclosed1
372Lloyd Advisory Services, LLC.— value not disclosed1
373Concentric Capital Strategies, LP— value not disclosed1
374AlphaQuest LLC— value not disclosed1
375SageView Advisory Group, LLC— value not disclosed1
376Dunhill Financial, LLC— value not disclosed1
377Stephens Consulting, LLC— value not disclosed1
378Caitong International Asset Management Co., Ltd— value not disclosed1
379Quarry LP— value not disclosed1
380Polymer Capital Management (US) LLC— value not disclosed1
381Turning Point Benefit Group, Inc.— value not disclosed1
382OPTIMA CAPITAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 345 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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 SON

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SON · financials and macro

Financials — as filed PLANNED

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