Public record / Tickers / SW

SW — Smurfit Westrock plc†

Both disclosure regimes on one name: who in Congress filed about SW, 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
2
all PTR rows naming SW
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
12-15
filed 2025-12-15
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 2025-11-18 → filed 2025-12-15. Ranked over every SW row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SW
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 11-18 +27d$1K–$15K
2025-05-14Julie Johnson D–TX-32SELL JT (jointly owned)Traded 04-01 +43d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in SW

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing SW 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.
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2

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

Congress ↔ notable managers · SW

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

Trimming
1 Moore Capital Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SMURFIT WESTROCK PLC

Merged timeline of congressional filings and notable-manager moves on SW
DateWhoChangeSize
2026-05-15Soros Fund Management 13FADD+118,088 sh
2026-05-15Gotham Asset Management 13FADD+43,418 sh
2026-05-15Moore Capital Management 13FEXIT−393,812 sh

3 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 SW for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.8B1
2Capital Research Global Investors$1.6B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.4B1
4STATE STREET CORP$1.0B1
5Nuveen, LLC$980M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$969M1
7CAUSEWAY CAPITAL MANAGEMENT LLC$620M1
8GEODE CAPITAL MANAGEMENT, LLC$566M1
9Orbis Allan Gray Ltd$549M1
10FRANKLIN RESOURCES INC$516M1
11Capital World Investors$497M1
12DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$425M1
13Invesco Ltd.$424M1
14FMR LLC$402M1
15Bank of New York Mellon Corp$352M1
16DEUTSCHE BANK AG\$260M1
17MORGAN STANLEY$238M1
18NORDEA INVESTMENT MANAGEMENT AB$235M1
19BANK OF AMERICA CORP /DE/$218M1
20AQR CAPITAL MANAGEMENT LLC$198M1
21DIMENSIONAL FUND ADVISORS LP$193M1
22NORTHERN TRUST CORP$188M1
23Legal & General Group Plc$178M1
24UBS Group AG$160M1
25Amundi$158M1
26CANADA PENSION PLAN INVESTMENT BOARD$150M1
27CHARLES SCHWAB INVESTMENT MANAGEMENT INC$141M1
28VANGUARD FIDUCIARY TRUST CO$117M1
29Ruffer LLP$111M1
30SOROS FUND MANAGEMENT LLC$100M1
31MASSACHUSETTS FINANCIAL SERVICES CO /MA/$96.3M1
32CITIGROUP INC$77.9M1
33Alberta Investment Management Corp$77.5M1
34LANSDOWNE PARTNERS (UK) LLP$74.5M1
35ROYAL BANK OF CANADA$72.5M1
36ALLIANCEBERNSTEIN L.P.$72.2M1
37FIRST TRUST ADVISORS LP$69.8M1
38Swiss National Bank$61.1M1
39SEI INVESTMENTS CO$59.7M1
40Pictet Asset Management Holding SA$56.6M1
41Vontobel Holding Ltd.$48.7M1
42MANUFACTURERS LIFE INSURANCE COMPANY, THE$48.5M1
43AVIVA PLC$47.8M1
44Mitsubishi UFJ Asset Management Co., Ltd.$46.7M1
45Vanguard Global Advisers, LLC$46.3M1
46FIL Ltd$46.2M1
47HSBC HOLDINGS PLC$44.1M1
48Verbena Value LP$42.9M1
49VANGUARD ASSET MANAGEMENT, Ltd$41.1M1
50Capital International Investors$37.8M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$33.8M1
52PATTEN & PATTEN INC/TN$30.9M1
53BANK OF MONTREAL /CAN/$29.1M1
54Man Group plc$28.9M1
55PRINCIPAL FINANCIAL GROUP INC$28.1M1
56Gotham Asset Management, LLC$27.9M1
57ExodusPoint Capital Management, LP$27.0M1
58LAKEWOOD CAPITAL MANAGEMENT, LP$26.9M1
59ALPS ADVISORS INC$26.4M1
60MACKENZIE FINANCIAL CORP$26.4M1
61ENVESTNET ASSET MANAGEMENT INC$25.3M1
62Compagnie Lombard Odier SCmA$24.7M1
63BROWN ADVISORY INC$24.7M1
64Evelyn Partners Investment Management LLP$24.0M1
65Universal- Beteiligungs- und Servicegesellschaft mbH$22.9M1
66SALEM INVESTMENT COUNSELORS INC$22.7M1
67AMERICAN CENTURY COMPANIES INC$22.0M1
68WORLDQUANT MILLENNIUM ADVISORS LLC$19.8M1
69CITADEL ADVISORS LLC$19.8M1
70Eurizon Capital SGR S.p.A.$19.3M1
71WELLINGTON MANAGEMENT GROUP LLP$19.1M1
72Savant Capital, LLC$18.6M1
73Holowesko Partners Ltd.$18.3M1
74Arnhold LLC$18.3M1
75Redwood Grove Capital, LLC$17.9M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$17.2M1
77GROUPAMA ASSET MANAGMENT$16.8M1
78ROYAL LONDON ASSET MANAGEMENT LTD$16.7M1
79CAMBIAR INVESTORS LLC$16.3M1
80Zurich Insurance Group Ltd/FI$15.7M1
81WELLS FARGO & COMPANY/MN$15.1M1
82Quantinno Capital Management LP$14.3M1
83Aberdeen Group plc$13.5M1
84Vident Advisory, LLC$13.1M1
85BANQUE PICTET & CIE SA$12.9M1
86TD ASSET MANAGEMENT INC$12.2M1
87Korea Investment CORP$11.9M1
88Artemis Investment Management LLP$11.6M1
89STATE OF WISCONSIN INVESTMENT BOARD$11.1M1
90RAYMOND JAMES FINANCIAL INC$11.1M1
91Schonfeld Strategic Advisors LLC$10.5M1
92Chevy Chase Trust Holdings, LLC$10.5M1
93Vanguard Investments Australia, Ltd.$10.4M1
94Lombard Odier Asset Management (Europe) Ltd$9.9M1
95MetLife Investment Management, LLC$9.7M1
96M&G Plc$9.3M1
97Zurcher Kantonalbank (Zurich Cantonalbank)$9.2M1
98FULLER & THALER ASSET MANAGEMENT, INC.$9.0M1
99NEW YORK STATE COMMON RETIREMENT FUND$8.7M1
100Asset Management One Co., Ltd.$8.5M1
101STOREBRAND ASSET MANAGEMENT AS$8.4M1
102Janus Henderson Group Ltd.$8.3M1
103KLP KAPITALFORVALTNING AS$8.2M1
104Covalis Capital LLP$8.1M1
105Tredje AP-fonden$7.7M1
106NOMURA ASSET MANAGEMENT CO LTD$7.5M1
107CREDIT AGRICOLE S A$7.5M1
108Slate Path Capital LP$7.4M1
109LPL Financial LLC$7.3M1
110State of New Jersey Common Pension Fund D$7.1M1
111ABN AMRO Bank N.V.$7.1M1
112Lansforsakringar Fondforvaltning AB (publ)$6.8M1
113GATEWAY INVESTMENT ADVISERS LLC$6.8M1
114OPPENHEIMER ASSET MANAGEMENT INC.$6.7M1
115SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.7M1
116VAN DEN BERG MANAGEMENT I, INC$6.4M1
117Y-Intercept (Hong Kong) Ltd$6.4M1
118PRIVATE MANAGEMENT GROUP INC$6.4M1
119KWMG, LLC$5.9M1
120Resona Asset Management Co.,Ltd.$5.9M1
121MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.9M1
122STATE OF MICHIGAN RETIREMENT SYSTEM$5.8M1
123Access Investment Management LLC$5.8M1
124Czech National Bank$5.7M1
125Arizona State Retirement System$5.7M1
126ADAGE CAPITAL PARTNERS GP, L.L.C.$5.6M1
127Concurrent Investment Advisors, LLC$5.6M1
128Pathstone Holdings, LLC$5.5M1
129BNP Paribas Asset Management Holding S.A.$5.4M1
130VOYA INVESTMENT MANAGEMENT LLC$5.4M1
131CIBC Asset Management Inc$5.4M1
132Mediolanum International Funds Ltd$5.2M1
133CIBC Bancorp USA Inc.$5.1M1
134DnB Asset Management AS$4.9M1
135COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.8M1
136APG Asset Management N.V.$4.8M1
137IFM Investors Pty Ltd$4.7M1
138XPONANCE LLC$4.6M1
139JANE STREET GROUP, LLC$4.5M1
140Retirement Systems of Alabama$4.4M1
141Sumitomo Mitsui DS Asset Management Company, Ltd$4.2M1
142Mirae Asset Global Investments Co., Ltd.$4.1M1
143SEB Asset Management AB$4.1M1
144Woodline Partners LP$4.1M1
145Rokos Capital Management LLP$4.0M1
146WOLVERINE ASSET MANAGEMENT LLC$4.0M1
147Clearline Capital LP$4.0M1
148Beverly Hills Private Wealth, LLC$3.9M1
149DANSKE BANK A/S$3.9M1
150LETKO, BROSSEAU & ASSOCIATES INC$3.8M1
151STIFEL FINANCIAL CORP$3.8M1
152National Pension Service$3.8M1
153ProShare Advisors LLC$3.8M1
154Synergy Asset Management, LLC$3.8M1
155Ensign Peak Advisors, Inc$3.7M1
156Metis Global Partners, LLC$3.5M1
157Old North State Wealth Management, LLC$3.4M1
158CI INVESTMENTS INC.$3.4M1
159Utah Retirement Systems$3.4M1
160Focus Partners Wealth$3.4M1
161PUBLIC SECTOR PENSION INVESTMENT BOARD$3.4M1
162Clearbridge Investments, LLC$3.3M1
163Bank Pictet & Cie (Europe) AG$3.2M1
164Evelyn Partners Investment Management Services Ltd$3.2M1
165FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.1M1
166Sage Capital Advisors,llc$3.1M1
167Evelyn Partners Investment Management (Europe) Ltd$3.0M1
168NEOS Investment Management LLC$3.0M1
169Havemeyer Place LP$2.9M1
170BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.9M1
171SWS Partners$2.8M1
172GUGGENHEIM CAPITAL LLC$2.6M1
173DAVENPORT & Co LLC$2.5M1
174Corient Private Wealth LLC$2.5M1
175BIP Wealth, LLC$2.5M1
176WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.4M1
177OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.4M1
178Cetera Investment Advisers$2.3M1
179Vestmark Advisory Solutions, Inc.$2.3M1
180MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.2M1
181Cerity Partners LLC$2.1M1
182Lombard Odier Asset Management (Switzerland) SA$2.0M1
183PRUDENTIAL FINANCIAL INC$2.0M1
184FLPUTNAM INVESTMENT MANAGEMENT CO$1.9M1
185Diversified Trust Co$1.8M1
186Investment Management Corp of Ontario$1.8M1
187Swedbank AB$1.8M1
188Broyhill Asset Management, LLC$1.7M1
189Banque Cantonale Vaudoise$1.7M1
190PINNACLE ASSOCIATES LTD$1.7M1
191Alpha Omega Wealth Management LLC$1.7M1
192AustralianSuper Pty Ltd$1.7M1
193MACQUARIE GROUP LTD$1.6M1
194COMMONWEALTH EQUITY SERVICES, LLC$1.6M1
195Tidal Investments LLC$1.5M1
196Rafferty Asset Management, LLC$1.5M1
197WESTWOOD HOLDINGS GROUP INC$1.5M1
198MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.4M1
199GREENWOOD CAPITAL ASSOCIATES LLC$1.4M1
200Atria Investments, Inc$1.3M1
201HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.3M1
202Lombard Odier Asset Management (USA) Corp$1.3M1
203FEDERATED HERMES, INC.$1.3M1
204Fideuram Asset Management (Ireland) dac$1.3M1
205Investors Research Corp$1.3M1
206MIZUHO SECURITIES USA LLC$1.3M1
207HighTower Advisors, LLC$1.2M1
208Connor, Clark & Lunn Investment Management Ltd.$1.2M1
209PARAGON CAPITAL MANAGEMENT INC$1.2M1
210D. E. Shaw & Co., Inc.$1.2M1
211Callan Family Office, LLC$1.2M1
212Norinchukin Bank, The$1.2M1
213O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.2M1
214Bank Julius Baer & Co. Ltd, Zurich$1.2M1
215Osmosis Investment Management UK Ltd$1.1M1
216ALERUS FINANCIAL NA$1.1M1
217Optiver Holding B.V.$1.1M1
218MASTERINVEST Kapitalanlage GmbH$1.1M1
219Vanguard Personalized Indexing Management, LLC$1.1M1
220XTX Topco Ltd$1.0M1
221Recurrent Investment Advisors LLC$1.0M1
222Robeco Institutional Asset Management B.V.$1.0M1
223Legacy Wealth Asset Management, LLC$1.0M1
224Engineers Gate Manager LP$1.0M1
225ABN AMRO INVESTMENT SOLUTIONS$1.0M1
226Maryland State Retirement & Pension System$1.0M1
227EDENTREE ASSET MANAGEMENT Ltd$996K1
228Wharton Business Group, LLC$991K1
229NATIONAL BANK OF CANADA /FI/$971K1
230TOKIO MARINE ASSET MANAGEMENT CO LTD$968K1
231Cresset Asset Management, LLC$952K1
232Dynamic Technology Lab Private Ltd$945K1
233Redmond Asset Management, LLC$929K1
234Abacus Planning Group, Inc.$919K1
235MERCER GLOBAL ADVISORS INC /ADV$892K1
236Empowered Funds, LLC$891K1
237GC Wealth Management RIA, LLC$870K1
238GeoWealth Management, LLC$870K1
239Allspring Global Investments Holdings, LLC$868K1
240Capital International Sarl$859K1
241Ascent Group, LLC$857K1
242MUFG Securities EMEA plc$854K1
243J. Safra Sarasin Holding AG$849K1
244Federation des caisses Desjardins du Quebec$838K1
245NewEdge Wealth, LLC$827K1
246NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$826K1
247Balefire, LLC$813K1
248Summit Trail Advisors, LLC$792K1
249Saudi Central Bank$768K1
250Assenagon Asset Management S.A.$765K1
251Composition Wealth, LLC$731K1
252Creative Planning$730K1
253EFG International AG$730K1
254MOODY NATIONAL BANK TRUST DIVISION$723K1
255Allianz Asset Management GmbH$721K1
256TRUIST FINANCIAL CORP$713K1
257Verition Fund Management LLC$712K1
258Perpetual Ltd$705K1
259Crossmark Global Holdings, Inc.$699K1
260J. Goldman & Co LP$697K1
261Capital Group Private Client Services, Inc.$667K1
262OMERS ADMINISTRATION Corp$661K1
263QRG CAPITAL MANAGEMENT, INC.$659K1
264Merit Financial Group, LLC$657K1
265BURNEY CO/$653K1
266North Dakota State Investment Board$600K1
267STANCE CAPITAL LLC$600K1
268PROFUND ADVISORS LLC$597K1
269MUFG SECURITIES AMERICAS INC.$576K1
270NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$573K1
271PRELUDE CAPITAL MANAGEMENT, LLC$571K1
272OSAIC HOLDINGS, INC.$570K1
273AXQ CAPITAL, LP$563K1
274SECURIAN ASSET MANAGEMENT, INC$562K1
275CenterBook Partners LP$555K1
276Squarepoint Ops LLC$553K1
277Sequoia Financial Advisors, LLC$551K1
278NOMURA HOLDINGS INC$544K1
279Wealthfront Advisers LLC$534K1
280Prosperity Consulting Group, LLC$521K1
281Harbour Capital Advisors, LLC$521K1
282AMG National Trust Bank$510K1
283Caitong International Asset Management Co., Ltd$508K1
284MML INVESTORS SERVICES, LLC$490K1
285WEALTH ALLIANCE, LLC$478K1
286MANGROVE PARTNERS IM, LLC$473K1
287CITIZENS FINANCIAL GROUP INC/RI$472K1
288&PARTNERS$455K1
289Tower Research Capital LLC (TRC)$449K1
290Snowden Capital Advisors LLC$438K1
291626 Financial, LLC$433K1
292Capital International, Inc./CA/$432K1
293OSSIAM$421K1
294Rockefeller Capital Management L.P.$386K1
295Compound Planning, Inc.$384K1
296HB Wealth Management, LLC$375K1
297BALYASNY ASSET MANAGEMENT L.P.$374K1
298EXCHANGE TRADED CONCEPTS, LLC$365K1
299AlphaStar Capital Management, LLC$364K1
300FLAGSHIP HARBOR ADVISORS, LLC$364K1
301M&T BANK CORP$347K1
302Moors & Cabot, Inc.$337K1
303EVERGREEN CAPITAL MANAGEMENT LLC$333K1
304ASAHI LIFE ASSET MANAGEMENT CO., LTD.$330K1
305TEACHER RETIREMENT SYSTEM OF TEXAS$310K1
306Concentric Capital Strategies, LP$294K1
307LBP AM SA$293K1
308FIFTH THIRD BANCORP$293K1
309Pflug Koory, LLC$291K1
310INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$287K1
311Mariner, LLC$286K1
312Chicago Capital, LLC$282K1
313Patten Group, Inc.$281K1
314Caprock Group, LLC$273K1
315Diligent Investors, LLC$271K1
316TWINBEECH CAPITAL LP$267K1
317CWM, LLC$264K1
318UNITED CAPITAL FINANCIAL ADVISORS, LLC$263K1
319PATTON FUND MANAGEMENT, INC.$263K1
320Farringdon Capital, Ltd.$261K1
321Southern Financial Group, LLC$259K1
322ASR Vermogensbeheer N.V.$251K1
323Aaron Wealth Advisors LLC$248K1
324UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$247K1
325AE Wealth Management LLC$245K1
326Trivium Point Advisory, LLC$244K1
327BLAIR WILLIAM & CO/IL$242K1
328Hibernia Wealth Partners, LLC$237K1
329Avanza Fonder AB$234K1
330Blue Trust, Inc.$231K1
331Calamos Advisors LLC$224K1
332Calamos Wealth Management LLC$224K1
333KEYBANK NATIONAL ASSOCIATION/OH$221K1
334Avise Financial Cooperative, Inc.$219K1
335MIRABELLA FINANCIAL SERVICES LLP$217K1
336Oak Thistle LLC$216K1
337Harbor Advisors LLC$212K1
338OneAscent Financial Services LLC$209K1
339BENJAMIN EDWARDS INC$206K1
340JOURNEY STRATEGIC WEALTH LLC$205K1
341US BANCORP \DE\$199K1
342Steward Partners Investment Advisory, LLC$195K1
343Pinnacle Wealth Planning Services, Inc.$192K1
344New Age Alpha Advisors, LLC$186K1
345Arax Advisory Partners$167K1
346GROUP ONE TRADING LLC$158K1
347Geneos Wealth Management Inc.$124K1
348Transamerica Financial Advisors, LLC$122K1
349Allworth Financial LP$122K1
350Skylands Capital, LLC$104K1
351Hartford Financial Management Inc.$104K1
352Siemens Fonds Invest GmbH$94.4K1
353Smartleaf Asset Management LLC$88.9K1
354ASSETMARK, INC$87.1K1
355MAI Capital Management$68.7K1
356Axiom Investment Management LLC$61.9K1
357BFSG, LLC$56.4K1
358TD Waterhouse Canada Inc.$51.2K1
359Bayforest Capital Ltd$46.1K1
360SIGNATUREFD, LLC$42.2K1
361TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$36.7K1
362QUADRANT CAPITAL GROUP LLC$35.2K1
363KBC Group NV$34.9K1
364VAN ECK ASSOCIATES CORP$30.9K1
365FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$29.7K1
366Twin Lakes Capital Management, LLC$27.9K1
367Manchester Capital Management LLC$26.1K1
368Cromwell Holdings LLC$24.4K1
369Kimelman & Baird, LLC$21.9K1
370Medallion Wealth Advisors, LLC$20.7K1
371ARMSTRONG ADVISORY GROUP, INC$18.8K1
372Deseret Mutual Benefit Administrators$18.1K1
373MATHER GROUP, LLC.$17.4K1
374MEEDER ASSET MANAGEMENT INC$15.8K1
375Parkside Financial Bank & Trust$15.8K1
376CVA Family Office, LLC$15.5K1
377NEW YORK STATE TEACHERS RETIREMENT SYSTEM$14.1K1
378Larson Financial Group LLC$13.2K1
379UMB Bank, n.a.$13.1K1
380South Dakota Investment Council$12.8K1
381Sapience Investments, LLC$12.7K1
382HHM Wealth Advisors, LLC$12.5K1
383FARMERS & MERCHANTS INVESTMENTS INC$12.5K1
384Pinnacle Bancorp, Inc.$11.8K1
385Quarry LP$11.2K1
386Smallwood Wealth Investment Management, LLC$9.9K1
387Beaird Harris Wealth Management, LLC$9.3K1
388SHP Wealth Management$9.2K1
389Wilmington Savings Fund Society, FSB$9.0K1
390Financial Perspectives, Inc$8.9K1
391Treasurer of the State of North Carolina$8.9K1
392Kemnay Advisory Services Inc.$8.4K1
393Atlantic Union Bankshares Corp$7.6K1
394Westfuller Advisors, LLC$6.9K1
395WPG Advisers, LLC$6.9K1
396PROSPERITY BANCSHARES INC$6.8K1
397Ilmarinen Mutual Pension Insurance Co$6.4K1
398EASTERN BANK$6.2K1
399DELTA ASSET MANAGEMENT LLC/TN$6.0K1
400Key Capital Management, INC$5.6K1
401JFS WEALTH ADVISORS, LLC$5.5K1
402Clearstead Advisors, LLC$5.4K1
403Bell Investment Advisors, Inc$4.9K1
404E Fund Management (Hong Kong) Co., Ltd.$4.8K1
405Key FInancial Inc$4.7K1
406SJS Investment Consulting Inc.$4.5K1
407Atlantic Edge Private Wealth Management, LLC$4.5K1
408St. Johns Investment Management Company, LLC$4.4K1
409Abound Wealth Management$4.0K1
410SUMMIT SECURITIES GROUP LLC$3.4K1
411MV CAPITAL MANAGEMENT, INC.$3.4K1
412Clearstead Trust, LLC$3.3K1
413Rialto Wealth Management, LLC$2.8K1
414True Wealth Design, LLC$2.6K1
415DT Investment Partners, LLC$2.4K1
416Signature Equity Partners, LLC$2.4K1
417MASECO LLP$2.2K1
418State of Alaska, Department of Revenue$2.1K1
419Prestige Wealth Management Group LLC$2.0K1
420ELEVATION WEALTH PARTNERS, LLC$1.8K1
421Sunrise Financial Services, LLC$1.7K1
422Annis Gardner Whiting Capital Advisors, LLC$1.6K1
423Addison Advisors LLC$1.6K1
424DiNuzzo Private Wealth, Inc.$1.4K1
425JPL Wealth Management, LLC$1.3K1
426Clayton Financial Group LLC$1.3K1
427Retirement Wealth Solutions LLC$1.2K1
428Wall Street Financial Group, Inc.$1.2K1
429Groupe la Francaise$1.2K1
430American Capital Advisory, LLC$1.1K1
431Burk Holdings LLC$1.0K1
432Kilter Group LLC$9971
433Cambridge Investment Research Advisors, Inc.$8701
434Spire Wealth Management$7571
435Quaker Wealth Management, LLC$6781
436PARK AVENUE SECURITIES LLC$6321
437Activest Wealth Management$5981
438Portus Wealth Advisors, LLC$5981
439Vermillion Wealth Management, Inc.$5581
440Valued Wealth Advisors LLC$5191
441CENTRAL TRUST Co$4791
442HFM Investment Advisors, LLC$4781
443Vestcor Inc$4091
444Destiny Wealth Partners, LLC$3991
445TopTier Wealth Management, LLC$3991
446Investors Portfolio Services LLC$2831
447Dogwood Wealth Management LLC$2391
448MidFirst Bank$1991
449Cassaday & Co Wealth Management LLC$1201
450Penserra Capital Management LLC$1151
451Walleye Capital LLC$801
452Avion Wealth$21
453Jefferies Financial Group Inc.— value not disclosed1
454VANGUARD GROUP INC— value not disclosed1
455OLD NATIONAL BANCORP /IN/— value not disclosed1
456STEPHENS INC /AR/— value not disclosed1
457HARBOUR INVESTMENTS, INC.— value not disclosed1
458HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
459Brandywine Global Investment Management, LLC— value not disclosed1
460JACOBS LEVY EQUITY MANAGEMENT, INC— value not disclosed1
461KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC— value not disclosed1
462ING GROEP NV— value not disclosed1
463WEXFORD CAPITAL LP— value not disclosed1
464LAZARD ASSET MANAGEMENT LLC— value not disclosed1
465WHITEBOX ADVISORS LLC— value not disclosed1
466MILLENNIUM MANAGEMENT LLC— value not disclosed1
467REGIONS FINANCIAL CORP— value not disclosed1
468CIBC Private Wealth Group LLC— value not disclosed1
469Weiss Asset Management LP— value not disclosed1
470NORGES BANK— value not disclosed1
471WBI INVESTMENTS, LLC— value not disclosed1
472GAM Holding AG— value not disclosed1
473MOORE CAPITAL MANAGEMENT, LP— value not disclosed1
474GTS SECURITIES LLC— value not disclosed1
475OLD MISSION CAPITAL LLC— value not disclosed1
476NEXPOINT ASSET MANAGEMENT, L.P.— value not disclosed1
477Saba Capital Management, L.P.— value not disclosed1
478Leonteq Securities AG— value not disclosed1
479Empirical Finance, LLC— value not disclosed1
480FORSTA AP-FONDEN— value not disclosed1
481WINTON GROUP Ltd— value not disclosed1
482Trexquant Investment LP— value not disclosed1
483Swiss Life Asset Management Ltd— value not disclosed1
484Wealthspire Advisors, LLC— value not disclosed1
485EDMOND DE ROTHSCHILD HOLDING S.A.— value not disclosed1
486Incentive AS— value not disclosed1
487Berkeley Capital Partners, LLC— value not disclosed1
488Rubric Capital Management LP— value not disclosed1
489Benson Investment Management Company, Inc.— value not disclosed1
490McIlrath & Eck, LLC— value not disclosed1
491DV Trading LLC— value not disclosed1
492Howard Capital Management, LLC— value not disclosed1
493Distillate Capital Partners LLC— value not disclosed1
494Global Retirement Partners, LLC— value not disclosed1
495Qsemble Capital Management, LP— value not disclosed1
496Walnut Level Capital LLC— value not disclosed1
497Bright Futures Wealth Management, LLC.— value not disclosed1
498State of Wyoming— value not disclosed1
499Kestra Advisory Services, LLC— value not disclosed1
500Centennial Wealth Advisory LLC— value not disclosed1
Truncated by Public Filings. Every one of the 452 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)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ 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 SW

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SW · financials and macro

Financials — as filed PLANNED

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