Public record / Tickers / WBS

WBS — Webster Financial Corp - US†

Both disclosure regimes on one name: who in Congress filed about WBS, 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
8
all PTR rows naming WBS
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-14
filed 2025-04-14
13F holders
491
top-491 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

Daniel S. Goldman · $15.0K–$50.0K

BUY · traded 2023-04-10 → filed 2023-05-19. Ranked over every WBS row by the provable lower bound, never a point estimate.

No member disclosed WBS 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WBS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WBS
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-04-14Julie Johnson D–TX-32SELL JT (jointly owned)Traded 03-11 +34d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10BUYTraded 04-10 +39d$15K–$50K
2020-11-05Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 10-29 +7d$1K–$15K
2020-11-05Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 10-23 +13d$1K–$15K
2020-11-05Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 10-16 +20d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in WBS

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

No member disclosed WBS in the trailing 12 months.

Congress ↔ notable managers · WBS

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

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · Webster Financial Corp - US

Merged timeline of congressional filings and notable-manager moves on WBS
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13FADD+2,952,221 sh
2026-05-15Soros Fund Management 13FNEW+711,790 sh
2026-05-15Moore Capital Management 13FTRIM−180,821 sh
2026-05-15Bridgewater Associates 13FEXIT−754,071 sh
2026-05-14Caxton Associates 13FNEW+680,675 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 WBS for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.0B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$527M1
3VANGUARD CAPITAL MANAGEMENT LLC$504M1
4DIMENSIONAL FUND ADVISORS LP$439M1
5STATE STREET CORP$415M1
6Invesco Ltd.$357M1
7MILLENNIUM MANAGEMENT LLC$305M1
8BANK OF AMERICA CORP /DE/$259M1
9TUDOR INVESTMENT CORP ET AL$214M1
10UBS Group AG$196M1
11MORGAN STANLEY$155M1
12EARNEST PARTNERS LLC$155M1
13BALYASNY ASSET MANAGEMENT L.P.$151M1
14FMR LLC$150M1
15WHITEBOX ADVISORS LLC$134M1
16Pentwater Capital Management LP$130M1
17Westchester Capital Management, LLC$127M1
18TORONTO DOMINION BANK$124M1
19AQR Arbitrage LLC$124M1
20SEI INVESTMENTS CO$111M1
21Assenagon Asset Management S.A.$110M1
22NORTHERN TRUST CORP$98.1M1
23HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$96.7M1
24BASSWOOD CAPITAL MANAGEMENT, L.L.C.$84.4M1
25Hudson Bay Capital Management LP$83.3M1
26ALLIANCEBERNSTEIN L.P.$81.4M1
27AQR CAPITAL MANAGEMENT LLC$80.5M1
28Magnetar Financial LLC$78.9M1
29CHARLES SCHWAB INVESTMENT MANAGEMENT INC$78.4M1
30NATIONAL BANK OF CANADA /FI/$78.2M1
31CITIGROUP INC$77.7M1
32BARCLAYS PLC$76.1M1
33CITADEL ADVISORS LLC$73.9M1
34VANGUARD FIDUCIARY TRUST CO$69.4M1
35NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$68.5M1
36CAPSTONE INVESTMENT ADVISORS, LLC$59.0M1
37PUBLIC SECTOR PENSION INVESTMENT BOARD$55.8M1
38Qube Research & Technologies Ltd$49.5M1
39SOROS FUND MANAGEMENT LLC$49.4M1
40Alberta Investment Management Corp$48.6M1
41CAXTON ASSOCIATES LLP$47.3M1
42BANK OF NOVA SCOTIA$46.5M1
43Verition Fund Management LLC$45.8M1
44ExodusPoint Capital Management, LP$44.9M1
45HSBC HOLDINGS PLC$44.0M1
46TIG Advisors, LLC$42.7M1
47CAPITOLIS LIQUID GLOBAL MARKETS LLC$42.3M1
48NATIXIS$41.5M1
49Sand Grove Capital Management LLP$39.3M1
50Sagefield Capital LP$39.2M1
51Nuveen, LLC$39.0M1
52ADAGE CAPITAL PARTNERS GP, L.L.C.$38.9M1
53Polar Asset Management Partners Inc.$37.1M1
54LMR Partners LLP$36.1M1
55Allianz Asset Management GmbH$33.3M1
56Grantham, Mayo, Van Otterloo & Co. LLC$32.7M1
57Retirement Systems of Alabama$32.1M1
58ALPINE ASSOCIATES MANAGEMENT INC.$28.9M1
59STATE OF WISCONSIN INVESTMENT BOARD$28.8M1
60PZENA INVESTMENT MANAGEMENT LLC$28.4M1
61Squarepoint Ops LLC$28.2M1
62UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$27.6M1
63BANK OF MONTREAL /CAN/$27.0M1
64Man Group plc$26.1M1
65PRINCIPAL FINANCIAL GROUP INC$25.0M1
66FIRST TRUST ADVISORS LP$24.7M1
67Amundi$23.6M1
68CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$22.7M1
69Swiss National Bank$22.2M1
70Absolute Gestao de Investimentos Ltda.$20.8M1
71NINE MASTS CAPITAL Ltd$20.4M1
72WELLS FARGO & COMPANY/MN$19.1M1
73Slotnik Capital, LLC$18.9M1
74ALGEBRIS (UK) LTD$18.7M1
75PICTON MAHONEY ASSET MANAGEMENT$17.8M1
76Woodline Partners LP$15.6M1
77Schonfeld Strategic Advisors LLC$15.4M1
78Legal & General Group Plc$15.0M1
79Centiva Capital, LP$14.9M1
80ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$14.0M1
81OCCUDO QUANTITATIVE STRATEGIES LP$13.4M1
82Leeward Investments, LLC - MA$13.2M1
83Creative Planning$11.9M1
84Dana Investment Advisors, Inc.$11.2M1
85VANGUARD ASSET MANAGEMENT, Ltd$10.5M1
86GROUPAMA ASSET MANAGMENT$10.3M1
87Capula Management Ltd$10.1M1
88Lighthouse Investment Partners, LLC$9.9M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.6M1
90ENVESTNET ASSET MANAGEMENT INC$8.6M1
91SUSQUEHANNA INTERNATIONAL GROUP, LLP$8.3M1
92AMERICAN CENTURY COMPANIES INC$8.2M1
93IEQ CAPITAL, LLC$8.1M1
94PRELUDE CAPITAL MANAGEMENT, LLC$7.9M1
95Quantinno Capital Management LP$7.8M1
96Yakira Capital Management, Inc.$7.6M1
97ROYAL BANK OF CANADA$7.4M1
98Janus Henderson Group Ltd.$7.4M1
99TRILLIUM ASSET MANAGEMENT, LLC$7.3M1
100CREDIT INDUSTRIEL ET COMMERCIAL$7.3M1
101Petiole USA ltd$7.1M1
102Kintayl Capital LP$6.6M1
103Stablepoint Partners, LLC$6.5M1
104CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$6.4M1
105MOORE CAPITAL MANAGEMENT, LP$6.3M1
106D. E. Shaw & Co., Inc.$6.3M1
107BOOTHBAY FUND MANAGEMENT, LLC$6.1M1
108LPL Financial LLC$6.1M1
109MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.7M1
110COMMONWEALTH EQUITY SERVICES, LLC$5.7M1
111Cinctive Capital Management LP$5.3M1
112KING LUTHER CAPITAL MANAGEMENT CORP$5.1M1
113Universal- Beteiligungs- und Servicegesellschaft mbH$5.0M1
114BTG Pactual Asset Management US LLC$4.9M1
115Rafferty Asset Management, LLC$4.8M1
116JANE STREET GROUP, LLC$4.7M1
117Pathstone Holdings, LLC$4.7M1
118RAYMOND JAMES FINANCIAL INC$4.6M1
119NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.6M1
120Zurcher Kantonalbank (Zurich Cantonalbank)$4.5M1
121Vanguard Global Advisers, LLC$4.5M1
122MALTESE CAPITAL MANAGEMENT LLC$4.5M1
123PRUDENTIAL PLC$4.4M1
124MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.3M1
125Maven Securities LTD$4.3M1
126FIFTH THIRD BANCORP$4.2M1
127Cardinal Capital Management$3.9M1
128CWM, LLC$3.8M1
129VICTORY CAPITAL MANAGEMENT INC$3.8M1
130Engineers Gate Manager LP$3.7M1
131LAZARD ASSET MANAGEMENT LLC$3.7M1
132CAMBIAR INVESTORS LLC$3.7M1
133STIFEL FINANCIAL CORP$3.6M1
134Kapitalo Investimentos Ltda$3.6M1
135TOMPKINS FINANCIAL CORP$3.5M1
136FRANKLIN RESOURCES INC$3.5M1
137PAR CAPITAL MANAGEMENT INC$3.5M1
138DEUTSCHE BANK AG\$3.4M1
139M&T BANK CORP$3.3M1
140OP Asset Management Ltd$3.3M1
141VOYA INVESTMENT MANAGEMENT LLC$3.3M1
142Mariner, LLC$3.2M1
143Arizona State Retirement System$3.1M1
144Cerity Partners LLC$3.0M1
145HARVEST MANAGEMENT LLC$3.0M1
146WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.0M1
147COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.8M1
148Vanguard Investments Australia, Ltd.$2.8M1
149State of New Jersey Common Pension Fund D$2.7M1
150Diametric Capital, LP$2.7M1
151Carlson Capital, L.P.$2.7M1
152STATE OF MICHIGAN RETIREMENT SYSTEM$2.7M1
153HighTower Advisors, LLC$2.6M1
154Orange Investment Advisors, Inc.$2.5M1
155NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.5M1
156Cetera Investment Advisers$2.4M1
157MERCER GLOBAL ADVISORS INC /ADV$2.3M1
158OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
159Patriot Financial Group Insurance Agency, LLC$2.3M1
160Crossmark Global Holdings, Inc.$2.2M1
161ADVISORY RESEARCH INC$2.1M1
162Ameritas Investment Partners, Inc.$2.1M1
163Fortress Investment Group LLC$2.0M1
164WOLVERINE ASSET MANAGEMENT LLC$2.0M1
165Curi Capital, LLC$2.0M1
166JOHN G ULLMAN & ASSOCIATES INC$1.9M1
167NorthCrest Asset Manangement, LLC$1.9M1
168Pictet Asset Management Holding SA$1.8M1
169Vanguard Personalized Indexing Management, LLC$1.8M1
170HANCOCK WHITNEY CORP$1.7M1
171SeaCrest Wealth Management, LLC$1.7M1
172QUADRANT CAPITAL GROUP LLC$1.6M1
173Blackstone Inc.$1.6M1
174Kestra Investment Management, LLC$1.5M1
175Trust Investment Advisors$1.5M1
176Allspring Global Investments Holdings, LLC$1.5M1
177OSAIC HOLDINGS, INC.$1.5M1
178O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.5M1
179Essex Financial Services, Inc.$1.5M1
180Olympiad Research LP$1.5M1
181FOUNDATIONS INVESTMENT ADVISORS, LLC$1.5M1
182TEACHER RETIREMENT SYSTEM OF TEXAS$1.5M1
183FEDERATED HERMES, INC.$1.4M1
184Walleye Trading LLC$1.4M1
185XPONANCE LLC$1.4M1
186Private Advisor Group, LLC$1.3M1
187CSS LLC/IL$1.3M1
188Focus Partners Wealth$1.3M1
189Houlihan Financial Resource Group, Ltd.$1.1M1
190COMMERCE BANK$1.0M1
191Swiss Life Asset Management Ltd$967K1
192Tidal Investments LLC$923K1
193Atom Investors LP$899K1
194Latitude Advisors, LLC$877K1
195CIBC WORLD MARKET INC.$863K1
196SECURIAN ASSET MANAGEMENT, INC$825K1
197Voleon Capital Management LP$809K1
198Sanctuary Advisors, LLC$802K1
199Machina Capital S.A.S.$801K1
200SUTTON PLACE INVESTORS LLC$800K1
201ProShare Advisors LLC$798K1
202Belvedere Trading LLC$795K1
203Rockefeller Capital Management L.P.$772K1
204FOUNDERS CAPITAL MANAGEMENT, LLC$769K1
205Merit Financial Group, LLC$763K1
206Hennion & Walsh Asset Management, Inc.$755K1
207MML INVESTORS SERVICES, LLC$743K1
208Corient Private Wealth LLC$722K1
209Summit Trail Advisors, LLC$722K1
210Savant Capital, LLC$713K1
211PRUDENTIAL FINANCIAL INC$689K1
212Circle Wealth Management, LLC$678K1
213Federation des caisses Desjardins du Quebec$674K1
214HB Wealth Management, LLC$664K1
215Mitsubishi UFJ Trust & Banking Corp$663K1
216GATEWAY INVESTMENT ADVISERS LLC$657K1
217EP Wealth Advisors, LLC$656K1
218Blue Trust, Inc.$649K1
219EVERGREEN CAPITAL MANAGEMENT LLC$643K1
220Sequoia Financial Advisors, LLC$641K1
221Pallas Capital Advisors LLC$625K1
222Utah Retirement Systems$591K1
223WEBSTER BANK, N. A.$585K1
22471 West Capital Partners$584K1
225CRAWFORD INVESTMENT COUNSEL INC$584K1
226Perigon Wealth Management, LLC$575K1
227Maryland State Retirement & Pension System$571K1
228Kestra Advisory Services, LLC$560K1
229Wedmont Private Capital$537K1
230CHOREO, LLC$529K1
231SIGNATUREFD, LLC$523K1
232Focus Partners Advisor Solutions, LLC$508K1
233RITHOLTZ WEALTH MANAGEMENT$505K1
234DLD Asset Management, LP$485K1
235Advisors Asset Management, Inc.$484K1
236JOURNEY STRATEGIC WEALTH LLC$484K1
237COLDSTREAM CAPITAL MANAGEMENT INC$480K1
238Orion Porfolio Solutions, LLC$458K1
239Evercore Wealth Management, LLC$432K1
240Tower Research Capital LLC (TRC)$413K1
241US BANCORP \DE\$407K1
242PANAGORA ASSET MANAGEMENT INC$407K1
243Krilogy Financial LLC$400K1
244Compound Planning, Inc.$400K1
245FIRST MANHATTAN CO. LLC.$397K1
246PenderFund Capital Management Ltd.$396K1
247NorthRock Partners, LLC$395K1
248UNITED CAPITAL FINANCIAL ADVISORS, LLC$391K1
249Everhart Financial Group, Inc.$374K1
250CIBC Asset Management Inc$372K1
251TWO SIGMA SECURITIES, LLC$369K1
252Aaron Wealth Advisors LLC$364K1
253SHELTON CAPITAL MANAGEMENT$363K1
254Ballentine Partners, LLC$362K1
255Firestone Capital Management$354K1
256JB Capital LLC$349K1
257SummitTX Capital, L.P.$347K1
258Beverly Hills Private Wealth, LLC$337K1
259North Dakota State Investment Board$333K1
260Emerald Investment Advisers, LLC$327K1
261Smartleaf Asset Management LLC$325K1
262One Charles Private Wealth Services, LLC$324K1
263Sivia Capital Partners, LLC$322K1
264NOMURA HOLDINGS INC$314K1
265South Shore Capital Advisors$314K1
266NewEdge Advisors, LLC$313K1
267Beacon Pointe Advisors, LLC$305K1
268PROFUND ADVISORS LLC$301K1
269EVOLVE PRIVATE WEALTH, LLC$299K1
270Atria Investments, Inc$292K1
271Frec Markets, Inc.$291K1
272F/m Investments LLC$289K1
273Investmark Advisory Group LLC$280K1
274Vident Advisory, LLC$280K1
275Paragon Capital Management Ltd$279K1
276Benin Management CORP$278K1
277WETZEL INVESTMENT ADVISORS, INC.$278K1
278BROWN ADVISORY INC$275K1
279Mystic Asset Management, Inc.$273K1
280Venture Visionary Partners LLC$269K1
281GUGGENHEIM CAPITAL LLC$263K1
282Meiji Yasuda Asset Management Co Ltd.$258K1
283GTS SECURITIES LLC$257K1
284Douglass Winthrop Advisors, LLC$257K1
285Vise Technologies, Inc.$256K1
286PFG Investments, LLC$256K1
287Allworth Financial LP$249K1
288OpenArc Corporate Advisory, LLC$239K1
289SAGE RHINO CAPITAL LLC$234K1
290XTX Topco Ltd$231K1
291Sagewood Asset Management LP$227K1
292Platform Technology Partners$223K1
293WESPAC Advisors, LLC$222K1
294TCI Wealth Advisors, Inc.$221K1
295Cannell & Spears LLC$221K1
296Steward Partners Investment Advisory, LLC$221K1
297Laird Norton Wetherby Trust Company, LLC$219K1
298Modern Wealth Management, LLC$218K1
299WEALTH EFFECTS LLC$212K1
300Meeder Advisory Services, Inc.$210K1
301BNP Paribas Asset Management Holding S.A.$209K1
302Concurrent Investment Advisors, LLC$207K1
303World Investment Advisors$206K1
304Capital International Investors$205K1
305M.E. ALLISON & CO., INC.$203K1
306HighMark Wealth Management LLC$201K1
307Caprock Group, LLC$201K1
308Eurizon Capital SGR S.p.A.$193K1
309Pinnacle Wealth Planning Services, Inc.$170K1
310Tredje AP-fonden$163K1
311NBT BANK, N.A.$158K1
312UMB Bank, n.a.$141K1
313State of Wyoming$130K1
314INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$129K1
315NOMURA ASSET MANAGEMENT CO LTD$119K1
316NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$88.1K1
317Grove Bank & Trust$73.9K1
318SHP Wealth Management$72.6K1
319Aster Capital Management (DIFC) Ltd$63.2K1
320Hartford Financial Management Inc.$62.5K1
321Medallion Wealth Advisors, LLC$61.2K1
322Parkside Financial Bank & Trust$59.2K1
323Arax Advisory Partners$53.5K1
324MAI Capital Management$51.4K1
325ASSETMARK, INC$51.3K1
326Mitsubishi UFJ Asset Management Co., Ltd.$51.3K1
327ARMSTRONG ADVISORY GROUP, INC$47.3K1
328NATIXIS ADVISORS, LLC$36.9K1
329WPG Advisers, LLC$36.2K1
330New England Capital Financial Advisors LLC$30.4K1
331Curat Global, LLC$29.5K1
332Bangor Savings Bank$27.8K1
333ALGERT GLOBAL LLC$26.4K1
334WOLFF WIESE MAGANA LLC$25.1K1
335Spire Wealth Management$23.5K1
336Larson Financial Group LLC$17.5K1
337United Financial Planning Group LLC$16.7K1
338Owl Creek Wealth Partners LLC$16.7K1
339Clearstead Trust, LLC$15.6K1
340Private Wealth Management Group, LLC$15.6K1
341JONES FINANCIAL COMPANIES LLLP$15.5K1
342JFS WEALTH ADVISORS, LLC$14.2K1
343PFS Partners, LLC$14.1K1
344SIMPLEX TRADING, LLC$12.8K1
345JPL Wealth Management, LLC$12.0K1
346Virtu Financial LLC$10.9K1
347Athos Capital Ltd$10.4K1
348Bell Investment Advisors, Inc$10.1K1
349Sachetta, LLC$10.1K1
350CENTRAL TRUST Co$9.9K1
351Prestige Wealth Management Group LLC$9.9K1
352True Wealth Design, LLC$9.0K1
353Keating Financial Advisory Services, Inc.$8.7K1
354GLAZER CAPITAL, LLC$8.4K1
355CANADA LIFE ASSURANCE Co$7.3K1
356Mint Tower Capital Management B.V.$7.3K1
357Caitlin John, LLC$6.6K1
358Vestcor Inc$5.6K1
359Treasurer of the State of North Carolina$4.8K1
360SouthState Bank Corp$4.4K1
361Clearstead Advisors, LLC$4.0K1
362Millstone Evans Group, LLC$3.7K1
363Rialto Wealth Management, LLC$2.9K1
364Cassaday & Co Wealth Management LLC$2.8K1
365Elequin Capital, LP$2.8K1
366Kilter Group LLC$2.6K1
367THRIVENT FINANCIAL FOR LUTHERANS$2.5K1
368DiNuzzo Private Wealth, Inc.$2.4K1
369SJS Investment Consulting Inc.$2.2K1
370Marquette Asset Management, LLC$2.0K1
371Physician Wealth Advisors, Inc.$1.9K1
372Cromwell Holdings LLC$1.9K1
373Investors Research Corp$1.7K1
374MCF Advisors LLC$1.4K1
375MATHER GROUP, LLC.$1.3K1
376State of Alaska, Department of Revenue$1.1K1
377MV CAPITAL MANAGEMENT, INC.$1.0K1
378Intentional Wealth Strategies, LLC$1.0K1
379HFM Investment Advisors, LLC$8331
380Annis Gardner Whiting Capital Advisors, LLC$6951
381Seneschal Advisors, LLC$5561
382Signature Equity Partners, LLC$5551
383Vermillion Wealth Management, Inc.$4861
384DekaBank Deutsche Girozentrale$4791
385Transamerica Financial Advisors, LLC$4161
386KBC Group NV$3701
387GHP Investment Advisors, Inc.$3481
388Activest Wealth Management$2781
389TopTier Wealth Management, LLC$2081
390Stone House Investment Management, LLC$1391
391Quaker Wealth Management, LLC$701
392Capital Analysts, LLC$231
393CX Institutional$131
394South Dakota Investment Council$101
395Avion Wealth$41
396Capital Advisors, Ltd. LLC$11
397VANGUARD GROUP INC— value not disclosed1
398&PARTNERS— value not disclosed1
399GLENMEDE TRUST CO NA— value not disclosed1
400FRONTIER CAPITAL MANAGEMENT CO LLC— value not disclosed1
401MEEDER ASSET MANAGEMENT INC— value not disclosed1
402HARBOUR INVESTMENTS, INC.— value not disclosed1
403JOHNSON INVESTMENT COUNSEL INC— value not disclosed1
404Brandywine Global Investment Management, LLC— value not disclosed1
405Fisher Asset Management, LLC— value not disclosed1
406Capital International, Inc./CA/— value not disclosed1
407COMERICA BANK— value not disclosed1
408WELLINGTON MANAGEMENT GROUP LLP— value not disclosed1
409BLAIR WILLIAM & CO/IL— value not disclosed1
410MACKENZIE FINANCIAL CORP— value not disclosed1
411ARIEL INVESTMENTS, LLC— value not disclosed1
412KAHN BROTHERS GROUP INC— value not disclosed1
413SALZHAUER MICHAEL— value not disclosed1
414PARK AVENUE SECURITIES LLC— value not disclosed1
415INTECH INVESTMENT MANAGEMENT LLC— value not disclosed1
416AVIVA PLC— value not disclosed1
417TOWLE & CO— value not disclosed1
418OPPENHEIMER ASSET MANAGEMENT INC.— value not disclosed1
419CIBC Private Wealth Group LLC— value not disclosed1
420TimesSquare Capital Management, LLC— value not disclosed1
421First Eagle Investment Management, LLC— value not disclosed1
422Bridgewater Associates, LP— value not disclosed1
423EJF Capital LP— value not disclosed1
424Weiss Asset Management LP— value not disclosed1
425NORGES BANK— value not disclosed1
426ALPS ADVISORS INC— value not disclosed1
427Boston Partners— value not disclosed1
428Stieven Capital Advisors, L.P.— value not disclosed1
429SAMLYN CAPITAL, LLC— value not disclosed1
430Alyeska Investment Group, L.P.— value not disclosed1
431Ensign Peak Advisors, Inc— value not disclosed1
432EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
433HRT FINANCIAL LP— value not disclosed1
434Johnson Financial Group, Inc.— value not disclosed1
435Brevan Howard Capital Management LP— value not disclosed1
436FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
437Artemis Investment Management LLP— value not disclosed1
438MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
439VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
440BW Gestao de Investimentos Ltda.— value not disclosed1
441Gator Capital Management, LLC— value not disclosed1
442Interval Partners, LP— value not disclosed1
443Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
444FJ Capital Management LLC— value not disclosed1
445Elizabeth Park Capital Advisors, Ltd.— value not disclosed1
446Point72 Asset Management, L.P.— value not disclosed1
447Nitorum Capital, L.P.— value not disclosed1
448Trexquant Investment LP— value not disclosed1
449WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC— value not disclosed1
450Versor Investments LP— value not disclosed1
451Inspire Investing, LLC— value not disclosed1
452Sapience Investments, LLC— value not disclosed1
453OneDigital Investment Advisors LLC— value not disclosed1
454Mutual Advisors, LLC— value not disclosed1
455Azora Capital LP— value not disclosed1
456Holocene Advisors, LP— value not disclosed1
457Prana Capital Management, LP— value not disclosed1
458Verdence Capital Advisors LLC— value not disclosed1
459Belpointe Asset Management LLC— value not disclosed1
460DV Trading LLC— value not disclosed1
461Bridgefront Capital, LLC— value not disclosed1
462FORA Capital, LLC— value not disclosed1
463Global Retirement Partners, LLC— value not disclosed1
464Qsemble Capital Management, LP— value not disclosed1
465TWINBEECH CAPITAL LP— value not disclosed1
466Y-Intercept (Hong Kong) Ltd— value not disclosed1
467Aquatic Capital Management LLC— value not disclosed1
468Hunter Perkins Capital Management, LLC— value not disclosed1
469Inspire Advisors, LLC— value not disclosed1
470140 Summer Partners LP— value not disclosed1
471Polar Capital Holdings Plc— value not disclosed1
472PINNBROOK CAPITAL MANAGEMENT LP— value not disclosed1
473Capital Group Private Client Services, Inc.— value not disclosed1
474CenterBook Partners LP— value not disclosed1
475AlphaQuest LLC— value not disclosed1
476PharVision Advisers, LLC— value not disclosed1
477Forum Financial Management, LP— value not disclosed1
478SageView Advisory Group, LLC— value not disclosed1
479AXQ CAPITAL, LP— value not disclosed1
480iSAM Funds (UK) Ltd— value not disclosed1
481Dunhill Financial, LLC— value not disclosed1
482Caitong International Asset Management Co., Ltd— value not disclosed1
483Quarry LP— value not disclosed1
484LECAP ASSET MANAGEMENT LTD— value not disclosed1
485Central Pacific Bank - Trust Division— value not disclosed1
486Hilltop National Bank— value not disclosed1
487Jain Global LLC— value not disclosed1
488Motiv8 Investments LLC— value not disclosed1
489Havemeyer Place LP— value not disclosed1
490Northwest & Ethical Investments L.P.— value not disclosed1
491Bayforest Capital Ltd— value not disclosed1
Truncated by Public Filings. Every one of the 396 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 WBS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WBS · financials and macro

Financials — as filed PLANNED

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