Public record / Tickers / CRWV

CRWV — CoreWeave, Inc.

Both disclosure regimes on one name: who in Congress filed about CRWV, 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
4
all PTR rows naming CRWV
Members · 12m
1
2 buys · 1 sells · by trade date
Latest PTR
12-17
filed 2025-12-17
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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Cleo Fields · $15.0K–$50.0K

Sale · traded 2025-12-11 → filed 2025-12-17. Ranked over every CRWV row by the provable lower bound, never a point estimate.

1 member · 2 buys / 1 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CRWV · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CRWV
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-17Cleo Fields D–LA-6SaleTraded 12-11 +6d$15K–$50K
2025-10-30Cleo Fields D–LA-6PurchaseTraded 10-10 +20d$1K–$15K
2025-10-30Cleo Fields D–LA-6PurchaseTraded 10-09 +21d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 06-06 LATE·98d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in CRWV

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CRWV in the trailing 12 months
MemberRowsNetNet 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.CommitteesNumber 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.
Cleo Fields D–LA-63−$48.0K to $15.0K1

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

Congress ↔ notable managers · CRWV

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

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Gotham Asset Management $21.3M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · COREWEAVE INC

Merged timeline of congressional filings and notable-manager moves on CRWV
DateWhoChangeSize
2026-05-15Altimeter Capital 13Fadd+1,285,845 sh
2026-05-15Viking Global Investors 13Fnew+1,397,438 sh
2026-05-15Soros Fund Management 13Fnew+439,360 sh
2026-05-15Bridgewater Associates 13Fnew+364,025 sh
2026-05-15Gotham Asset Management 13Ftrim−1 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · 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 CRWV for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Magnetar Financial LLC$4.7B1
2NVIDIA CORP$3.7B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$985M1
4VANGUARD CAPITAL MANAGEMENT LLC$964M1
5BlackRock, Inc.$727M1
6JANE STREET GROUP, LLC$686M1
7Value Aligned Research Advisors, LLC$642M1
8Situational Awareness Partners LP$556M1
9Situational Awareness LP$556M1
10Alyeska Investment Group, L.P.$542M1
11PEAK6 LLC$527M1
12BANK OF AMERICA CORP /DE/$438M1
13Altimeter Capital Management, LP$349M1
14Clear Street Group Inc.$287M1
15UBS Group AG$279M1
16Amundi$254M1
17FMR LLC$251M1
18STATE STREET CORP$228M1
19Lavaca Capital LLC$226M1
20CITIGROUP INC$225M1
21MORGAN STANLEY$220M1
22DEUTSCHE BANK AG\$161M1
23TORONTO DOMINION BANK$147M1
24FIRST TRUST ADVISORS LP$135M1
25VANGUARD FIDUCIARY TRUST CO$117M1
26SUSQUEHANNA INTERNATIONAL GROUP, LLP$112M1
27VIKING GLOBAL INVESTORS LP$108M1
28CITADEL ADVISORS LLC$102M1
29WELLS FARGO & COMPANY/MN$102M1
30JENNISON ASSOCIATES LLC$95.1M1
31Legal & General Group Plc$86.4M1
32CISCO SYSTEMS, INC.$82.4M1
33NORTHERN TRUST CORP$77.1M1
34Invesco Ltd.$76.9M1
35MILLENNIUM MANAGEMENT LLC$72.1M1
36Panview Capital Ltd$69.5M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$66.6M1
38Marex Group Ltd$65.5M1
39Atreides Management, LP$62.8M1
40LPL Financial LLC$62.1M1
41CHARLES SCHWAB INVESTMENT MANAGEMENT INC$61.6M1
42Bond Capital Management, LP$54.8M1
43Burkehill Global Management, LP$54.2M1
44Swiss National Bank$53.3M1
45CANADA PENSION PLAN INVESTMENT BOARD$50.0M1
46MKP Capital Management, L.L.C.$44.9M1
47D. E. Shaw & Co., Inc.$44.1M1
48BALYASNY ASSET MANAGEMENT L.P.$44.0M1
49Kinetic Partners Management, LP$41.1M1
50Investment Management Corp of Ontario$35.8M1
51VANGUARD ASSET MANAGEMENT, Ltd$34.4M1
52SOROS FUND MANAGEMENT LLC$34.0M1
53Anther Capital Ltd$31.0M1
54HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$29.9M1
55RAYMOND JAMES FINANCIAL INC$29.0M1
56Man Group plc$28.2M1
57Bridgewater Associates, LP$28.2M1
58Ardmore Road Asset Management LP$27.2M1
59MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$25.0M1
60CWM, LLC$23.8M1
61BANK OF MONTREAL /CAN/$23.8M1
62Mitsubishi UFJ Asset Management Co., Ltd.$22.2M1
63IMC-Chicago, LLC$21.9M1
64BLUEFIN CAPITAL MANAGEMENT, LLC$21.3M1
65Gotham Asset Management, LLC$21.3M1
66Tidal Investments LLC$20.8M1
67CastleKnight Management LP$20.6M1
68CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$20.6M1
69Steward Partners Investment Advisory, LLC$19.6M1
70Meridiem Capital Partners LP$19.3M1
71Parallax Volatility Advisers, L.P.$19.0M1
72CAPSTONE INVESTMENT ADVISORS, LLC$17.6M1
73ROYAL BANK OF CANADA$17.5M1
74Aequim Alternative Investments LP$16.2M1
75Hel Ved Capital Management Ltd$16.1M1
76Renaissance Capital LLC$15.8M1
77AVIVA PLC$15.4M1
78ROYAL LONDON ASSET MANAGEMENT LTD$15.3M1
79CREDIT AGRICOLE S A$15.1M1
80Cetera Investment Advisers$15.1M1
81IQ EQ FUND MANAGEMENT (IRELAND) Ltd$13.8M1
82Korea Investment CORP$13.4M1
83EULAV Asset Management$13.0M1
84Zurcher Kantonalbank (Zurich Cantonalbank)$11.8M1
85INFINITUM ASSET MANAGEMENT, LLC$11.6M1
86Mirae Asset Global Investments Co., Ltd.$11.2M1
87LMR Partners LLP$10.8M1
88HSBC HOLDINGS PLC$10.7M1
89NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10.5M1
90Brevan Howard Capital Management LP$9.8M1
91Vanguard Global Advisers, LLC$9.5M1
92STATE OF WISCONSIN INVESTMENT BOARD$9.5M1
93OSAIC HOLDINGS, INC.$9.4M1
94COMMONWEALTH EQUITY SERVICES, LLC$9.3M1
95TD ASSET MANAGEMENT INC$9.2M1
96TWO SIGMA INVESTMENTS, LP$8.8M1
97BW Gestao de Investimentos Ltda.$8.7M1
98Vanguard Investments Australia, Ltd.$8.5M1
99Focus Partners Wealth$8.3M1
100Sovran Advisors, LLC$7.8M1
101Ghisallo Capital Management LLC$7.7M1
102CANTOR FITZGERALD, L. P.$7.6M1
103DANSKE BANK A/S$7.6M1
104Schonfeld Strategic Advisors LLC$7.3M1
105HBK INVESTMENTS L P$7.3M1
106Asset Management One Co., Ltd.$6.9M1
107Rockefeller Capital Management L.P.$6.8M1
108Compound Planning, Inc.$6.8M1
109Caption Management, LLC$6.7M1
110Vontobel Holding Ltd.$6.7M1
111Pictet Asset Management Holding SA$6.7M1
112Jain Global LLC$6.7M1
113BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$6.7M1
114KLP KAPITALFORVALTNING AS$6.5M1
115Bienville Capital Management, LLC$6.5M1
116Capital World Investors$6.3M1
117Mariner, LLC$6.3M1
118STIFEL FINANCIAL CORP$6.3M1
119State of New Jersey Common Pension Fund D$6.2M1
120Quadrant Private Wealth Management, LLC$6.0M1
121NOMURA ASSET MANAGEMENT CO LTD$6.0M1
122Walleye Capital LLC$5.8M1
123IronBridge Private Wealth, LLC$5.6M1
124Jefferies Financial Group Inc.$5.5M1
125Aptus Capital Advisors, LLC$5.5M1
126NFSG Corp$5.5M1
127Resona Asset Management Co.,Ltd.$5.4M1
128Hudson Bay Capital Management LP$5.3M1
129PFG Investments, LLC$5.2M1
130Creative Planning$5.2M1
131Robeco Institutional Asset Management B.V.$5.1M1
132GROUP ONE TRADING LLC$5.1M1
133Arizona State Retirement System$5.0M1
134&PARTNERS$4.7M1
135Equitable Holdings, Inc.$4.7M1
136NewEdge Advisors, LLC$4.6M1
137HighTower Advisors, LLC$4.6M1
138STOREBRAND ASSET MANAGEMENT AS$4.5M1
139TD Waterhouse Canada Inc.$4.4M1
140FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.4M1
141CI INVESTMENTS INC.$4.3M1
142GILDER GAGNON HOWE & CO LLC$4.2M1
143Vestmark Advisory Solutions, Inc.$4.2M1
144Polymer Capital Management (US) LLC$4.2M1
145DnB Asset Management AS$3.9M1
146Gryphon Financial Partners LLC$3.9M1
147EFG International AG$3.8M1
148Capula Management Ltd$3.8M1
149Private Advisor Group, LLC$3.7M1
150SEB Asset Management AB$3.7M1
151KESTRA PRIVATE WEALTH SERVICES, LLC$3.7M1
152Kestra Advisory Services, LLC$3.7M1
153Stratos Wealth Partners, LTD.$3.7M1
154IFM Investors Pty Ltd$3.6M1
155Universal- Beteiligungs- und Servicegesellschaft mbH$3.6M1
156RFG Advisory, LLC$3.6M1
157Connor, Clark & Lunn Investment Management Ltd.$3.5M1
158Ensign Peak Advisors, Inc$3.4M1
159Daiwa Securities Group Inc.$3.4M1
160Gunderson Capital Management LLC$3.4M1
161ENVESTNET ASSET MANAGEMENT INC$3.3M1
162Ahara Advisors LLC$3.3M1
163Vident Advisory, LLC$3.3M1
164FOUNDATIONS INVESTMENT ADVISORS, LLC$3.2M1
165TEACHER RETIREMENT SYSTEM OF TEXAS$3.2M1
166INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3.2M1
167WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.2M1
168National Pension Service$3.1M1
169LBP AM SA$3.1M1
170MML INVESTORS SERVICES, LLC$3.1M1
171Prospera Financial Services Inc$3.0M1
172Voleon Capital Management LP$2.9M1
173Purkiss Capital Advisors LLC$2.9M1
174ParaFi Capital LP$2.9M1
175OAK RIDGE INVESTMENTS LLC$2.8M1
176Independent Solutions Wealth Management, LLC$2.8M1
177Rakuten Securities, Inc.$2.8M1
178Concurrent Investment Advisors, LLC$2.8M1
179HERBST GROUP, LLC$2.7M1
180Warm Springs Advisors Inc.$2.7M1
181Crumly & Associates Inc.$2.7M1
182Krane Funds Advisors LLC$2.6M1
183180 WEALTH ADVISORS, LLC$2.5M1
184Utah Retirement Systems$2.5M1
185Wealth Management Partners, LLC$2.5M1
186BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.5M1
187AGP FRANKLIN, LLC$2.5M1
188CIBC WORLD MARKET INC.$2.5M1
189Swiss Life Asset Management Ltd$2.4M1
190Bayesian Capital Management, LP$2.4M1
191ExodusPoint Capital Management, LP$2.4M1
192NISSAY ASSET MANAGEMENT CORP /JAPAN$2.4M1
193TRUIST FINANCIAL CORP$2.3M1
194Itau Unibanco Holding S.A.$2.2M1
195WINTON GROUP Ltd$2.2M1
196DIVERSIFY WEALTH MANAGEMENT, LLC$2.2M1
197RITHOLTZ WEALTH MANAGEMENT$2.2M1
198VOYA INVESTMENT MANAGEMENT LLC$2.1M1
199Tredje AP-fonden$2.1M1
200Cresset Asset Management, LLC$2.1M1
201Point72 Asset Management, L.P.$2.1M1
202Kovack Advisors, Inc.$2.1M1
203Castle Rock Wealth Management, LLC$2.1M1
204Sumitomo Mitsui DS Asset Management Company, Ltd$2.0M1
205Vanguard Personalized Indexing Management, LLC$2.0M1
206U.S. Capital Wealth Advisors, LLC$2.0M1
207Altshuler Shaham Ltd$2.0M1
208FLOYD FINANCIAL GROUP LLC$2.0M1
209Engineers Gate Manager LP$2.0M1
210Squarepoint Ops LLC$1.9M1
211AE Wealth Management LLC$1.9M1
212Andina Capital Management, LLC$1.9M1
213OP Asset Management Ltd$1.8M1
214B. Riley Wealth Advisors, Inc.$1.8M1
215SCOTIA CAPITAL INC.$1.8M1
216NORDEA INVESTMENT MANAGEMENT AB$1.8M1
217Carroll Investors, Inc$1.8M1
218Principle Wealth Partners LLC$1.8M1
219INDEPENDENT FINANCIAL GROUP, LLC$1.7M1
220MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.7M1
221AlphaCore Capital LLC$1.7M1
222BLAIR WILLIAM & CO/IL$1.6M1
223NATIONAL BANK OF CANADA /FI/$1.6M1
224ALLIANCEBERNSTEIN L.P.$1.6M1
225Bosman Wealth Management, LLC$1.6M1
226QRG CAPITAL MANAGEMENT, INC.$1.6M1
227STEPHENS INC /AR/$1.6M1
228GREENUP STREET WEALTH MANAGEMENT LLC$1.5M1
229Federation des caisses Desjardins du Quebec$1.5M1
230Cerity Partners LLC$1.5M1
231SIG BROKERAGE, LP$1.5M1
232MACKENZIE FINANCIAL CORP$1.5M1
233Weiss Asset Management LP$1.5M1
234Proactive Wealth Strategies LLC$1.5M1
235FRANKLIN RESOURCES INC$1.5M1
236Sanctuary Advisors, LLC$1.5M1
237Janus Henderson Group Ltd.$1.5M1
238Wealthfront Advisers LLC$1.5M1
239Osmosis Investment Management UK Ltd$1.4M1
240Lighthouse Financial LLC$1.4M1
241Elevation Advisory Partners LLC$1.4M1
242CIBC Bancorp USA Inc.$1.3M1
243AQR CAPITAL MANAGEMENT LLC$1.3M1
244BANK OF NOVA SCOTIA$1.3M1
245DEEPWATER ASSET MANAGEMENT, LLC$1.2M1
246United Advisor Group, LLC$1.2M1
247Independent Advisor Alliance$1.2M1
248XPONANCE LLC$1.1M1
249Rafferty Asset Management, LLC$1.1M1
250RFG HOLDINGS, INC.$1.1M1
251Candriam S.C.A.$1.1M1
252OPPENHEIMER & CO INC$1.1M1
253MATAURO, LLC$1.1M1
254LAZARD ASSET MANAGEMENT LLC$1.1M1
255Swedbank AB$1.0M1
256Kingsview Wealth Management, LLC$1.0M1
257STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.0M1
258PRELUDE CAPITAL MANAGEMENT, LLC$1.0M1
259Uniting Wealth Partners, LLC$992K1
260ASR Vermogensbeheer N.V.$988K1
261AXXCESS WEALTH MANAGEMENT, LLC$986K1
262LEVEL FOUR ADVISORY SERVICES, LLC$984K1
263BNP Paribas Asset Management Holding S.A.$984K1
264WOLVERINE ASSET MANAGEMENT LLC$963K1
265CITIZENS FINANCIAL GROUP INC/RI$936K1
266J.W. COLE ADVISORS, INC.$935K1
267Sigma Planning Corp$930K1
268B & T Capital Management DBA Alpha Capital Management$916K1
269BENJAMIN EDWARDS INC$913K1
270Aberdeen Group plc$893K1
271MEANS INVESTMENT CO., INC.$890K1
272Fielder Capital Group LLC$871K1
273RiverPark Advisors, LLC$866K1
274May Hill Capital, LLC$859K1
275BROWN ADVISORY INC$858K1
276CTC Alternative Strategies, Ltd.$852K1
277SUMMIT SECURITIES GROUP LLC$837K1
278Rakuten Investment Management, Inc.$830K1
279ABN AMRO INVESTMENT SOLUTIONS$829K1
280Corient Private Wealth LLC$822K1
281JOURNEY STRATEGIC WEALTH LLC$818K1
282Rockline Wealth Management, LLC$807K1
283WELLINGTON MANAGEMENT GROUP LLP$796K1
284Focused Wealth Management, Inc$788K1
285Allworth Financial LP$779K1
286SCHRODER INVESTMENT MANAGEMENT GROUP$777K1
287DIKER MANAGEMENT LLC$775K1
288Calamos Advisors LLC$775K1
289Laurion Capital Management LP$774K1
290LITTLEJOHN FINANCIAL SERVICES, INC.$750K1
291Sowell Financial Services LLC$746K1
292Pentwater Capital Management LP$736K1
293Themes Management Co LLC$734K1
294Garden State Investment Advisory Services LLC$730K1
295Quantinno Capital Management LP$728K1
296PW Nova Financial Services LLC$701K1
297Aster Capital Management (DIFC) Ltd$698K1
298Clearwave Capital, LLC$696K1
299VestGen Advisors, LLC$690K1
300HUB Investment Partners, LLC$687K1
301UNITED CAPITAL FINANCIAL ADVISORS, LLC$674K1
302Saudi Central Bank$671K1
303Family Office Research LLC$670K1
304ELEVATION POINT WEALTH PARTNERS, LLC$664K1
305Advisors Asset Management, Inc.$664K1
306Pathstone Holdings, LLC$662K1
307TWO SIGMA SECURITIES, LLC$651K1
308Beacon Pointe Advisors, LLC$636K1
309IHT Wealth Management, LLC$633K1
310Platform Technology Partners$629K1
311Banque Cantonale Vaudoise$606K1
312EXCHANGE TRADED CONCEPTS, LLC$603K1
313PROFUND ADVISORS LLC$601K1
314HOWARD FINANCIAL SERVICES, LTD.$581K1
315Traynor Capital Management, Inc.$563K1
316Empowered Funds, LLC$562K1
317Global Assets Advisory, LLC$559K1
318PRINCIPAL SECURITIES, INC.$552K1
319NewEdge Wealth, LLC$550K1
320Aspex Management (HK) Ltd$550K1
321SFMG, LLC$548K1
32212 West Capital Management LP$542K1
323Hudock, Inc.$540K1
324GUGGENHEIM CAPITAL LLC$535K1
325Arax Advisory Partners$532K1
326Tradition Wealth Management, LLC$529K1
327Ionic Capital Management LLC$520K1
328Buckland Partners Management Co LLC$519K1
329MGO ONE SEVEN LLC$515K1
330PUBLIC SECTOR PENSION INVESTMENT BOARD$503K1
331Lombard Odier Asset Management (Switzerland) SA$499K1
332Magnus Financial Group LLC$497K1
333Yarbrough Capital, LLC$480K1
334MAI Capital Management$478K1
335World Investment Advisors$474K1
336Merit Financial Group, LLC$471K1
337Signature Wealth Management Partners, LLC$468K1
338Lido Advisors, LLC$447K1
339Alessandra Capital Management, LLC$445K1
340Cane Capital Partners, LLC$445K1
341Tactive Advisors, LLC$432K1
342VIAWEALTH, LLC$431K1
343SLT Holdings LLC$430K1
344MERCER GLOBAL ADVISORS INC /ADV$428K1
345Apollon Wealth Management, LLC$426K1
346Strait & Sound Wealth Management LLC$425K1
347Visionary Wealth Advisors$420K1
348Triumph Capital Management$419K1
349Pine Valley Investments Ltd Liability Co$417K1
350INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$416K1
351B. Metzler seel. Sohn & Co. AG$415K1
352Clear Creek Financial Management, LLC$414K1
353INSIGNEO ADVISORY SERVICES, LLC$409K1
354Cardinal Point Capital Management ULC$403K1
355Whitford Management LLC$403K1
356HHM Wealth Advisors, LLC$403K1
357Eurizon Capital SGR S.p.A.$402K1
358Torrey Growth & Income Advisors$399K1
359MILESTONE ASSET MANAGEMENT, LLC$398K1
360Private Advisory Group LLC$397K1
361AMERICAN CENTURY COMPANIES INC$395K1
362DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$394K1
363Ausdal Financial Partners, Inc.$392K1
364AZZAD ASSET MANAGEMENT INC /ADV$389K1
365D.A. DAVIDSON & CO.$388K1
366FIRST MANHATTAN CO. LLC.$387K1
367BROWN, LISLE/CUMMINGS, INC.$378K1
368Capital Advisors Wealth Management, LLC$373K1
369Gladstone Institutional Advisory LLC$372K1
370TCFG WEALTH MANAGEMENT, LLC$369K1
371TCFG Investment Advisors, LLC$369K1
372JAMISON PRIVATE WEALTH MANAGEMENT, INC.$369K1
373Dynamic Advisor Solutions LLC$368K1
374INTECH INVESTMENT MANAGEMENT LLC$364K1
375SteelPeak Wealth, LLC$361K1
376COMPASS CAPITAL CORP /MA/ /ADV$361K1
377Moors & Cabot, Inc.$360K1
378Intrua Financial, LLC$359K1
379FIFTH THIRD BANCORP$355K1
380MBL Wealth, LLC$349K1
381FIFTH LANE CAPITAL, LP$349K1
382Robertson Stephens Wealth Management, LLC$347K1
383RED REEF ADVISORS LLC$344K1
384IEQ CAPITAL, LLC$341K1
385BUFFALO BUSINESS & ESTATE SERVICES LTD$338K1
386Huntleigh Advisors, Inc.$336K1
387Aljian Capital Management, LLC$335K1
388Clare Market Investments LLC$332K1
389EXENCIAL WEALTH ADVISORS, LLC$331K1
390MACQUARIE GROUP LTD$328K1
391Brookstone Capital Management$328K1
392LAKE STREET PRIVATE WEALTH, LLC$328K1
393Vise Technologies, Inc.$323K1
394Cyndeo Wealth Partners, LLC$317K1
395PURSUE WEALTH PARTNERS LLC$315K1
396Zuckerman Investment Group, LLC$310K1
397Harbor Advisors LLC$310K1
398Spartan Wealth Advisory Services LLC$310K1
399GREAT VALLEY ADVISOR GROUP, INC.$309K1
400Sequoia Financial Advisors, LLC$309K1
401US BANCORP \DE\$308K1
402Narus Financial Partners, LLC$306K1
403CALTON & ASSOCIATES, INC.$303K1
404Cornerstone Wealth Management, LLC$301K1
405Western Wealth Management, LLC$300K1
406Wealthcare Advisory Partners LLC$298K1
407Avior Wealth Management, LLC$293K1
408XTX Topco Ltd$291K1
409UniSuper Management Pty Ltd$287K1
410ASAHI LIFE ASSET MANAGEMENT CO., LTD.$285K1
411NEW WAVE WEALTH ADVISORS LLC$284K1
412CIBC Asset Management Inc$282K1
413Evercore Wealth Management, LLC$279K1
414PATHWAY WEALTH MANAGEMENT LLC$278K1
415Mutual Advisors, LLC$277K1
416Strategies Wealth Advisors, LLC$277K1
417Savvy Advisors, Inc.$273K1
418Keystone Wealth Services, LLC$273K1
419Kapstone Financial Advisors LLC$270K1
420Patriot Financial Group Insurance Agency, LLC$269K1
421Freestone Capital Holdings, LLC$267K1
422Ameritas Advisory Services, LLC$267K1
423Siemens Fonds Invest GmbH$263K1
424Greenland Capital Management LP$262K1
425Apella Capital, LLC$261K1
426Aspen Grove Capital, LLC$260K1
427EntryPoint Capital, LLC$258K1
428White Knight Strategic Wealth Advisors, LLC$258K1
429Ascentis Independent Advisors$258K1
430Fortis Group Advisors, LLC$257K1
431Snowden Capital Advisors LLC$256K1
432EVOKE WEALTH, LLC$255K1
433M.E. ALLISON & CO., INC.$249K1
434MONECO ADVISORS, LLC$248K1
435PIAR LLC$243K1
436Authentikos Wealth Advisory, LLC$243K1
437Balboa Wealth Partners$242K1
438Marietta Wealth Management, LLC$242K1
439Verdence Capital Advisors LLC$241K1
440Advisor OS, LLC$240K1
441Quantum Private Wealth, LLC$240K1
442CRA Financial Services, LLC$238K1
443Activest Wealth Management$238K1
444Tuttle Capital Management, LLC$236K1
445Indivisible Partners$236K1
446Cooper Financial Group$234K1
447Capital Investment Advisory Services, LLC$233K1
448FIDELIS CAPITAL PARTNERS, LLC$233K1
449Clarity Wealth Advisors, LLC$232K1
450DBA TRADING, LLC$232K1
451Harvest Investment Services, LLC$230K1
452Csenge Advisory Group$230K1
453Frank, Rimerman Advisors LLC$230K1
454Quadrature Capital Ltd$225K1
455Forefront Wealth Partners, LLC$225K1
456Persistent Asset Partners Ltd$224K1
457Jacobi Capital Management LLC$222K1
458GTS SECURITIES LLC$222K1
459SEI INVESTMENTS CO$222K1
460NEW YORK LIFE INVESTMENT MANAGEMENT LLC$219K1
461Cladis Investment Advisory, LLC$217K1
462Tripletail Wealth Management, LLC$216K1
463Delta Investment Management, LLC$215K1
464WealthPlan Investment Management, LLC$215K1
465DIMENSIONAL FUND ADVISORS LP$215K1
466WATERSHED PRIVATE WEALTH LLC$209K1
467Evolution Wealth Advisors, LLC$208K1
468LAUREL OAK WEALTH MANAGEMENT, LLC$207K1
469Cannell & Spears LLC$206K1
470WEALTH EFFECTS LLC$206K1
471Financial Engines Advisors L.L.C.$203K1
472Baker Avenue Asset Management, LP$203K1
473EP Wealth Advisors, LLC$202K1
474ABS Direct Equity Fund LLC$201K1
475Atlantic Union Bankshares Corp$163K1
476EDMOND DE ROTHSCHILD HOLDING S.A.$160K1
477SHP Wealth Management$120K1
478Avalon Trust Co$119K1
479TOTH FINANCIAL ADVISORY CORP$102K1
480Seneschal Advisors, LLC$96.5K1
481Destiny Wealth Partners, LLC$95.1K1
482WPG Advisers, LLC$89.8K1
483MidFirst Bank$87.3K1
484AKUNA SECURITIES LLC$85.2K1
485SITTNER & NELSON, LLC$85.2K1
486Opal Wealth Advisors, LLC$79.3K1
487Larson Financial Group LLC$72.0K1
488Signature Equity Partners, LLC$67.0K1
489Coastline Trust Co$66.2K1
490Tower Research Capital LLC (TRC)$58.2K1
491SIGNATUREFD, LLC$57.6K1
492MBM WEALTH CONSULTANTS, LLC$56.4K1
493Compagnie Lombard Odier SCmA$56.2K1
494Pinpoint Asset Management (Singapore) Pte. Ltd.$55.9K1
495QUADRANT CAPITAL GROUP LLC$48.8K1
496ELEVATION WEALTH PARTNERS, LLC$47.6K1
497Parkside Financial Bank & Trust$46.5K1
498Moisand Fitzgerald Tamayo, LLC$45.2K1
499ARMSTRONG ADVISORY GROUP, INC$43.8K1
500CONSULTIVA WEALTH MANAGEMENT, CORP.$40.7K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 1 sell
Congress net ($ bound)−$48.0K 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 CRWV

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CRWV · financials and macro

Financials — as filed PLANNED

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