Public record / Tickers / ENPH

ENPH — Enphase Energy, Inc.

Both disclosure regimes on one name: who in Congress filed about ENPH, 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
12
all PTR rows naming ENPH
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
03-12
filed 2025-03-12
13F holders
469
top-469 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

Daniel S. Goldman · $15.0K–$50.0K

Sale · traded 2023-01-31 → filed 2023-02-24. Ranked over every ENPH row by the provable lower bound, never a point estimate.

No member disclosed ENPH 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

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 ENPH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ENPH
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-03-12Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 02-12 +28d$1K–$15K
2025-02-12Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 01-15 +28d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10Sale · partial (partial sale)Traded 04-10 +39d$1K–$15K
2023-05-19Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 04-06 +43d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10PurchaseTraded 03-06 +42d$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 12 ↗

Members active in ENPH

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed ENPH in the trailing 12 months.

Congress ↔ notable managers · ENPH

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

Adding
1 Coatue Management $62.3M held

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

Merged timeline of congressional filings and notable-manager moves on ENPH
DateWhoChangeSize
2026-05-15Coatue Management 13Fnew+1,647,893 sh
2026-05-15Bridgewater Associates 13Ftrim−207,779 sh
2026-05-15Soros Fund Management 13Fexit−400,000 sh

3 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 ENPH for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$839M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$365M1
3Alyeska Investment Group, L.P.$221M1
4VANGUARD CAPITAL MANAGEMENT LLC$214M1
5TWO SIGMA INVESTMENTS, LP$207M1
6STATE STREET CORP$174M1
7Invesco Ltd.$139M1
8Holocene Advisors, LP$127M1
9MORGAN STANLEY$111M1
10GEODE CAPITAL MANAGEMENT, LLC$97.9M1
11BAILLIE GIFFORD & CO$94.3M1
12D. E. Shaw & Co., Inc.$88.1M1
13CITADEL ADVISORS LLC$87.9M1
14GILDER GAGNON HOWE & CO LLC$81.2M1
15SCHRODER INVESTMENT MANAGEMENT GROUP$75.0M1
16FIRST TRUST ADVISORS LP$69.4M1
17UBS Group AG$62.9M1
18COATUE MANAGEMENT LLC$62.3M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$56.0M1
20WELLINGTON MANAGEMENT GROUP LLP$55.4M1
21DIMENSIONAL FUND ADVISORS LP$51.5M1
22FEDERATED HERMES, INC.$49.4M1
23PRINCIPAL FINANCIAL GROUP INC$42.0M1
24Robeco Schweiz AG$39.8M1
25Amundi$37.5M1
26Slate Path Capital LP$34.4M1
27RENAISSANCE TECHNOLOGIES LLC$33.6M1
28SUSQUEHANNA INTERNATIONAL GROUP, LLP$32.8M1
29NORTHERN TRUST CORP$32.2M1
30VANGUARD FIDUCIARY TRUST CO$31.2M1
31Cartenna Capital, LP$30.2M1
32Bank of New York Mellon Corp$28.6M1
33Encompass Capital Advisors LLC$27.2M1
34Legal & General Group Plc$24.2M1
35Contour Asset Management LLC$23.5M1
36ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$22.3M1
37Electron Capital Partners, LLC$18.5M1
38BANK OF AMERICA CORP /DE/$18.4M1
39BALYASNY ASSET MANAGEMENT L.P.$18.1M1
40NOMURA HOLDINGS INC$18.1M1
41PUBLIC SECTOR PENSION INVESTMENT BOARD$17.7M1
42Nuveen, LLC$16.7M1
43NATIXIS$16.5M1
44Point72 Asset Management, L.P.$16.4M1
45ROYAL LONDON ASSET MANAGEMENT LTD$15.4M1
46WESTERLY CAPITAL MANAGEMENT, LLC$15.1M1
47UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$14.2M1
48DnB Asset Management AS$12.9M1
49Swedbank AB$12.5M1
50Pembroke Management, LTD$11.4M1
51ROYAL BANK OF CANADA$11.3M1
52AMERIPRISE FINANCIAL INC$11.2M1
53DEUTSCHE BANK AG\$11.1M1
54FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$10.8M1
55CHOREO, LLC$10.2M1
56Mediolanum International Funds Ltd$10.1M1
57Swiss National Bank$9.8M1
58WOLVERINE ASSET MANAGEMENT LLC$9.6M1
59Lombard Odier Asset Management (Europe) Ltd$9.2M1
60MILLENNIUM MANAGEMENT LLC$8.9M1
61BOURGEON CAPITAL MANAGEMENT LLC$8.5M1
62SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$8.3M1
63Trexquant Investment LP$8.1M1
64Optiver Holding B.V.$7.9M1
65Marex Group Ltd$7.8M1
66Aquatic Capital Management LLC$7.7M1
67Clearbridge Investments, LLC$7.3M1
68CenterBook Partners LP$6.9M1
69ALPS ADVISORS INC$6.2M1
70CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$6.2M1
71BARCLAYS PLC$6.1M1
72LIBERTY WEALTH MANAGEMENT LLC$5.5M1
73Clear Harbor Asset Management, LLC$5.5M1
74SPHERA FUNDS MANAGEMENT LTD.$5.4M1
75Janus Henderson Group Ltd.$4.9M1
76Walleye Capital LLC$4.8M1
77VOLORIDGE INVESTMENT MANAGEMENT, LLC$4.7M1
78Mitsubishi UFJ Trust & Banking Corp$4.6M1
79Universal- Beteiligungs- und Servicegesellschaft mbH$4.5M1
80Quintet Private Bank (Europe) S.A.$4.5M1
81BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.5M1
82VANGUARD ASSET MANAGEMENT, Ltd$4.5M1
83PRUDENTIAL FINANCIAL INC$4.4M1
84Clear Street Group Inc.$4.2M1
85LMR Partners LLP$4.2M1
86Quantinno Capital Management LP$4.2M1
87STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.1M1
88National Philanthropic Trust$4.1M1
89Baker Avenue Asset Management, LP$4.0M1
90Walleye Trading LLC$3.9M1
91NEW YORK STATE COMMON RETIREMENT FUND$3.9M1
92BOOTHBAY FUND MANAGEMENT, LLC$3.8M1
93LPL Financial LLC$3.8M1
94Stelac Advisory Services LLC$3.7M1
95STATE OF WISCONSIN INVESTMENT BOARD$3.6M1
96TWINBEECH CAPITAL LP$3.4M1
97ExodusPoint Capital Management, LP$3.4M1
98NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.4M1
99IMC-Chicago, LLC$3.3M1
100XTX Topco Ltd$3.2M1
101CITIGROUP INC$3.2M1
102ARDSLEY ADVISORY PARTNERS LP$3.2M1
103AGF MANAGEMENT LTD$3.0M1
104SIR Capital Management, L.P.$3.0M1
105SummitTX Capital, L.P.$3.0M1
106BANK OF MONTREAL /CAN/$2.8M1
107ALLIANCEBERNSTEIN L.P.$2.8M1
108JUPITER ASSET MANAGEMENT LTD$2.7M1
109KLP KAPITALFORVALTNING AS$2.7M1
110Arosa Capital Management LP$2.7M1
111Vontobel Holding Ltd.$2.6M1
112Banco Santander, S.A.$2.6M1
113Guinness Asset Management LTD$2.5M1
114Rockefeller Capital Management L.P.$2.5M1
115MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.5M1
116Cerity Partners LLC$2.4M1
117WELLS FARGO & COMPANY/MN$2.4M1
118RAYMOND JAMES FINANCIAL INC$2.4M1
119Weiss Asset Management LP$2.4M1
120Zurcher Kantonalbank (Zurich Cantonalbank)$2.3M1
121M&G Plc$2.2M1
122STIFEL FINANCIAL CORP$2.2M1
123MARATHON CAPITAL MANAGEMENT$2.2M1
124Bridgewater Associates, LP$2.1M1
125CoreCommodity Management, LLC$2.1M1
126Vennlight Capital Management, LP$2.1M1
127Caption Management, LLC$2.1M1
128Corient Private Wealth LLC$2.0M1
129Jefferies Financial Group Inc.$2.0M1
130Vanguard Global Advisers, LLC$2.0M1
131Mirae Asset Global Investments Co., Ltd.$2.0M1
132State of New Jersey Common Pension Fund D$1.9M1
133SIMPLEX TRADING, LLC$1.9M1
134Sphera Management Technology Funds Ltd$1.9M1
135MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.9M1
136Quadrature Capital Ltd$1.8M1
137STOREBRAND ASSET MANAGEMENT AS$1.7M1
138GROUP ONE TRADING LLC$1.6M1
139NewEdge Advisors, LLC$1.6M1
140Creative Planning$1.5M1
141DUFF & PHELPS INVESTMENT MANAGEMENT CO$1.5M1
142M&T BANK CORP$1.5M1
143PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.5M1
144FMR LLC$1.4M1
145Militia Capital Management LLC$1.4M1
146GUGGENHEIM CAPITAL LLC$1.4M1
147Arizona State Retirement System$1.4M1
148ESSEX INVESTMENT MANAGEMENT CO LLC$1.3M1
149YOUSIF CAPITAL MANAGEMENT, LLC$1.3M1
150Pathstone Holdings, LLC$1.3M1
151Man Group plc$1.3M1
152Bouvel Investment Partners, LLC$1.3M1
153BNP Paribas Asset Management Holding S.A.$1.3M1
154COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
155Leibman Financial Services, Inc.$1.3M1
156Vanguard Investments Australia, Ltd.$1.2M1
157CREDIT AGRICOLE S A$1.2M1
158COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.2M1
159PEAK6 LLC$1.2M1
160Mitsubishi UFJ Asset Management Co., Ltd.$1.2M1
161FIFTH THIRD BANCORP$1.2M1
162Alphadyne Asset Management LP$1.1M1
163OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
164AQR CAPITAL MANAGEMENT LLC$1.1M1
165IHT Wealth Management, LLC$1.1M1
166Headlands Technologies LLC$1.1M1
167SEI INVESTMENTS CO$1.0M1
168MERCER GLOBAL ADVISORS INC /ADV$1.0M1
169Assenagon Asset Management S.A.$1.0M1
170HSBC HOLDINGS PLC$1.0M1
171AlphaCore Capital LLC$984K1
172Leonteq Securities AG$971K1
173Intellectus Partners, LLC$971K1
174Maryland State Retirement & Pension System$954K1
175ROYCE & ASSOCIATES LP$903K1
176Schonfeld Strategic Advisors LLC$901K1
177Caitong International Asset Management Co., Ltd$882K1
178XPONANCE LLC$865K1
179Parallax Volatility Advisers, L.P.$850K1
180Tidal Investments LLC$850K1
181PIAR LLC$844K1
182OPPENHEIMER & CO INC$836K1
183OSAIC HOLDINGS, INC.$818K1
184CIBC WORLD MARKET INC.$789K1
185Twin Tree Management, LP$777K1
186VICTORY CAPITAL MANAGEMENT INC$768K1
187ProShare Advisors LLC$757K1
188Pictet Asset Management Holding SA$754K1
189BANK OF NOVA SCOTIA$745K1
190CALTON & ASSOCIATES, INC.$740K1
191New Age Alpha Advisors, LLC$712K1
192VOYA INVESTMENT MANAGEMENT LLC$708K1
193Verition Fund Management LLC$706K1
194Oakum Bay Capital LLC$704K1
195NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$701K1
196Vident Advisory, LLC$696K1
197Daiwa Securities Group Inc.$693K1
198Kimelman & Baird, LLC$666K1
199Hel Ved Capital Management Ltd$662K1
200HighTower Advisors, LLC$633K1
201Green Alpha Advisors, LLC$619K1
202denkapparat Operations GmbH$616K1
203Edgestream Partners, L.P.$616K1
204NATIONAL BANK OF CANADA /FI/$572K1
205MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$566K1
206CIBC Asset Management Inc$529K1
207ELEMENT POINTE ADVISORS, LLC$528K1
208ENVESTNET ASSET MANAGEMENT INC$526K1
209Cetera Investment Advisers$518K1
210NISA INVESTMENT ADVISORS, LLC$517K1
211Mizuho Markets Cayman LP$510K1
212U.S. Capital Wealth Advisors, LLC$505K1
213PANAGORA ASSET MANAGEMENT INC$497K1
214KEYBANK NATIONAL ASSOCIATION/OH$481K1
215TriaGen Wealth Management LLC$476K1
216PFG Investments, LLC$470K1
217FORA Capital, LLC$464K1
218Ridge Creek Global, Inc$415K1
219SATURNA CAPITAL CORP$414K1
220Lighthouse Investment Partners, LLC$414K1
221Graham Capital Management, L.P.$414K1
222LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$409K1
223WINTON GROUP Ltd$404K1
224PROFUND ADVISORS LLC$401K1
225NORDEA INVESTMENT MANAGEMENT AB$394K1
226Heron Bay Capital Management$392K1
227Lepercq De Neuflize Asset Management LLC$378K1
228Pacific Point Advisors, LLC$378K1
229Harvest Portfolios Group Inc.$372K1
230Brevan Howard Capital Management LP$372K1
231TWO SIGMA SECURITIES, LLC$367K1
232Vanguard Personalized Indexing Management, LLC$366K1
233Empowered Funds, LLC$352K1
234Round Rock Advisors LLC$350K1
235JANE STREET GROUP, LLC$343K1
236Altshuler Shaham Ltd$340K1
237Compagnie Lombard Odier SCmA$340K1
238Advisors Asset Management, Inc.$333K1
239Laird Norton Wetherby Trust Company, LLC$325K1
240Worth Venture Partners, LLC$324K1
241UNITED CAPITAL FINANCIAL ADVISORS, LLC$316K1
242CIM INVESTMENT MANAGEMENT INC$315K1
243Federation des caisses Desjardins du Quebec$315K1
244Ballentine Partners, LLC$309K1
245Blueshift Asset Management, LLC$301K1
246MetLife Investment Management, LLC$296K1
247Summit Trail Advisors, LLC$293K1
248Swiss Life Asset Management Ltd$292K1
249Machina Capital S.A.S.$281K1
250ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$274K1
251Interval Partners, LP$274K1
252Atom Investors LP$271K1
253Ensign Peak Advisors, Inc$265K1
254ODDO BHF ASSET MANAGEMENT SAS$258K1
255CANADA PENSION PLAN INVESTMENT BOARD$257K1
256Lombard Odier Asset Management (Switzerland) SA$255K1
257Utah Retirement Systems$254K1
258Y.D. More Investments Ltd$244K1
259O'SHAUGHNESSY ASSET MANAGEMENT, LLC$242K1
260BIT Capital GmbH$239K1
261Brooklyn Investment Group$233K1
262DLK Investment Management, LLC$231K1
263Kestra Advisory Services, LLC$231K1
264Quinn Opportunity Partners LLC$227K1
265RFG Advisory, LLC$226K1
266US BANCORP \DE\$223K1
267Equitable Holdings, Inc.$221K1
268AMERICAN CENTURY COMPANIES INC$210K1
269LAZARD ASSET MANAGEMENT LLC$208K1
270SHELTON CAPITAL MANAGEMENT$201K1
271OLD MISSION CAPITAL LLC$201K1
272Stonehage Fleming Financial Services Holdings Ltd$183K1
273FIL Ltd$175K1
274Guinness Atkinson Asset Management Inc$175K1
275Banque Cantonale Vaudoise$168K1
276ALLIANZ SE$155K1
277Banque Transatlantique SA$151K1
278NANO CAP NEW MILLENNIUM GROWTH FUND L P$151K1
279EASTERN BANK$137K1
280Pinnacle Wealth Planning Services, Inc.$129K1
281Tower Research Capital LLC (TRC)$123K1
282SBI Securities Co., Ltd.$122K1
283Steward Partners Investment Advisory, LLC$96.3K1
284Rakuten Securities, Inc.$89.3K1
285Generali Investments CEE, investicni spolecnost, a.s.$87.0K1
286NFSG Corp$84.1K1
287Fideuram Asset Management (Ireland) dac$79.5K1
288Eurizon Capital SGR S.p.A.$60.3K1
289Westside Investment Management, Inc.$51.0K1
290SUMMIT SECURITIES GROUP LLC$49.9K1
291Spire Wealth Management$45.4K1
292QUADRANT CAPITAL GROUP LLC$41.1K1
293Salomon & Ludwin, LLC$40.3K1
294CWM, LLC$38.1K1
295Glass Jacobson Investment Advisors llc$37.8K1
296STANCE CAPITAL LLC$36.0K1
297SIGNATUREFD, LLC$35.1K1
298Sterling Capital Management LLC$34.4K1
299Costello Asset Management, INC$31.6K1
300UMB Bank, n.a.$29.4K1
301Aster Capital Management (DIFC) Ltd$28.7K1
302Trask Adam Roland$26.5K1
303NOMURA ASSET MANAGEMENT CO LTD$26.1K1
304Allworth Financial LP$25.7K1
305Ritter Daniher Financial Advisory LLC / DE$24.2K1
306TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$23.8K1
307CALDWELL SUTTER CAPITAL, INC.$23.4K1
308Archer Investment Corp$23.3K1
309TD Waterhouse Canada Inc.$21.6K1
310SJS Investment Consulting Inc.$20.8K1
311Itau Unibanco Holding S.A.$20.4K1
312CENTRAL TRUST Co$20.1K1
313Geneos Wealth Management Inc.$18.9K1
314Larson Financial Group LLC$18.5K1
315Wilmington Savings Fund Society, FSB$17.0K1
316HOEY INVESTMENTS, INC$15.4K1
317Founders Capital Management$15.1K1
318Destiny Wealth Partners, LLC$14.7K1
319Addison Advisors LLC$13.7K1
320Kilter Group LLC$13.6K1
321MAI Capital Management$12.9K1
322Murphy & Mullick Capital Management Corp$12.2K1
323ELEVATION WEALTH PARTNERS, LLC$11.3K1
324FINANCIAL CONSULATE, INC$11.3K1
325Valued Wealth Advisors LLC$10.8K1
326Nvest Wealth Strategies, Inc.$10.7K1
327MATHER GROUP, LLC.$8.4K1
328ALBION FINANCIAL GROUP /UT$7.9K1
329Evelyn Partners Investment Management Services Ltd$7.8K1
330DANSKE BANK A/S$7.6K1
331Hurley Capital, LLC$6.2K1
332Parkside Financial Bank & Trust$5.7K1
333Keating Financial Advisory Services, Inc.$5.4K1
334CANADA LIFE ASSURANCE Co$5.1K1
335BEACON INVESTMENT ADVISORY SERVICES, INC.$4.7K1
336NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.7K1
337Transamerica Financial Advisors, LLC$4.3K1
338VAN ECK ASSOCIATES CORP$4.2K1
339Rachor Investment Advisory Services, LLC$4.2K1
340TOTH FINANCIAL ADVISORY CORP$3.8K1
341ALGERT GLOBAL LLC$3.5K1
342DekaBank Deutsche Girozentrale$3.4K1
343Smartleaf Asset Management LLC$3.3K1
344THRIVENT FINANCIAL FOR LUTHERANS$3.3K1
345Purpose Unlimited Inc.$2.9K1
346KBC Group NV$2.9K1
347DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.9K1
348Avalon Trust Co$2.8K1
349State of Alaska, Department of Revenue$2.7K1
350Virtu Financial LLC$2.1K1
351Treasurer of the State of North Carolina$2.1K1
352Clearstead Trust, LLC$2.0K1
353ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.9K1
354NBT BANK, N.A.$1.9K1
355Kentucky Trust Co$1.9K1
356AMALGAMATED BANK$1.6K1
357Johnson Financial Group, Inc.$1.5K1
358FARMERS & MERCHANTS INVESTMENTS INC$1.3K1
359ASSETMARK, INC$1.3K1
360TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.2K1
361Strengthening Families & Communities, LLC$1.1K1
362MRP Capital Investments, LLC$9461
363STEVENS CAPITAL MANAGEMENT LP$8801
364Ankerstar Wealth, LLC$8701
365Cromwell Holdings LLC$8321
366PayPay Securities Corp$7991
367GILPIN WEALTH MANAGEMENT, LLC$7571
368ISLAY CAPITAL MANAGEMENT, LLC$7561
369My Portfolio Guide, LLC$7561
370NATIXIS ADVISORS, LLC$6851
371ACADIAN ASSET MANAGEMENT LLC$6451
372Bell Investment Advisors, Inc$6431
373Sachetta, LLC$6431
374Quantitative Investment Management, LLC$6241
375SouthState Bank Corp$5681
376SALEM INVESTMENT COUNSELORS INC$5681
377PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$5251
378GSA CAPITAL PARTNERS LLP$4261
379WealthCollab, LLC$4161
380MOUNT VERNON ASSOCIATES INC /MD/$3961
381Owl Creek Wealth Partners LLC$3791
382CX Institutional$3511
383Center for Financial Planning, Inc.$3411
384TFC Financial Management, Inc.$3411
385Hilton Head Capital Partners, LLC$3401
386Prestige Wealth Management Group LLC$3031
387Maxi Investments CY Ltd$2651
388CENTAURUS FINANCIAL, INC.$2641
389Claret Asset Management Corp$2121
390GHP Investment Advisors, Inc.$1901
391MCF Advisors LLC$1901
392Harel Insurance Investments & Financial Services Ltd.$1841
393Signature Equity Partners, LLC$1511
394Vestcor Inc$1241
395Manchester Capital Management LLC$1141
396SWAN Capital LLC$1131
397Westfuller Advisors, LLC$1131
398MV CAPITAL MANAGEMENT, INC.$761
399Quaker Wealth Management, LLC$761
400DHJJ Financial Advisors, Ltd.$761
401JONES FINANCIAL COMPANIES LLLP$381
402Elequin Capital, LP$381
403Legacy Wealth Managment, LLC/ID$381
404Harvest Fund Management Co., Ltd$351
405Penserra Capital Management LLC$251
406Capital Advisors, Ltd. LLC$11
407Avion Wealth$01
408VANGUARD GROUP INC$01
409GLENMEDE TRUST CO NA$01
410HARBOUR INVESTMENTS, INC.$01
411Clearstead Advisors, LLC$01
412Atlantic Union Bankshares Corp$01
413COMERICA BANK$01
414TORONTO DOMINION BANK$01
415VIRGINIA RETIREMENT SYSTEMS ET Al$01
416SOROS FUND MANAGEMENT LLC$01
417WEXFORD CAPITAL LP$01
418FIRST COMMUNITY TRUST NA$01
419TRUST CO OF VERMONT$01
420COUNTRY TRUST BANK$01
421CIBC Private Wealth Group LLC$01
422NORGES BANK$01
423KETTLE HILL CAPITAL MANAGEMENT, LLC$01
424MACQUARIE GROUP LTD$01
425CAPSTONE INVESTMENT ADVISORS, LLC$01
426Alberta Investment Management Corp$01
427TWO SIGMA ADVISERS, LP$01
428Diversified Trust Co$01
429Quantbot Technologies LP$01
430MANGROVE PARTNERS IM, LLC$01
431Baader Bank Aktiengesellschaft$01
432Arax Advisory Partners$01
433Capital Innovations LLC$01
434WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$01
435Maven Securities LTD$01
436Squarepoint Ops LLC$01
437Versor Investments LP$01
438NorthCoast Asset Management LLC$01
439Phoenix Financial Ltd.$01
440Neo Ivy Capital Management$01
441AIGEN INVESTMENT MANAGEMENT, LP$01
442Global Retirement Partners, LLC$01
443Cynosure Group, LLC$01
444Qsemble Capital Management, LP$01
445Greenvale Capital LLP$01
446Y-Intercept (Hong Kong) Ltd$01
447Monaco Asset Management SAM$01
448Tempus Wealth Planning, LLC$01
449Royal Fund Management, LLC$01
450CYBER HORNET ETFs LLC$01
451Activest Wealth Management$01
452AlphaQuest LLC$01
453SORA INVESTORS LLC$01
454SageView Advisory Group, LLC$01
455Acumen Wealth Advisors, LLC$01
456Dunhill Financial, LLC$01
457Abound Wealth Management$01
458Quarry LP$01
459Turning Point Benefit Group, Inc.$01
460Caitlin John, LLC$01
461nVerses Capital, LLC$01
462Pilgrim Partners Asia Pte Ltd$01
463REX Advisers, LLC$01
464Jain Global LLC$01
465Motiv8 Investments LLC$01
466Havemeyer Place LP$01
467OPTIMA CAPITAL LLC$01
468Advocate Investing Services LLC$01
469Quattro Advisors LLC$01
Truncated by Public Filings. The published aggregate ranks the top 469 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)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 ENPH

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ENPH · financials and macro

Financials — as filed PLANNED

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