Public record / Tickers / LULU

LULU — lululemon athletica inc.

Both disclosure regimes on one name: who in Congress filed about LULU, 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
45
all PTR rows naming LULU
Members · 12m
3
2 buys · 2 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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

Kelly Loeffler · $50.0K–$100K

Sale · traded 2020-03-03 → filed 2020-05-01. Ranked over every LULU row by the provable lower bound, never a point estimate.

3 members · 2 buys / 2 sells

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

7 rows 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

15 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. 15 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING LULU · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LULU
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 03-13 +25d$1K–$15K
2026-01-15Dan Newhouse R–WA-4Purchase · SP (spouse-owned)Traded 2025-12-11 +35d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-12 +33d$1K–$15K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$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 45 ↗

Members active in LULU

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing LULU 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.
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Dan Newhouse R–WA-41$1.0K to $15.0K3
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · LULU

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

Congress · last 90 days

Buyers
0
Sellers
1 Tommy Tuberville R–AL $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Soros Fund Management $375K held

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

Merged timeline of congressional filings and notable-manager moves on LULU
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-05-15Viking Global Investors 13Fnew+980,568 sh
2026-05-15Gotham Asset Management 13Fadd+46,810 sh
2026-05-15Bridgewater Associates 13Fadd+2,730 sh
2026-05-15Soros Fund Management 13Ftrim−4,775 sh
2026-05-14Caxton Associates 13Fnew+3,487 sh

6 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

full holders view ↗
Top institutional holders of LULU for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.5B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.1B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$792M1
4STATE STREET CORP$692M1
5FMR LLC$659M1
6GEODE CAPITAL MANAGEMENT, LLC$473M1
7FEDERATED HERMES, INC.$460M1
8FLOSSBACH VON STORCH SE$284M1
9MORGAN STANLEY$280M1
10Invesco Ltd.$278M1
11AQR CAPITAL MANAGEMENT LLC$223M1
12DIMENSIONAL FUND ADVISORS LP$185M1
13Legal & General Group Plc$154M1
14NORTHERN TRUST CORP$152M1
15SUSQUEHANNA INTERNATIONAL GROUP, LLP$151M1
16VIKING GLOBAL INVESTORS LP$150M1
17JANE STREET GROUP, LLC$149M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$133M1
19BANK OF AMERICA CORP /DE/$130M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$125M1
21WELLINGTON MANAGEMENT GROUP LLP$109M1
22Amundi$103M1
23CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$96.4M1
24VANGUARD FIDUCIARY TRUST CO$93.1M1
25Point72 Asset Management, L.P.$91.7M1
26CITADEL ADVISORS LLC$89.5M1
27VICTORY CAPITAL MANAGEMENT INC$88.9M1
28CITIGROUP INC$88.8M1
29BARCLAYS PLC$87.2M1
30BNP Paribas Asset Management Holding S.A.$86.3M1
31Bank of New York Mellon Corp$83.1M1
32UBS Group AG$73.7M1
33DEUTSCHE BANK AG\$72.6M1
34WELLS FARGO & COMPANY/MN$67.9M1
35Squarepoint Ops LLC$62.2M1
36Nuveen, LLC$59.7M1
37Baird Financial Group, Inc.$58.9M1
38MANUFACTURERS LIFE INSURANCE COMPANY, THE$58.1M1
39CAPITOLIS LIQUID GLOBAL MARKETS LLC$53.6M1
40HSBC HOLDINGS PLC$52.9M1
41Gotham Asset Management, LLC$50.4M1
42Swiss National Bank$47.9M1
43AMERICAN CENTURY COMPANIES INC$47.2M1
44ROYAL BANK OF CANADA$47.0M1
45M&G Plc$43.3M1
46Sumitomo Mitsui Trust Group, Inc.$41.0M1
47NATIONAL BANK OF CANADA /FI/$40.5M1
48CANADA PENSION PLAN INVESTMENT BOARD$39.8M1
49Mitsubishi UFJ Asset Management Co., Ltd.$38.0M1
50Vanguard Global Advisers, LLC$36.1M1
51Walleye Trading LLC$35.9M1
52D. E. Shaw & Co., Inc.$35.8M1
53CIBC WORLD MARKET INC.$29.1M1
54LETKO, BROSSEAU & ASSOCIATES INC$28.1M1
55VANGUARD ASSET MANAGEMENT, Ltd$27.6M1
56Assenagon Asset Management S.A.$26.8M1
57ALLIANCEBERNSTEIN L.P.$26.0M1
58BANK OF MONTREAL /CAN/$25.2M1
59Rockefeller Capital Management L.P.$24.9M1
60AMERIPRISE FINANCIAL INC$24.7M1
61Quantinno Capital Management LP$24.2M1
62VR Advisory Services Ltd$22.8M1
63PRINCIPAL FINANCIAL GROUP INC$22.6M1
64CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$22.2M1
65CAPSTONE INVESTMENT ADVISORS, LLC$22.1M1
66Giverny Capital Inc.$21.8M1
67DANSKE BANK A/S$21.7M1
68IEQ CAPITAL, LLC$21.6M1
69SCOTIA CAPITAL INC.$20.9M1
70Candriam S.C.A.$20.5M1
71MILLENNIUM MANAGEMENT LLC$20.5M1
72Grantham, Mayo, Van Otterloo & Co. LLC$19.6M1
73Ensign Peak Advisors, Inc$18.9M1
74KLP KAPITALFORVALTNING AS$18.6M1
75NATIXIS$18.5M1
76Pictet Asset Management Holding SA$16.6M1
77Rule One Partners, LLC$16.0M1
78ROCKLAND TRUST CO$15.9M1
79Mariner, LLC$15.2M1
80Waratah Capital Advisors Ltd.$14.9M1
81FRANKLIN RESOURCES INC$14.8M1
82Mitsubishi UFJ Trust & Banking Corp$14.7M1
83ADAGE CAPITAL PARTNERS GP, L.L.C.$14.6M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$14.2M1
85CWM, LLC$14.0M1
86Quinn Opportunity Partners LLC$13.6M1
87Korea Investment CORP$13.3M1
88INTERCAPITAL, LLC$13.3M1
89AVIVA PLC$13.2M1
90IMC-Chicago, LLC$13.2M1
91LPL Financial LLC$13.1M1
92Aberdeen Group plc$12.8M1
93Engineers Gate Manager LP$12.7M1
94TWO SIGMA INVESTMENTS, LP$12.6M1
95Universal- Beteiligungs- und Servicegesellschaft mbH$12.6M1
96Holocene Advisors, LP$12.5M1
97RAYMOND JAMES FINANCIAL INC$12.2M1
98FRONTIER CAPITAL MANAGEMENT CO LLC$11.9M1
99Quadrature Capital Ltd$11.8M1
100Zuckerman Investment Group, LLC$11.6M1
101PACIFIC HEIGHTS ASSET MANAGEMENT LLC$11.5M1
102RWWM, Inc.$11.2M1
103CIDEL ASSET MANAGEMENT INC$11.1M1
104KETTLE HILL CAPITAL MANAGEMENT, LLC$11.0M1
105ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$11.0M1
106Qube Research & Technologies Ltd$10.9M1
107Walleye Capital LLC$10.8M1
108PFA Pension, Forsikringsaktieselskab$10.7M1
109United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$10.3M1
110Empowered Funds, LLC$10.2M1
111Cerity Partners LLC$10.2M1
112FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$9.9M1
113BLAIR WILLIAM & CO/IL$9.7M1
114Tyro Capital Management LLC$9.6M1
115NEW YORK STATE COMMON RETIREMENT FUND$9.4M1
116BANK OF NOVA SCOTIA$9.0M1
117Maven Securities LTD$8.9M1
118Swedbank AB$8.8M1
119Creative Planning$8.8M1
120STATE OF WISCONSIN INVESTMENT BOARD$8.7M1
121INTECH INVESTMENT MANAGEMENT LLC$8.7M1
122Y-Intercept (Hong Kong) Ltd$8.7M1
123GROUP ONE TRADING LLC$8.7M1
124Federation des caisses Desjardins du Quebec$8.3M1
125Vanguard Investments Australia, Ltd.$8.2M1
126Robeco Institutional Asset Management B.V.$8.1M1
127Zurcher Kantonalbank (Zurich Cantonalbank)$8.1M1
128Chevy Chase Trust Holdings, LLC$8.1M1
129Edgestream Partners, L.P.$8.0M1
130Stelac Advisory Services LLC$8.0M1
131EASTERLY INVESTMENT PARTNERS LLC$8.0M1
132PRUDENTIAL FINANCIAL INC$7.9M1
133Twin Tree Management, LP$7.9M1
134Woodson Capital Management, LP$7.7M1
135ROYAL LONDON ASSET MANAGEMENT LTD$7.6M1
136ENVESTNET ASSET MANAGEMENT INC$7.5M1
137CIBC Bancorp USA Inc.$7.4M1
138Man Group plc$7.4M1
139Illinois Municipal Retirement Fund$7.4M1
140Asset Management One Co., Ltd.$7.3M1
141Focus Partners Wealth$7.1M1
142SEI INVESTMENTS CO$7.0M1
143Beacon Pointe Advisors, LLC$6.9M1
144Daiwa Securities Group Inc.$6.9M1
145BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$6.8M1
146Monaco Asset Management SAM$6.7M1
147NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.7M1
148CANTOR FITZGERALD, L. P.$6.6M1
149NOMURA HOLDINGS INC$6.5M1
150EVERGREEN CAPITAL MANAGEMENT LLC$6.5M1
151BENDER ROBERT & ASSOCIATES$6.2M1
152GUGGENHEIM CAPITAL LLC$6.2M1
153NOMURA ASSET MANAGEMENT CO LTD$6.1M1
154BRIGHT ROCK CAPITAL MANAGEMENT, LLC$6.1M1
155MERCER GLOBAL ADVISORS INC /ADV$6.0M1
156WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.9M1
157State of New Jersey Common Pension Fund D$5.7M1
158Schonfeld Strategic Advisors LLC$5.6M1
159STIFEL FINANCIAL CORP$5.5M1
160STATE OF MICHIGAN RETIREMENT SYSTEM$5.5M1
161Resona Asset Management Co.,Ltd.$5.5M1
162OPPENHEIMER ASSET MANAGEMENT INC.$5.4M1
163Calamos Advisors LLC$5.4M1
164Tredje AP-fonden$5.4M1
165Lansforsakringar Fondforvaltning AB (publ)$5.3M1
166FORA Capital, LLC$5.3M1
167TORONTO DOMINION BANK$5.2M1
168Corient Private Wealth LLC$5.2M1
169Bank Julius Baer & Co. Ltd, Zurich$5.1M1
170Swiss Life Asset Management Ltd$5.1M1
171XPONANCE LLC$5.1M1
172Moran Wealth Management, LLC$5.1M1
173Tidal Investments LLC$5.0M1
174EASTERN BANK$4.9M1
175TD ASSET MANAGEMENT INC$4.9M1
176AustralianSuper Pty Ltd$4.8M1
177SIMPLEX TRADING, LLC$4.8M1
178PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$4.8M1
179Verition Fund Management LLC$4.6M1
180USS Investment Management Ltd$4.6M1
181Czech National Bank$4.5M1
182Arizona State Retirement System$4.4M1
183Mediolanum International Funds Ltd$4.4M1
184OSAIC HOLDINGS, INC.$4.3M1
185FIRST TRUST ADVISORS LP$4.2M1
186MetLife Investment Management, LLC$4.2M1
187MIZUHO MARKETS AMERICAS LLC$4.2M1
188Black Cypress Capital Management, LLC$4.1M1
189CIBC Asset Management Inc$4.0M1
190MACKENZIE FINANCIAL CORP$3.9M1
191CREDIT AGRICOLE S A$3.9M1
192GATEWAY INVESTMENT ADVISERS LLC$3.9M1
193AYAL Capital Advisors Ltd$3.8M1
194COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.8M1
195Oak Thistle LLC$3.8M1
196Marex Group Ltd$3.8M1
197Laurion Capital Management LP$3.7M1
198MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.7M1
199DnB Asset Management AS$3.6M1
200Vontobel Holding Ltd.$3.6M1
201Mirae Asset Global Investments Co., Ltd.$3.5M1
202Retirement Systems of Alabama$3.5M1
203SEB Asset Management AB$3.5M1
204HighTower Advisors, LLC$3.4M1
205TRILLIUM ASSET MANAGEMENT, LLC$3.4M1
206VOYA INVESTMENT MANAGEMENT LLC$3.4M1
207DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$3.4M1
208Allspring Global Investments Holdings, LLC$3.4M1
209Leonteq Securities AG$3.4M1
210Lighthouse Investment Partners, LLC$3.4M1
211&PARTNERS$3.4M1
212GM Advisory Group, LLC$3.4M1
213IFM Investors Pty Ltd$3.2M1
214US BANCORP \DE\$3.1M1
215TD Waterhouse Canada Inc.$3.1M1
216FORMULA GROWTH LTD$3.1M1
217Leibman Financial Services, Inc.$3.1M1
218BLI - Banque de Luxembourg Investments$3.0M1
219AZZAD ASSET MANAGEMENT INC /ADV$3.0M1
220Cetera Investment Advisers$3.0M1
221GRIMES & Co WEALTH MANAGEMENT, LLC$2.9M1
222Alphadyne Asset Management LP$2.9M1
223Pekin Hardy Strauss, Inc.$2.8M1
224New Age Alpha Advisors, LLC$2.8M1
225Eurizon Capital SGR S.p.A.$2.8M1
226Avanza Fonder AB$2.8M1
227Trilogy Capital Inc.$2.8M1
228Ameritas Advisory Services, LLC$2.8M1
229Rayburn West Financial Services LLC$2.7M1
230NISSAY ASSET MANAGEMENT CORP /JAPAN$2.7M1
231PUBLIC SECTOR PENSION INVESTMENT BOARD$2.6M1
232Vivaldi Capital Management LP$2.6M1
233Utah Retirement Systems$2.6M1
234Pine Valley Investments Ltd Liability Co$2.5M1
235FIFTH THIRD BANCORP$2.5M1
236PEAK6 LLC$2.5M1
237SFMG, LLC$2.5M1
238NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.4M1
239Westerkirk Capital Inc.$2.4M1
240Linden Thomas Advisory Services, LLC$2.4M1
241ProShare Advisors LLC$2.4M1
242JACOBS LEVY EQUITY MANAGEMENT, INC$2.4M1
243Northwest Bancshares, Inc.$2.4M1
244Brevan Howard Capital Management LP$2.4M1
245Generali Asset Management SPA SGR$2.4M1
246Rakuten Investment Management, Inc.$2.3M1
247Impala Asset Management LLC$2.3M1
248NEOS Investment Management LLC$2.3M1
249NewEdge Advisors, LLC$2.3M1
250Ashton Thomas Private Wealth, LLC$2.3M1
251BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.2M1
252ABSHER WEALTH MANAGEMENT, LLC$2.2M1
253one8zero8, LLC$2.2M1
254XTX Topco Ltd$2.2M1
255Taproot Management LP$2.2M1
256UniSuper Management Pty Ltd$2.2M1
257HENNESSY ADVISORS INC$2.1M1
258Peterson Wealth Services$2.1M1
259COMMONWEALTH EQUITY SERVICES, LLC$2.1M1
260Janus Henderson Group Ltd.$2.1M1
261Delta Global Management LP$2.1M1
262Sumitomo Mitsui DS Asset Management Company, Ltd$2.1M1
263TRUIST FINANCIAL CORP$2.1M1
264OMERS ADMINISTRATION Corp$2.0M1
265Financiere des Professionnels - Fonds d'investissement inc.$2.0M1
266S-Bank Fund Management Ltd$2.0M1
267Eaton Financial Holdings Company, LLC$1.9M1
268FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$1.9M1
269Jain Global LLC$1.9M1
270Aspen Grove Capital, LLC$1.9M1
271Krane Funds Advisors LLC$1.9M1
272Vanguard Personalized Indexing Management, LLC$1.9M1
273Sicart Associates LLC$1.9M1
274OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.9M1
275L2 Asset Management, LLC$1.8M1
276YOUSIF CAPITAL MANAGEMENT, LLC$1.8M1
277Live Oak Private Wealth LLC$1.8M1
278MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.7M1
279Resonant Capital Advisors, LLC$1.7M1
280Merit Financial Group, LLC$1.7M1
281NORDEA INVESTMENT MANAGEMENT AB$1.7M1
282OP Asset Management Ltd$1.7M1
283INVESTMENT HOUSE LLC$1.6M1
284Equitable Holdings, Inc.$1.6M1
285Andra AP-fonden$1.6M1
286Texas Yale Capital Corp.$1.6M1
287Pathstone Holdings, LLC$1.5M1
288K2 PRINCIPAL FUND, L.P.$1.5M1
289Mutual Advisors, LLC$1.5M1
290Morningstar Investment Management LLC$1.5M1
291Kestra Advisory Services, LLC$1.5M1
292EXENCIAL WEALTH ADVISORS, LLC$1.5M1
293Investment Management Corp of Ontario$1.4M1
294Focus Partners Advisor Solutions, LLC$1.4M1
295ASR Vermogensbeheer N.V.$1.4M1
296KESTRA PRIVATE WEALTH SERVICES, LLC$1.4M1
297NISA INVESTMENT ADVISORS, LLC$1.4M1
298MidFirst Bank$1.4M1
299Woodline Partners LP$1.4M1
300Phoenix Financial Ltd.$1.3M1
301RDA Financial Network$1.3M1
302SummitTX Capital, L.P.$1.3M1
303Monte Financial Group, LLC$1.3M1
304FIL Ltd$1.2M1
305Stonehage Fleming Financial Services Holdings Ltd$1.2M1
306BALYASNY ASSET MANAGEMENT L.P.$1.2M1
307Spartan Wealth Advisory Services LLC$1.2M1
308Tower Research Capital LLC (TRC)$1.2M1
309PRUDENTIAL PLC$1.2M1
310CenterStar Asset Management, LLC$1.2M1
311Greenfield Seitz Capital Management, LLC$1.1M1
312Chicago Partners Investment Group LLC$1.1M1
313Vident Advisory, LLC$1.1M1
314KEYBANK NATIONAL ASSOCIATION/OH$1.1M1
315Richard W. Paul & Associates, LLC$1.1M1
316PATTEN & PATTEN INC/TN$1.1M1
317INDEPENDENT FINANCIAL GROUP, LLC$1.1M1
318MACQUARIE GROUP LTD$1.1M1
319Norinchukin Bank, The$1.1M1
320SIG BROKERAGE, LP$1.0M1
321Rafferty Asset Management, LLC$1.0M1
322MML INVESTORS SERVICES, LLC$1.0M1
323HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.0M1
324SCHRODER INVESTMENT MANAGEMENT GROUP$1.0M1
325Wealthfront Advisers LLC$1.0M1
326Gradient Investments LLC$1.0M1
327Strengthening Families & Communities, LLC$1.0M1
328MIZUHO SECURITIES USA LLC$988K1
329Summit Trail Advisors, LLC$977K1
330Krilogy Financial LLC$972K1
331W.G. Shaheen & Associates DBA Whitney & Co$964K1
332Pallas Capital Advisors LLC$947K1
333HARTFORD INVESTMENT MANAGEMENT CO$929K1
334Orion Porfolio Solutions, LLC$925K1
335Arista Wealth Management, LLC$920K1
336OPPENHEIMER & CO INC$894K1
337ELEVATION POINT WEALTH PARTNERS, LLC$894K1
338World Investment Advisors$872K1
339Clear Street Group Inc.$871K1
340Bridgewater Associates, LP$849K1
341Bellecapital International Ltd.$846K1
342Banco Santander, S.A.$837K1
343Sanctuary Advisors, LLC$828K1
344HB Wealth Management, LLC$827K1
345Eurizon SLJ Capital Ltd$821K1
346Allianz Asset Management GmbH$814K1
347Curi Capital, LLC$811K1
348180 WEALTH ADVISORS, LLC$805K1
349OUTFITTERS FINANCIAL LLC$801K1
350Whelan Financial$799K1
351New Insight Wealth Advisors$797K1
352RB Capital Management, LLC$792K1
353Maryland State Retirement & Pension System$783K1
354Lakewood Asset Management LLC$782K1
355UNITED CAPITAL FINANCIAL ADVISORS, LLC$781K1
356SAXON INTERESTS, INC.$773K1
357QUADRANT CAPITAL GROUP LLC$764K1
358J. Safra Sarasin Holding AG$763K1
359BAR HARBOR WEALTH MANAGEMENT$762K1
360Bull Harbor Capital LLC$758K1
361B. Metzler seel. Sohn & Co. AG$756K1
362Sequoia Financial Advisors, LLC$739K1
363Banque Cantonale Vaudoise$732K1
364Private Advisor Group, LLC$728K1
365Numerai GP LLC$715K1
366BEACON INVESTMENT ADVISORY SERVICES, INC.$700K1
367GREAT VALLEY ADVISOR GROUP, INC.$694K1
368Blueshift Asset Management, LLC$680K1
369MUFG Securities EMEA plc$670K1
370E. Ohman J:or Asset Management AB$666K1
371Plancorp, LLC$662K1
372J. Derek Lewis & Associates Inc.$658K1
373Osmosis Investment Management UK Ltd$656K1
374TOKIO MARINE ASSET MANAGEMENT CO LTD$654K1
375QRG CAPITAL MANAGEMENT, INC.$653K1
376STOREBRAND ASSET MANAGEMENT AS$649K1
3774WEALTH ADVISORS, INC.$649K1
378Silvant Capital Management LLC$646K1
379NorthCrest Asset Manangement, LLC$645K1
380Camelot Portfolios, LLC$643K1
381WADDELL & ASSOCIATES, LLC$641K1
382ABN AMRO INVESTMENT SOLUTIONS$641K1
383BOOTHBAY FUND MANAGEMENT, LLC$635K1
384INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$632K1
385IHT Wealth Management, LLC$629K1
386Siemens Fonds Invest GmbH$618K1
387Sage Mountain Advisors LLC$617K1
388Composition Wealth, LLC$612K1
389Saudi Central Bank$602K1
390CHOREO, LLC$596K1
391Barnes Dennig Private Wealth Management LLC$595K1
392Columbia Asset Management$586K1
393Invariant Investment Management$584K1
394Asset Dedication, LLC$581K1
395SIGNATUREFD, LLC$579K1
396Graham Capital Management, L.P.$575K1
397M&T BANK CORP$573K1
398Sculati Wealth Management, LLC$571K1
399KPP Advisory Services LLC$568K1
400Caprock Group, LLC$567K1
401O'SHAUGHNESSY ASSET MANAGEMENT, LLC$562K1
402OneDigital Investment Advisors LLC$556K1
403MAI Capital Management$551K1
404LMR Partners LLP$548K1
405JT Stratford LLC$537K1
406Savvy Advisors, Inc.$536K1
407CAXTON ASSOCIATES LLP$534K1
408EVOLVE PRIVATE WEALTH, LLC$534K1
409BENJAMIN EDWARDS INC$529K1
410Lido Advisors, LLC$527K1
411NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$523K1
412Aljian Capital Management, LLC$519K1
413Apollon Wealth Management, LLC$511K1
414KCM INVESTMENT ADVISORS LLC$498K1
415Vinva Investment Management Ltd$494K1
416Brookstone Capital Management$489K1
417Bulltick Wealth Management, LLC$485K1
418SBI Securities Co., Ltd.$483K1
419Brooklyn Investment Group$480K1
420Savant Capital, LLC$480K1
421EP Wealth Advisors, LLC$479K1
422Truvestments Capital LLC$478K1
423Polymer Capital Management (US) LLC$471K1
424Northern Financial Advisors Inc$468K1
425Metis Global Partners, LLC$467K1
426Jacobi Capital Management LLC$461K1
427SANDERS MORRIS HARRIS LLC$461K1
428North Dakota State Investment Board$459K1
429AE Wealth Management LLC$457K1
430Independent Advisor Alliance$455K1
431Intellectus Partners, LLC$455K1
432MUFG SECURITIES AMERICAS INC.$452K1
433Waverly Advisors, LLC$450K1
434Davis Investment Partners, LLC$448K1
435ASSETMARK, INC$447K1
436Bridgefront Capital, LLC$446K1
437ONTARIO TEACHERS PENSION PLAN BOARD$441K1
438COMMERCE BANK$441K1
439SECURIAN ASSET MANAGEMENT, INC$439K1
440Capitol Family Office, Inc.$436K1
441Elevated Capital Advisors, LLC$431K1
442GHP Investment Advisors, Inc.$421K1
443Kera Capital Partners, Inc.$420K1
444Ethic Inc.$417K1
445Allworth Financial LP$414K1
446Valmark Advisers, Inc.$410K1
447WINTON GROUP Ltd$407K1
448Baker Avenue Asset Management, LP$403K1
449Fideuram Asset Management (Ireland) dac$400K1
450Crossmark Global Holdings, Inc.$398K1
451Fragasso Financial Advisors Inc$396K1
452Prospera Financial Services Inc$396K1
453Geneos Wealth Management Inc.$393K1
454Institute for Wealth Management, LLC.$391K1
455Performance Wealth Partners, LLC$390K1
456Steward Partners Investment Advisory, LLC$384K1
457PINNACLE ASSOCIATES LTD$380K1
458iSAM Funds (UK) Ltd$380K1
459DAYMARK WEALTH PARTNERS, LLC$380K1
460SOROS FUND MANAGEMENT LLC$375K1
461Pure Financial Advisors, LLC$374K1
462RFG Advisory, LLC$372K1
463MTM Investment Management, LLC$371K1
464COLDSTREAM CAPITAL MANAGEMENT INC$368K1
465Horizon Advisory Services, Inc.$354K1
466B&D White Capital Company, LLC$353K1
467Karani Asset Management LLC$351K1
468Martin Capital Advisors, LLP$351K1
469EXCHANGE TRADED CONCEPTS, LLC$351K1
470Rothschild Wealth LLC$350K1
471WealthPlan Investment Management, LLC$349K1
472TWINBEECH CAPITAL LP$344K1
473GREENLEAF TRUST$343K1
474SILVER OAK SECURITIES, INCORPORATED$343K1
475Financial Solutions Advisory Group, Inc.$338K1
476Hilltop Holdings Inc.$337K1
477Summit Financial, LLC$336K1
478GLENMEDE TRUST CO NA$334K1
479Limestone Investment Advisors LP$332K1
480TOWNSQUARE CAPITAL LLC$332K1
481111 Capital$328K1
482FORTRESS PRIVATE LEDGER, LLC$325K1
483DoubleLine ETF Adviser LP$325K1
484Belpointe Asset Management LLC$322K1
485Fortis Capital Advisors, LLC$322K1
486WESTPAC BANKING CORP$321K1
487Financial Sense Advisors, Inc.$319K1
488LAKE STREET PRIVATE WEALTH, LLC$314K1
489Blackstone Inc.$311K1
490JACKSON THORNTON WEALTH MANAGEMENT, LLC$308K1
491DE BURLO GROUP INC$307K1
492Kingsview Wealth Management, LLC$307K1
493MMBG INVESTMENT ADVISORS CO.$306K1
494TEMA ETFS LLC$306K1
495Buckland Partners Management Co LLC$306K1
496Advisors Asset Management, Inc.$306K1
497EVERETT HARRIS & CO /CA/$306K1
498MGO ONE SEVEN LLC$305K1
499FIDUCIARY TRUST CO$304K1
500Mattson Financial Services, LLC$302K1
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 / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filers net (actions)not in build
Filers net ($ 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 LULU

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for LULU · financials and macro

Financials — as filed PLANNED

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