Public record / Tickers / NBIS

NBIS — Nebius Group N.V.

Both disclosure regimes on one name: who in Congress filed about NBIS, 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
1
all PTR rows naming NBIS
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Alan Armstrong · $1.0K–$15.0K

Purchase · traded 2026-03-30 → filed 2026-07-21. Ranked over every NBIS row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

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

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 NBIS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NBIS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$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 1 ↗

Members active in NBIS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing NBIS 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.
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · NBIS

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $16.3M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · NEBIUS GROUP N.V.

Merged timeline of congressional filings and notable-manager moves on NBIS
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Bridgewater Associates 13Fadd+127,721 sh

2 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 NBIS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.0B1
2Orbis Allan Gray Ltd$863M1
3Value Aligned Research Advisors, LLC$603M1
4Accel Leaders 4 Associates L.P.$475M1
5MORGAN STANLEY$380M1
6STATE STREET CORP$363M1
7Capital Research Global Investors$348M1
8Janus Henderson Group Ltd.$334M1
9UBS Group AG$324M1
10Clear Street Group Inc.$317M1
11TWO SIGMA INVESTMENTS, LP$290M1
12Accel Leaders 3 Associates L.P.$234M1
13Rovida Investment Management Ltd$196M1
14Invesco Ltd.$183M1
15JENNISON ASSOCIATES LLC$176M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$161M1
17BANK OF AMERICA CORP /DE/$155M1
18JANE STREET GROUP, LLC$151M1
19Amundi$139M1
20NVIDIA CORP$124M1
21Legal & General Group Plc$123M1
22Kora Management LP$110M1
23NORTHERN TRUST CORP$106M1
24Tree Line Advisors (Hong Kong) Ltd.$98.7M1
25GILDER GAGNON HOWE & CO LLC$98.7M1
26SUSQUEHANNA INTERNATIONAL GROUP, LLP$79.3M1
27Swiss National Bank$76.7M1
28Marex Group Ltd$74.0M1
29SEI INVESTMENTS CO$68.0M1
30DEUTSCHE BANK AG\$63.8M1
31LPL Financial LLC$62.4M1
32Ghisallo Capital Management LLC$59.7M1
33Anther Capital Ltd$56.9M1
34WCM INVESTMENT MANAGEMENT, LLC$55.0M1
35Nuveen, LLC$52.2M1
36RAYMOND JAMES FINANCIAL INC$47.4M1
37CITADEL ADVISORS LLC$47.4M1
38Point72 Asset Management, L.P.$38.8M1
39M37 Management LP$36.3M1
40Tidal Investments LLC$36.1M1
41ENVESTNET ASSET MANAGEMENT INC$34.5M1
42ROYAL BANK OF CANADA$31.6M1
43HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$30.4M1
44Cetera Investment Advisers$30.4M1
45BNP Paribas Asset Management Holding S.A.$29.5M1
46SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$29.1M1
47Woodline Partners LP$27.5M1
48Mitsubishi UFJ Asset Management Co., Ltd.$27.5M1
491832 Asset Management L.P.$27.1M1
50VANGUARD ASSET MANAGEMENT, Ltd$26.4M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$24.9M1
52Mirae Asset Global Investments Co., Ltd.$24.0M1
53AVIVA PLC$23.8M1
54CIBC WORLD MARKET INC.$23.0M1
55LONG WALK MANAGEMENT LP$22.5M1
56INVESTMENT HOUSE LLC$22.5M1
57Essex LLC$21.3M1
58ExodusPoint Capital Management, LP$21.2M1
59Oak Grove Capital LLC$21.1M1
60Verition Fund Management LLC$20.9M1
61Two Seas Capital LP$20.4M1
62WELLS FARGO & COMPANY/MN$19.7M1
63STOREBRAND ASSET MANAGEMENT AS$19.4M1
64SIH Partners, LLLP$19.0M1
65CITIGROUP INC$18.1M1
66BANK OF MONTREAL /CAN/$18.0M1
67Valliance Asset Management Ltd$17.8M1
68CHARLES SCHWAB INVESTMENT MANAGEMENT INC$17.7M1
69MARSICO CAPITAL MANAGEMENT LLC$17.4M1
70Allianz Asset Management GmbH$17.0M1
71VANGUARD CAPITAL MANAGEMENT LLC$16.8M1
72SEB Asset Management AB$16.5M1
73Bridgewater Associates, LP$16.3M1
74HSBC HOLDINGS PLC$15.1M1
75Vontobel Holding Ltd.$14.2M1
76Korea Investment CORP$13.6M1
77OSAIC HOLDINGS, INC.$13.6M1
78Voleon Capital Management LP$13.5M1
79Lingotto Investment Management LLP$13.4M1
80SCOGGIN MANAGEMENT LP$13.0M1
81Jain Global LLC$12.7M1
82Pictet Asset Management Holding SA$12.6M1
83HOWLAND CAPITAL MANAGEMENT LLC$12.2M1
84PUBLIC SECTOR PENSION INVESTMENT BOARD$11.4M1
85TEACHER RETIREMENT SYSTEM OF TEXAS$11.2M1
86ARMISTICE CAPITAL, LLC$11.2M1
87AQR CAPITAL MANAGEMENT LLC$10.9M1
88PINNACLE ASSOCIATES LTD$10.4M1
89Vanguard Investments Australia, Ltd.$10.4M1
90Burkehill Global Management, LP$10.4M1
91Deltroit Asset Management (UK) LLP$10.4M1
92Brevan Howard Capital Management LP$10.3M1
93State of New Jersey Common Pension Fund D$10.1M1
94TD ASSET MANAGEMENT INC$10.0M1
95Bank Julius Baer & Co. Ltd, Zurich$9.6M1
96PLUSTICK MANAGEMENT LLC$9.3M1
97Beartown Capital Management, LLC$9.3M1
98FirstWave Capital Management LLC$9.3M1
99Man Group plc$9.1M1
100Altshuler Shaham Ltd$8.8M1
101DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$8.8M1
102Clearline Capital LP$8.4M1
103EXCHANGE TRADED CONCEPTS, LLC$8.2M1
104Asset Management One Co., Ltd.$8.2M1
105COMMONWEALTH EQUITY SERVICES, LLC$8.0M1
106EAGLE GLOBAL ADVISORS LLC$7.6M1
107PDT Partners, LLC$7.5M1
108IMC-Chicago, LLC$7.5M1
109Steward Partners Investment Advisory, LLC$7.4M1
110RBF Capital, LLC$7.3M1
111Lighthouse Investment Partners, LLC$7.0M1
112NOMURA ASSET MANAGEMENT CO LTD$7.0M1
113STATE OF WISCONSIN INVESTMENT BOARD$7.0M1
114MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.9M1
115CIBC Bancorp USA Inc.$6.9M1
116FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.8M1
117Connor, Clark & Lunn Investment Management Ltd.$6.7M1
118Retirement Systems of Alabama$6.7M1
119PICTON MAHONEY ASSET MANAGEMENT$6.6M1
120Atreides Management, LP$6.5M1
121VOYA INVESTMENT MANAGEMENT LLC$6.4M1
122Rockefeller Capital Management L.P.$6.3M1
123QVIDTVM Management LLC$6.3M1
124CREDIT AGRICOLE S A$6.3M1
125Concurrent Investment Advisors, LLC$6.3M1
126MML INVESTORS SERVICES, LLC$6.3M1
127Sanctuary Advisors, LLC$6.0M1
128Swedbank AB$5.9M1
129TRUIST FINANCIAL CORP$5.9M1
130FIRST TRUST ADVISORS LP$5.6M1
131DnB Asset Management AS$5.6M1
132Resona Asset Management Co.,Ltd.$5.3M1
133US BANCORP \DE\$5.2M1
134Zurich Insurance Group Ltd/FI$5.2M1
135OPPENHEIMER ASSET MANAGEMENT INC.$5.1M1
136NOMURA HOLDINGS INC$4.9M1
137Cruiser Capital Advisors, LLC$4.9M1
138Kestra Advisory Services, LLC$4.8M1
139MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.7M1
140Vident Advisory, LLC$4.6M1
141ELEVATION POINT WEALTH PARTNERS, LLC$4.6M1
142Maytus Capital Management, LLC$4.5M1
143NewEdge Advisors, LLC$4.5M1
144Utah Retirement Systems$4.3M1
145Gunderson Capital Management LLC$4.2M1
146DIKER MANAGEMENT LLC$4.2M1
147IFM Investors Pty Ltd$4.1M1
148Walleye Capital LLC$3.8M1
149Polymer Capital Management (US) LLC$3.8M1
150STIFEL FINANCIAL CORP$3.7M1
151Portman Square Capital LLP$3.6M1
152Daiwa Securities Group Inc.$3.6M1
153Krane Funds Advisors LLC$3.6M1
154Creative Planning$3.5M1
155Carnegie Investment Counsel$3.5M1
156CenterBook Partners LP$3.4M1
157CI INVESTMENTS INC.$3.4M1
158COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.4M1
159CastleKnight Management LP$3.4M1
160Venture Visionary Partners LLC$3.4M1
161Mariner, LLC$3.3M1
162USS Investment Management Ltd$3.3M1
163Empowered Funds, LLC$3.3M1
164Tredje AP-fonden$3.2M1
165Dilation Capital Management LP$3.1M1
166ALLIANCEBERNSTEIN L.P.$3.1M1
167INDEPENDENT FINANCIAL GROUP, LLC$3.1M1
168Union Square Park Capital Management, LLC$3.1M1
169Creek Drive Management Group LLC$3.1M1
170Kovack Advisors, Inc.$3.1M1
171Aberdeen Group plc$3.0M1
172Baader Bank Aktiengesellschaft$3.0M1
173CIBC Asset Management Inc$3.0M1
174Warm Springs Advisors Inc.$2.9M1
175NFSG Corp$2.9M1
176Harbor Advisors LLC$2.9M1
177CYPRESS POINT INVESTMENT MANAGEMENT LP$2.8M1
178SALEM INVESTMENT COUNSELORS INC$2.7M1
179WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.6M1
180Kamunting Street Capital Management, L.P.$2.6M1
181Focus Partners Wealth$2.5M1
182Sumitomo Mitsui DS Asset Management Company, Ltd$2.5M1
183Marnell Management LLC$2.4M1
184ROYAL LONDON ASSET MANAGEMENT LTD$2.4M1
185CFO CAPITAL MANAGEMENT LLC$2.3M1
186Bayesian Capital Management, LP$2.3M1
187SCHRODER INVESTMENT MANAGEMENT GROUP$2.3M1
188Engineers Gate Manager LP$2.3M1
189Colonial River Investments, LLC$2.3M1
190HighTower Advisors, LLC$2.3M1
191Atria Investments, Inc$2.2M1
192PFG Investments, LLC$2.2M1
193APG Asset Management N.V.$2.1M1
194United Advisor Group, LLC$2.1M1
195Northern Right Capital Management, L.P.$2.1M1
196Ellis Investment Partners, LLC$2.1M1
197Faithward Advisors, LLC$2.1M1
198CORSAIR CAPITAL MANAGEMENT, L.P.$2.0M1
199Independent Advisor Alliance$2.0M1
200OPPENHEIMER & CO INC$2.0M1
201Ethic Inc.$2.0M1
202NORDEA INVESTMENT MANAGEMENT AB$2.0M1
203Legacy Bridge, LLC$2.0M1
204Persistent Asset Partners Ltd$1.9M1
205SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$1.9M1
206&PARTNERS$1.9M1
207Dupree Financial Group, LLC$1.9M1
208Eddie Patel Inc$1.9M1
209Merit Financial Group, LLC$1.8M1
210Brookstone Capital Management$1.8M1
211Alden Global Capital LLC$1.7M1
212PRINCIPAL FINANCIAL GROUP INC$1.7M1
213Nicholas Wealth, LLC.$1.7M1
214United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$1.7M1
215CLEAR WAVE WEALTH MANAGEMENT LLC$1.7M1
216Jasper Ridge Partners, L.P.$1.7M1
217Perennial Investment Advisors, LLC$1.7M1
218SCOTIA CAPITAL INC.$1.7M1
219Centiva Capital, LP$1.6M1
220National Pension Service$1.6M1
221MACKENZIE FINANCIAL CORP$1.6M1
222Federation des caisses Desjardins du Quebec$1.6M1
223Investment Management Corp of Ontario$1.6M1
224BOOTHBAY FUND MANAGEMENT, LLC$1.5M1
225FRANKLIN RESOURCES INC$1.5M1
226VestGen Advisors, LLC$1.4M1
227Moors & Cabot, Inc.$1.4M1
228Cerity Partners LLC$1.4M1
229Compagnie Lombard Odier SCmA$1.4M1
230Sowell Financial Services LLC$1.3M1
231Balboa Wealth Partners$1.3M1
232STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.3M1
233WELLINGTON MANAGEMENT GROUP LLP$1.3M1
234FOUNDATIONS INVESTMENT ADVISORS, LLC$1.3M1
235INTECH INVESTMENT MANAGEMENT LLC$1.3M1
236TD Waterhouse Canada Inc.$1.3M1
237StoneCrest Wealth Management, Inc.$1.2M1
238CLOVERFIELDS CAPITAL GROUP, LP$1.2M1
239Lido Advisors, LLC$1.2M1
240Equitable Holdings, Inc.$1.2M1
241MERCER GLOBAL ADVISORS INC /ADV$1.2M1
242Clear Creek Financial Management, LLC$1.2M1
243LIBERTY ONE INVESTMENT MANAGEMENT, LLC$1.2M1
244J.W. COLE ADVISORS, INC.$1.2M1
245Blackstone Inc.$1.2M1
246Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$1.2M1
247MGO ONE SEVEN LLC$1.2M1
248WORLDQUANT MILLENNIUM ADVISORS LLC$1.2M1
249Lombard Odier Asset Management (Switzerland) SA$1.1M1
250Stratos Wealth Partners, LTD.$1.1M1
251World Investment Advisors$1.0M1
252Pillsbury Lake Capital LLC$1.0M1
253LAZARD ASSET MANAGEMENT LLC$1.0M1
254Assenagon Asset Management S.A.$1.0M1
255Teamwork Financial Advisors, LLC$1.0M1
256WESTBOURNE INVESTMENTS, INC.$976K1
257Avestar Capital, LLC$971K1
258Goldstein Advisors, LLC$966K1
259DRW Securities, LLC$955K1
260Concentric Capital Strategies, LP$935K1
261CenterStar Asset Management, LLC$934K1
262J. Safra Sarasin Holding AG$918K1
263Vestmark Advisory Solutions, Inc.$872K1
264HUB Investment Partners, LLC$860K1
265XTX Topco Ltd$857K1
266Dakota Wealth Management$841K1
267Apollon Wealth Management, LLC$837K1
268PRELUDE CAPITAL MANAGEMENT, LLC$818K1
269ALPS ADVISORS INC$809K1
270KESTRA PRIVATE WEALTH SERVICES, LLC$782K1
271TOCQUEVILLE ASSET MANAGEMENT L.P.$768K1
272Diversified Enterprises, LLC$760K1
273FLAGSHIP HARBOR ADVISORS, LLC$754K1
274PRUDENTIAL FINANCIAL INC$749K1
275LBMC INVESTMENT ADVISORS, LLC$746K1
276Shay Capital LLC$741K1
277Global Assets Advisory, LLC$740K1
278HB Wealth Management, LLC$735K1
279PIAR LLC$733K1
280OneDigital Investment Advisors LLC$732K1
281REX Advisers, LLC$726K1
282Lotus Technology Management, LP$726K1
283Ausdal Financial Partners, Inc.$726K1
284Dynamic Advisor Solutions LLC$722K1
285SeaCrest Wealth Management, LLC$713K1
286Private Advisor Group, LLC$703K1
287Corient Private Wealth LLC$700K1
288GeoWealth Management, LLC$699K1
289Beacon Pointe Advisors, LLC$693K1
290Legacy Wealth Asset Management, LLC$680K1
291MONETA GROUP INVESTMENT ADVISORS LLC$667K1
292Hardman Johnston Global Advisors LLC$665K1
293Purpose Unlimited Inc.$663K1
294Gradient Investments LLC$660K1
295Schonfeld Strategic Advisors LLC$656K1
296Capital Investment Advisors, LLC$653K1
297LMR Partners LLP$634K1
298Vanguard Personalized Indexing Management, LLC$627K1
299StoneX Group Inc.$619K1
300Palacios Wealth Management, LLC$615K1
301Sequoia Financial Advisors, LLC$614K1
302SLT Holdings LLC$612K1
303Clearstead Advisors, LLC$611K1
304Ascent Wealth Partners, LLC$606K1
305CAPITAL FINANCIAL GROUP INC\CO\ /ADV$605K1
306FIDELIS CAPITAL PARTNERS, LLC$604K1
307FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$575K1
308SteelPeak Wealth, LLC$570K1
309High Net Worth Advisory Group LLC$567K1
310Traynor Capital Management, Inc.$567K1
311IPG Investment Advisors LLC$560K1
312Total Clarity Wealth Management, Inc.$559K1
313SIG BROKERAGE, LP$558K1
314Arax Advisory Partners$553K1
315Kingsview Wealth Management, LLC$548K1
316MEITAV INVESTMENT HOUSE LTD$547K1
317TritonPoint Partners, LLC$544K1
318Perennial Advisors, LLC$541K1
319Inscription Capital, LLC$541K1
320CHOREO, LLC$538K1
321Intellectus Partners, LLC$529K1
322Perigon Wealth Management, LLC$523K1
323Allworth Financial LP$522K1
324Patriot Financial Group Insurance Agency, LLC$521K1
325WEALTH ALLIANCE, LLC$520K1
326CYRUS CAPITAL PARTNERS, L.P.$519K1
327Pathstone Holdings, LLC$512K1
328QUANTIFY CHAOS ADVISORS, LLC$512K1
329Sassicaia Capital Advisers LLC$508K1
330LODESTAR PRIVATE ASSET MANAGEMENT LLC$505K1
331QUADRANT CAPITAL GROUP LLC$502K1
332Laird Norton Wetherby Trust Company, LLC$502K1
333American Financial Advisors, LLC$499K1
334Phoenix Financial Ltd.$491K1
335Cynosure Group, LLC$486K1
336Indivisible Partners$479K1
337Snowden Capital Advisors LLC$471K1
338VectorGlobal IAG, Inc.$461K1
339INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$459K1
340Tyche Wealth Partners LLC$457K1
341GREAT VALLEY ADVISOR GROUP, INC.$451K1
342Greenline Wealth Management LLC$448K1
343Genesee Capital Advisors, LLC$444K1
344Marin Bay Wealth Advisors, LLC$430K1
345Summit Trail Advisors, LLC$426K1
346Composition Wealth, LLC$426K1
347Gainplan LLC$425K1
348Sigma Planning Corp$425K1
349REGIONS FINANCIAL CORP$411K1
350Keel Point, LLC$405K1
351ELEVATUS WELATH MANAGEMENT$396K1
352Quantinno Capital Management LP$392K1
353Chicago Capital, LLC$389K1
354Alphadyne Asset Management LP$386K1
355LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$383K1
356Trellis Wealth Advisors LLC$382K1
357Savant Capital, LLC$382K1
358Omnitrust Wealth Management, Inc$376K1
359WealthCare Investment Partners, LLC$373K1
360Oasis Advisors, LLC$368K1
361INCEPTIONR LLC$363K1
362B. Riley Wealth Advisors, Inc.$355K1
363Freestone Capital Holdings, LLC$354K1
364HBK INVESTMENTS L P$348K1
365Ascentis Independent Advisors$344K1
366Northwest & Ethical Investments L.P.$344K1
367Bridgefront Capital, LLC$343K1
368RFG Advisory, LLC$340K1
369Diligent Investors, LLC$340K1
370Torrey Growth & Income Advisors$337K1
371Jefferies Financial Group Inc.$337K1
372PRINCIPAL SECURITIES, INC.$337K1
373Summit Financial, LLC$333K1
374Integrity Advisory Solutions, LLC$332K1
375ASR Vermogensbeheer N.V.$332K1
376EFG International AG$324K1
377Wilmington Savings Fund Society, FSB$322K1
378INSIGNEO ADVISORY SERVICES, LLC$317K1
379GUIDANCE CAPITAL, INC$315K1
380EVERGREEN CAPITAL MANAGEMENT LLC$314K1
381Spartan Wealth Advisory Services LLC$311K1
382Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$309K1
383Waverly Advisors, LLC$305K1
384McAdam, LLC$300K1
385SAXON INTERESTS, INC.$299K1
386Geneos Wealth Management Inc.$294K1
387Chicago Partners Investment Group LLC$294K1
388Western Wealth Management, LLC$293K1
389Totem Point Management, LLC$292K1
390Roundview Capital LLC$292K1
391WPG Advisers, LLC$290K1
39271 West Capital Partners$287K1
393FAS Wealth Partners, Inc.$284K1
394Fulcrum Equity Management$283K1
395Elevate Capital Advisors, LLC$281K1
396Prospect Financial Services LLC$280K1
397CWM, LLC$276K1
398BostonPremier Wealth LLC$274K1
399Forefront Wealth Partners, LLC$272K1
400Tripletail Wealth Management, LLC$270K1
401D.A. DAVIDSON & CO.$269K1
402Larson Financial Group LLC$267K1
403SIGNATUREFD, LLC$266K1
404VICTORY FINANCIAL GROUP, LLC$265K1
405Aspen Grove Capital, LLC$262K1
406TRAPHAGEN INVESTMENT ADVISORS LLC$255K1
407Fortune Financial Advisors, LLC$252K1
408Darden Wealth Group Inc$251K1
409Metis Global Partners, LLC$249K1
410TCFG WEALTH MANAGEMENT, LLC$246K1
411TCFG Investment Advisors, LLC$246K1
412Kazazian Asset Management, LLC$242K1
413IHT Wealth Management, LLC$242K1
414Huntleigh Advisors, Inc.$239K1
415Hudson Bay Capital Management LP$239K1
416FIFTH THIRD BANCORP$235K1
417Americana Partners, LLC$235K1
418RMR Wealth Builders$235K1
419NORDEN GROUP LLC$235K1
420Kera Capital Partners, Inc.$234K1
421LAKE STREET PRIVATE WEALTH, LLC$233K1
422Lansforsakringar Fondforvaltning AB (publ)$233K1
423CWA Asset Management Group, LLC$232K1
424OFS Enterprise LLC$231K1
425NLB Skladi, upravljanje premozenja, d.o.o.$230K1
426Hardy Reed LLC$229K1
427Trifecta Capital Advisors, LLC$228K1
428Nvest Financial, LLC$227K1
429TTP Investments, Inc.$226K1
430CALTON & ASSOCIATES, INC.$224K1
431Simplicity Wealth,LLC$223K1
432Eurizon Capital SGR S.p.A.$220K1
433Quadrature Capital Ltd$219K1
434Visionary Wealth Advisors$219K1
435ZACKS INVESTMENT MANAGEMENT$217K1
436Aaron Wealth Advisors LLC$216K1
437Insight Advisors, LLC/ PA$212K1
438Cresset Asset Management, LLC$211K1
439Jacobi Capital Management LLC$209K1
440IEQ CAPITAL, LLC$208K1
441Kapstone Financial Advisors LLC$208K1
442Quattro Advisors LLC$208K1
443NORTHBRIDGE FINANCIAL GROUP, LLC$206K1
444M&T BANK CORP$205K1
445R Squared Ltd$204K1
446MOR Wealth Management, LLC$204K1
447LEVEL FOUR ADVISORY SERVICES, LLC$202K1
448PRINCETON CAPITAL MANAGEMENT LLC$201K1
449Krilogy Financial LLC$201K1
450MAI Capital Management$154K1
451FMR LLC$123K1
452UMB Bank, n.a.$113K1
453Activest Wealth Management$106K1
454ALBION FINANCIAL GROUP /UT$104K1
455Caitong International Asset Management Co., Ltd$93.5K1
456Blume Capital Management, Inc.$90.8K1
457MATHER GROUP, LLC.$84.9K1
458Opal Wealth Advisors, LLC$81.1K1
459EVOLUTION WEALTH MANAGEMENT INC.$69.2K1
460ELEVATION WEALTH PARTNERS, LLC$66.6K1
461NATIONAL BANK OF CANADA /FI/$65.8K1
462Vermillion Wealth Management, Inc.$62.3K1
463HOEY INVESTMENTS, INC$51.9K1
464Decker Retirement Planning Inc.$51.9K1
465TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$48.8K1
466Grove Bank & Trust$48.5K1
467Destiny Wealth Partners, LLC$46.8K1
468Center for Financial Planning, Inc.$45.2K1
469Banque Cantonale Vaudoise$44.0K1
470Elequin Capital, LP$43.4K1
471DekaBank Deutsche Girozentrale$42.9K1
472NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$37.9K1
473Blue Trust, Inc.$37.4K1
474ARMSTRONG ADVISORY GROUP, INC$37.4K1
475Pinnacle Wealth Planning Services, Inc.$34.3K1
476FIL Ltd$33.6K1
477SHP Wealth Management$33.0K1
478Caldwell Trust Co$31.1K1
479Advisors Asset Management, Inc.$27.4K1
480Truvestments Capital LLC$25.0K1
481Smartleaf Asset Management LLC$24.3K1
482Annis Gardner Whiting Capital Advisors, LLC$23.2K1
483ASSETMARK, INC$21.6K1
484WealthCollab, LLC$20.8K1
485Cassaday & Co Wealth Management LLC$18.9K1
486CENTAURUS FINANCIAL, INC.$17.1K1
487Global X Japan Co., Ltd.$16.9K1
488DiNuzzo Private Wealth, Inc.$14.3K1
489CNB Bank$13.8K1
490Signature Equity Partners, LLC$13.8K1
491Owl Creek Wealth Partners LLC$12.1K1
492Scarborough Advisors, LLC$12.0K1
493Manchester Capital Management LLC$10.4K1
494ISLAY CAPITAL MANAGEMENT, LLC$10.4K1
495N.E.W. Advisory Services LLC$10.4K1
496Physician Wealth Advisors, Inc.$9.9K1
497Abound Wealth Management$9.5K1
498PARK AVENUE SECURITIES LLC$9.2K1
499EASTERN BANK$7.8K1
500Friedenthal Financial$7.8K1
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)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on NBIS

RETAINED WINDOW · ACTIVE HITS
Signal hits naming NBIS
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for NBIS · financials and macro

Financials — as filed PLANNED

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