Public record / Tickers / NET

NET — Cloudflare, Inc.

Both disclosure regimes on one name: who in Congress filed about NET, 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 NET
Members · 12m
2
3 buys · 3 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
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

Jefferson Shreve · $15.0K–$50.0K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every NET row by the provable lower bound, never a point estimate.

2 members · 3 buys / 3 sells

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

12 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. 12 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NET · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NET
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 08-18 +23d$1K–$15K
2026-03-16Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 02-04 +40d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-30 +14d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 2025-12-24 +19d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$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 NET

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing NET 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-315−$27.0K to $43.0K2
Josh Gottheimer D–NJ-51−$15.0K to −$1.0K2

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

Congress ↔ notable managers · NET

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

Congress · last 90 days

Buyers
0
Sellers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Bridgewater Associates $1.8M held

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

Merged timeline of congressional filings and notable-manager moves on NET
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+2,781 sh
2026-05-15Soros Fund Management 13Fnew+10,781 sh
2026-05-15Moore Capital Management 13Fadd+2,492 sh
2026-05-15Duquesne Family Office 13Fnew+52,535 sh
2026-05-15Bridgewater Associates 13Ftrim−32,139 sh
2026-05-14Caxton Associates 13Fnew+12,278 sh

7 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 NET for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital World Investors$4.7B1
2BlackRock, Inc.$4.4B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$3.3B1
4BAILLIE GIFFORD & CO$3.3B1
5MORGAN STANLEY$3.3B1
6VANGUARD CAPITAL MANAGEMENT LLC$2.8B1
7FMR LLC$2.8B1
8Capital International Investors$2.2B1
9STATE STREET CORP$1.5B1
10DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$929M1
11JENNISON ASSOCIATES LLC$907M1
12WELLINGTON MANAGEMENT GROUP LLP$828M1
13FIRST TRUST ADVISORS LP$779M1
14SANDS CAPITAL MANAGEMENT, LLC$756M1
15AMERICAN CENTURY COMPANIES INC$748M1
16FRANKLIN RESOURCES INC$691M1
17Invesco Ltd.$642M1
18Legal & General Group Plc$610M1
19VOYA INVESTMENT MANAGEMENT LLC$594M1
20TWO SIGMA INVESTMENTS, LP$582M1
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$525M1
22BANK OF AMERICA CORP /DE/$427M1
23VANGUARD FIDUCIARY TRUST CO$413M1
24NORTHERN TRUST CORP$413M1
25CITADEL ADVISORS LLC$401M1
26GILDER GAGNON HOWE & CO LLC$367M1
27Amundi$352M1
28CHARLES SCHWAB INVESTMENT MANAGEMENT INC$333M1
29ROYAL BANK OF CANADA$332M1
30JANE STREET GROUP, LLC$329M1
31DEUTSCHE BANK AG\$325M1
32MASSACHUSETTS FINANCIAL SERVICES CO /MA/$303M1
33Pictet Asset Management Holding SA$285M1
34D. E. Shaw & Co., Inc.$266M1
35UBS Group AG$260M1
361832 Asset Management L.P.$250M1
37Polar Capital Holdings Plc$240M1
38Strategy Capital LLC$235M1
39National Pension Service$195M1
40Swedbank AB$191M1
41Swiss National Bank$191M1
42RAYMOND JAMES FINANCIAL INC$187M1
43AQR CAPITAL MANAGEMENT LLC$180M1
44Select Equity Group, L.P.$176M1
45CITIGROUP INC$166M1
46Nuveen, LLC$152M1
47NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$139M1
48Artisan Partners Limited Partnership$138M1
49WELLS FARGO & COMPANY/MN$127M1
50Squarepoint Ops LLC$120M1
51HSBC HOLDINGS PLC$119M1
52VANGUARD ASSET MANAGEMENT, Ltd$112M1
53WESTFIELD CAPITAL MANAGEMENT CO LP$112M1
54KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$111M1
55CIBC Bancorp USA Inc.$102M1
56BAMCO INC /NY/$94.4M1
57Mariner, LLC$89.5M1
58Point72 Asset Management, L.P.$88.5M1
59Woodline Partners LP$86.6M1
60Allspring Global Investments Holdings, LLC$84.4M1
61BNP Paribas Asset Management Holding S.A.$84.1M1
62CREDIT AGRICOLE S A$83.2M1
63CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$80.7M1
64SEI INVESTMENTS CO$79.1M1
65SUSQUEHANNA INTERNATIONAL GROUP, LLP$75.0M1
66BALYASNY ASSET MANAGEMENT L.P.$72.3M1
67Mitsubishi UFJ Asset Management Co., Ltd.$71.1M1
68DIMENSIONAL FUND ADVISORS LP$69.5M1
69Phoenix Financial Ltd.$66.4M1
70Capital Research Global Investors$66.4M1
71Broad Bay Capital Management, LP$62.8M1
72Lingotto Investment Management LLP$61.9M1
73USS Investment Management Ltd$61.2M1
74TREMBLANT CAPITAL GROUP$60.7M1
75Whetstone Capital Advisors, LLC$60.5M1
76ENVESTNET ASSET MANAGEMENT INC$59.1M1
77Capital International Sarl$57.6M1
78STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$56.8M1
79NOMURA ASSET MANAGEMENT CO LTD$55.5M1
80AVIVA PLC$55.3M1
81ALLIANCEBERNSTEIN L.P.$52.2M1
82SCHRODER INVESTMENT MANAGEMENT GROUP$51.7M1
83Korea Investment CORP$51.0M1
84AustralianSuper Pty Ltd$50.8M1
85PRINCIPAL FINANCIAL GROUP INC$50.6M1
86Janus Henderson Group Ltd.$49.8M1
87LPL Financial LLC$49.2M1
88CI INVESTMENTS INC.$47.7M1
89WIM INVESTMENT MANAGEMENT Ltd$47.0M1
90MILLENNIUM MANAGEMENT LLC$46.0M1
91Asset Management One Co., Ltd.$45.8M1
92ROYAL LONDON ASSET MANAGEMENT LTD$42.0M1
93Styrax Capital, LP$41.3M1
94MACKENZIE FINANCIAL CORP$40.1M1
95TORONTO DOMINION BANK$38.3M1
96Universal- Beteiligungs- und Servicegesellschaft mbH$38.1M1
97STOREBRAND ASSET MANAGEMENT AS$37.7M1
98Aberdeen Group plc$37.3M1
99PFA Pension, Forsikringsaktieselskab$35.6M1
100BLAIR WILLIAM & CO/IL$35.1M1
101DANSKE BANK A/S$34.5M1
102STATE OF WISCONSIN INVESTMENT BOARD$34.0M1
103Mizuho Markets Cayman LP$33.0M1
104Vanguard Investments Australia, Ltd.$32.5M1
105FRONTIER CAPITAL MANAGEMENT CO LLC$32.5M1
106Vanguard Global Advisers, LLC$32.4M1
107Ensign Peak Advisors, Inc$32.3M1
108CAPITAL INTERNATIONAL LTD /CA/$31.2M1
109APG Asset Management N.V.$29.1M1
110CANADA PENSION PLAN INVESTMENT BOARD$28.6M1
111NZS Capital, LLC$28.3M1
112Capital International, Inc./CA/$27.5M1
113Carnegie Investment Counsel$27.4M1
114Tidal Investments LLC$26.8M1
115Fiera Capital Corp$26.8M1
116PARNASSUS INVESTMENTS, LLC$26.2M1
117Vontobel Holding Ltd.$24.7M1
118STIFEL FINANCIAL CORP$24.6M1
119PICTON MAHONEY ASSET MANAGEMENT$24.6M1
120KLP KAPITALFORVALTNING AS$24.6M1
121FEDERATED HERMES, INC.$24.0M1
122PANAGORA ASSET MANAGEMENT INC$23.4M1
123Meridiem Capital Partners LP$22.5M1
124FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$22.5M1
125State of New Jersey Common Pension Fund D$22.3M1
126SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$22.3M1
127Walleye Capital LLC$22.1M1
128Science & Technology Partners, L.P.$22.0M1
12912 West Capital Management LP$21.7M1
130Verition Fund Management LLC$21.1M1
131Lansforsakringar Fondforvaltning AB (publ)$20.7M1
132NATIXIS$20.6M1
133STEADFAST CAPITAL MANAGEMENT LP$19.8M1
134Zurcher Kantonalbank (Zurich Cantonalbank)$19.7M1
135RPG Investment Advisory, LLC$19.6M1
136Quadrature Capital Ltd$19.5M1
137Tredje AP-fonden$19.5M1
138Creative Planning$19.3M1
139HighTower Advisors, LLC$19.2M1
140Gotham Asset Management, LLC$18.8M1
141Resona Asset Management Co.,Ltd.$18.8M1
142TD ASSET MANAGEMENT INC$18.6M1
143Private Advisory Group LLC$18.0M1
144Arizona State Retirement System$17.9M1
145COMMONWEALTH EQUITY SERVICES, LLC$17.8M1
146Silvant Capital Management LLC$17.6M1
147Engineers Gate Manager LP$17.6M1
148IMC-Chicago, LLC$16.9M1
149Benchstone Capital Management LP$16.8M1
150Quantinno Capital Management LP$16.5M1
151TRUIST FINANCIAL CORP$16.5M1
152Curi Capital, LLC$16.5M1
153Cetera Investment Advisers$16.3M1
154Oribel Capital Management, LP$16.2M1
155MML INVESTORS SERVICES, LLC$16.0M1
156Slow Capital, Inc.$15.7M1
157Cinctive Capital Management LP$15.4M1
158XPONANCE LLC$15.1M1
159XTX Topco Ltd$14.9M1
160Manchester Global Management (UK) Ltd$14.7M1
161QRG CAPITAL MANAGEMENT, INC.$14.5M1
162COOKSON PEIRCE & CO INC$14.4M1
163Graham Capital Management, L.P.$14.2M1
164SEB Asset Management AB$14.2M1
165DnB Asset Management AS$14.1M1
166Allianz Asset Management GmbH$14.1M1
167OAK RIDGE INVESTMENTS LLC$13.5M1
168EFG International AG$13.5M1
169Atika Capital Management LLC$13.4M1
170Flight Deck Capital, LP$13.3M1
171BANK OF MONTREAL /CAN/$13.2M1
172IFM Investors Pty Ltd$13.2M1
173LBP AM SA$13.0M1
174ASSETMARK, INC$12.8M1
175Bank Julius Baer & Co. Ltd, Zurich$12.6M1
176Candriam S.C.A.$12.5M1
177Eurizon Capital SGR S.p.A.$12.5M1
178Jain Global LLC$12.5M1
179OSAIC HOLDINGS, INC.$12.3M1
180BW Gestao de Investimentos Ltda.$12.1M1
181Varma Mutual Pension Insurance Co$12.1M1
182AIA Group Ltd$12.0M1
183IQ EQ FUND MANAGEMENT (IRELAND) Ltd$11.8M1
184TEACHER RETIREMENT SYSTEM OF TEXAS$11.6M1
185OP Asset Management Ltd$11.5M1
186Man Group plc$11.1M1
187Schonfeld Strategic Advisors LLC$10.6M1
188Pathstone Holdings, LLC$10.5M1
189Utah Retirement Systems$10.5M1
190J. Goldman & Co LP$10.5M1
191Vanguard Personalized Indexing Management, LLC$10.4M1
192CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$10.3M1
193Archon Partners LLC$10.3M1
194Union Bancaire Privee, UBP SA$10.3M1
195IEQ CAPITAL, LLC$10.2M1
196Mirae Asset Global Investments Co., Ltd.$10.1M1
197PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$9.9M1
198Cerity Partners LLC$9.8M1
199Parallax Volatility Advisers, L.P.$9.4M1
200Daiwa Securities Group Inc.$9.1M1
201Trexquant Investment LP$9.0M1
202BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$9.0M1
203Walleye Trading LLC$9.0M1
204LGT Group Foundation$8.9M1
205Wealth High Governance Capital Ltda$8.7M1
206NORDEA INVESTMENT MANAGEMENT AB$8.4M1
207NISSAY ASSET MANAGEMENT CORP /JAPAN$8.3M1
208Maytus Capital Management, LLC$8.3M1
209EXCHANGE TRADED CONCEPTS, LLC$8.2M1
210Faithward Advisors, LLC$8.2M1
211GROUP ONE TRADING LLC$8.2M1
212O'SHAUGHNESSY ASSET MANAGEMENT, LLC$8.1M1
213LGT Fund Management Co Ltd.$8.1M1
214Yarbrough Capital, LLC$8.0M1
215Robinhood Asset Management, LLC$8.0M1
216INDEPENDENT FINANCIAL GROUP, LLC$7.9M1
217Swiss Life Asset Management Ltd$7.7M1
218KADENSA CAPITAL Ltd$7.6M1
219FOUNDATIONS INVESTMENT ADVISORS, LLC$7.6M1
220Wealth High Governance Asset Management Ltda.$7.4M1
221Calamos Advisors LLC$7.2M1
222Soltis Investment Advisors LLC$7.1M1
223WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.0M1
224Capital Group Investment Management Pte. Ltd.$6.9M1
225MIZUHO MARKETS AMERICAS LLC$6.9M1
226Vestmark Advisory Solutions, Inc.$6.8M1
227Insight Holdings Group, LLC$6.8M1
228Voleon Capital Management LP$6.8M1
229BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$6.7M1
230Sanctuary Advisors, LLC$6.6M1
231Creek Drive Management Group LLC$6.6M1
232Hidden Lake Asset Management LP$6.6M1
233MERCER GLOBAL ADVISORS INC /ADV$6.6M1
234US BANCORP \DE\$6.6M1
235Delta Global Management LP$6.5M1
236Wealthfront Advisers LLC$6.5M1
237Sumitomo Mitsui DS Asset Management Company, Ltd$6.3M1
238Sepio Capital, LP$6.2M1
239BANK OF NOVA SCOTIA$6.2M1
240&PARTNERS$6.1M1
241ASR Vermogensbeheer N.V.$6.0M1
242Jasper Ridge Partners, L.P.$5.7M1
243ELEVATION POINT WEALTH PARTNERS, LLC$5.6M1
244PDT Partners, LLC$5.5M1
245Perigon Wealth Management, LLC$5.5M1
246Banque Cantonale Vaudoise$5.4M1
247NFSG Corp$5.4M1
248Evercore Wealth Management, LLC$5.3M1
249Clear Harbor Asset Management, LLC$5.2M1
250Rockefeller Capital Management L.P.$5.2M1
251CYPRESS POINT INVESTMENT MANAGEMENT LP$5.1M1
252COMMERCE BANK$5.1M1
253NewEdge Advisors, LLC$5.1M1
254Investment Management Corp of Ontario$5.0M1
255Global Wealth Management Investment Advisory, Inc.$5.0M1
256Proactive Wealth Strategies LLC$4.8M1
257NORDEN GROUP LLC$4.8M1
258BROWN ADVISORY INC$4.8M1
259Orion Porfolio Solutions, LLC$4.8M1
260ICONIQ Capital, LLC$4.8M1
261Y.D. More Investments Ltd$4.7M1
262BOOTHBAY FUND MANAGEMENT, LLC$4.6M1
263Osmosis Investment Management UK Ltd$4.6M1
264Warm Springs Advisors Inc.$4.6M1
265Corient Private Wealth LLC$4.6M1
266Kestra Advisory Services, LLC$4.5M1
267WINTON GROUP Ltd$4.5M1
268CWM, LLC$4.5M1
269Focus Partners Wealth$4.2M1
270HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.1M1
271Beacon Pointe Advisors, LLC$4.0M1
272JACKSON SQUARE CAPITAL, LLC$4.0M1
273Summit Trail Advisors, LLC$4.0M1
274Lido Advisors, LLC$4.0M1
275TrueMark Investments, LLC$4.0M1
276RFG Advisory, LLC$4.0M1
277AZZAD ASSET MANAGEMENT INC /ADV$3.9M1
278Clear Street Group Inc.$3.9M1
279MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.8M1
280MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.7M1
281Vident Advisory, LLC$3.7M1
282NOMURA HOLDINGS INC$3.7M1
283KP Management LLC$3.6M1
284HUB Investment Partners, LLC$3.6M1
285G2 Investment Partners Management LLC$3.6M1
286Empowered Funds, LLC$3.5M1
287NLB Skladi, upravljanje premozenja, d.o.o.$3.5M1
288SWS Partners$3.5M1
289Knollwood Investment Advisory, LLC$3.5M1
290Massar Capital Management, LP$3.4M1
291Krane Funds Advisors LLC$3.4M1
292D.A. DAVIDSON & CO.$3.3M1
293Hel Ved Capital Management Ltd$3.3M1
294Independent Solutions Wealth Management, LLC$3.3M1
295NIA IMPACT ADVISORS, LLC$3.3M1
296Fideuram Asset Management (Ireland) dac$3.2M1
297Maryland State Retirement & Pension System$3.2M1
298Taylor Frigon Capital Management LLC$3.2M1
299Federation des caisses Desjardins du Quebec$3.2M1
300ABN AMRO INVESTMENT SOLUTIONS$3.2M1
301RDA Financial Network$3.1M1
302CIBC Asset Management Inc$3.1M1
303OPPENHEIMER ASSET MANAGEMENT INC.$3.1M1
304Nicholas Investment Partners, LP$3.1M1
305Jefferies Financial Group Inc.$3.1M1
306Rakuten Investment Management, Inc.$3.1M1
307PRUDENTIAL PLC$3.0M1
308Cannon Advisors, Inc.$3.0M1
309HANCOCK WHITNEY CORP$3.0M1
310FIFTH THIRD BANCORP$3.0M1
311OMERS ADMINISTRATION Corp$2.9M1
312Livet Wealth, LLC$2.9M1
313Brevan Howard Capital Management LP$2.9M1
314SummitTX Capital, L.P.$2.9M1
315Realta Investment Advisors$2.8M1
316NATIONAL BANK OF CANADA /FI/$2.8M1
317Night Squared LP$2.8M1
318Capula Management Ltd$2.8M1
319Castle Rock Wealth Management, LLC$2.8M1
320MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.8M1
321M&T BANK CORP$2.8M1
322Grandview Asset Management LLC$2.7M1
323Stratos Wealth Partners, LTD.$2.7M1
324Dai-ichi Life Insurance Company, Ltd$2.7M1
325TOKIO MARINE ASSET MANAGEMENT CO LTD$2.6M1
326Atria Investments, Inc$2.6M1
327Aljian Capital Management, LLC$2.5M1
328Callan Family Office, LLC$2.5M1
329CAXTON ASSOCIATES LLP$2.5M1
330MACQUARIE GROUP LTD$2.5M1
331Institute for Wealth Management, LLC.$2.5M1
332NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.5M1
333Clearbridge Investments, LLC$2.5M1
334B. Metzler seel. Sohn & Co. AG$2.5M1
335Saudi Central Bank$2.4M1
336Intesa Sanpaolo S.p.A.$2.4M1
337Royal Fund Management, LLC$2.4M1
338Generali Asset Management SPA SGR$2.3M1
339KEYBANK NATIONAL ASSOCIATION/OH$2.3M1
340Migdal Insurance & Financial Holdings Ltd.$2.3M1
341Greycroft LP$2.3M1
342Snider Financial Group$2.3M1
343Lombard Odier Asset Management (Switzerland) SA$2.2M1
344ARDSLEY ADVISORY PARTNERS LP$2.2M1
345Malaga Cove Capital, LLC$2.2M1
346KILEY JUERGENS WEALTH MANAGEMENT, LLC$2.2M1
347SOROS FUND MANAGEMENT LLC$2.2M1
348Fortis Group Advisors, LLC$2.2M1
349MASTERINVEST Kapitalanlage GmbH$2.2M1
350MOORE CAPITAL MANAGEMENT, LP$2.2M1
351OPPENHEIMER & CO INC$2.2M1
352ALPS ADVISORS INC$2.1M1
353Blueshift Asset Management, LLC$2.1M1
354OSSIAM$2.1M1
355BROOKTREE CAPITAL MANAGEMENT$2.1M1
356Hennion & Walsh Asset Management, Inc.$2.1M1
357PROFUND ADVISORS LLC$2.1M1
358K.J. Harrison & Partners Inc$2.1M1
359MBM WEALTH CONSULTANTS, LLC$2.1M1
360Meiji Yasuda Life Insurance Co$2.1M1
361SteelPeak Wealth, LLC$2.1M1
362Generali Investments Towarzystwo Funduszy Inwestycyjnych$2.1M1
363Goldstream Capital Management Ltd$2.1M1
364BRANDYWINE MANAGERS, LLC$2.0M1
365Joel Isaacson & Co., LLC$2.0M1
366Mutual Advisors, LLC$2.0M1
367FOX RUN MANAGEMENT, L.L.C.$2.0M1
368Private Advisor Group, LLC$2.0M1
369Circle Wealth Management, LLC$2.0M1
370Clarus Wealth Advisors$2.0M1
371Equitable Holdings, Inc.$2.0M1
372Assenagon Asset Management S.A.$2.0M1
373North Dakota State Investment Board$2.0M1
374Keystone Wealth Services, LLC$2.0M1
375Baader Bank Aktiengesellschaft$1.9M1
376Geneos Wealth Management Inc.$1.9M1
377TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$1.9M1
378UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.9M1
379DIVERSIFY WEALTH MANAGEMENT, LLC$1.9M1
380Sowell Financial Services LLC$1.8M1
381MAI Capital Management$1.8M1
382Rafferty Asset Management, LLC$1.8M1
383Calamos Wealth Management LLC$1.8M1
384Bridgewater Associates, LP$1.8M1
385Altshuler Shaham Ltd$1.8M1
386MISSION WEALTH MANAGEMENT, LP$1.8M1
387Sequoia Financial Advisors, LLC$1.8M1
388JACOBS LEVY EQUITY MANAGEMENT, INC$1.8M1
389NewEdge Wealth, LLC$1.8M1
390Holocene Advisors, LP$1.7M1
391OFI INVEST ASSET MANAGEMENT$1.7M1
392Fund Advisors of America Inc/FL$1.7M1
393Meeder Advisory Services, Inc.$1.7M1
394PRUDENTIAL FINANCIAL INC$1.7M1
395Numerai GP LLC$1.7M1
396Advisory Resource Group$1.7M1
397Optas, LLC$1.6M1
398LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6M1
399Polymer Capital Management (HK) LTD$1.6M1
400EDMOND DE ROTHSCHILD HOLDING S.A.$1.6M1
401AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$1.6M1
402Regal Partners Ltd$1.6M1
403CIBC WORLD MARKET INC.$1.6M1
404Ballentine Partners, LLC$1.6M1
405DEEPWATER ASSET MANAGEMENT, LLC$1.5M1
406Green Alpha Advisors, LLC$1.5M1
407SIGNATUREFD, LLC$1.5M1
408Qsemble Capital Management, LP$1.5M1
409Portman Square Capital LLP$1.5M1
410Rakuten Securities, Inc.$1.5M1
411Western Wealth Management, LLC$1.5M1
412Generali Investments, Management Co LLC$1.5M1
413LJI Wealth Management, LLC$1.5M1
414Larson Financial Group LLC$1.4M1
415Wedmont Private Capital$1.4M1
416Laird Norton Wetherby Trust Company, LLC$1.4M1
417PRINCIPAL SECURITIES, INC.$1.4M1
418Teamwork Financial Advisors, LLC$1.4M1
419Everhart Financial Group, Inc.$1.4M1
420STANCE CAPITAL LLC$1.4M1
421Kassira Wealth Management LLC$1.4M1
422FAS Wealth Partners, Inc.$1.4M1
423Lighthouse Investment Partners, LLC$1.4M1
424CHOREO, LLC$1.4M1
425HB Wealth Management, LLC$1.4M1
426Vise Technologies, Inc.$1.3M1
427Envestnet Portfolio Solutions, Inc.$1.3M1
428Wealth Management Partners, LLC$1.3M1
429Western Financial Corp/CA$1.3M1
430Miller Financial Services LLC$1.3M1
431Merit Financial Group, LLC$1.3M1
432AIGEN INVESTMENT MANAGEMENT, LP$1.3M1
433Thoma Capital Management LLC$1.3M1
434Siemens Fonds Invest GmbH$1.2M1
435UniSuper Management Pty Ltd$1.2M1
436Leelyn Smith, LLC$1.2M1
437SANDLER CAPITAL MANAGEMENT$1.2M1
438SHELTON WEALTH MANAGEMENT, LLC$1.2M1
439Cresset Asset Management, LLC$1.2M1
440NTV ASSET MANAGEMENT LLC$1.2M1
441Compound Planning, Inc.$1.2M1
442FLORIDA FINANCIAL ADVISORS, LLC$1.2M1
443Bridgewater Advisors Inc.$1.1M1
444DC Investments Management, LLC$1.1M1
445Freestone Capital Holdings, LLC$1.1M1
446Composition Wealth, LLC$1.1M1
447STABLEFORD CAPITAL II LLC$1.1M1
448Independent Advisor Alliance$1.1M1
449Brooklyn Investment Group$1.1M1
450Caitong International Asset Management Co., Ltd$1.1M1
451Grant Private Wealth Management Inc$1.1M1
452Index Fund Advisors, Inc.$1.1M1
453Metis Global Partners, LLC$1.1M1
454WEALTHEDGE INVESTMENT ADVISORS, LLC$1.1M1
455Alight Capital Management LP$1.0M1
456Shay Capital LLC$1.0M1
457COLDSTREAM CAPITAL MANAGEMENT INC$1.0M1
458DAYMARK WEALTH PARTNERS, LLC$994K1
459Gateway Wealth Partners, LLC$985K1
460Odyssean, LLC$979K1
461OneDigital Investment Advisors LLC$964K1
462Northwest & Ethical Investments L.P.$961K1
463J.W. COLE ADVISORS, INC.$955K1
464Palumbo Wealth Management LLC$951K1
465Allworth Financial LP$950K1
466Van Hulzen Asset Management, LLC$942K1
467MONETA GROUP INVESTMENT ADVISORS LLC$933K1
468Marex Group Ltd$906K1
469Robeco Institutional Asset Management B.V.$897K1
470LAZARD ASSET MANAGEMENT LLC$889K1
471Pallas Capital Advisors LLC$881K1
472KESTRA PRIVATE WEALTH SERVICES, LLC$867K1
473CORNERSTONE ENTERPRISES, LLC$863K1
474LeConte Wealth Management, LLC$841K1
475DARA CAPITAL US, INC.$836K1
476Summit Financial, LLC$834K1
477Kingsview Wealth Management, LLC$832K1
478Menard Financial Group LLC$827K1
479NWAM LLC$826K1
480Alphadyne Asset Management LP$813K1
481PFG Advisors$811K1
482Avestar Capital, LLC$803K1
483PRELUDE CAPITAL MANAGEMENT, LLC$802K1
484GUGGENHEIM CAPITAL LLC$788K1
485Dynasty Wealth Management, LLC$785K1
486SAGESPRING WEALTH PARTNERS, LLC$782K1
487OpenArc Corporate Advisory, LLC$770K1
488Brookstone Capital Management$766K1
489HILL ISLAND FINANCIAL LLC$759K1
490Apollon Wealth Management, LLC$757K1
491Cache Advisors, LLC$753K1
492LRT Capital Management, LLC$748K1
493Linden Thomas Advisory Services, LLC$747K1
494Wealthcare Advisory Partners LLC$746K1
495Advisors Asset Management, Inc.$741K1
496OXFORD FINANCIAL GROUP, LTD. LLC$741K1
497Powell Investment Advisors, LLC$739K1
498INTECH INVESTMENT MANAGEMENT LLC$738K1
499Cambria Investment Management, L.P.$730K1
500Central Pacific Bank - Trust Division$723K1
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)3 buy / 3 sell
Congress net ($ bound)−$42.0K to $42.0K
Filers net (actions)not in build
Filers net ($ 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 NET

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for NET · financials and macro

Financials — as filed PLANNED

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