Public record / Tickers / NGG

NGG — NATIONAL GRID PLC

Both disclosure regimes on one name: who in Congress filed about NGG, 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
20
all PTR rows naming NGG
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
13F holders
448
top-448 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

John Hoeven · $100K–$250K

Sale · traded 2017-09-21 → filed 2017-09-27. Ranked over every NGG row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

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

5 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

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NGG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NGG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-10 +34d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-10 +34d$50K–$100K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 20 ↗

Members active in NGG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing NGG 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.
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · NGG

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 Gotham Asset Management $324K held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · NATIONAL GRID PLC

Merged timeline of congressional filings and notable-manager moves on NGG
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fnew+3,827 sh

1 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 NGG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$479M1
2BANK OF AMERICA CORP /DE/$379M1
3MORGAN STANLEY$284M1
4RENAISSANCE TECHNOLOGIES LLC$183M1
5FEDERATED HERMES, INC.$181M1
6ROYAL BANK OF CANADA$174M1
7Connor, Clark & Lunn Investment Management Ltd.$156M1
8ENVESTNET ASSET MANAGEMENT INC$139M1
9RAYMOND JAMES FINANCIAL INC$115M1
10WELLS FARGO & COMPANY/MN$113M1
11BRANDES INVESTMENT PARTNERS, LP$111M1
12BlackRock, Inc.$109M1
13NORTHERN TRUST CORP$97.6M1
14BANK OF MONTREAL /CAN/$89.8M1
15Standard Investments LLC$83.5M1
16DIMENSIONAL FUND ADVISORS LP$75.4M1
17LPL Financial LLC$74.4M1
18Clark Capital Management Group, Inc.$72.9M1
19CAUSEWAY CAPITAL MANAGEMENT LLC$45.6M1
20MANUFACTURERS LIFE INSURANCE COMPANY, THE$37.6M1
21D. E. Shaw & Co., Inc.$35.5M1
22AMERICAN CENTURY COMPANIES INC$27.7M1
23JANE STREET GROUP, LLC$27.3M1
24STIFEL FINANCIAL CORP$25.9M1
25UBS Group AG$25.6M1
26Nuveen, LLC$22.8M1
27Quantinno Capital Management LP$22.7M1
28CITADEL ADVISORS LLC$22.7M1
29Qube Research & Technologies Ltd$21.6M1
30LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$18.2M1
31Beck Bode, LLC$18.0M1
32Point72 Asset Management, L.P.$16.4M1
33CHARLES SCHWAB INVESTMENT MANAGEMENT INC$16.0M1
34MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$15.8M1
35HENNESSY ADVISORS INC$15.3M1
36MASSACHUSETTS FINANCIAL SERVICES CO /MA/$15.3M1
37TRUIST FINANCIAL CORP$15.2M1
38Guardian Partners Inc.$14.5M1
39Creative Planning$13.8M1
40Invesco Ltd.$13.7M1
41Cetera Investment Advisers$12.8M1
42XTX Topco Ltd$12.1M1
43OPPENHEIMER ASSET MANAGEMENT INC.$11.4M1
44Clearbridge Investments, LLC$11.1M1
45Tidal Investments LLC$10.3M1
46Pathstone Holdings, LLC$9.8M1
47SUSQUEHANNA INTERNATIONAL GROUP, LLP$9.4M1
48Crossmark Global Holdings, Inc.$9.4M1
49LMR Partners LLP$9.1M1
50QRG CAPITAL MANAGEMENT, INC.$8.6M1
51MML INVESTORS SERVICES, LLC$8.5M1
52SEI INVESTMENTS CO$8.2M1
53COMMONWEALTH EQUITY SERVICES, LLC$7.8M1
54M. Kulyk & Associates, LLC$7.7M1
55MILLENNIUM MANAGEMENT LLC$7.3M1
56Corient Private Wealth LLC$7.0M1
57AQR CAPITAL MANAGEMENT LLC$6.9M1
58&PARTNERS$6.5M1
59CIDEL ASSET MANAGEMENT INC$6.3M1
60O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.0M1
61Y-Intercept (Hong Kong) Ltd$5.9M1
62DAVENPORT & Co LLC$5.8M1
63Gilman Hill Asset Management, LLC$5.7M1
64M&T BANK CORP$5.6M1
65Atria Investments, Inc$5.3M1
66Gradient Investments LLC$5.2M1
67Sanctuary Advisors, LLC$5.0M1
68OSAIC HOLDINGS, INC.$5.0M1
69Mariner, LLC$5.0M1
70PITTENGER & ANDERSON INC$4.8M1
71MERCER GLOBAL ADVISORS INC /ADV$4.6M1
72CIBC Asset Management Inc$4.5M1
73HighTower Advisors, LLC$4.4M1
74Cerity Partners LLC$4.2M1
75Aquatic Capital Management LLC$4.2M1
76FACTORY MUTUAL INSURANCE CO$4.1M1
77STRATEGY ASSET MANAGERS LLC$4.0M1
78Orion Porfolio Solutions, LLC$3.9M1
79NATIONAL BANK OF CANADA /FI/$3.8M1
80Brooklyn Investment Group$3.8M1
81Callan Family Office, LLC$3.7M1
82OLD MISSION CAPITAL LLC$3.6M1
831832 Asset Management L.P.$3.5M1
84Schonfeld Strategic Advisors LLC$3.5M1
85ASSETMARK, INC$3.4M1
86Vanguard Personalized Indexing Management, LLC$3.4M1
87Tower Research Capital LLC (TRC)$3.3M1
88BENJAMIN EDWARDS INC$3.3M1
89Vestmark Advisory Solutions, Inc.$3.3M1
90QUADRANT CAPITAL GROUP LLC$3.1M1
91US BANCORP \DE\$3.0M1
92Farringdon Capital, Ltd.$2.8M1
93JCIC Asset Management Inc.$2.7M1
94Centiva Capital, LP$2.7M1
95Focus Partners Wealth$2.5M1
96Northside Capital Management, LLC$2.4M1
97FULTON BANK, N.A.$2.4M1
98AMG National Trust Bank$2.4M1
99WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.3M1
100Kestra Advisory Services, LLC$2.3M1
101FIRST TRUST ADVISORS LP$2.3M1
102Perpetual Ltd$2.2M1
103FLPUTNAM INVESTMENT MANAGEMENT CO$2.0M1
104Raleigh Capital Management Inc.$2.0M1
105Vise Technologies, Inc.$2.0M1
106SIGNATUREFD, LLC$2.0M1
107Envestnet Portfolio Solutions, Inc.$2.0M1
108IEQ CAPITAL, LLC$1.9M1
109TWO SIGMA INVESTMENTS, LP$1.9M1
110Rockefeller Capital Management L.P.$1.8M1
111Laird Norton Wetherby Trust Company, LLC$1.8M1
112Vident Advisory, LLC$1.8M1
113WEALTH ALLIANCE, LLC$1.8M1
114UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.8M1
115Bleakley Financial Group, LLC$1.8M1
116TD Waterhouse Canada Inc.$1.7M1
117PRINCIPAL SECURITIES, INC.$1.7M1
118Naviter Wealth, LLC$1.7M1
119Abel Hall, LLC$1.7M1
120First Pacific Financial$1.7M1
121TD ASSET MANAGEMENT INC$1.7M1
122Verdence Capital Advisors LLC$1.7M1
123Sequoia Financial Advisors, LLC$1.6M1
124AIGEN INVESTMENT MANAGEMENT, LP$1.6M1
125INTRUST BANK NA$1.5M1
126DRW Securities, LLC$1.5M1
127REGIONS FINANCIAL CORP$1.4M1
128CITIGROUP INC$1.4M1
129Retirement Planning Co of New England, Inc.$1.4M1
130Lido Advisors, LLC$1.4M1
131Engineers Gate Manager LP$1.4M1
132Caprock Group, LLC$1.4M1
133EVERGREEN CAPITAL MANAGEMENT LLC$1.3M1
134CWM, LLC$1.3M1
135Qtron Investments LLC$1.3M1
136Compound Planning, Inc.$1.3M1
137HB Wealth Management, LLC$1.2M1
138Aaron Wealth Advisors LLC$1.2M1
139Allspring Global Investments Holdings, LLC$1.2M1
140Private Advisor Group, LLC$1.2M1
141CHOREO, LLC$1.2M1
142LOM Asset Management Ltd$1.1M1
143GUGGENHEIM CAPITAL LLC$1.1M1
144Herold Advisors, Inc.$1.1M1
145Concurrent Investment Advisors, LLC$1.1M1
146Manske Wealth Management$1.0M1
147MITCHELL & PAHL PRIVATE WEALTH, LLC$1.0M1
148Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$1.0M1
149BAILARD, INC.$1.0M1
150ROMANO BROTHERS AND COMPANY$1.0M1
151NewEdge Wealth, LLC$1.0M1
152ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.0M1
153Hennion & Walsh Asset Management, Inc.$1.0M1
154Walleye Capital LLC$1.0M1
155GeoWealth Management, LLC$1.0M1
156Beacon Pointe Advisors, LLC$987K1
157D.A. DAVIDSON & CO.$983K1
158MGO ONE SEVEN LLC$982K1
159Calamos Advisors LLC$980K1
160Code Waechter LLC$976K1
161Smartleaf Asset Management LLC$949K1
162FRANKLIN RESOURCES INC$941K1
163STATE STREET CORP$927K1
164Rehmann Capital Advisory Group$921K1
165Empowered Funds, LLC$916K1
166GC Wealth Management RIA, LLC$906K1
167PFG Investments, LLC$887K1
168FOURPATH CAPITAL MANAGEMENT, LLC$882K1
169RITHOLTZ WEALTH MANAGEMENT$830K1
170Stratos Wealth Partners, LTD.$822K1
171TRED AVON FAMILY WEALTH, LLC$814K1
172BKM Wealth Management, LLC$812K1
173Mystic Asset Management, Inc.$802K1
174Legacy Wealth Asset Management, LLC$789K1
175Prospera Financial Services Inc$785K1
176ELEVATION POINT WEALTH PARTNERS, LLC$781K1
177B. Riley Wealth Advisors, Inc.$776K1
178CIBC Bancorp USA Inc.$775K1
179AE Wealth Management LLC$761K1
180Snowden Capital Advisors LLC$761K1
181Barry Investment Advisors, LLC$748K1
182Summit Trail Advisors, LLC$746K1
183World Investment Advisors$741K1
184Cape Investment Advisory, Inc.$725K1
185LIBERTY ONE INVESTMENT MANAGEMENT, LLC$725K1
186TWO SIGMA SECURITIES, LLC$722K1
187NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$713K1
188Aberdeen Group plc$694K1
189STEPHENS INC /AR/$678K1
190Blue Trust, Inc.$674K1
191Optas, LLC$672K1
192Quantum Private Wealth, LLC$665K1
193PROFUND ADVISORS LLC$657K1
194Gateway Wealth Partners, LLC$657K1
195OPPENHEIMER & CO INC$654K1
196Ballentine Partners, LLC$647K1
197UNITED CAPITAL FINANCIAL ADVISORS, LLC$639K1
198Keudell/Morrison Wealth Management$633K1
199Merit Financial Group, LLC$626K1
200BLAIR WILLIAM & CO/IL$623K1
201Future Fund LLC$617K1
202SAGESPRING WEALTH PARTNERS, LLC$593K1
203COLDSTREAM CAPITAL MANAGEMENT INC$591K1
204HBK Sorce Advisory LLC$584K1
205Hilltop Holdings Inc.$569K1
206NewEdge Advisors, LLC$568K1
207GUARDIAN CAPITAL LP$564K1
208LEVEL FOUR ADVISORY SERVICES, LLC$557K1
209Savvy Advisors, Inc.$554K1
210Dynamic Technology Lab Private Ltd$544K1
211Perigon Wealth Management, LLC$531K1
212Transamerica Financial Advisors, LLC$527K1
213Gallacher Capital Management LLC$526K1
214Lantz Financial LLC$524K1
215Moors & Cabot, Inc.$516K1
216Dorsey & Whitney Trust CO LLC$515K1
217GQG Partners LLC$500K1
218Beverly Hills Private Wealth, LLC$495K1
219Samalin Investment Counsel, LLC$491K1
220Allworth Financial LP$490K1
221Joel Isaacson & Co., LLC$485K1
222Cordatus Wealth Management LLC$482K1
223Pinnacle Wealth Planning Services, Inc.$453K1
224WINTON GROUP Ltd$448K1
225Waverly Advisors, LLC$446K1
226COMMERCE BANK$443K1
227RFG Advisory, LLC$436K1
228Pure Financial Advisors, LLC$428K1
229TODD ASSET MANAGEMENT LLC$427K1
230Arax Advisory Partners$418K1
231Gallagher Fiduciary Advisors, LLC$408K1
232Independent Advisor Alliance$406K1
233SAGE RHINO CAPITAL LLC$404K1
234Savant Capital, LLC$401K1
235BROWN, LISLE/CUMMINGS, INC.$394K1
236May Hill Capital, LLC$391K1
237Steward Partners Investment Advisory, LLC$390K1
238KEYNOTE FINANCIAL SERVICES LLC$388K1
239DIVERSIFY WEALTH MANAGEMENT, LLC$382K1
240DEUTSCHE BANK AG\$381K1
241LAUREL OAK WEALTH MANAGEMENT, LLC$376K1
242MONEY CONCEPTS CAPITAL CORP$376K1
243Frec Markets, Inc.$374K1
244Dynasty Wealth Management, LLC$364K1
245Kathmere Capital Management, LLC$361K1
246Summit Financial, LLC$361K1
247American Trust Investment Advisors, LLC$358K1
248Grove Bank & Trust$358K1
249LGT Group Foundation$356K1
250Formidable Asset Management, LLC$356K1
251PDS Planning, Inc$352K1
252Checchi Capital Advisers, LLC$350K1
253Storgate, LLC$346K1
254JOHNSON INVESTMENT COUNSEL INC$341K1
255Mayflower Financial Advisors, LLC$339K1
256JOURNEY STRATEGIC WEALTH LLC$332K1
257Sowell Financial Services LLC$327K1
258Gotham Asset Management, LLC$324K1
259Sunpointe, LLC$324K1
260KESTRA PRIVATE WEALTH SERVICES, LLC$323K1
261Frank, Rimerman Advisors LLC$322K1
262Advisors Asset Management, Inc.$321K1
263Jain Global LLC$312K1
264180 WEALTH ADVISORS, LLC$309K1
265Advyzon Investment Management, LLC$303K1
266FIFTH THIRD BANCORP$296K1
267Net Worth Advisory Group$292K1
268FOCUSED ALPHA, LLC$292K1
269Mattson Financial Services, LLC$286K1
270EP Wealth Advisors, LLC$286K1
271Modern Wealth Management, LLC$285K1
272HSBC HOLDINGS PLC$283K1
273Texas Yale Capital Corp.$281K1
274ATLANTIC FAMILY WEALTH, LLC$281K1
275Ameritas Advisory Services, LLC$279K1
276DAYMARK WEALTH PARTNERS, LLC$279K1
277Aprio Wealth Management, LLC$276K1
278Brown Financial Advisors$273K1
279Cresset Asset Management, LLC$273K1
280High Net Worth Advisory Group LLC$271K1
281LongView Wealth Management$271K1
282Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$270K1
283Focus Partners Advisor Solutions, LLC$269K1
284Walkner Condon Financial Advisors LLC$265K1
285IFS Group,LLC$265K1
286Wedmont Private Capital$264K1
287Bridgefront Capital, LLC$263K1
288Csenge Advisory Group$258K1
289Elequin Capital, LP$256K1
290Frisch Financial Group, Inc.$254K1
291Brucke Financial, Inc.$253K1
292ANCHYRA PARTNERS LLC$252K1
293Keel Point, LLC$249K1
294ALLIANCEBERNSTEIN L.P.$245K1
295GENESIS PRIVATE WEALTH, LLC$245K1
296Capital Investment Advisory Services, LLC$244K1
297OneAscent Financial Services LLC$237K1
298LAFFER TENGLER INVESTMENTS, INC.$236K1
299HM PAYSON & CO$235K1
300Wilmington Savings Fund Society, FSB$232K1
301Resonant Capital Advisors, LLC$227K1
302Equitable Holdings, Inc.$225K1
303Bridgewater Advisors Inc.$224K1
304BROWN ADVISORY INC$220K1
305PURSUIT WEALTH STRATEGIES, LLC$220K1
306Scientech Research LLC$220K1
307PRIMORIS WEALTH ADVISORS, LLC$218K1
308Phillips Wealth Planners LLC$217K1
309AXQ CAPITAL, LP$217K1
310Essex Financial Services, Inc.$217K1
311Composition Wealth, LLC$209K1
312Emerald Advisors, LLC$209K1
313GREENWOOD GEARHART LLC$204K1
314Cromwell Holdings LLC$195K1
315NATIXIS ADVISORS, LLC$192K1
316Hilltop National Bank$186K1
317Hartford Financial Management Inc.$169K1
318MAI Capital Management$154K1
319MONTAG A & ASSOCIATES INC$128K1
320ARMSTRONG ADVISORY GROUP, INC$123K1
321BARRETT & COMPANY, INC.$103K1
322Asset Dedication, LLC$102K1
323Truvestments Capital LLC$93.4K1
324Addison Advisors LLC$83.5K1
325Owl Creek Wealth Partners LLC$82.2K1
326CENTRAL TRUST Co$77.8K1
327Larson Financial Group LLC$76.6K1
328Godfrey Financial Associates, Inc.$66.0K1
329Medallion Wealth Advisors, LLC$59.6K1
330Clearstead Advisors, LLC$58.7K1
331MATHER GROUP, LLC.$49.5K1
332SHP Wealth Management$46.5K1
333Annis Gardner Whiting Capital Advisors, LLC$46.4K1
334Parkside Financial Bank & Trust$41.7K1
335Glen Eagle Advisors, LLC$36.8K1
336EASTERN BANK$36.1K1
337True Wealth Design, LLC$34.9K1
338Geneos Wealth Management Inc.$34.2K1
339UMB Bank, n.a.$33.8K1
340Measured Wealth Private Client Group, LLC$33.2K1
341FINANCIAL CONSULATE, INC$30.0K1
342Destiny Wealth Partners, LLC$29.8K1
343Signature Equity Partners, LLC$29.7K1
344Federation des caisses Desjardins du Quebec$26.7K1
345Richard W. Paul & Associates, LLC$22.3K1
346Avalon Trust Co$21.6K1
347Triumph Capital Management$21.0K1
348JFS WEALTH ADVISORS, LLC$19.4K1
349Caldwell Trust Co$19.4K1
350Citizens National Bank Trust Department$18.5K1
351Purpose Unlimited Inc.$18.4K1
352Physician Wealth Advisors, Inc.$18.3K1
353Atlantic Union Bankshares Corp$16.9K1
354AlphaCore Capital LLC$16.1K1
355GABLES CAPITAL MANAGEMENT INC.$15.5K1
356Spire Wealth Management$15.4K1
357SALEM INVESTMENT COUNSELORS INC$14.6K1
358SJS Investment Consulting Inc.$13.4K1
359Elevated Capital Advisors, LLC$12.2K1
360COUNTRY TRUST BANK$11.7K1
361HRT FINANCIAL LP$11.6K1
362Activest Wealth Management$11.0K1
363Quest 10 Wealth Builders, Inc.$10.8K1
364WPG Advisers, LLC$10.7K1
365WealthCollab, LLC$9.2K1
366Bangor Savings Bank$8.5K1
367Coastline Trust Co$7.7K1
368New England Capital Financial Advisors LLC$7.7K1
369Financial Network Wealth Advisors LLC$7.7K1
370Retirement Wealth Solutions LLC$7.3K1
371Bravera Wealth$6.6K1
372Harbor Asset Planning, Inc.$6.4K1
373Bell Investment Advisors, Inc$5.4K1
374JPL Wealth Management, LLC$4.6K1
375PARK AVENUE SECURITIES LLC$4.3K1
376Acumen Wealth Advisors, LLC$4.1K1
377Intentional Wealth Strategies, LLC$4.0K1
378American Capital Advisory, LLC$3.9K1
379EFG International AG$3.6K1
380MV CAPITAL MANAGEMENT, INC.$3.5K1
381JNBA Financial Advisors$3.3K1
382DecisionPoint Financial, LLC$3.2K1
383Key FInancial Inc$3.0K1
384Financial Perspectives, Inc$2.9K1
385Kilter Group LLC$2.9K1
386CVA Family Office, LLC$2.9K1
387Cassaday & Co Wealth Management LLC$2.4K1
388Bollard Group LLC$2.2K1
389MBM WEALTH CONSULTANTS, LLC$2.0K1
390Burk Holdings LLC$2.0K1
391GHP Investment Advisors, Inc.$1.6K1
392Bayforest Capital Ltd$1.4K1
393Dogwood Wealth Management LLC$1.4K1
394TOTH FINANCIAL ADVISORY CORP$1.4K1
395Summit Global Investments$1.3K1
396ADVISORS MANAGEMENT GROUP INC /ADV$1.2K1
397Caitong International Asset Management Co., Ltd$1.0K1
398Virtu Financial LLC$9941
399NATURAL INVESTMENTS, LLC$9821
400CALDWELL SUTTER CAPITAL, INC.$8461
401MidFirst Bank$7611
402Abound Wealth Management$6771
403GSA CAPITAL PARTNERS LLP$5691
404Frazier Financial Advisors, LLC$3391
405THRIVENT FINANCIAL FOR LUTHERANS$3331
406Avion Wealth$621
407Capital Analysts, LLC$301
408Smithfield Trust Co$191
409NOMURA ASSET MANAGEMENT CO LTD$01
410GLENMEDE TRUST CO NA$01
411HARBOUR INVESTMENTS, INC.$01
412GROUP ONE TRADING LLC$01
413BURNEY CO/$01
414BALYASNY ASSET MANAGEMENT L.P.$01
415CIBC Private Wealth Group LLC$01
416Walleye Trading LLC$01
417PEAK6 LLC$01
418J.W. COLE ADVISORS, INC.$01
419Mitsubishi UFJ Trust & Banking Corp$01
420TWO SIGMA ADVISERS, LP$01
421Leonteq Securities AG$01
422Litman Gregory Wealth Management LLC$01
423Capital International Investors$01
424Meridian Wealth Management, LLC$01
425McIlrath & Eck, LLC$01
426Garner Asset Management Corp$01
427Lester Murray Antman dba SimplyRich$01
428Investors Research Corp$01
429Global Retirement Partners, LLC$01
430Lloyd Advisory Services, LLC.$01
431N.E.W. Advisory Services LLC$01
432Concord Wealth Partners$01
433Navis Wealth Advisors, LLC$01
434Optiver Holding B.V.$01
435TUCKER ASSET MANAGEMENT LLC$01
436NFSG Corp$01
437R Squared Ltd$01
438POM Investment Strategies, LLC$01
439O'ROURKE & COMPANY, Inc$01
440SageView Advisory Group, LLC$01
441Carr Financial Group Corp$01
442Dunhill Financial, LLC$01
443New Republic Capital, LLC$01
444EntryPoint Capital, LLC$01
445Sivia Capital Partners, LLC$01
446Diversify Advisory Services, LLC$01
447J.M. Arbour, LLC$01
448SG Trading Solutions, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 448 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)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 NGG

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for NGG · financials and macro

Financials — as filed PLANNED

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