Public record / Tickers / NLY

NLY — ANNALY CAPITAL MANAGEMENT INC

Both disclosure regimes on one name: who in Congress filed about NLY, 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
31
all PTR rows naming NLY
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-08
filed 2025-05-08
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

Pete Sessions · $100K–$250K

Sale · traded 2017-05-01 → filed 2017-05-19. Ranked over every NLY row by the provable lower bound, never a point estimate.

No member disclosed NLY in the trailing 12 months

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

4 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

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 NLY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NLY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-05-08John Kennedy R–LAPurchaseTraded 04-21 +17d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10SaleTraded 03-06 +42d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10SaleTraded 03-01 LATE·47d$1K–$15K
2020-01-13Bob Gibbs R–OH-7PurchaseTraded 01-08 +5d$1K–$15K
2019-12-20Bob Gibbs R–OH-7PurchaseTraded 12-19 +1d$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 31 ↗

Members active in NLY

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

No member disclosed NLY in the trailing 12 months.

Congress ↔ notable managers · NLY

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

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ANNALY CAPITAL MANAGEMENT IN

Merged timeline of congressional filings and notable-manager moves on NLY
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fnew+31,502 sh
2026-05-14Caxton Associates 13Fnew+55,013 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

full holders view ↗
Top institutional holders of NLY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.7B1
2VANGUARD CAPITAL MANAGEMENT LLC$677M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$651M1
4STATE STREET CORP$615M1
5GEODE CAPITAL MANAGEMENT, LLC$422M1
6FMR LLC$301M1
7Allspring Global Investments Holdings, LLC$285M1
8NORTHERN TRUST CORP$157M1
9Invesco Ltd.$143M1
10MORGAN STANLEY$137M1
11D. E. Shaw & Co., Inc.$125M1
12UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$111M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$111M1
14VANGUARD FIDUCIARY TRUST CO$94.0M1
15Amundi$71.1M1
16CITADEL ADVISORS LLC$65.1M1
17Advisors Capital Management, LLC$61.7M1
18PFA Pension, Forsikringsaktieselskab$58.5M1
19FRANKLIN RESOURCES INC$57.1M1
20BANK OF AMERICA CORP /DE/$54.4M1
21UBS Group AG$46.8M1
22Legal & General Group Plc$45.1M1
23Swiss National Bank$42.4M1
24DEUTSCHE BANK AG\$36.4M1
25SCHRODER INVESTMENT MANAGEMENT GROUP$34.9M1
26PRINCIPAL FINANCIAL GROUP INC$34.2M1
27SEI INVESTMENTS CO$33.5M1
28WELLS FARGO & COMPANY/MN$32.8M1
29Swedbank AB$30.3M1
30Cetera Investment Advisers$29.5M1
31ROYAL BANK OF CANADA$29.2M1
32MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$29.2M1
33FIRST TRUST ADVISORS LP$29.1M1
34LPL Financial LLC$28.5M1
35Nuveen, LLC$28.3M1
36ALLIANCEBERNSTEIN L.P.$27.7M1
37ENVESTNET ASSET MANAGEMENT INC$27.4M1
38MILLENNIUM MANAGEMENT LLC$26.2M1
39Retirement Systems of Alabama$23.3M1
40AQR CAPITAL MANAGEMENT LLC$19.4M1
41OSAIC HOLDINGS, INC.$19.4M1
42RAYMOND JAMES FINANCIAL INC$18.4M1
43WELLINGTON MANAGEMENT GROUP LLP$17.4M1
44Allianz Asset Management GmbH$15.0M1
45Mitsubishi UFJ Asset Management Co., Ltd.$15.0M1
46BNP Paribas Asset Management Holding S.A.$13.7M1
47CITIGROUP INC$12.1M1
48Zurcher Kantonalbank (Zurich Cantonalbank)$12.0M1
49Columbus Macro, LLC$11.5M1
50Tredje AP-fonden$10.0M1
51Dupree Financial Group, LLC$10.0M1
52RENAISSANCE TECHNOLOGIES LLC$9.5M1
53United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$9.4M1
54STOREBRAND ASSET MANAGEMENT AS$9.1M1
55TD ASSET MANAGEMENT INC$8.8M1
56Apollon Wealth Management, LLC$8.7M1
57COMMONWEALTH EQUITY SERVICES, LLC$8.5M1
58STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.4M1
59MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.3M1
60QRG CAPITAL MANAGEMENT, INC.$8.2M1
61Universal- Beteiligungs- und Servicegesellschaft mbH$8.0M1
62Korea Investment CORP$8.0M1
63Pictet Asset Management Holding SA$7.9M1
64MERCER GLOBAL ADVISORS INC /ADV$7.9M1
65STATE OF WISCONSIN INVESTMENT BOARD$7.5M1
66VANGUARD ASSET MANAGEMENT, Ltd$7.4M1
67STIFEL FINANCIAL CORP$7.1M1
68Quantinno Capital Management LP$6.9M1
69Vanguard Investments Australia, Ltd.$6.8M1
70INDEPENDENT FINANCIAL GROUP, LLC$6.7M1
71APG Asset Management N.V.$6.2M1
72Vanguard Global Advisers, LLC$6.1M1
73BANK OF MONTREAL /CAN/$6.1M1
74Wright Wealth LLC$6.1M1
75Kestra Advisory Services, LLC$6.0M1
76MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.8M1
77HSBC HOLDINGS PLC$5.7M1
78FIFTH THIRD BANCORP$5.6M1
79IFM Investors Pty Ltd$5.5M1
80TWO SIGMA INVESTMENTS, LP$5.5M1
81Asset Management One Co., Ltd.$5.4M1
82Ensign Peak Advisors, Inc$5.4M1
83INTECH INVESTMENT MANAGEMENT LLC$5.3M1
84Rockefeller Capital Management L.P.$5.3M1
85SEB Asset Management AB$5.2M1
86PRUDENTIAL PLC$5.2M1
87FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$5.0M1
88D.A. DAVIDSON & CO.$5.0M1
89NOMURA ASSET MANAGEMENT CO LTD$4.7M1
90Mariner, LLC$4.7M1
91PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$4.6M1
92LBP AM SA$4.5M1
93Baird Financial Group, Inc.$4.5M1
94Sequoia Financial Advisors, LLC$4.4M1
95Illinois Municipal Retirement Fund$4.3M1
96CIBC Bancorp USA Inc.$4.1M1
97Key Client Fiduciary Advisors, LLC$4.1M1
98FORTEM FINANCIAL GROUP, LLC$4.1M1
99Advisors Asset Management, Inc.$4.0M1
100State of New Jersey Common Pension Fund D$4.0M1
101Lansforsakringar Fondforvaltning AB (publ)$3.9M1
102Robeco Institutional Asset Management B.V.$3.9M1
103Arizona State Retirement System$3.9M1
104MACKENZIE FINANCIAL CORP$3.9M1
105COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.8M1
106Penn Mutual Asset Management$3.8M1
107PICTON MAHONEY ASSET MANAGEMENT$3.7M1
108Slagle Financial, LLC$3.6M1
109Wakefield Asset Management LLLP$3.5M1
110Candriam S.C.A.$3.4M1
111NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.4M1
112Swiss Life Asset Management Ltd$3.4M1
113Waverly Advisors, LLC$3.3M1
114Jackson Hole Capital Partners, LLC$3.1M1
115Creative Planning$3.1M1
116OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.1M1
117Hudson Bay Capital Management LP$3.1M1
118Compass Financial Group, INC/SD$3.1M1
119XPONANCE LLC$3.0M1
120Dana Investment Advisors, Inc.$3.0M1
121Eurizon Capital SGR S.p.A.$3.0M1
122GUGGENHEIM CAPITAL LLC$3.0M1
123MML INVESTORS SERVICES, LLC$2.9M1
124Aberdeen Group plc$2.9M1
125TRUIST FINANCIAL CORP$2.8M1
126SONA ASSET MANAGEMENT (US) LLC$2.7M1
127Private Advisor Group, LLC$2.7M1
128J.W. COLE ADVISORS, INC.$2.7M1
129Smith Asset Management Co., LLC$2.7M1
130PFG Investments, LLC$2.7M1
131TORONTO DOMINION BANK$2.4M1
132Utah Retirement Systems$2.4M1
133HighTower Advisors, LLC$2.4M1
134Grantham, Mayo, Van Otterloo & Co. LLC$2.4M1
135Plan Group Financial, LLC$2.4M1
136AE Wealth Management LLC$2.4M1
137NFSG Corp$2.3M1
138NEOS Investment Management LLC$2.3M1
139&PARTNERS$2.3M1
140Nicholas Investment Partners, LP$2.3M1
141Collar Capital Management, LLC$2.2M1
142Resona Asset Management Co.,Ltd.$2.2M1
143Tidal Investments LLC$2.2M1
144Cerity Partners LLC$2.2M1
145SeaCrest Wealth Management, LLC$2.1M1
146Siemens Fonds Invest GmbH$2.1M1
147EVOKE WEALTH, LLC$2.0M1
148American Assets Investment Management, LLC$2.0M1
149BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.0M1
150Investment Management Corp of Ontario$2.0M1
151Integrated Advisors Network LLC$2.0M1
152Estate Counselors, LLC$1.9M1
153NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.9M1
154Kovack Advisors, Inc.$1.9M1
155Caption Management, LLC$1.9M1
156NISSAY ASSET MANAGEMENT CORP /JAPAN$1.9M1
157Simplicity Wealth,LLC$1.8M1
158Triumph Capital Management$1.8M1
159INSIGNEO ADVISORY SERVICES, LLC$1.8M1
160Federation des caisses Desjardins du Quebec$1.8M1
161VOYA INVESTMENT MANAGEMENT LLC$1.7M1
162WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.7M1
163OPPENHEIMER & CO INC$1.7M1
164Sumitomo Mitsui DS Asset Management Company, Ltd$1.6M1
165SHARPEPOINT LLC$1.6M1
166Envestnet Portfolio Solutions, Inc.$1.6M1
167INTEGRITY ALLIANCE, LLC.$1.6M1
168PRINCIPAL SECURITIES, INC.$1.5M1
169IMC-Chicago, LLC$1.5M1
170CWM, LLC$1.5M1
171Left Brain Wealth Management, LLC$1.5M1
172Cannell & Spears LLC$1.4M1
173Strait & Sound Wealth Management LLC$1.4M1
174Cresset Asset Management, LLC$1.4M1
175OP Asset Management Ltd$1.4M1
176Odyssean, LLC$1.4M1
177BECK CAPITAL MANAGEMENT, LLC$1.4M1
178Independent Advisor Alliance$1.4M1
179Sullivan Wood Capital Management LLC$1.4M1
180DIVERSIFY WEALTH MANAGEMENT, LLC$1.4M1
181WORLDQUANT MILLENNIUM ADVISORS LLC$1.3M1
182Generali Asset Management SPA SGR$1.3M1
183Daiwa Securities Group Inc.$1.3M1
184BANK OF NOVA SCOTIA$1.3M1
185NORDEN GROUP LLC$1.3M1
186Audent Global Asset Management, LLC$1.3M1
187Mason & Associates Inc$1.3M1
188Equitable Holdings, Inc.$1.3M1
189NORDEA INVESTMENT MANAGEMENT AB$1.3M1
190Wealthspire Advisors, LLC$1.3M1
191United Advisor Group, LLC$1.2M1
192Diversify Advisory Services, LLC$1.2M1
193PROFFITT & GOODSON INC$1.2M1
194FIRST CITIZENS BANK & TRUST CO$1.2M1
195CREDIT AGRICOLE S A$1.2M1
196CAXTON ASSOCIATES LLP$1.2M1
197Intellectus Partners, LLC$1.2M1
198US BANCORP \DE\$1.2M1
199JOHNSON INVESTMENT COUNSEL INC$1.1M1
200Dynamic Technology Lab Private Ltd$1.1M1
201SECURIAN ASSET MANAGEMENT, INC$1.1M1
202Beacon Pointe Advisors, LLC$1.1M1
203NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.1M1
204Focus Partners Wealth$1.1M1
205Vanguard Personalized Indexing Management, LLC$1.1M1
206FEDERATED HERMES, INC.$1.1M1
207Lebenthal Global Advisors, LLC$1.1M1
208Tower Research Capital LLC (TRC)$1.1M1
209NewEdge Advisors, LLC$1.1M1
210Perigon Wealth Management, LLC$1.1M1
211Simplify Asset Management Inc.$1.0M1
212STABLEFORD CAPITAL II LLC$1.0M1
213Capital Investment Advisors, LLC$1.0M1
214Sowell Financial Services LLC$1.0M1
215KESTRA PRIVATE WEALTH SERVICES, LLC$989K1
216Creekside Partners$947K1
217CHAPMAN FINANCIAL GROUP, LLC$936K1
218Savvy Advisors, Inc.$936K1
219Allworth Financial LP$928K1
220Encompass More Asset Management$919K1
221HOWARD FINANCIAL SERVICES, LTD.$907K1
222ABN AMRO INVESTMENT SOLUTIONS$903K1
223PW Nova Financial Services LLC$902K1
224Clear Creek Financial Management, LLC$892K1
225QUADRANT CAPITAL GROUP LLC$892K1
226Avanza Fonder AB$886K1
227PRUDENTIAL FINANCIAL INC$879K1
228DRW Securities, LLC$875K1
229Navis Wealth Advisors, LLC$858K1
230J. Safra Sarasin Holding AG$837K1
231INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$834K1
232Pathstone Holdings, LLC$827K1
233Hilltop Holdings Inc.$825K1
234Summit Financial, LLC$824K1
235F/m Investments LLC$822K1
236Oak Thistle LLC$809K1
237Values First Advisors, Inc.$806K1
238DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$800K1
239National Pension Service$796K1
240Continuum Advisory, LLC$794K1
241Capital Investment Advisory Services, LLC$789K1
242Post Resch Tallon Group Inc.$776K1
243MACQUARIE GROUP LTD$775K1
244Mesirow Financial Investment Management, Inc.$760K1
245DoubleLine ETF Adviser LP$747K1
246Mutual Advisors, LLC$742K1
247Frank, Rimerman Advisors LLC$741K1
248JCSD Capital, LLC$740K1
249Maryland State Retirement & Pension System$724K1
250Invst, LLC$723K1
251SUMMIT SECURITIES GROUP LLC$717K1
252WealthTrust Axiom LLC$714K1
253EntryPoint Capital, LLC$712K1
254Cooper Financial Group$712K1
255Emerald Investment Advisers, LLC$710K1
256Corient Private Wealth LLC$709K1
257Ausdal Financial Partners, Inc.$708K1
258Crossmark Global Holdings, Inc.$691K1
259Pekin Hardy Strauss, Inc.$682K1
260Inspire Investing, LLC$678K1
261Janus Henderson Group Ltd.$673K1
262JANE STREET GROUP, LLC$670K1
263Gotham Asset Management, LLC$666K1
264Modern Wealth Management, LLC$660K1
265GROUP ONE TRADING LLC$652K1
266CIBC Asset Management Inc$643K1
267Steward Partners Investment Advisory, LLC$642K1
268VIRTUS ADVISERS, LLC$642K1
269Greenland Capital Management LP$635K1
270Empowered Funds, LLC$630K1
271FIRETHORN WEALTH PARTNERS, LLC$628K1
272UNITED CAPITAL FINANCIAL ADVISORS, LLC$617K1
273BridgePort Financial Solutions, LLC$614K1
274O'SHAUGHNESSY ASSET MANAGEMENT, LLC$611K1
275ProShare Advisors LLC$609K1
276HBK Sorce Advisory LLC$603K1
277Brookwood Investment Group LLC$598K1
278Merit Financial Group, LLC$584K1
279Bleakley Financial Group, LLC$584K1
280Alessandra Capital Management, LLC$582K1
281M&T BANK CORP$575K1
282Geneos Wealth Management Inc.$571K1
283EVERGREEN CAPITAL MANAGEMENT LLC$567K1
284Wedmont Private Capital$566K1
285Woodline Partners LP$565K1
286White Lighthouse Investment Management Inc.$565K1
287Bayesian Capital Management, LP$559K1
288Kingsview Wealth Management, LLC$555K1
289Prospera Financial Services Inc$551K1
290Compound Planning, Inc.$542K1
291Sigma Planning Corp$537K1
292Koshinski Asset Management, Inc.$534K1
293HB Wealth Management, LLC$531K1
294OSSIAM$530K1
295OMERS ADMINISTRATION Corp$528K1
296Wealthstar Advisors, LLC$527K1
297Samalin Investment Counsel, LLC$526K1
298SHELTON CAPITAL MANAGEMENT$512K1
299Wealth Care LLC$512K1
300Cane Capital Partners, LLC$508K1
301IEQ CAPITAL, LLC$507K1
302Garner Asset Management Corp$505K1
303U.S. Capital Wealth Advisors, LLC$491K1
304Osmosis Investment Management UK Ltd$480K1
305PEAK FINANCIAL ADVISORS LLC$475K1
306Quadcap Wealth Management, LLC$463K1
307Oder Investment Management, LLC$460K1
308Fermata Advisors, LLC$443K1
309Brevan Howard Capital Management LP$440K1
310StoneX Group Inc.$435K1
311Accel Wealth Management$432K1
312Tandem Financial, LLC$426K1
313PARK CIRCLE Co$423K1
314North Dakota State Investment Board$423K1
315Beacon Financial Advisory LLC$421K1
316BLAIR WILLIAM & CO/IL$419K1
317Diametric Capital, LP$412K1
318ROYAL LONDON ASSET MANAGEMENT LTD$411K1
319Obermeyer Wealth Partners$410K1
320Atria Investments, Inc$406K1
321ASR Vermogensbeheer N.V.$399K1
322REGIONS FINANCIAL CORP$390K1
323Wealthfront Advisers LLC$390K1
324Lido Advisors, LLC$387K1
325FLAGSHIP HARBOR ADVISORS, LLC$383K1
326Orion Porfolio Solutions, LLC$378K1
327Meiji Yasuda Asset Management Co Ltd.$378K1
328Kingstone Capital Partners Texas, LLC$371K1
329Caprock Group, LLC$365K1
330Meeder Advisory Services, Inc.$360K1
331ShoreHaven Wealth Partners, LLC$360K1
332Summit Trail Advisors, LLC$354K1
333Mirae Asset Global Investments Co., Ltd.$345K1
334World Investment Advisors$343K1
335WMG Financial Advisors, LLC$338K1
336Stratos Wealth Partners, LTD.$336K1
337Retirement Solution LLC$334K1
338KEYBANK NATIONAL ASSOCIATION/OH$333K1
339Accredited Investors Inc.$328K1
340Royal Capital Wealth Management, LLC$320K1
341B. Riley Wealth Advisors, Inc.$320K1
342Gilman Hill Asset Management, LLC$320K1
343FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$318K1
344Ellis Investment Partners, LLC$317K1
345Soltis Investment Advisors LLC$315K1
346Solstein Capital, LLC$315K1
347MAI Capital Management$311K1
348First Affirmative Financial Network$311K1
349SMART Wealth LLC$311K1
350Ascent Group, LLC$306K1
351BENJAMIN EDWARDS INC$304K1
352Pinnacle Wealth Planning Services, Inc.$303K1
353AlphaCore Capital LLC$302K1
354HUB Investment Partners, LLC$300K1
355RITHOLTZ WEALTH MANAGEMENT$299K1
356Carnegie Investment Counsel$298K1
357Aaron Wealth Advisors LLC$297K1
358Cordatus Wealth Management LLC$297K1
359One Wealth Map LLC$294K1
360Spire Wealth Management$291K1
361Brookstone Capital Management$290K1
362SEEDS INVESTOR LLC$290K1
363Gateway Wealth Partners, LLC$289K1
364UniSuper Management Pty Ltd$288K1
365NWF Advisory Services Inc.$287K1
366Regal Investment Advisors LLC$285K1
367ARMSTRONG ADVISORY GROUP, INC$281K1
368RS CRUM INC.$278K1
369FOUNDATIONS INVESTMENT ADVISORS, LLC$277K1
370PROFUND ADVISORS LLC$276K1
371NICOLET BANKSHARES INC$276K1
372Magnus Financial Group LLC$270K1
373VERUS CAPITAL PARTNERS, LLC$264K1
374S Harris Financial Group, LLC$262K1
375Vann Equity Management LLC$261K1
376TCFG WEALTH MANAGEMENT, LLC$261K1
377TCFG Investment Advisors, LLC$261K1
378Cedar Wealth Management, LLC$260K1
379PERSONAL CFO SOLUTIONS, LLC$260K1
380Wealthcare Advisory Partners LLC$259K1
381Aspire Private Capital, LLC$259K1
382Aptus Capital Advisors, LLC$259K1
383OLD NATIONAL BANCORP /IN/$259K1
384FCG Investment Co$258K1
385Edgestream Partners, L.P.$256K1
386NBZ Investment Advisors LLC$254K1
387Tannin Capital LLC$253K1
388SageGuard Financial Group, LLC$244K1
389Next Level Private LLC$244K1
390Walleye Trading LLC$244K1
391Clark Asset Management, LLC$243K1
392FORA Capital, LLC$242K1
393MISSION WEALTH MANAGEMENT, LP$239K1
394Storgate, LLC$236K1
395OneDigital Investment Advisors LLC$233K1
396Walleye Capital LLC$233K1
397Vident Advisory, LLC$233K1
398Arista Wealth Management, LLC$233K1
399Wernau Asset Management Inc.$230K1
400GWN SECURITIES INC.$229K1
401HERITAGE OAK WEALTH ADVISORS LLC$229K1
402Annex Advisory Services, LLC$228K1
403Garden State Investment Advisory Services LLC$223K1
404Balefire, LLC$222K1
405Skandinaviska Enskilda Banken AB (publ)$222K1
406COLDSTREAM CAPITAL MANAGEMENT INC$221K1
407Paragon Capital Management Ltd$220K1
408AA Financial Advisors, LLC$220K1
409ELEVATION POINT WEALTH PARTNERS, LLC$218K1
410JBR Co Financial Management Inc$218K1
411Wealth Quarterback LLC$218K1
412TEACHER RETIREMENT SYSTEM OF TEXAS$215K1
413Rafferty Asset Management, LLC$214K1
414Annis Gardner Whiting Capital Advisors, LLC$213K1
415RBF Capital, LLC$212K1
416One Charles Private Wealth Services, LLC$212K1
417Polymer Capital Management (US) LLC$209K1
418SIGNATUREFD, LLC$207K1
419SAGE RHINO CAPITAL LLC$207K1
420SkyOak Wealth, LLC$206K1
421MASTERINVEST Kapitalanlage GmbH$205K1
422Mirador Capital Partners LP$205K1
423NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$205K1
424KING LUTHER CAPITAL MANAGEMENT CORP$203K1
425First Heartland Consultants, Inc.$203K1
426Western Wealth Management, LLC$202K1
427PARAGON CAPITAL MANAGEMENT INC$202K1
428Clarity Financial LLC$201K1
429Dynamic Advisor Solutions LLC$201K1
430EXCHANGE TRADED CONCEPTS, LLC$168K1
431Medallion Wealth Advisors, LLC$165K1
432UMB Bank, n.a.$165K1
433Parkside Financial Bank & Trust$140K1
434AMERIFLEX GROUP, INC.$131K1
435Owl Creek Wealth Partners LLC$116K1
436TOTH FINANCIAL ADVISORY CORP$108K1
437Ankerstar Wealth, LLC$108K1
438KBC Group NV$105K1
439FIL Ltd$98.8K1
440ASSETMARK, INC$88.9K1
441Clearstead Advisors, LLC$84.0K1
442Transamerica Financial Advisors, LLC$82.7K1
443VISION FINANCIAL MARKETS LLC$81.4K1
444Raleigh Capital Management Inc.$80.2K1
445TD Waterhouse Canada Inc.$77.7K1
446MONTAG A & ASSOCIATES INC$71.4K1
447Banque Cantonale Vaudoise$70.0K1
448MATHER GROUP, LLC.$63.3K1
449SALEM INVESTMENT COUNSELORS INC$55.1K1
450Deseret Mutual Benefit Administrators$52.7K1
451Arax Advisory Partners$46.8K1
452Larson Financial Group LLC$37.5K1
453GHP Investment Advisors, Inc.$37.0K1
454Atlantic Union Bankshares Corp$36.0K1
455Wilmington Savings Fund Society, FSB$32.4K1
456Delos Wealth Advisors, LLC$31.8K1
457Altshuler Shaham Ltd$30.7K1
458Smartleaf Asset Management LLC$30.0K1
459MCGUIRE CAPITAL ADVISORS INC$29.9K1
460Quarry LP$28.8K1
461MCF Advisors LLC$22.7K1
462Destiny Wealth Partners, LLC$20.7K1
463TOMPKINS FINANCIAL CORP$19.3K1
464West Branch Capital LLC$18.8K1
465IFG Advisory, LLC$15.0K1
466Asset Dedication, LLC$13.9K1
467Crewe Advisors LLC$13.8K1
468NEW YORK STATE TEACHERS RETIREMENT SYSTEM$11.6K1
469Tacita Capital Inc$11.5K1
470HM PAYSON & CO$11.0K1
471EVERMAY WEALTH MANAGEMENT LLC$10.9K1
472Tradewinds Capital Management, LLC$10.6K1
473Beaird Harris Wealth Management, LLC$10.6K1
474Legacy Wealth Managment, LLC/ID$10.6K1
475True Wealth Design, LLC$10.1K1
476Truvestments Capital LLC$9.5K1
477JNBA Financial Advisors$9.2K1
478Financial Network Wealth Advisors LLC$9.2K1
479WPG Advisers, LLC$9.0K1
480N.E.W. Advisory Services LLC$8.7K1
481SWAN Capital LLC$8.6K1
482Clearstead Trust, LLC$8.6K1
483Wealth Enhancement Trust Services, Inc.$7.7K1
484MEEDER ASSET MANAGEMENT INC$7.6K1
485South Dakota Investment Council$7.6K1
486Key FInancial Inc$7.4K1
487Treasurer of the State of North Carolina$6.4K1
488Signature Equity Partners, LLC$6.2K1
489Kemnay Advisory Services Inc.$6.1K1
490JPL Wealth Management, LLC$5.6K1
491ALERUS FINANCIAL NA$5.3K1
492GILPIN WEALTH MANAGEMENT, LLC$5.3K1
493TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$5.3K1
494Sachetta, LLC$5.1K1
495Marquette Asset Management, LLC$4.7K1
496Retirement Wealth Solutions LLC$4.4K1
497HHM Wealth Advisors, LLC$4.2K1
498Bayforest Capital Ltd$4.2K1
499CENTRAL TRUST Co$4.1K1
500Investors Research Corp$4.0K1
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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

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

Signals on NLY

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for NLY · financials and macro

Financials — as filed PLANNED

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