Public record / Tickers / NNN

NNN — NNN REIT, INC.

Both disclosure regimes on one name: who in Congress filed about NNN, 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
7
all PTR rows naming NNN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-12
filed 2025-09-12
13F holders
446
top-446 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

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-08-13 → filed 2025-09-12. Ranked over every NNN row by the provable lower bound, never a point estimate.

No member disclosed NNN 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.

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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NNN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NNN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2023-06-06Zoe Lofgren D–CA-18Sale · SP (spouse-owned)Traded 05-25 +12d$1K–$15K
2021-10-07Zoe Lofgren D–CA-18Purchase · SP (spouse-owned)Traded 09-30 +7d$1K–$15K
2020-04-11Zoe Lofgren D–CA-18Sale · SP (spouse-owned)Traded 03-23 +19d$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 7 ↗

Members active in NNN

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

No member disclosed NNN in the trailing 12 months.

Congress ↔ notable managers · NNN

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 $28.8M held
Trimming
1 Bridgewater Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on NNN
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+239,518 sh
2026-05-15Bridgewater Associates 13Fexit−42,663 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 NNN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2FMR LLC$809M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$698M1
4STATE STREET CORP$476M1
5VANGUARD CAPITAL MANAGEMENT LLC$356M1
6VICTORY CAPITAL MANAGEMENT INC$350M1
7GEODE CAPITAL MANAGEMENT, LLC$183M1
8AQR CAPITAL MANAGEMENT LLC$161M1
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/$134M1
10RUSH ISLAND MANAGEMENT, LP$130M1
11FEDERATED HERMES, INC.$127M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$125M1
13MORGAN STANLEY$123M1
14DIMENSIONAL FUND ADVISORS LP$118M1
15NORTHERN TRUST CORP$80.7M1
16Bank of New York Mellon Corp$79.9M1
17TWO SIGMA INVESTMENTS, LP$77.7M1
18Mondrian Investment Partners LTD$74.2M1
19Quantinno Capital Management LP$73.9M1
20EQUITY INVESTMENT CORP$69.9M1
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$50.4M1
22VANGUARD FIDUCIARY TRUST CO$49.5M1
23Hudson Bay Capital Management LP$46.7M1
24BANK OF AMERICA CORP /DE/$45.5M1
25Legal & General Group Plc$43.8M1
26UBS Group AG$43.4M1
27Epoch Investment Partners, Inc.$42.9M1
28Artisan Partners Limited Partnership$38.5M1
29Allianz Asset Management GmbH$36.1M1
30Sumitomo Mitsui Trust Group, Inc.$35.0M1
31Clearbridge Investments, LLC$34.8M1
32Invesco Ltd.$31.0M1
33RAYMOND JAMES FINANCIAL INC$30.1M1
34Gotham Asset Management, LLC$28.8M1
35CITADEL ADVISORS LLC$26.2M1
36ProShare Advisors LLC$25.5M1
37Arbejdsmarkedets Tillaegspension$25.1M1
38AMERIPRISE FINANCIAL INC$24.7M1
39DEPRINCE RACE & ZOLLO INC$24.2M1
40Jefferies Financial Group Inc.$22.8M1
41Aberdeen Group plc$22.7M1
42RHUMBLINE ADVISERS$22.1M1
43HSBC HOLDINGS PLC$21.8M1
44APG Asset Management US Inc.$21.2M1
45Verity & Verity, LLC$19.8M1
46PRINCIPAL FINANCIAL GROUP INC$19.7M1
47STIFEL FINANCIAL CORP$19.3M1
48Creative Planning$19.0M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$18.9M1
50SNYDER CAPITAL MANAGEMENT L P$18.7M1
51D. E. Shaw & Co., Inc.$18.6M1
52IEQ CAPITAL, LLC$16.4M1
53ROYAL BANK OF CANADA$16.2M1
54Swiss National Bank$15.8M1
55TECTONIC ADVISORS LLC$15.1M1
56CITIGROUP INC$14.9M1
57Gerald Baker Financial Group LLC$14.5M1
58Nuveen, LLC$13.7M1
59Jain Global LLC$13.5M1
60Corient Private Wealth LLC$13.4M1
61FRANKLIN RESOURCES INC$13.0M1
62Asset Management One Co., Ltd.$13.0M1
63NOMURA ASSET MANAGEMENT CO LTD$12.4M1
64MILLENNIUM MANAGEMENT LLC$12.2M1
65ALLIANCEBERNSTEIN L.P.$11.9M1
66PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$11.7M1
67DANSKE BANK A/S$11.7M1
68M&G Plc$11.1M1
69ENVESTNET ASSET MANAGEMENT INC$10.8M1
70Susquehanna Portfolio Strategies, LLC$10.0M1
71VOLORIDGE INVESTMENT MANAGEMENT, LLC$9.9M1
72Retirement Systems of Alabama$9.8M1
73LPL Financial LLC$9.7M1
74WELLS FARGO & COMPANY/MN$8.9M1
75Janus Henderson Group Ltd.$8.4M1
76CWM, LLC$8.2M1
77Fisher Asset Management, LLC$7.6M1
78HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7.5M1
79Vanguard Investments Australia, Ltd.$7.2M1
80STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.2M1
81VANGUARD ASSET MANAGEMENT, Ltd$7.1M1
82Edgestream Partners, L.P.$7.0M1
83CHILTON CAPITAL MANAGEMENT LLC$6.7M1
84SEI INVESTMENTS CO$6.7M1
85Mariner, LLC$6.7M1
86Universal- Beteiligungs- und Servicegesellschaft mbH$6.6M1
87Mitsubishi UFJ Asset Management Co., Ltd.$6.5M1
88Cerity Partners LLC$6.3M1
89NEW YORK STATE COMMON RETIREMENT FUND$6.2M1
90MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.0M1
91COMMONWEALTH EQUITY SERVICES, LLC$5.9M1
92BERNZOTT CAPITAL ADVISORS$5.7M1
93VOYA INVESTMENT MANAGEMENT LLC$5.6M1
94COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.6M1
95Point72 Asset Management, L.P.$5.5M1
96New Age Alpha Advisors, LLC$5.3M1
97Sophron Capital Management L.P.$5.1M1
98TD ASSET MANAGEMENT INC$5.0M1
99Zurcher Kantonalbank (Zurich Cantonalbank)$5.0M1
100MACQUARIE GROUP LTD$4.9M1
101RENAISSANCE TECHNOLOGIES LLC$4.7M1
102DEUTSCHE BANK AG\$4.7M1
103Amundi$4.6M1
104EXCHANGE TRADED CONCEPTS, LLC$4.5M1
105XTX Topco Ltd$4.4M1
106MetLife Investment Management, LLC$4.2M1
107FIRST TRUST ADVISORS LP$4.1M1
108MERCER GLOBAL ADVISORS INC /ADV$3.9M1
109Focus Partners Wealth$3.6M1
110Resona Asset Management Co.,Ltd.$3.5M1
111CAMBIAR INVESTORS LLC$3.4M1
112Riverwater Partners LLC$3.3M1
113AMERICAN CENTURY COMPANIES INC$3.3M1
114Daiwa Securities Group Inc.$3.3M1
115WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.3M1
116Vanguard Global Advisers, LLC$3.2M1
117Ameritas Investment Partners, Inc.$3.2M1
118NISA INVESTMENT ADVISORS, LLC$3.1M1
119MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.1M1
120SYSTEMATIC FINANCIAL MANAGEMENT LP$3.0M1
121Ashton Thomas Private Wealth, LLC$2.8M1
122&PARTNERS$2.7M1
123BALYASNY ASSET MANAGEMENT L.P.$2.6M1
124OSAIC HOLDINGS, INC.$2.6M1
125Values First Advisors, Inc.$2.4M1
126CAXTON ASSOCIATES LLP$2.3M1
127TT Capital Management LLC$2.3M1
128ONTARIO TEACHERS PENSION PLAN BOARD$2.3M1
129Quantbot Technologies LP$2.2M1
130Arizona State Retirement System$2.2M1
131JANE STREET GROUP, LLC$2.2M1
132State of New Jersey Common Pension Fund D$2.1M1
133JOHNSON INVESTMENT COUNSEL INC$2.1M1
134KLP KAPITALFORVALTNING AS$2.1M1
135Sequoia Financial Advisors, LLC$2.1M1
136Metis Global Partners, LLC$2.1M1
137Southland Equity Partners LLC$2.0M1
138Pasadena Private Wealth, LLC$2.0M1
139Summit Trail Advisors, LLC$2.0M1
140Squarepoint Ops LLC$2.0M1
141Graham Capital Management, L.P.$2.0M1
142LMR Partners LLP$2.0M1
143ALBION FINANCIAL GROUP /UT$1.9M1
144STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
145Sumitomo Mitsui DS Asset Management Company, Ltd$1.9M1
146Kestra Advisory Services, LLC$1.9M1
147CIBC Bancorp USA Inc.$1.9M1
148TRUIST FINANCIAL CORP$1.8M1
149NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.8M1
150PICTON MAHONEY ASSET MANAGEMENT$1.7M1
151Weaver C. Barksdale & Associates, Inc.$1.7M1
152Cetera Investment Advisers$1.7M1
153Vanguard Personalized Indexing Management, LLC$1.7M1
154UniSuper Management Pty Ltd$1.7M1
155OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
156ASSETMARK, INC$1.5M1
157LAZARD ASSET MANAGEMENT LLC$1.5M1
158Pathstone Holdings, LLC$1.5M1
159NEOS Investment Management LLC$1.5M1
160Federation des caisses Desjardins du Quebec$1.4M1
161Brevan Howard Capital Management LP$1.4M1
162MFG WEALTH MANAGEMENT, INC.$1.4M1
163STATE OF WISCONSIN INVESTMENT BOARD$1.3M1
164IFM Investors Pty Ltd$1.3M1
165COFG Advisors, LLC$1.3M1
166BANK OF MONTREAL /CAN/$1.3M1
167Pictet Asset Management Holding SA$1.3M1
168NISSAY ASSET MANAGEMENT CORP /JAPAN$1.3M1
169FOUNDATIONS INVESTMENT ADVISORS, LLC$1.3M1
170Inspire Advisors, LLC$1.2M1
171Burford Brothers, Inc.$1.2M1
172Murphy, Middleton, Hinkle & Parker, Inc.$1.2M1
173Y-Intercept (Hong Kong) Ltd$1.2M1
174ExodusPoint Capital Management, LP$1.2M1
175Caprock Group, LLC$1.2M1
176M&T BANK CORP$1.1M1
177Steward Partners Investment Advisory, LLC$1.1M1
178Mitsubishi UFJ Trust & Banking Corp$1.1M1
179TEACHER RETIREMENT SYSTEM OF TEXAS$1.1M1
180Merit Financial Group, LLC$1.0M1
181Orion Porfolio Solutions, LLC$1.0M1
182HighTower Advisors, LLC$1.0M1
183Polymer Capital Management (US) LLC$1.0M1
184Capital Management Associates, Inc$1.0M1
185Certified Advisory Corp$1.0M1
186Collar Capital Management, LLC$977K1
187Chicago Partners Investment Group LLC$956K1
188XPONANCE LLC$954K1
189Morey & Quinn Wealth Partners, LLC$929K1
190EVERGREEN CAPITAL MANAGEMENT LLC$901K1
191Rockefeller Capital Management L.P.$875K1
192WINTON GROUP Ltd$866K1
193BAILARD, INC.$862K1
194EP Wealth Advisors, LLC$857K1
195Inscription Capital, LLC$856K1
196Eurizon Capital SGR S.p.A.$856K1
197Pathway Financial Advisers, LLC$827K1
198Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$794K1
199Ethic Inc.$784K1
200INCEPTIONR LLC$771K1
201Sanctuary Advisors, LLC$762K1
202NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$751K1
203Allie Family Office LLC$747K1
204Ensign Peak Advisors, Inc$731K1
205Private Advisor Group, LLC$726K1
206Linden Thomas Advisory Services, LLC$710K1
207Tower Research Capital LLC (TRC)$628K1
208Cambria Investment Management, L.P.$625K1
209Atria Investments, Inc$602K1
210MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$597K1
211Groupe la Francaise$596K1
212SECURIAN ASSET MANAGEMENT, INC$588K1
213AXQ CAPITAL, LP$580K1
214Crossmark Global Holdings, Inc.$578K1
215Focus Partners Advisor Solutions, LLC$569K1
216Baker Avenue Asset Management, LP$556K1
217Kera Capital Partners, Inc.$553K1
218HUB Investment Partners, LLC$548K1
219Samalin Investment Counsel, LLC$542K1
220UNITED CAPITAL FINANCIAL ADVISORS, LLC$537K1
221Purpose Unlimited Inc.$534K1
222NewEdge Advisors, LLC$530K1
223Beacon Pointe Advisors, LLC$527K1
224NorthCrest Asset Manangement, LLC$525K1
225Intrua Financial, LLC$525K1
226Glenview Trust Co$516K1
227TWO SIGMA SECURITIES, LLC$499K1
228Swiss Life Asset Management Ltd$494K1
229PEAK FINANCIAL ADVISORS LLC$487K1
230Applied Capital LLC/FL$476K1
231SIGNATUREFD, LLC$473K1
232Empowered Funds, LLC$470K1
233HB Wealth Management, LLC$465K1
234CSS LLC/IL$461K1
235SIMPLEX TRADING, LLC$459K1
236GW HENSSLER & ASSOCIATES LTD$434K1
237MGO ONE SEVEN LLC$426K1
238O'SHAUGHNESSY ASSET MANAGEMENT, LLC$425K1
239Bleakley Financial Group, LLC$424K1
240Utah Retirement Systems$421K1
241DnB Asset Management AS$418K1
242EVOLVE PRIVATE WEALTH, LLC$417K1
243QUADRANT CAPITAL GROUP LLC$417K1
244Brookwood Investment Group LLC$416K1
245Tidal Investments LLC$415K1
246Frec Markets, Inc.$415K1
247DoubleLine ETF Adviser LP$414K1
248MAI Capital Management$413K1
249NewEdge Wealth, LLC$400K1
250World Investment Advisors$391K1
251Sigma Planning Corp$389K1
252Aster Capital Management (DIFC) Ltd$387K1
253GUGGENHEIM CAPITAL LLC$384K1
254CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$370K1
255Abel Hall, LLC$368K1
256Allworth Financial LP$368K1
257AXXCESS WEALTH MANAGEMENT, LLC$368K1
258Maryland State Retirement & Pension System$366K1
259TD Waterhouse Canada Inc.$357K1
260MQS Management LLC$356K1
261Norinchukin Bank, The$354K1
262ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$341K1
263BNP Paribas Asset Management Holding S.A.$337K1
264Wealthcare Advisory Partners LLC$332K1
265Arax Advisory Partners$325K1
266Krilogy Financial LLC$325K1
267Hilltop Holdings Inc.$324K1
268Optas, LLC$322K1
269ROMANO BROTHERS AND COMPANY$315K1
270Sepio Capital, LP$314K1
271COLDSTREAM CAPITAL MANAGEMENT INC$311K1
272Calamos Advisors LLC$310K1
273Calamos Wealth Management LLC$310K1
274Castle Rock Wealth Management, LLC$308K1
275Bull Harbor Capital LLC$293K1
276DAVENPORT & Co LLC$292K1
277Caitong International Asset Management Co., Ltd$291K1
278STEPHENS INC /AR/$286K1
279BETO FINANCIAL GROUP, LLC$277K1
280BOOTHBAY FUND MANAGEMENT, LLC$277K1
281D.A. DAVIDSON & CO.$274K1
282GABLES CAPITAL MANAGEMENT INC.$271K1
283Curi Capital, LLC$271K1
284SHELTON CAPITAL MANAGEMENT$263K1
285Pallas Capital Advisors LLC$262K1
286MATHER GROUP, LLC.$255K1
287CIBC Asset Management Inc$246K1
288SC&H Financial Advisors, Inc.$241K1
289Legacy Capital Wealth Partners, LLC$238K1
290CHOREO, LLC$236K1
291NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$236K1
292US BANCORP \DE\$234K1
293Waverly Advisors, LLC$233K1
294Perigon Wealth Management, LLC$233K1
295North Dakota State Investment Board$230K1
296WADDELL & ASSOCIATES, LLC$227K1
297ADVISORTRUST PARTNERS, LLC$223K1
298Plan Group Financial, LLC$222K1
299Composition Wealth, LLC$221K1
300PANAGORA ASSET MANAGEMENT INC$218K1
301waypoint wealth counsel$211K1
302GRIFFIN ASSET MANAGEMENT, INC.$210K1
303Tuttle Capital Management, LLC$207K1
304ALPS ADVISORS INC$207K1
305Machina Capital S.A.S.$206K1
306MISSION WEALTH MANAGEMENT, LP$205K1
307Platform Technology Partners$202K1
308Rare Wolf Capital LLC$202K1
309EARNED WEALTH ADVISORS, LLC$202K1
310DUNCKER STREETT & CO INC$189K1
311Mirae Asset Global Investments Co., Ltd.$166K1
312MONTAG A & ASSOCIATES INC$152K1
313Walleye Trading LLC$139K1
314Atlantic Union Bankshares Corp$139K1
315UMB Bank, n.a.$112K1
316FIL Ltd$110K1
317Gold Investment Management Ltd.$110K1
318FIFTH THIRD BANCORP$109K1
319Transamerica Financial Advisors, LLC$101K1
320Spire Wealth Management$96.6K1
321Larson Financial Group LLC$86.4K1
322Global Assets Advisory, LLC$80.9K1
323WOLVERINE ASSET MANAGEMENT LLC$75.7K1
324Quaker Wealth Management, LLC$63.7K1
325Smartleaf Asset Management LLC$63.7K1
326SJS Investment Consulting Inc.$62.1K1
327True Wealth Design, LLC$50.1K1
328CENTRAL TRUST Co$46.2K1
329Truvestments Capital LLC$43.9K1
330Avalon Trust Co$34.4K1
331WealthCollab, LLC$28.7K1
332INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$25.5K1
333Key Capital Management, INC$24.3K1
334Caldwell Trust Co$23.2K1
335PROSPERITY BANCSHARES INC$22.7K1
336Johnson Financial Group, Inc.$18.9K1
337CANADA LIFE ASSURANCE Co$18.3K1
338Annis Gardner Whiting Capital Advisors, LLC$16.7K1
339Rialto Wealth Management, LLC$16.0K1
340Virginia Estate & Retirement Planning Advisors Inc.$14.4K1
341TOMPKINS FINANCIAL CORP$14.3K1
342FINANCIAL CONSULATE, INC$13.0K1
343Sachetta, LLC$12.8K1
344JNBA Financial Advisors$11.7K1
345ALGERT GLOBAL LLC$11.1K1
346Triumph Capital Management$10.5K1
347COHEN & STEERS, INC.$10.3K1
348BIRCHBROOK, INC.$10.1K1
349Treasurer of the State of North Carolina$9.9K1
350CALDWELL SUTTER CAPITAL, INC.$9.5K1
351Bayforest Capital Ltd$9.3K1
352Kingdom Financial Group LLC.$9.2K1
353Physician Wealth Advisors, Inc.$9.1K1
354Parkside Financial Bank & Trust$9.0K1
355Pinnacle Wealth Planning Services, Inc.$8.7K1
356State of Alaska, Department of Revenue$8.3K1
357NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.8K1
358FARMERS & MERCHANTS INVESTMENTS INC$7.1K1
359HM PAYSON & CO$6.9K1
360ELEVATION WEALTH PARTNERS, LLC$6.3K1
361NATIXIS ADVISORS, LLC$6.3K1
362Owl Creek Wealth Partners LLC$5.5K1
363Activest Wealth Management$5.2K1
364Clearstead Trust, LLC$5.1K1
365JPL Wealth Management, LLC$4.4K1
366Bell Investment Advisors, Inc$4.2K1
367Moisand Fitzgerald Tamayo, LLC$3.7K1
368MCGUIRE CAPITAL ADVISORS INC$3.6K1
369HRT FINANCIAL LP$3.4K1
370THRIVENT FINANCIAL FOR LUTHERANS$3.3K1
371Prestige Wealth Management Group LLC$2.7K1
372Investor's Fiduciary Advisor Network, LLC$2.5K1
373Clearstead Advisors, LLC$2.4K1
374Financial Network Wealth Advisors LLC$2.3K1
375DekaBank Deutsche Girozentrale$2.2K1
376Addison Advisors LLC$1.8K1
377Legacy Wealth Managment, LLC/ID$1.7K1
378Vestcor Inc$1.6K1
379NEW MEXICO EDUCATIONAL RETIREMENT BOARD$1.6K1
380SWAN Capital LLC$1.5K1
381Penserra Capital Management LLC$1.5K1
382Private Wealth Management Group, LLC$1.3K1
383Caitlin John, LLC$1.3K1
384Kilter Group LLC$1.2K1
385Blue Trust, Inc.$1.1K1
386Cromwell Holdings LLC$1.1K1
387SouthState Bank Corp$9671
388Dogwood Wealth Management LLC$9671
389GSA CAPITAL PARTNERS LLP$7471
390Virtu Financial LLC$6501
391Mountain Hill Investment Partners Corp.$5631
392CVA Family Office, LLC$5461
393American Capital Advisory, LLC$2531
394TORONTO DOMINION BANK$2331
395KBC Group NV$2321
396MV CAPITAL MANAGEMENT, INC.$851
397Capital Advisors, Ltd. LLC$451
398HAZLETT, BURT & WATSON, INC.$341
399Capital Analysts, LLC$41
400Avion Wealth$31
401VANGUARD GROUP INC$01
402HARBOUR INVESTMENTS, INC.$01
403GLOBEFLEX CAPITAL L P$01
404VIRGINIA RETIREMENT SYSTEMS ET Al$01
405CIBC WORLD MARKETS CORP$01
406CORNERCAP INVESTMENT COUNSEL INC$01
407PARK AVENUE SECURITIES LLC$01
408PRUDENTIAL FINANCIAL INC$01
409COUNTRY TRUST BANK$01
410NATIXIS$01
411CANADA PENSION PLAN INVESTMENT BOARD$01
412CIBC Private Wealth Group LLC$01
413Bridgewater Associates, LP$01
414Magnetar Financial LLC$01
415NORGES BANK$01
416Ballentine Partners, LLC$01
417J.W. COLE ADVISORS, INC.$01
418SUSQUEHANNA INTERNATIONAL GROUP, LLP$01
419TWO SIGMA ADVISERS, LP$01
420TCTC Holdings, LLC$01
421LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
422Versor Investments LP$01
423AlphaCore Capital LLC$01
424DV Trading LLC$01
425Bridgefront Capital, LLC$01
426Global Retirement Partners, LLC$01
427Cresset Asset Management, LLC$01
428Sargent Investment Group, LLC$01
429CERTUITY, LLC$01
430Parcion Private Wealth LLC$01
431Concord Wealth Partners$01
432Interchange Capital Partners, LLC$01
433Caerus Investment Advisors, LLC$01
434AlphaQuest LLC$01
435PharVision Advisers, LLC$01
436Fifth Third Wealth Advisors LLC$01
437JACKSON THORNTON WEALTH MANAGEMENT, LLC$01
438SageView Advisory Group, LLC$01
439Acumen Wealth Advisors, LLC$01
440Cape Investment Advisory, Inc.$01
441Dunhill Financial, LLC$01
442Stephens Consulting, LLC$01
443Quarry LP$01
444Sivia Capital Partners, LLC$01
445OPTIMA CAPITAL LLC$01
446VARCOV Co.$01
Truncated by Public Filings. The published aggregate ranks the top 446 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 NNN

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for NNN · financials and macro

Financials — as filed PLANNED

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