Public record / Tickers / NTAP

NTAP — NetApp, Inc.

Both disclosure regimes on one name: who in Congress filed about NTAP, 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
16
all PTR rows naming NTAP
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
03-06
filed 2026-03-06
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

Peter Meijer · $15.0K–$50.0K

Sale · traded 2021-02-16 → filed 2021-03-16. Ranked over every NTAP 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 NTAP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NTAP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-06John Boozman R–ARPurchase · JT (jointly owned)Traded 02-27 +7d$1K–$15K
2023-06-06Zoe Lofgren D–CA-18Sale · SP (spouse-owned)Traded 05-26 +11d$1K–$15K
2021-09-10Zoe Lofgren D–CA-18Purchase · SP (spouse-owned)Traded 08-09 +32d$1K–$15K
2021-03-16Peter Meijer R–MI-3SaleTraded 02-16 +28d$15K–$50K
2021-01-07Thomas R. Carper D–DEPurchase · SP (spouse-owned)Traded 2020-12-30 +8d$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 16 ↗

Members active in NTAP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing NTAP 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.
John Boozman R–AR1$1.0K to $15.0K6

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

Congress ↔ notable managers · NTAP

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 $62.8M held

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

Merged timeline of congressional filings and notable-manager moves on NTAP
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+130,157 sh
2026-05-15Bridgewater Associates 13Ftrim−73,017 sh
2026-05-14Caxton Associates 13Ftrim−142,907 sh

3 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 NTAP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.0B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.3B1
4STATE STREET CORP$1.0B1
5PRIMECAP MANAGEMENT CO/CA/$927M1
6GEODE CAPITAL MANAGEMENT, LLC$660M1
7AMERIPRISE FINANCIAL INC$614M1
8WELLINGTON MANAGEMENT GROUP LLP$478M1
9UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$416M1
10Invesco Ltd.$398M1
11CITIGROUP INC$387M1
12FIRST TRUST ADVISORS LP$375M1
13Boston Partners$368M1
14MORGAN STANLEY$311M1
15NORTHERN TRUST CORP$290M1
16LYRICAL ASSET MANAGEMENT LP$259M1
17VICTORY CAPITAL MANAGEMENT INC$226M1
18DIMENSIONAL FUND ADVISORS LP$218M1
19BANK OF AMERICA CORP /DE/$200M1
20Epoch Investment Partners, Inc.$179M1
21Legal & General Group Plc$176M1
22TD ASSET MANAGEMENT INC$164M1
23Bank of New York Mellon Corp$147M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$139M1
25ROYAL BANK OF CANADA$139M1
26AQR CAPITAL MANAGEMENT LLC$133M1
27FMR LLC$131M1
28VOLORIDGE INVESTMENT MANAGEMENT, LLC$131M1
29Amundi$130M1
30UBS Group AG$126M1
31DEUTSCHE BANK AG\$123M1
32WORLDQUANT MILLENNIUM ADVISORS LLC$115M1
33VANGUARD FIDUCIARY TRUST CO$112M1
34Allianz Asset Management GmbH$106M1
35HSBC HOLDINGS PLC$104M1
36ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$101M1
37HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$95.3M1
38FEDERATED HERMES, INC.$93.0M1
39Nuveen, LLC$90.2M1
40SEB Asset Management AB$90.0M1
41EDMOND DE ROTHSCHILD HOLDING S.A.$86.7M1
42SEI INVESTMENTS CO$82.3M1
43Retirement Systems of Alabama$80.2M1
44MILLENNIUM MANAGEMENT LLC$75.8M1
45Robeco Institutional Asset Management B.V.$65.1M1
46TWO SIGMA INVESTMENTS, LP$64.1M1
47SCHRODER INVESTMENT MANAGEMENT GROUP$64.0M1
48CAPITOLIS LIQUID GLOBAL MARKETS LLC$63.7M1
49Gotham Asset Management, LLC$62.8M1
50BARCLAYS PLC$60.4M1
51ALLIANCEBERNSTEIN L.P.$60.2M1
52Swiss National Bank$59.5M1
53WEDGE CAPITAL MANAGEMENT L L P/NC$58.0M1
54BNP Paribas Asset Management Holding S.A.$54.9M1
55Vinva Investment Management Ltd$54.9M1
56CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$54.5M1
57Mariner, LLC$53.9M1
58Railway Pension Investments Ltd$52.7M1
59SEIZERT CAPITAL PARTNERS, LLC$50.5M1
60Man Group plc$50.5M1
61PANAGORA ASSET MANAGEMENT INC$48.1M1
62Mitsubishi UFJ Asset Management Co., Ltd.$47.7M1
63RAYMOND JAMES FINANCIAL INC$47.2M1
64Eurizon Capital SGR S.p.A.$47.1M1
65Sumitomo Mitsui Trust Group, Inc.$46.7M1
66PFA Pension, Forsikringsaktieselskab$46.6M1
67Vanguard Global Advisers, LLC$45.5M1
68ENVESTNET ASSET MANAGEMENT INC$44.4M1
69FRANKLIN RESOURCES INC$43.0M1
70NATIXIS$38.7M1
71CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$36.6M1
72VANGUARD ASSET MANAGEMENT, Ltd$36.6M1
73SHELTON CAPITAL MANAGEMENT$35.8M1
74NORDEA INVESTMENT MANAGEMENT AB$34.2M1
75Mitsubishi UFJ Trust & Banking Corp$33.1M1
76CANADA PENSION PLAN INVESTMENT BOARD$33.1M1
77LAZARD ASSET MANAGEMENT LLC$32.3M1
78NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$31.6M1
79BANK OF MONTREAL /CAN/$27.4M1
80PRINCIPAL FINANCIAL GROUP INC$25.8M1
81WELLS FARGO & COMPANY/MN$25.7M1
82Universal- Beteiligungs- und Servicegesellschaft mbH$25.6M1
83Arbejdsmarkedets Tillaegspension$24.9M1
84TODD ASSET MANAGEMENT LLC$24.6M1
85Sarasin & Partners LLP$23.5M1
86Aberdeen Group plc$23.2M1
87BANK OF NOVA SCOTIA$23.1M1
88Moran Wealth Management, LLC$23.1M1
89AustralianSuper Pty Ltd$22.9M1
90National Pension Service$22.5M1
91Illinois Municipal Retirement Fund$22.3M1
92APG Asset Management N.V.$22.3M1
93Zurcher Kantonalbank (Zurich Cantonalbank)$21.3M1
94Quantinno Capital Management LP$21.2M1
95Mediolanum International Funds Ltd$20.8M1
96AVIVA PLC$20.5M1
97NATIONAL BANK OF CANADA /FI/$20.3M1
98OAK ASSOCIATES LTD /OH/$19.9M1
99TEACHER RETIREMENT SYSTEM OF TEXAS$19.6M1
100STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$18.9M1
101ADAGE CAPITAL PARTNERS GP, L.L.C.$18.1M1
102Kepler Cheuvreux (Suisse) SA$17.9M1
103GLENMEDE TRUST CO NA$17.3M1
104VOYA INVESTMENT MANAGEMENT LLC$17.3M1
105MANUFACTURERS LIFE INSURANCE COMPANY, THE$17.2M1
106STIFEL FINANCIAL CORP$17.0M1
107Empowered Funds, LLC$16.6M1
108Aware Super Pty Ltd as trustee of Aware Super$16.3M1
109TD Waterhouse Canada Inc.$15.9M1
110UNICOM Systems, Inc.$15.7M1
111NEW YORK STATE COMMON RETIREMENT FUND$15.7M1
112DANSKE BANK A/S$14.6M1
113AMERICAN CENTURY COMPANIES INC$14.5M1
114M&G Plc$14.0M1
115Korea Investment CORP$14.0M1
116INTECH INVESTMENT MANAGEMENT LLC$13.8M1
117Livforsakringsbolaget Skandia, Omsesidigt$13.6M1
118United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$13.1M1
119Distillate Capital Partners LLC$12.2M1
120DEPRINCE RACE & ZOLLO INC$12.2M1
121Crossmark Global Holdings, Inc.$12.2M1
122D. E. Shaw & Co., Inc.$12.0M1
123Focus Partners Wealth$12.0M1
124BAHL & GAYNOR INC$11.6M1
125Swedbank AB$11.5M1
126Bridgewater Associates, LP$11.4M1
127GHP Investment Advisors, Inc.$11.4M1
128Pictet Asset Management Holding SA$11.4M1
129STATE OF WISCONSIN INVESTMENT BOARD$10.9M1
130FIFTH THIRD BANCORP$10.8M1
131LPL Financial LLC$10.7M1
132Asset Management One Co., Ltd.$10.7M1
133ROYAL LONDON ASSET MANAGEMENT LTD$10.6M1
134Defiance ETFs, LLC$10.1M1
135SKBA CAPITAL MANAGEMENT LLC$10.1M1
136PRUDENTIAL FINANCIAL INC$10.0M1
137Chevy Chase Trust Holdings, LLC$10.0M1
138LBP AM SA$9.9M1
139L2 Asset Management, LLC$9.6M1
140FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$9.4M1
141WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.3M1
142TORONTO DOMINION BANK$8.8M1
143Vanguard Investments Australia, Ltd.$8.7M1
144NOMURA ASSET MANAGEMENT CO LTD$8.4M1
145Cetera Investment Advisers$8.2M1
146Tredje AP-fonden$8.2M1
147DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$8.1M1
148MACKENZIE FINANCIAL CORP$7.9M1
149FULLER & THALER ASSET MANAGEMENT, INC.$7.7M1
150Swiss Life Asset Management Ltd$7.7M1
151KLP KAPITALFORVALTNING AS$7.6M1
152ODDO BHF ASSET MANAGEMENT SAS$7.5M1
153B. Metzler seel. Sohn & Co. AG$7.4M1
154CITADEL ADVISORS LLC$7.3M1
155Calamos Advisors LLC$7.1M1
156Ensign Peak Advisors, Inc$7.0M1
157Creative Planning$6.9M1
158STATE OF MICHIGAN RETIREMENT SYSTEM$6.8M1
159Resona Asset Management Co.,Ltd.$6.7M1
160State of New Jersey Common Pension Fund D$6.7M1
161Tidal Investments LLC$6.6M1
162Diversified Trust Co$6.6M1
163Vest Financial, LLC$6.6M1
164MACQUARIE GROUP LTD$6.4M1
165PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$6.4M1
166IFM Investors Pty Ltd$6.4M1
167COMMERCE BANK$6.4M1
168NISA INVESTMENT ADVISORS, LLC$6.3M1
169Munich Reinsurance Co Stock Corp in Munich$6.3M1
170Abacus FCF Advisors LLC$6.2M1
171STOREBRAND ASSET MANAGEMENT AS$6.1M1
172CIBC Bancorp USA Inc.$5.7M1
173AIMZ Investment Advisors, LLC$5.6M1
174Czech National Bank$5.5M1
175Arizona State Retirement System$5.5M1
176Lansforsakringar Fondforvaltning AB (publ)$5.4M1
177Occidental Asset Management, LLC$5.3M1
178Lifeworks Advisors, LLC$5.2M1
179Daiwa Securities Group Inc.$5.1M1
180MetLife Investment Management, LLC$5.1M1
181USS Investment Management Ltd$5.1M1
182BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$5.1M1
183Assenagon Asset Management S.A.$5.1M1
184Grantham, Mayo, Van Otterloo & Co. LLC$5.1M1
185Rafferty Asset Management, LLC$5.0M1
186CIBC Asset Management Inc$5.0M1
187Corient Private Wealth LLC$4.8M1
188COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.7M1
189Mirae Asset Global Investments Co., Ltd.$4.7M1
190SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.7M1
191BROWN ADVISORY INC$4.7M1
192Edgestream Partners, L.P.$4.6M1
193WESTPAC BANKING CORP$4.5M1
194Sumitomo Mitsui DS Asset Management Company, Ltd$4.5M1
195UniSuper Management Pty Ltd$4.4M1
196XPONANCE LLC$4.4M1
197HighTower Advisors, LLC$4.4M1
198DnB Asset Management AS$4.4M1
199Financial Advisors Network, Inc.$4.3M1
200Quantbot Technologies LP$4.2M1
201Mizuho Markets Cayman LP$4.2M1
202Squarepoint Ops LLC$4.2M1
203JB Capital LLC$4.1M1
204Vanguard Personalized Indexing Management, LLC$4.1M1
205Palouse Capital Management, Inc.$4.1M1
206Elo Mutual Pension Insurance Co$4.1M1
207PRUDENTIAL PLC$4.1M1
208Andra AP-fonden$4.1M1
209Woodline Partners LP$4.0M1
210Vident Advisory, LLC$3.9M1
211ProShare Advisors LLC$3.8M1
212Core Alternative Capital$3.8M1
213EVERGREEN CAPITAL MANAGEMENT LLC$3.7M1
214PUBLIC SECTOR PENSION INVESTMENT BOARD$3.6M1
215Cerity Partners LLC$3.6M1
216O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.5M1
217Wealthfront Advisers LLC$3.4M1
218MERCER GLOBAL ADVISORS INC /ADV$3.4M1
219Beacon Pointe Advisors, LLC$3.4M1
220Utah Retirement Systems$3.3M1
221OMERS ADMINISTRATION Corp$3.3M1
222MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.3M1
223ELEVATION POINT WEALTH PARTNERS, LLC$3.2M1
224NEOS Investment Management LLC$3.1M1
225Arvest Bank Trust Division$3.1M1
226NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.0M1
227FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$3.0M1
228New Age Alpha Advisors, LLC$3.0M1
229Numerai GP LLC$3.0M1
230Janus Henderson Group Ltd.$3.0M1
231Rakuten Investment Management, Inc.$3.0M1
232HENNESSY ADVISORS INC$3.0M1
233ABN AMRO INVESTMENT SOLUTIONS$2.9M1
234GUGGENHEIM CAPITAL LLC$2.9M1
235Pathstone Holdings, LLC$2.9M1
236INTACT INVESTMENT MANAGEMENT INC.$2.9M1
237Procyon Advisors, LLC$2.9M1
238MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.9M1
239BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.8M1
240NISSAY ASSET MANAGEMENT CORP /JAPAN$2.8M1
241Advisors Asset Management, Inc.$2.7M1
242OSAIC HOLDINGS, INC.$2.7M1
243BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.7M1
244Summit Trail Advisors, LLC$2.7M1
245Siemens Fonds Invest GmbH$2.6M1
246Freestone Capital Holdings, LLC$2.6M1
247CANTOR FITZGERALD, L. P.$2.6M1
248LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.5M1
249KMG FIDUCIARY PARTNERS, LLC$2.5M1
250Kestra Investment Management, LLC$2.5M1
251Investment Management Corp of Ontario$2.3M1
252OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
253Aurora Investment Counsel$2.3M1
254AZZAD ASSET MANAGEMENT INC /ADV$2.3M1
255OSSIAM$2.2M1
256YOUSIF CAPITAL MANAGEMENT, LLC$2.2M1
257Cypress Capital, LLC$2.2M1
258EVOLVE PRIVATE WEALTH, LLC$2.1M1
259KEYBANK NATIONAL ASSOCIATION/OH$2.1M1
260ADVISORY RESEARCH INC$2.1M1
261CIBC WORLD MARKET INC.$2.1M1
262OP Asset Management Ltd$2.1M1
263Linden Thomas Advisory Services, LLC$2.1M1
264WRIGHT INVESTORS SERVICE INC$2.1M1
265CREDIT AGRICOLE S A$2.0M1
266CWM, LLC$1.9M1
267Wills Financial Group LLC$1.9M1
268XTX Topco Ltd$1.9M1
269TRUIST FINANCIAL CORP$1.9M1
270Ethic Inc.$1.9M1
271Rockefeller Capital Management L.P.$1.8M1
272Board of the Pension Protection Fund$1.8M1
273&PARTNERS$1.8M1
274PRINCIPAL SECURITIES, INC.$1.8M1
275Laird Norton Wetherby Trust Company, LLC$1.8M1
276Candriam S.C.A.$1.7M1
277LGT Group Foundation$1.7M1
278BLAIR WILLIAM & CO/IL$1.7M1
279Convergence Investment Partners, LLC$1.7M1
280EP Wealth Advisors, LLC$1.7M1
281ALLIANZ SE$1.6M1
282Allworth Financial LP$1.6M1
283Avanza Fonder AB$1.6M1
284Jefferies Financial Group Inc.$1.6M1
285J. Safra Sarasin Holding AG$1.6M1
286COMMONWEALTH EQUITY SERVICES, LLC$1.6M1
287BANQUE PICTET & CIE SA$1.5M1
288Merit Financial Group, LLC$1.5M1
289OPPENHEIMER ASSET MANAGEMENT INC.$1.5M1
290True North Advisors, LLC$1.5M1
291Philip James Wealth Mangement, LLC$1.5M1
292Zurich Insurance Group Ltd/FI$1.5M1
293Callan Family Office, LLC$1.4M1
294Sequoia Financial Advisors, LLC$1.4M1
295Bank Julius Baer & Co. Ltd, Zurich$1.4M1
296US BANCORP \DE\$1.4M1
297Kestra Advisory Services, LLC$1.4M1
298IMC-Chicago, LLC$1.4M1
299BAILARD, INC.$1.4M1
300MML INVESTORS SERVICES, LLC$1.3M1
301Bank of New Hampshire$1.3M1
302UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.3M1
303Generali Asset Management SPA SGR$1.3M1
304Banque Cantonale Vaudoise$1.3M1
305Morningstar Investment Management LLC$1.3M1
306Rehmann Capital Advisory Group$1.3M1
307Ironwood Investment Counsel, LLC$1.3M1
308Norinchukin Bank, The$1.3M1
309MIZUHO SECURITIES USA LLC$1.2M1
310Fideuram Asset Management (Ireland) dac$1.2M1
311PARADIGM ASSET MANAGEMENT CO LLC$1.2M1
312EXCHANGE TRADED CONCEPTS, LLC$1.2M1
313Plato Investment Management Ltd$1.2M1
314HARTFORD INVESTMENT MANAGEMENT CO$1.2M1
315Bleakley Financial Group, LLC$1.2M1
316Bangor Savings Bank$1.1M1
317QRG CAPITAL MANAGEMENT, INC.$1.1M1
318DAYMARK WEALTH PARTNERS, LLC$1.1M1
319Federation des caisses Desjardins du Quebec$1.1M1
320ASR Vermogensbeheer N.V.$1.1M1
321Metis Global Partners, LLC$1.1M1
322FORTERIS WEALTH MANAGEMENT INC.$1.1M1
323Lombard Odier Asset Management (Switzerland) SA$1.1M1
324M&T BANK CORP$1.1M1
325ING GROEP NV$1.1M1
326Cresset Asset Management, LLC$1.1M1
327Hemenway Trust Co LLC$1.0M1
328EDMP, INC.$1.0M1
329Allspring Global Investments Holdings, LLC$1.0M1
330SCOTIA CAPITAL INC.$1.0M1
331Vontobel Holding Ltd.$1.0M1
332GLOBEFLEX CAPITAL L P$1.0M1
333Maryland State Retirement & Pension System$1.0M1
334KESTRA PRIVATE WEALTH SERVICES, LLC$1.0M1
335Forza Wealth Management, LLC$1.0M1
336NOVEM GROUP$1.0M1
337TOKIO MARINE ASSET MANAGEMENT CO LTD$985K1
338Kerrisdale Advisers, LLC$963K1
339NewEdge Advisors, LLC$952K1
340Brooklyn Investment Group$952K1
341Sylvest Advisors, LLC$951K1
342ROMANO BROTHERS AND COMPANY$942K1
343Marshall Financial Group, LLC$933K1
344LAKE STREET PRIVATE WEALTH, LLC$930K1
345MONETTA FINANCIAL SERVICES INC$922K1
346Gallacher Capital Management LLC$921K1
347PERSONAL CFO SOLUTIONS, LLC$918K1
348NOMURA HOLDINGS INC$907K1
349North Dakota State Investment Board$892K1
350Matisse Capital$891K1
351Kesler, Norman & Wride, LLC$889K1
352Westerkirk Capital Inc.$870K1
353Virtus Family Office LLC$865K1
354MASTERINVEST Kapitalanlage GmbH$858K1
355JANE STREET GROUP, LLC$858K1
356Perbak Capital Partners LLP$853K1
357Qtron Investments LLC$850K1
358Orion Porfolio Solutions, LLC$840K1
359Royal Fund Management, LLC$839K1
360MUFG Securities EMEA plc$831K1
361Sanctuary Advisors, LLC$821K1
362Brevan Howard Capital Management LP$821K1
363ANCHYRA PARTNERS LLC$820K1
364Sovereign's Capital Management, LLC$815K1
365Range Financial Group LLC$813K1
366Texas Yale Capital Corp.$794K1
367E. Ohman J:or Asset Management AB$787K1
368Concurrent Investment Advisors, LLC$778K1
369Private Advisor Group, LLC$761K1
370Legato Capital Management LLC$757K1
371Saudi Central Bank$749K1
372Empirical Finance, LLC$747K1
373Invariant Investment Management$744K1
374Clearstead Advisors, LLC$743K1
375HB Wealth Management, LLC$728K1
376BOOTHBAY FUND MANAGEMENT, LLC$724K1
377Engineers Gate Manager LP$720K1
378FCA CORP /TX$717K1
379Walleye Trading LLC$705K1
380MRWM Advisors, LLC$696K1
381Meeder Advisory Services, Inc.$691K1
382Centiva Capital, LP$684K1
383Summit Financial, LLC$681K1
384Perigon Wealth Management, LLC$667K1
385Global X Japan Co., Ltd.$667K1
386NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$649K1
387Empower Advisory Group, LLC$648K1
388Harfst & Associates, Inc.$624K1
389Atria Investments, Inc$622K1
390Apollon Wealth Management, LLC$621K1
391Wedmont Private Capital$620K1
392Compound Planning, Inc.$613K1
393Larson Financial Group LLC$612K1
394SIGNET FINANCIAL MANAGEMENT, LLC$591K1
395NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$587K1
396GREENLEAF TRUST$587K1
397FIL Ltd$581K1
398Ascent Group, LLC$571K1
399Frank, Rimerman Advisors LLC$571K1
400MAI Capital Management$565K1
401Drucker Wealth 3.0, LLC$562K1
402MUFG SECURITIES AMERICAS INC.$561K1
403E Fund Management Co., Ltd.$553K1
404GATEWAY INVESTMENT ADVISERS LLC$551K1
405SECURIAN ASSET MANAGEMENT, INC$544K1
406Avestar Capital, LLC$533K1
407CLIFFORD SWAN INVESTMENT COUNSEL LLC$530K1
408REGIONS FINANCIAL CORP$526K1
409Meiji Yasuda Asset Management Co Ltd.$525K1
410BARTLETT & CO. WEALTH MANAGEMENT LLC$521K1
411MATHER GROUP, LLC.$518K1
412Traynor Capital Management, Inc.$517K1
413Kingsview Wealth Management, LLC$514K1
414Portfolio Design Labs, LLC$513K1
415MANNING & NAPIER ADVISORS LLC$511K1
416JOHNSON INVESTMENT COUNSEL INC$504K1
417Frec Markets, Inc.$500K1
418TOCQUEVILLE ASSET MANAGEMENT L.P.$491K1
419Sterling Capital Management LLC$483K1
420SIGNATUREFD, LLC$483K1
421EVENTIDE ASSET MANAGEMENT, LLC$475K1
422Savant Capital, LLC$475K1
423QUADRANT CAPITAL GROUP LLC$475K1
424TWIN CAPITAL MANAGEMENT INC$471K1
425MISSION WEALTH MANAGEMENT, LP$464K1
426Watershed Asset Management, L.L.C.$463K1
427LAUREL OAK WEALTH MANAGEMENT, LLC$460K1
428Lido Advisors, LLC$454K1
429FOCUSED ALPHA, LLC$451K1
430Diametric Capital, LP$450K1
431WELCH & FORBES LLC$445K1
432WINTON GROUP Ltd$436K1
433U.S. Capital Wealth Advisors, LLC$421K1
434Caprock Group, LLC$419K1
435Baader Bank Aktiengesellschaft$418K1
436AG Asset Advisory, LLC$415K1
437Vise Technologies, Inc.$413K1
438McAdam, LLC$412K1
439COLDSTREAM CAPITAL MANAGEMENT INC$409K1
440GTS SECURITIES LLC$408K1
441FOUNDATIONS INVESTMENT ADVISORS, LLC$402K1
442denkapparat Operations GmbH$398K1
443Modern Wealth Management, LLC$393K1
444Envestnet Portfolio Solutions, Inc.$387K1
445AFFINITY INVESTMENT ADVISORS, LLC$386K1
446DIVERSIFY WEALTH MANAGEMENT, LLC$385K1
447Moors & Cabot, Inc.$384K1
448Capula Management Ltd$383K1
449TEMA ETFS LLC$378K1
450ASSETMARK, INC$362K1
451Resonant Capital Advisors, LLC$362K1
452COOKSON PEIRCE & CO INC$361K1
453Advisors Capital Management, LLC$357K1
454Financiere des Professionnels - Fonds d'investissement inc.$356K1
455Checchi Capital Advisers, LLC$356K1
456Focus Partners Advisor Solutions, LLC$352K1
457Ballentine Partners, LLC$348K1
458Steward Partners Investment Advisory, LLC$348K1
459VICTORY FINANCIAL GROUP, LLC$345K1
460FORA Capital, LLC$342K1
461Johnson Financial Group, Inc.$341K1
462NORDEN GROUP LLC$339K1
463Private Wealth Asset Management, LLC$338K1
464ARVEST INVESTMENTS, INC.$338K1
465Inscription Capital, LLC$338K1
466GREAT LAKES ADVISORS, LLC$327K1
467FIRST NATIONAL TRUST CO$325K1
468Deseret Mutual Benefit Administrators$311K1
469Quinn Opportunity Partners LLC$309K1
470BALYASNY ASSET MANAGEMENT L.P.$309K1
471FRONTIER CAPITAL MANAGEMENT CO LLC$308K1
472Wilmington Savings Fund Society, FSB$303K1
473Savvy Advisors, Inc.$302K1
474Forvis Mazars Wealth Advisors, LLC$301K1
475NorthCrest Asset Manangement, LLC$300K1
476SMITHBRIDGE ASSET MANAGEMENT INC/DE$294K1
477Dai-ichi Life Insurance Company, Ltd$291K1
478PINNACLE ASSOCIATES LTD$287K1
479BENJAMIN EDWARDS INC$286K1
480AE Wealth Management LLC$283K1
481TWO SIGMA SECURITIES, LLC$281K1
482Lombard Odier Asset Management (USA) Corp$280K1
483AVAII WEALTH MANAGEMENT, LLC$279K1
484RITHOLTZ WEALTH MANAGEMENT$279K1
485Fisher Asset Management, LLC$275K1
486CWA Asset Management Group, LLC$275K1
487Sky Investment Group LLC$274K1
488CHILDRESS CAPITAL ADVISORS, LLC$270K1
489CALIBER WEALTH MANAGEMENT, LLC / KS$267K1
490Plan Group Financial, LLC$265K1
491Outlook Wealth Advisors, LLC$264K1
492Premier Path Wealth Partners, LLC$257K1
493Berger Financial Group, Inc$255K1
494GLR Partners, LLC$255K1
495BRANDYWINE OAK PRIVATE WEALTH LLC$253K1
496Parcion Private Wealth LLC$252K1
497Snowden Capital Advisors LLC$248K1
498Seek First Inc.$246K1
499MGO ONE SEVEN LLC$244K1
500PROFUND ADVISORS LLC$243K1
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 NTAP

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for NTAP · financials and macro

Financials — as filed PLANNED

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