Public record / Tickers / NTR

NTR — Nutrien Ltd.

Both disclosure regimes on one name: who in Congress filed about NTR, 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 NTR
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
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

Ricketts, John P · $50.0K–$100K

Sale · traded 2023-09-21 → filed 2023-10-20. Ranked over every NTR 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.

2 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

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 NTR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NTR
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
2024-03-29Thomas R. Carper D–DEPurchase · SP (spouse-owned)Traded 03-28 +1d$1K–$15K
2023-10-20Ricketts, John P Sale · SP (spouse-owned)Traded 09-21 +29d$50K–$100K
2020-03-12Dean Phillips D–MN-3Sale · partial (partial sale)Traded 02-10 +31d$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 NTR

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

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 Tudor Investment Corp $17.1M held
Trimming
1 Gotham Asset Management $313K held

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

Merged timeline of congressional filings and notable-manager moves on NTR
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fnew+227,066 sh
2026-05-15Gotham Asset Management 13Ftrim−31,475 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 NTR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1ROYAL BANK OF CANADA$2.3B1
2WELLINGTON MANAGEMENT GROUP LLP$1.2B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.1B1
4BANK OF MONTREAL /CAN/$973M1
5ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$893M1
6First Eagle Investment Management, LLC$754M1
7TD ASSET MANAGEMENT INC$697M1
8DEUTSCHE BANK AG\$644M1
9MACKENZIE FINANCIAL CORP$588M1
10FMR LLC$537M1
11Capital International Investors$501M1
121832 Asset Management L.P.$483M1
13DIMENSIONAL FUND ADVISORS LP$443M1
14TD Waterhouse Canada Inc.$398M1
15CIBC WORLD MARKET INC.$392M1
16GEODE CAPITAL MANAGEMENT, LLC$379M1
17MANUFACTURERS LIFE INSURANCE COMPANY, THE$344M1
18NATIONAL BANK OF CANADA /FI/$342M1
19VANGUARD FIDUCIARY TRUST CO$324M1
20CANADA PENSION PLAN INVESTMENT BOARD$295M1
21MORGAN STANLEY$278M1
22Vanguard Global Advisers, LLC$263M1
23Federation des caisses Desjardins du Quebec$251M1
24BANK OF AMERICA CORP /DE/$234M1
25BlackRock, Inc.$232M1
26FIL Ltd$230M1
27Boston Partners$216M1
28TORONTO DOMINION BANK$216M1
29LETKO, BROSSEAU & ASSOCIATES INC$207M1
30Legal & General Group Plc$202M1
31Amundi$186M1
32CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$180M1
33CHARLES SCHWAB INVESTMENT MANAGEMENT INC$167M1
34Capital World Investors$151M1
35STATE STREET CORP$128M1
36BANK OF NOVA SCOTIA$128M1
37Allianz Asset Management GmbH$127M1
38Connor, Clark & Lunn Investment Management Ltd.$127M1
39Swiss National Bank$123M1
40DJE Kapital AG$116M1
41AMERIPRISE FINANCIAL INC$112M1
42Kopernik Global Investors, LLC$107M1
43AGF MANAGEMENT LTD$103M1
44Bank of New York Mellon Corp$100M1
45Silchester International Investors LLP$98.8M1
46Invesco Ltd.$90.9M1
47Epoch Investment Partners, Inc.$87.6M1
48Capital Research Global Investors$87.5M1
49SCOTIA CAPITAL INC.$86.0M1
50CITADEL ADVISORS LLC$81.9M1
51UBS Group AG$81.4M1
52VANGUARD ASSET MANAGEMENT, Ltd$73.7M1
53Woodline Partners LP$72.4M1
54BRANDES INVESTMENT PARTNERS, LP$71.2M1
55Black Creek Investment Management Inc.$65.3M1
56INTACT INVESTMENT MANAGEMENT INC.$64.6M1
57Alberta Investment Management Corp$64.2M1
58Goehring & Rozencwajg Associates, LLC$62.1M1
59Nuveen, LLC$60.1M1
60CIBC Asset Management Inc$58.0M1
61Capital International, Inc./CA/$54.8M1
62Murchinson Ltd.$49.8M1
63Point72 Asset Management, L.P.$48.4M1
64JANE STREET GROUP, LLC$48.4M1
65BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$48.3M1
66Fiera Capital Corp$47.5M1
67Townsend & Associates, Inc$44.2M1
68Korea Investment CORP$43.7M1
69SEI INVESTMENTS CO$41.3M1
70Quadrature Capital Ltd$40.9M1
71NFJ INVESTMENT GROUP, LLC$40.6M1
72CORDA Investment Management, LLC.$40.5M1
73Eurizon Capital SGR S.p.A.$39.5M1
74Capital Wealth Planning, LLC$37.9M1
75AMERICAN CENTURY COMPANIES INC$36.5M1
76NORTHERN TRUST CORP$35.9M1
77Cardinal Capital Management, Inc.$35.7M1
78Janus Henderson Group Ltd.$35.5M1
79Migdal Insurance & Financial Holdings Ltd.$35.2M1
80Grantham, Mayo, Van Otterloo & Co. LLC$33.2M1
81FRANKLIN RESOURCES INC$33.1M1
82AVIVA PLC$31.8M1
83PACIFIC HEIGHTS ASSET MANAGEMENT LLC$30.2M1
84Old West Investment Management, LLC$29.5M1
85Trexquant Investment LP$27.0M1
86SCHRODER INVESTMENT MANAGEMENT GROUP$26.8M1
87PRINCIPAL FINANCIAL GROUP INC$26.6M1
88Guardian Partners Inc.$26.4M1
89EXCHANGE TRADED CONCEPTS, LLC$24.2M1
90RAYMOND JAMES FINANCIAL INC$23.8M1
91AQR CAPITAL MANAGEMENT LLC$23.0M1
92GUARDIAN CAPITAL LP$22.4M1
93PUBLIC SECTOR PENSION INVESTMENT BOARD$22.0M1
94Scheer, Rowlett & Associates Investment Management Ltd.$21.7M1
95ENVESTNET ASSET MANAGEMENT INC$21.4M1
96NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$21.1M1
97STIFEL FINANCIAL CORP$20.4M1
98TOCQUEVILLE ASSET MANAGEMENT L.P.$20.3M1
99Pictet Asset Management Holding SA$19.4M1
100LPL Financial LLC$19.2M1
101APG Asset Management N.V.$19.1M1
102Vanguard Investments Australia, Ltd.$18.3M1
103FIRST TRUST ADVISORS LP$18.2M1
104WELLS FARGO & COMPANY/MN$17.7M1
105TUDOR INVESTMENT CORP ET AL$17.1M1
106Metis Global Partners, LLC$17.1M1
107PICTON MAHONEY ASSET MANAGEMENT$16.8M1
108BANK OF NOVA SCOTIA TRUST CO$16.6M1
109ADAGE CAPITAL PARTNERS GP, L.L.C.$16.6M1
110BARINGS LLC$16.3M1
111PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$16.1M1
112Genus Capital Management Inc.$16.0M1
113MILLENNIUM MANAGEMENT LLC$15.6M1
114Baird Financial Group, Inc.$15.4M1
115Zurich Insurance Group Ltd/FI$15.3M1
116SIG North Trading, ULC$15.0M1
117Qube Research & Technologies Ltd$15.0M1
118Zurcher Kantonalbank (Zurich Cantonalbank)$14.9M1
119FOUNDATION RESOURCE MANAGEMENT INC$14.1M1
120Union Bancaire Privee, UBP SA$13.4M1
121Hillsdale Investment Management Inc.$13.3M1
122Northwest & Ethical Investments L.P.$13.1M1
123CITIGROUP INC$13.1M1
124FIRST MANHATTAN CO. LLC.$12.7M1
125COLRAIN CAPITAL LLC$12.7M1
126Osmosis Investment Management UK Ltd$12.6M1
127Cresset Asset Management, LLC$11.8M1
128Oxbow Advisors, LLC$11.5M1
129STATE OF WISCONSIN INVESTMENT BOARD$11.5M1
130Addenda Capital Inc.$11.2M1
131Financial Sense Advisors, Inc.$10.9M1
132Purpose Unlimited Inc.$10.7M1
133D.A. DAVIDSON & CO.$10.2M1
134DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$10.1M1
135SailingStone Capital Partners LLC$10.1M1
136Qsemble Capital Management, LP$10.0M1
137HUNTINGTON NATIONAL BANK$10.0M1
138Bryn Mawr Trust Advisors, LLC$10.0M1
139O'Brien Greene & Co. Inc$9.9M1
140Squarepoint Ops LLC$9.3M1
141Maryland State Retirement & Pension System$9.1M1
142Alphadyne Asset Management LP$9.0M1
143Man Group plc$9.0M1
144IMC-Chicago, LLC$9.0M1
145ADVOCATE GROUP LLC$8.9M1
146Lansforsakringar Fondforvaltning AB (publ)$8.7M1
147HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$8.4M1
148Sumitomo Mitsui Trust Group, Inc.$8.3M1
149Lorne Steinberg Wealth Management Inc.$8.3M1
150Amova Asset Management Americas, Inc.$8.3M1
151Quantinno Capital Management LP$8.1M1
152Advisors Asset Management, Inc.$7.6M1
153Sagil Capital LLP$7.5M1
154CoreCommodity Management, LLC$7.5M1
155Summit Financial, LLC$7.3M1
156Diversified Investment Strategies, LLC$7.2M1
157D. E. Shaw & Co., Inc.$7.1M1
158Swiss Life Asset Management Ltd$7.1M1
159Contrarius Group Holdings Ltd$7.1M1
160Creative Planning$7.0M1
161TWO SIGMA INVESTMENTS, LP$6.9M1
162WealthTrust Axiom LLC$6.7M1
163Wilmington Savings Fund Society, FSB$6.7M1
164Arnhold LLC$6.4M1
165BNP Paribas Asset Management Holding S.A.$6.3M1
166NATIXIS$6.1M1
167Sicart Associates LLC$6.1M1
168Focus Partners Wealth$6.1M1
169Hudson Bay Capital Management LP$5.7M1
170INTECH INVESTMENT MANAGEMENT LLC$5.6M1
171KKM Financial LLC$5.6M1
172Bleakley Financial Group, LLC$5.5M1
173Recurrent Investment Advisors LLC$5.5M1
174LOUISBOURG INVESTMENTS INC.$5.4M1
175Albar Capital Partners LLP$5.4M1
176BCS Private Wealth Management, Inc.$5.3M1
177CREDIT AGRICOLE S A$5.3M1
178Investment Management Corp of Ontario$5.2M1
179SEB Asset Management AB$5.1M1
180Modera Wealth Management, LLC$5.1M1
181Fideuram Asset Management (Ireland) dac$5.0M1
182Faithward Advisors, LLC$5.0M1
183Artemis Investment Management LLP$4.9M1
184ExodusPoint Capital Management, LP$4.9M1
185Jackson Hole Capital Partners, LLC$4.8M1
186EVERGREEN CAPITAL MANAGEMENT LLC$4.8M1
187Cetera Investment Advisers$4.8M1
188L & S Advisors Inc$4.8M1
189STEPHENS INC /AR/$4.6M1
190Murphy Pohlad Asset Management LLC$4.5M1
191ALLIANCEBERNSTEIN L.P.$4.4M1
192NOMURA HOLDINGS INC$4.1M1
193J. Safra Sarasin Holding AG$4.1M1
194Utah Retirement Systems$4.0M1
195NOMURA ASSET MANAGEMENT CO LTD$4.0M1
196Cumberland Partners Ltd$4.0M1
197COMMONWEALTH EQUITY SERVICES, LLC$4.0M1
198SPROTT INC.$3.9M1
199HORIZON KINETICS ASSET MANAGEMENT LLC$3.9M1
200ROYAL LONDON ASSET MANAGEMENT LTD$3.8M1
201Sava Infond d.o.o.$3.8M1
202VIEWPOINT INVESTMENT PARTNERS CORP$3.7M1
203Harvest Portfolios Group Inc.$3.7M1
204Marex Group Ltd$3.7M1
205LAZARD ASSET MANAGEMENT LLC$3.5M1
206Family Manage LLC$3.4M1
207Credit Capital Investments LLC$3.4M1
208DKRT Investments Corp.$3.4M1
209McAlvany Wealth Management LLC$3.4M1
210USS Investment Management Ltd$3.3M1
211BAILARD, INC.$3.3M1
212NLB Skladi, upravljanje premozenja, d.o.o.$3.2M1
213Generali Asset Management SPA SGR$3.1M1
214Empowered Funds, LLC$3.1M1
215MANNING & NAPIER ADVISORS LLC$3.1M1
216Y-Intercept (Hong Kong) Ltd$3.0M1
217Andra AP-fonden$2.9M1
218Tidal Investments LLC$2.9M1
219Glass Wealth Management Co LLC$2.8M1
220Sanctuary Advisors, LLC$2.8M1
221OmniStar Financial Group, Inc.$2.8M1
222OMERS ADMINISTRATION Corp$2.7M1
223Lighthouse Investment Partners, LLC$2.6M1
224CWM, LLC$2.6M1
225US BANCORP \DE\$2.6M1
226Corient Private Wealth LLC$2.6M1
227Lombard Odier Asset Management (Switzerland) SA$2.6M1
228Tweedy, Browne Co LLC$2.6M1
229Caitong International Asset Management Co., Ltd$2.6M1
230ABBINGTON INVESTMENT GROUP$2.5M1
231WEXFORD CAPITAL LP$2.5M1
232BOURNE LENT ASSET MANAGEMENT INC$2.5M1
233Moran Wealth Management, LLC$2.5M1
234Pacifica Partners Inc.$2.5M1
235Atria Investments, Inc$2.5M1
236Burkett Asset Management Ltd$2.5M1
237MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$2.4M1
238De Lisle Partners LLP$2.4M1
239OSAIC HOLDINGS, INC.$2.4M1
240Robertson Opportunity Capital, LLC$2.3M1
241GRANDFIELD & DODD, LLC$2.3M1
242BURNEY CO/$2.3M1
243FFT WEALTH MANAGEMENT LLC$2.3M1
244CWA Asset Management Group, LLC$2.3M1
245U S GLOBAL INVESTORS INC$2.3M1
246Altshuler Shaham Ltd$2.2M1
247PCJ Investment Counsel Ltd.$2.2M1
248GATEWAY INVESTMENT ADVISERS LLC$2.2M1
249Mediolanum International Funds Ltd$2.2M1
250Pathway Financial Advisers, LLC$2.2M1
251BARCLAYS PLC$2.1M1
252Walleye Trading LLC$2.1M1
253Regency Capital Management Inc.\DE$2.1M1
254Integrated Advisors Network LLC$2.1M1
255Vontobel Holding Ltd.$2.0M1
256Probity Advisors, Inc.$1.9M1
257Crossmark Global Holdings, Inc.$1.8M1
258K.J. Harrison & Partners Inc$1.8M1
259BFSG, LLC$1.8M1
260Mraz, Amerine & Associates, Inc.$1.8M1
261BLAIR WILLIAM & CO/IL$1.7M1
262ASSETMARK, INC$1.7M1
263MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.7M1
264MOODY NATIONAL BANK TRUST DIVISION$1.6M1
265O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.6M1
266PKO Investment Management Joint-Stock Co$1.6M1
267PINNACLE ASSOCIATES LTD$1.6M1
268Cerity Partners LLC$1.5M1
269SHUFRO ROSE & CO LLC$1.5M1
270Private Capital Management, LLC$1.5M1
271Ensign Peak Advisors, Inc$1.5M1
272Mariner, LLC$1.5M1
273Kestra Advisory Services, LLC$1.5M1
274Aviso Financial Inc.$1.5M1
275ASR Vermogensbeheer N.V.$1.4M1
276Moors & Cabot, Inc.$1.4M1
277SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M1
278Legacy Capital Group California, Inc.$1.3M1
279Vanguard Personalized Indexing Management, LLC$1.3M1
280Mork Capital Management, LLC$1.3M1
281Y.D. More Investments Ltd$1.3M1
282Rockefeller Capital Management L.P.$1.3M1
283Cadence Wealth Management LLC$1.3M1
284Triasima Portfolio Management inc.$1.3M1
285Belpointe Asset Management LLC$1.3M1
286Qtron Investments LLC$1.2M1
287HighTower Advisors, LLC$1.2M1
288Assenagon Asset Management S.A.$1.2M1
289Schonfeld Strategic Advisors LLC$1.2M1
290QUADRANT CAPITAL GROUP LLC$1.2M1
291JT Stratford LLC$1.1M1
292IEQ CAPITAL, LLC$1.1M1
293NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.1M1
294ION Fund Management Ltd$1.1M1
295Kingsview Wealth Management, LLC$1.0M1
296SIGNATUREFD, LLC$1.0M1
297BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.0M1
298Prospera Financial Services Inc$1.0M1
299UniSuper Management Pty Ltd$1.0M1
300PRELUDE CAPITAL MANAGEMENT, LLC$1.0M1
301Laird Norton Wetherby Trust Company, LLC$1.0M1
302MITCHELL & PAHL PRIVATE WEALTH, LLC$1.0M1
303Madison Asset Management, LLC$987K1
304Twin Tree Management, LP$982K1
305First Nebraska Trust Co$961K1
306M&T BANK CORP$959K1
307CHESAPEAKE CAPITAL CORP /IL/$958K1
308Illumine Investment Management, LLC$952K1
309AIGEN INVESTMENT MANAGEMENT, LP$947K1
310PFG Investments, LLC$935K1
311Fortis Capital Advisors, LLC$934K1
312VectorGlobal IAG, Inc.$931K1
313GREENWOOD CAPITAL ASSOCIATES LLC$927K1
314Peregrine Asset Advisers, Inc.$919K1
315HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$918K1
316MML INVESTORS SERVICES, LLC$914K1
317MQS Management LLC$902K1
318Pekin Hardy Strauss, Inc.$876K1
319Pathstone Holdings, LLC$863K1
320Everstar Asset Management, LLC$861K1
321PCM Encore, LLC$848K1
322ALTFEST L J & CO INC$843K1
323Four Tree Island Advisory LLC$842K1
324Callan Family Office, LLC$825K1
325Uncommon Cents Investing LLC$806K1
326Quantbot Technologies LP$805K1
327Legacy Wealth Asset Management, LLC$804K1
328Aptus Capital Advisors, LLC$795K1
329Massar Capital Management, LP$794K1
330Birch Hill Investment Advisors LLC$792K1
331Aquatic Capital Management LLC$781K1
332Sequoia Financial Advisors, LLC$778K1
333&PARTNERS$775K1
334Matisse Capital$774K1
335Pflug Koory, LLC$760K1
336Avanza Fonder AB$757K1
337Gordian Capital Singapore Pte Ltd$755K1
338SevenBridge Financial Group, LLC$724K1
339GWN SECURITIES INC.$722K1
340Cardinal Point Capital Management ULC$705K1
341Banque Transatlantique SA$703K1
342NewEdge Advisors, LLC$703K1
343Vise Technologies, Inc.$701K1
344KESTRA PRIVATE WEALTH SERVICES, LLC$685K1
345New England Research & Management, Inc.$683K1
346Engineers Gate Manager LP$669K1
347Caption Management, LLC$649K1
348Steward Partners Investment Advisory, LLC$648K1
349MGO ONE SEVEN LLC$641K1
350Emissary Wealth LLC$623K1
351LEVEL FOUR ADVISORY SERVICES, LLC$615K1
352Daiwa Securities Group Inc.$611K1
353UNITED CAPITAL FINANCIAL ADVISORS, LLC$601K1
354Investors Research Corp$582K1
355Fractal Investments LLC$581K1
356Fox Hill Wealth Management$569K1
357Cascade Investment Advisors, Inc.$562K1
358MONECO ADVISORS, LLC$554K1
359INTRUST BANK NA$552K1
360AMG National Trust Bank$551K1
361FORTRESS PRIVATE LEDGER, LLC$527K1
362MERCER GLOBAL ADVISORS INC /ADV$525K1
363Silver Coast Investments LLC$506K1
364RITHOLTZ WEALTH MANAGEMENT$503K1
365Private Advisor Group, LLC$502K1
366GLENMEDE TRUST CO NA$501K1
367BROWN, LISLE/CUMMINGS, INC.$501K1
368SBI Securities Co., Ltd.$498K1
369CAPSTONE INVESTMENT ADVISORS, LLC$497K1
370YOUSIF CAPITAL MANAGEMENT, LLC$493K1
371Blue Trust, Inc.$488K1
372Compound Planning, Inc.$476K1
373Minneapolis Portfolio Management Group, LLC$468K1
374GUGGENHEIM CAPITAL LLC$453K1
375Citizens National Bank Trust Department$447K1
376Leonteq Securities AG$446K1
377ALPINE WOODS CAPITAL INVESTORS, LLC$443K1
378WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$443K1
379WESTWOOD HOLDINGS GROUP INC$438K1
380HOWLAND CAPITAL MANAGEMENT LLC$435K1
381Southern Financial Group, LLC$432K1
382Harbour Capital Advisors, LLC$431K1
383FLPUTNAM INVESTMENT MANAGEMENT CO$429K1
384MAI Capital Management$426K1
385World Investment Advisors$421K1
386denkapparat Operations GmbH$415K1
387BankChampaign, National Association$414K1
388OSLO PENSJONSFORSIKRING AS$406K1
389Capital Investment Counsel, Inc$406K1
390Marble Harbor Investment Counsel, LLC$405K1
391PRINCETON CAPITAL MANAGEMENT LLC$401K1
392RHUMBLINE ADVISERS$393K1
393111 Capital$391K1
394Ruggaard & Associates LLC$385K1
395Live Oak Private Wealth LLC$377K1
396Hardy Reed LLC$375K1
397Ranch Capital Advisors Inc.$375K1
398Apollon Wealth Management, LLC$368K1
399UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$364K1
400RWA WEALTH PARTNERS, LLC$363K1
401INSIGNEO ADVISORY SERVICES, LLC$354K1
402U.S. Capital Wealth Advisors, LLC$353K1
403ASSOCIATED BANC-CORP$353K1
404Comprehensive Money Management Services LLC$348K1
405CIDEL ASSET MANAGEMENT INC$344K1
406Modern Wealth Management, LLC$342K1
407HB Wealth Management, LLC$337K1
408Ethic Inc.$332K1
409OPPENHEIMER & CO INC$331K1
410CIBC Bancorp USA Inc.$331K1
411Tacita Capital Inc$319K1
412Beverly Hills Private Wealth, LLC$318K1
413Western Wealth Management, LLC$317K1
414Radnor Capital Management, LLC$317K1
415KEYBANK NATIONAL ASSOCIATION/OH$317K1
416BENJAMIN EDWARDS INC$315K1
417Gotham Asset Management, LLC$313K1
418Focus Partners Advisor Solutions, LLC$313K1
419TRUIST FINANCIAL CORP$311K1
420Orion Porfolio Solutions, LLC$310K1
421UHLMANN PRICE SECURITIES, LLC$306K1
422RiverGlades Family Offices LLC$302K1
423Zuckerman Investment Group, LLC$297K1
424GOULD ASSET MANAGEMENT LLC /CA/$297K1
425Savant Capital, LLC$293K1
426Boyce & Associates Wealth Consulting, Inc.$286K1
427NorthCrest Asset Manangement, LLC$286K1
428Brooklyn Investment Group$279K1
429Dixon Mitchell Investment Counsel Inc.$274K1
430ZACKS INVESTMENT MANAGEMENT$274K1
431PDS Planning, Inc$273K1
432DAVENPORT & Co LLC$273K1
433Sage Investment Counsel LLC$272K1
434Fund Advisors of America Inc/FL$271K1
435Groupe la Francaise$270K1
436MONTGOMERY INVESTMENT MANAGEMENT INC$268K1
437Spire Wealth Management$263K1
438Ridgewood Investments LLC$262K1
439Van Hulzen Asset Management, LLC$259K1
440Seed Wealth Management, Inc.$259K1
441AE Wealth Management LLC$257K1
442SHELTON CAPITAL MANAGEMENT$257K1
443MARCO INVESTMENT MANAGEMENT LLC$257K1
444Dickmeyer Boyce Financial Management, Inc.$255K1
445180 WEALTH ADVISORS, LLC$254K1
446LexAurum Advisors, LLC$253K1
447CenterBook Partners LP$253K1
448Stratos Wealth Partners, LTD.$251K1
449Perigon Wealth Management, LLC$249K1
450M.E. ALLISON & CO., INC.$246K1
451Blueshift Asset Management, LLC$245K1
452RFG - Bristol Wealth Advisors, LLC$244K1
453Wright Wealth LLC$243K1
454NWAM LLC$240K1
455OPPENHEIMER ASSET MANAGEMENT INC.$240K1
456BCV Asset Management Inc.$237K1
457Concurrent Investment Advisors, LLC$236K1
458Caprock Group, LLC$233K1
459Clarus Wealth Advisors$232K1
460Pure Financial Advisors, LLC$231K1
461HM PAYSON & CO$227K1
462Baker Ellis Asset Management LLC$226K1
463VISION FINANCIAL MARKETS LLC$226K1
464Waverly Advisors, LLC$224K1
465Essex Financial Services, Inc.$224K1
466Fielder Capital Group LLC$222K1
467OneDigital Investment Advisors LLC$219K1
468E&G Advisors, LLC$219K1
469Ewing Morris & Co. Investment Partners Ltd.$218K1
470XTX Topco Ltd$216K1
471Balboa Wealth Partners$212K1
472Wealthspire Advisors, LLC$210K1
473Larry Mathis Financial Planning, LLC$209K1
474Cornerstone Wealth Management, LLC$208K1
475Pinnacle Wealth Planning Services, Inc.$206K1
476Leo Wealth, LLC$205K1
477Baader Bank Aktiengesellschaft$201K1
478VAN ECK ASSOCIATES CORP$175K1
479Evelyn Partners Investment Management LLP$156K1
480CVA Family Office, LLC$153K1
481TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$152K1
482Gold Investment Management Ltd.$143K1
483Trifecta Capital Advisors, LLC$132K1
484MATHER GROUP, LLC.$130K1
485Cromwell Holdings LLC$130K1
486WESTPAC BANKING CORP$117K1
487CHELSEA COUNSEL CO$114K1
488S.A. Mason LLC$103K1
489Bank Julius Baer & Co. Ltd, Zurich$102K1
490Banque Cantonale Vaudoise$90.0K1
491Ancora Advisors LLC$85.3K1
492Bayforest Capital Ltd$74.3K1
493Allworth Financial LP$73.6K1
494DANSKE BANK A/S$64.1K1
495TRUST CO OF TOLEDO NA /OH/$63.4K1
496Aster Capital Management (DIFC) Ltd$62.2K1
497FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$61.9K1
498Manchester Capital Management LLC$61.3K1
499BOK Financial Private Wealth, Inc.$58.1K1
500Geneos Wealth Management Inc.$54.6K1
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)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 NTR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for NTR · financials and macro

Financials — as filed PLANNED

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