Public record / Tickers / NTRA

NTRA — Natera, Inc.

Both disclosure regimes on one name: who in Congress filed about NTRA, 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 NTRA
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
10-15
filed 2025-10-15
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

Josh Gottheimer · $1.0K–$15.0K

Purchase · traded 2025-09-22 → filed 2025-10-15. Ranked over every NTRA 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.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

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

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

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NTRA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NTRA
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-15Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 09-22 +23d$1K–$15K
2025-09-05Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 08-22 +14d$1K–$15K
2025-08-11Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 07-22 +20d$1K–$15K
2024-12-05Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 11-20 +15d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10Sale · partial (partial sale)Traded 04-10 +39d$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 NTRA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing NTRA 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.
Josh Gottheimer D–NJ-51$1.0K to $15.0K2

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

Congress ↔ notable managers · NTRA

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

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

Merged timeline of congressional filings and notable-manager moves on NTRA
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+11,866 sh
2026-05-15Bridgewater Associates 13Fnew+25,237 sh
2026-05-15Duquesne Family Office 13Fadd+552,249 sh
2026-05-15Coatue Management 13Ftrim−91,492 sh
2026-05-15Tudor Investment Corp 13Ftrim−120,722 sh

5 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 NTRA for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B1
4WELLINGTON MANAGEMENT GROUP LLP$954M1
5STATE STREET CORP$683M1
6FARALLON CAPITAL MANAGEMENT, L.L.C.$641M1
7GEODE CAPITAL MANAGEMENT, LLC$554M1
8FMR LLC$511M1
9COATUE MANAGEMENT LLC$508M1
10Castle Hook Partners LP$506M1
11FRANKLIN RESOURCES INC$497M1
12AQR CAPITAL MANAGEMENT LLC$443M1
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/$408M1
14Sofinnova Investments, Inc.$310M1
15Capital World Investors$294M1
16MORGAN STANLEY$271M1
17Invesco Ltd.$252M1
18RTW INVESTMENTS, LP$250M1
19ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$238M1
20MAVERICK CAPITAL LTD$234M1
21FEDERATED HERMES, INC.$218M1
22Clearbridge Investments, LLC$179M1
23VANGUARD FIDUCIARY TRUST CO$175M1
24NORTHERN TRUST CORP$158M1
25GILDER GAGNON HOWE & CO LLC$151M1
26WESTFIELD CAPITAL MANAGEMENT CO LP$151M1
27UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$151M1
28PointState Capital LP$148M1
29BANK OF AMERICA CORP /DE/$147M1
30CHARLES SCHWAB INVESTMENT MANAGEMENT INC$143M1
31Sumitomo Mitsui Trust Group, Inc.$138M1
32Bank of New York Mellon Corp$134M1
33Chevy Chase Trust Holdings, LLC$117M1
34RAYMOND JAMES FINANCIAL INC$112M1
35FIRST TRUST ADVISORS LP$106M1
36VICTORY CAPITAL MANAGEMENT INC$103M1
37Legal & General Group Plc$99.6M1
38AMERICAN CENTURY COMPANIES INC$99.4M1
39D. E. Shaw & Co., Inc.$98.3M1
40AGF MANAGEMENT LTD$98.2M1
41Nuveen, LLC$94.9M1
42Allspring Global Investments Holdings, LLC$94.2M1
43Point72 Asset Management, L.P.$88.8M1
44Amova Asset Management Americas, Inc.$84.7M1
45UBS Group AG$84.6M1
46WELLS FARGO & COMPANY/MN$81.8M1
47Robeco Institutional Asset Management B.V.$81.1M1
48Swiss National Bank$77.1M1
49Eversept Partners, LP$76.9M1
50SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$74.3M1
51WORLDQUANT MILLENNIUM ADVISORS LLC$71.3M1
52AMERIPRISE FINANCIAL INC$69.8M1
53DIMENSIONAL FUND ADVISORS LP$69.5M1
54MAPLELANE CAPITAL, LLC$67.8M1
55ALLIANCEBERNSTEIN L.P.$62.8M1
56PRINCIPAL FINANCIAL GROUP INC$62.2M1
57Amundi$61.3M1
58Qube Research & Technologies Ltd$61.3M1
59DEUTSCHE BANK AG\$59.8M1
60FRONTIER CAPITAL MANAGEMENT CO LLC$58.9M1
61ROYAL BANK OF CANADA$57.6M1
62DRIEHAUS CAPITAL MANAGEMENT LLC$56.9M1
63ENVESTNET ASSET MANAGEMENT INC$53.4M1
64Man Group plc$53.1M1
65JANE STREET GROUP, LLC$52.7M1
66ORBIMED ADVISORS LLC$52.4M1
67ZEVENBERGEN CAPITAL INVESTMENTS LLC$52.3M1
68Rokos Capital Management LLP$48.6M1
69NOMURA ASSET MANAGEMENT CO LTD$48.5M1
70VOYA INVESTMENT MANAGEMENT LLC$46.2M1
71National Pension Service$46.1M1
72VANGUARD ASSET MANAGEMENT, Ltd$45.3M1
73JENNISON ASSOCIATES LLC$42.5M1
74SUSQUEHANNA INTERNATIONAL GROUP, LLP$39.9M1
75RENAISSANCE TECHNOLOGIES LLC$39.5M1
76SEI INVESTMENTS CO$39.4M1
77TD ASSET MANAGEMENT INC$38.8M1
78IEQ CAPITAL, LLC$38.6M1
79Artemis Investment Management LLP$38.2M1
80Ensign Peak Advisors, Inc$36.1M1
81BNP Paribas Asset Management Holding S.A.$35.4M1
82Mitsubishi UFJ Asset Management Co., Ltd.$34.8M1
83PANAGORA ASSET MANAGEMENT INC$34.5M1
84CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$34.2M1
85CIBC Bancorp USA Inc.$31.4M1
86MILLENNIUM MANAGEMENT LLC$31.3M1
87LPL Financial LLC$30.7M1
88Avala Global LP$30.4M1
89TUDOR INVESTMENT CORP ET AL$30.1M1
90Davern Capital Partners, LP$28.8M1
91Trexquant Investment LP$26.1M1
92BRAIDWELL LP$25.8M1
93BARCLAYS PLC$24.4M1
94Eagle Health Investments LP$24.4M1
95Soleus Capital Management, L.P.$23.8M1
96CANADA PENSION PLAN INVESTMENT BOARD$23.3M1
97STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$22.9M1
98CITADEL ADVISORS LLC$22.3M1
99Universal- Beteiligungs- und Servicegesellschaft mbH$22.0M1
100Cerity Partners LLC$21.9M1
101HighTower Advisors, LLC$21.7M1
102AVIVA PLC$21.3M1
103Sterling Capital Management LLC$21.2M1
104Science & Technology Partners, L.P.$19.9M1
105GROUPAMA ASSET MANAGMENT$19.0M1
106Gotham Asset Management, LLC$18.6M1
107PARADIGM CAPITAL MANAGEMENT INC/NY$18.1M1
108PICTON MAHONEY ASSET MANAGEMENT$18.0M1
109TEACHER RETIREMENT SYSTEM OF TEXAS$17.8M1
110Korea Investment CORP$17.3M1
111CITIGROUP INC$17.3M1
112DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$17.3M1
113Candriam S.C.A.$17.1M1
114JAG CAPITAL MANAGEMENT, LLC$17.0M1
115SEB Asset Management AB$17.0M1
116Andra AP-fonden$16.5M1
117First Turn Management, LLC$16.2M1
118CWM, LLC$16.0M1
119GDS Wealth Management$15.8M1
120NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$15.5M1
121Zweig-DiMenna Associates LLC$15.2M1
122PARNASSUS INVESTMENTS, LLC$14.9M1
123Mariner, LLC$14.4M1
124Catalio Capital Management, LP$14.2M1
125Vanguard Global Advisers, LLC$14.0M1
126JACOBS LEVY EQUITY MANAGEMENT, INC$14.0M1
127TRUIST FINANCIAL CORP$13.8M1
128STATE OF WISCONSIN INVESTMENT BOARD$13.7M1
129NEW YORK STATE COMMON RETIREMENT FUND$13.6M1
130Vanguard Investments Australia, Ltd.$13.0M1
131Lagoda Investment Management, L.P.$12.9M1
132AustralianSuper Pty Ltd$12.5M1
133MERCER GLOBAL ADVISORS INC /ADV$12.4M1
134Quantinno Capital Management LP$12.3M1
135NOMURA HOLDINGS INC$12.2M1
136Kinetic Partners Management, LP$12.2M1
137Assenagon Asset Management S.A.$12.1M1
138HSBC HOLDINGS PLC$12.1M1
139PFM Health Sciences, LP$12.0M1
140Mitsubishi UFJ Trust & Banking Corp$12.0M1
141MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.0M1
142DANSKE BANK A/S$10.9M1
143Tidal Investments LLC$10.3M1
144Rhenman & Partners Asset Management AB$10.3M1
145Systrade AG$10.0M1
146Pictet Asset Management Holding SA$9.8M1
147Asset Management One Co., Ltd.$9.7M1
148CI INVESTMENTS INC.$9.7M1
149WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.7M1
150KLP KAPITALFORVALTNING AS$9.6M1
151BANK OF MONTREAL /CAN/$9.5M1
152Tredje AP-fonden$9.3M1
153Mesirow Financial Investment Management, Inc.$9.2M1
154Swedbank AB$9.1M1
155EFG International AG$9.0M1
156State of New Jersey Common Pension Fund D$9.0M1
157Blue Water Life Science Advisors, LP$9.0M1
158CenterBook Partners LP$8.9M1
159PERKINS CAPITAL MANAGEMENT INC$8.9M1
160FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$8.7M1
161Investment Management Corp of Ontario$8.6M1
162STIFEL FINANCIAL CORP$8.1M1
163TWO SIGMA INVESTMENTS, LP$8.0M1
164Lansforsakringar Fondforvaltning AB (publ)$8.0M1
165Silvant Capital Management LLC$7.7M1
166PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$7.7M1
167Resona Asset Management Co.,Ltd.$7.6M1
168CREDIT AGRICOLE S A$7.6M1
169GCM Grosvenor Holdings, LLC$7.3M1
170Arizona State Retirement System$7.1M1
171Mirae Asset Global Investments Co., Ltd.$7.1M1
172Robinhood Asset Management, LLC$7.0M1
173Creative Planning$6.8M1
174BEACONLIGHT CAPITAL, LLC$6.7M1
175SCHRODER INVESTMENT MANAGEMENT GROUP$6.7M1
176ODDO BHF ASSET MANAGEMENT SAS$6.4M1
177Walleye Capital LLC$6.4M1
178Bellevue Group AG$6.3M1
179Allianz Asset Management GmbH$6.2M1
180Zurcher Kantonalbank (Zurich Cantonalbank)$6.2M1
181Brevan Howard Capital Management LP$6.2M1
182XPONANCE LLC$6.0M1
183SWS Partners$5.9M1
184Engineers Gate Manager LP$5.7M1
185Bank Julius Baer & Co. Ltd, Zurich$5.6M1
186STOREBRAND ASSET MANAGEMENT AS$5.6M1
187Y-Intercept (Hong Kong) Ltd$5.6M1
188E. Ohman J:or Asset Management AB$5.5M1
189DnB Asset Management AS$5.3M1
190SeaBridge Investment Advisors LLC$5.3M1
191IFM Investors Pty Ltd$5.2M1
192Vestmark Advisory Solutions, Inc.$5.2M1
193Graham Capital Management, L.P.$5.1M1
194IQ EQ FUND MANAGEMENT (IRELAND) Ltd$5.1M1
195Bridgewater Associates, LP$5.0M1
196DAVENPORT & Co LLC$5.0M1
197Pathstone Holdings, LLC$4.9M1
198Chicago Capital, LLC$4.8M1
199MEEDER ASSET MANAGEMENT INC$4.8M1
200ROYAL LONDON ASSET MANAGEMENT LTD$4.7M1
201Rafferty Asset Management, LLC$4.6M1
202Faithward Advisors, LLC$4.4M1
203Utah Retirement Systems$4.3M1
204Cetera Investment Advisers$4.3M1
205MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.1M1
206Fideuram Asset Management (Ireland) dac$4.1M1
207VOLORIDGE INVESTMENT MANAGEMENT, LLC$4.0M1
208LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.9M1
209Nicholas Investment Partners, LP$3.9M1
210Pinnacle Financial Partners, Inc.$3.9M1
211Leeward Financial Partners, LLC$3.8M1
212Elo Mutual Pension Insurance Co$3.8M1
213Exome Asset Management LLC$3.7M1
214Artisan Partners Limited Partnership$3.7M1
215Eurizon Capital SGR S.p.A.$3.7M1
216Avidity Partners Management LP$3.7M1
217BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.6M1
218Sanctuary Advisors, LLC$3.6M1
219Merit Financial Group, LLC$3.6M1
220TORONTO DOMINION BANK$3.5M1
221ASSETMARK, INC$3.5M1
222Rockefeller Capital Management L.P.$3.5M1
223Illinois Municipal Retirement Fund$3.4M1
224IMC-Chicago, LLC$3.4M1
225GUGGENHEIM CAPITAL LLC$3.4M1
226KING LUTHER CAPITAL MANAGEMENT CORP$3.4M1
227NISSAY ASSET MANAGEMENT CORP /JAPAN$3.4M1
228Rockingstone Advisors LLC$3.4M1
229OpenArc Corporate Advisory, LLC$3.4M1
230Future Fund LLC$3.4M1
231BAMCO INC /NY/$3.3M1
232SALEM INVESTMENT COUNSELORS INC$3.3M1
233OP Asset Management Ltd$3.2M1
234NISA INVESTMENT ADVISORS, LLC$3.2M1
235Focus Partners Wealth$3.2M1
236Advisors Asset Management, Inc.$3.1M1
237Aubrey Capital Management Ltd$3.1M1
238Keebeck Wealth Management$3.0M1
239KORNITZER CAPITAL MANAGEMENT INC /KS$3.0M1
240QRG CAPITAL MANAGEMENT, INC.$2.9M1
241OSAIC HOLDINGS, INC.$2.9M1
242BOOTHBAY FUND MANAGEMENT, LLC$2.9M1
243BRANDYWINE MANAGERS, LLC$2.9M1
244NIA IMPACT ADVISORS, LLC$2.9M1
245Atria Investments, Inc$2.8M1
246Daiwa Securities Group Inc.$2.8M1
247EDMOND DE ROTHSCHILD HOLDING S.A.$2.7M1
248O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.7M1
249Vanguard Personalized Indexing Management, LLC$2.6M1
250Sumitomo Mitsui DS Asset Management Company, Ltd$2.6M1
251Swiss Life Asset Management Ltd$2.5M1
252Corient Private Wealth LLC$2.5M1
253ASR Vermogensbeheer N.V.$2.5M1
254NORDEA INVESTMENT MANAGEMENT AB$2.5M1
255OPPENHEIMER ASSET MANAGEMENT INC.$2.3M1
256Huntleigh Advisors, Inc.$2.3M1
257LAZARD ASSET MANAGEMENT LLC$2.3M1
258Portolan Capital Management, LLC$2.3M1
259FIFTH THIRD BANCORP$2.3M1
260OMERS ADMINISTRATION Corp$2.2M1
261Vontobel Holding Ltd.$2.2M1
262Pallas Capital Advisors LLC$2.2M1
263Janus Henderson Group Ltd.$2.2M1
264Havemeyer Place LP$2.2M1
265Guided Capital Wealth Management, LLC$2.1M1
266MACKENZIE FINANCIAL CORP$2.1M1
267Baird Financial Group, Inc.$2.1M1
268WESTPAC BANKING CORP$2.1M1
269M&T BANK CORP$2.1M1
270Focus Partners Advisor Solutions, LLC$2.1M1
271SUVRETTA CAPITAL MANAGEMENT, LLC$2.0M1
272PROFUND ADVISORS LLC$2.0M1
273Banque Cantonale Vaudoise$2.0M1
274Magnetar Financial LLC$1.9M1
275TORRAY INVESTMENT PARTNERS LLC$1.9M1
276ABN AMRO INVESTMENT SOLUTIONS$1.9M1
277TD Waterhouse Canada Inc.$1.8M1
278Narwhal Capital Management$1.8M1
279Solano Wealth Investment Advisors LLC$1.7M1
280Concurrent Investment Advisors, LLC$1.7M1
281Polar Capital Holdings Plc$1.7M1
282MML INVESTORS SERVICES, LLC$1.7M1
283Orion Porfolio Solutions, LLC$1.7M1
284MetLife Investment Management, LLC$1.6M1
285Vident Advisory, LLC$1.6M1
286HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.6M1
287Kestra Advisory Services, LLC$1.6M1
288GROUP ONE TRADING LLC$1.6M1
289Bull Harbor Capital LLC$1.5M1
290AG2R LA MONDIALE GESTION D'ACTIFS$1.5M1
291Federation des caisses Desjardins du Quebec$1.5M1
292Jefferies Financial Group Inc.$1.5M1
293INTECH INVESTMENT MANAGEMENT LLC$1.5M1
294BANK OF NOVA SCOTIA$1.5M1
295EXCHANGE TRADED CONCEPTS, LLC$1.5M1
296Krilogy Financial LLC$1.4M1
297SBI Okasan Asset Management Co.Ltd.$1.4M1
298COMMONWEALTH EQUITY SERVICES, LLC$1.4M1
299Banque Transatlantique SA$1.3M1
300SIRIOS CAPITAL MANAGEMENT L P$1.3M1
301NWAM LLC$1.3M1
302BLAIR WILLIAM & CO/IL$1.3M1
303TrueMark Investments, LLC$1.3M1
304ELEVATION POINT WEALTH PARTNERS, LLC$1.3M1
305INCEPTIONR LLC$1.3M1
306Maryland State Retirement & Pension System$1.3M1
307PIER 88 INVESTMENT PARTNERS LLC$1.3M1
308PRUDENTIAL FINANCIAL INC$1.3M1
309APG Asset Management N.V.$1.3M1
310CIBC Asset Management Inc$1.3M1
311WCM INVESTMENT MANAGEMENT, LLC$1.2M1
312Osmosis Investment Management UK Ltd$1.2M1
313Encore Global Management, LP$1.2M1
314Dai-ichi Life Insurance Company, Ltd$1.2M1
315Precision Wealth Strategies, LLC$1.2M1
316PRELUDE CAPITAL MANAGEMENT, LLC$1.1M1
317Voleon Capital Management LP$1.1M1
318NewEdge Advisors, LLC$1.1M1
319Aberdeen Group plc$1.1M1
320&PARTNERS$1.1M1
321EVOLVE PRIVATE WEALTH, LLC$1.1M1
322AE Wealth Management LLC$1.1M1
323Woodline Partners LP$1.0M1
324US BANCORP \DE\$1.0M1
325Empowered Funds, LLC$1.0M1
326Beacon Pointe Advisors, LLC$998K1
327Laird Norton Wetherby Trust Company, LLC$997K1
328TEMA ETFS LLC$995K1
329INDEPENDENT FINANCIAL GROUP, LLC$982K1
330Itau Unibanco Holding S.A.$980K1
331NorthCrest Asset Manangement, LLC$976K1
332K.J. Harrison & Partners Inc$970K1
333Saudi Central Bank$970K1
334Aquatic Capital Management LLC$942K1
335Octavia Wealth Advisors, LLC$910K1
336INTREPID FAMILY OFFICE LLC$900K1
337Envestnet Portfolio Solutions, Inc.$898K1
338New England Research & Management, Inc.$885K1
339COMMERCE BANK$869K1
340Colonial River Investments, LLC$868K1
341NATIONAL BANK OF CANADA /FI/$851K1
342Calamos Advisors LLC$849K1
343BENJAMIN EDWARDS INC$847K1
344EP Wealth Advisors, LLC$837K1
345Annis Gardner Whiting Capital Advisors, LLC$835K1
346UNITED CAPITAL FINANCIAL ADVISORS, LLC$830K1
347D.A. DAVIDSON & CO.$804K1
348WADDELL & ASSOCIATES, LLC$753K1
349North Dakota State Investment Board$750K1
350Sequoia Financial Advisors, LLC$736K1
351SIG BROKERAGE, LP$727K1
352denkapparat Operations GmbH$726K1
353Regal Investment Advisors LLC$725K1
354VIRTUS ADVISERS, LLC$712K1
355Callan Family Office, LLC$704K1
356KENNEDY CAPITAL MANAGEMENT LLC$701K1
357Sava Infond d.o.o.$700K1
358Central Pacific Bank - Trust Division$695K1
359Chicago Partners Investment Group LLC$690K1
360NewEdge Wealth, LLC$675K1
361Allworth Financial LP$660K1
362GC Wealth Management RIA, LLC$643K1
363CLEAR WAVE WEALTH MANAGEMENT LLC$629K1
364Gordian Capital Singapore Pte Ltd$620K1
365B. Metzler seel. Sohn & Co. AG$619K1
366HB Wealth Management, LLC$615K1
367Duquesne Family Office LLC$613K1
368Summit Trail Advisors, LLC$603K1
369COLDSTREAM CAPITAL MANAGEMENT INC$598K1
370TLWM$595K1
371Arrowpoint Investment Partners (Singapore) Pte. Ltd.$594K1
372PRINCIPAL SECURITIES, INC.$591K1
373BlueSky Wealth Advisors, LLC$591K1
374Snowden Capital Advisors LLC$587K1
375Baker Avenue Asset Management, LP$584K1
376E Fund Management Co., Ltd.$577K1
377Waverly Advisors, LLC$568K1
378MAI Capital Management$558K1
379Avior Wealth Management, LLC$556K1
380Caerus Investment Advisors, LLC$553K1
381MGO ONE SEVEN LLC$552K1
382Alamea Verwaltungs GmbH$552K1
383Quantedge Capital Pte Ltd$540K1
384Compound Planning, Inc.$531K1
385Moss Adams Wealth Advisors LLC$528K1
386Parcion Private Wealth LLC$528K1
387UniSuper Management Pty Ltd$520K1
388Perigon Wealth Management, LLC$514K1
389FOX RUN MANAGEMENT, L.L.C.$505K1
390PURA VIDA INVESTMENTS, LLC$500K1
391MACQUARIE GROUP LTD$486K1
392Frec Markets, Inc.$482K1
393Csenge Advisory Group$479K1
394SteelPeak Wealth, LLC$473K1
395JACKSON THORNTON WEALTH MANAGEMENT, LLC$469K1
396FULTON BANK, N.A.$460K1
397Net Worth Advisory Group$452K1
398waypoint wealth counsel$441K1
399Caprock Group, LLC$438K1
400Marex Group Ltd$436K1
401EARNED WEALTH ADVISORS, LLC$429K1
402ADAR1 Capital Management, LLC$429K1
403Cambria Investment Management, L.P.$428K1
404JOURNEY STRATEGIC WEALTH LLC$427K1
405PINNACLE ASSOCIATES LTD$422K1
406Pinnacle Wealth Management Advisory Group, LLC$422K1
407WINTON GROUP Ltd$420K1
408Cinctive Capital Management LP$417K1
409Arax Advisory Partners$414K1
410nVerses Capital, LLC$411K1
411Summit Financial, LLC$404K1
412Rothschild Wealth LLC$401K1
413CHOREO, LLC$399K1
414CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$395K1
415INSIGNEO ADVISORY SERVICES, LLC$394K1
416FIRST CITIZENS BANK & TRUST CO$392K1
417PRUDENTIAL PLC$390K1
418BRIDGES INVESTMENT MANAGEMENT INC$390K1
419Private Advisor Group, LLC$382K1
420Siemens Fonds Invest GmbH$379K1
421SIMPLEX TRADING, LLC$377K1
422EVOKE WEALTH, LLC$371K1
423DDD Partners, LLC$371K1
424Lombard Odier Asset Management (Switzerland) SA$367K1
425GLENMEDE TRUST CO NA$364K1
426Leonteq Securities AG$363K1
427Clearstead Advisors, LLC$361K1
428Tower Research Capital LLC (TRC)$360K1
429AlphaCore Capital LLC$359K1
430YOUSIF CAPITAL MANAGEMENT, LLC$357K1
431Crossmark Global Holdings, Inc.$356K1
432Vise Technologies, Inc.$356K1
433Corient IA LLC$350K1
434Essex Financial Services, Inc.$349K1
435POINCIANA ADVISORS GROUP, LLC$345K1
436SYM FINANCIAL Corp$344K1
437Allegiance Financial Group Advisory Services LLC$338K1
438Wedmont Private Capital$335K1
439SIGNATUREFD, LLC$331K1
440Savvy Advisors, Inc.$327K1
441NORTHWEST WEALTH MANAGEMENT, LLC$324K1
442Blackstone Inc.$323K1
443QTR Family Wealth, LLC$323K1
444Cresset Asset Management, LLC$320K1
445PKO Investment Management Joint-Stock Co$320K1
446Goldstein Advisors, LLC$319K1
447Aptus Capital Advisors, LLC$318K1
448Brooklyn Investment Group$308K1
449Abundance Wealth Counselors$306K1
450NWI MANAGEMENT LP$305K1
451RITHOLTZ WEALTH MANAGEMENT$302K1
452NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$300K1
453Kera Capital Partners, Inc.$298K1
454Tannin Capital LLC$294K1
455OneDigital Investment Advisors LLC$293K1
456Knollwood Investment Advisory, LLC$288K1
457KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$288K1
458GenTrust, LLC$285K1
459ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$283K1
460AlphaCentric Advisors LLC$274K1
461Lido Advisors, LLC$270K1
462MOZAYYX MANAGEMENT LLC$270K1
463Brookwood Investment Group LLC$267K1
464TWO SIGMA SECURITIES, LLC$265K1
465Ariadne Wealth Management, LP$262K1
466VestGen Advisors, LLC$259K1
467TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$258K1
468FIL Ltd$255K1
469Meeder Advisory Services, Inc.$254K1
470POLEN CAPITAL MANAGEMENT LLC$254K1
471Metis Global Partners, LLC$252K1
472RIVERSEDGE ADVISORS, LLC$250K1
473KESTRA PRIVATE WEALTH SERVICES, LLC$249K1
474PEAK6 LLC$248K1
475Hilltop Holdings Inc.$248K1
476LECAP ASSET MANAGEMENT LTD$241K1
477REGIONS FINANCIAL CORP$241K1
478LVW Advisors, LLC$236K1
479CIBC WORLD MARKET INC.$236K1
480Lake Hills Wealth Management, LLC$235K1
481Apriem Advisors$234K1
482Cooper Financial Group$230K1
483EVERPAR ADVISORS LLC$227K1
484SIH Partners, LLLP$225K1
485Mill Creek Capital Advisors, LLC$225K1
486LORD, ABBETT & CO. LLC$222K1
487DRW Securities, LLC$218K1
488Kovack Advisors, Inc.$218K1
489HOWARD BAILEY SECURITIES, LLC$218K1
490Savant Capital, LLC$214K1
491Investment Research Partners LLC$213K1
492Steward Partners Investment Advisory, LLC$212K1
493Interchange Capital Partners, LLC$211K1
494Sivia Capital Partners, LLC$206K1
495Ethic Inc.$202K1
496EXENCIAL WEALTH ADVISORS, LLC$201K1
497Vann Equity Management LLC$201K1
498SITTNER & NELSON, LLC$200K1
499Chung Wu Investment Group, LLC$200K1
500NATIXIS$198K1
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 NTRA

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for NTRA · financials and macro

Financials — as filed PLANNED

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