Public record / Tickers / NTRS

NTRS — NORTHERN TRUST CORP

Both disclosure regimes on one name: who in Congress filed about NTRS, 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
25
all PTR rows naming NTRS
Members · 12m
2
1 buys · 3 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
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

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-10-31 → filed 2025-11-21. Ranked over every NTRS row by the provable lower bound, never a point estimate.

2 members · 1 buys / 3 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

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NTRS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NTRS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
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 07-28 LATE·46d$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 25 ↗

Members active in NTRS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing NTRS 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · NTRS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Gotham Asset Management $487K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · NORTHERN TR CORP

Merged timeline of congressional filings and notable-manager moves on NTRS
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fadd+3,750 sh
2026-05-15Gotham Asset Management 13Ftrim−31 sh
2026-05-14Caxton Associates 13Fnew+1,509 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

full holders view ↗
Top institutional holders of NTRS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.6B1
3FMR LLC$1.5B1
4STATE STREET CORP$1.3B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B1
6PRIMECAP MANAGEMENT CO/CA/$914M1
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/$821M1
8NORTHERN TRUST CORP$820M1
9GEODE CAPITAL MANAGEMENT, LLC$718M1
10STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$579M1
11Invesco Ltd.$490M1
12MORGAN STANLEY$353M1
13AQR CAPITAL MANAGEMENT LLC$344M1
14DIMENSIONAL FUND ADVISORS LP$343M1
15Bank of New York Mellon Corp$284M1
16AMERICAN CENTURY COMPANIES INC$261M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$217M1
18Robeco Institutional Asset Management B.V.$201M1
19Legal & General Group Plc$188M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$174M1
21WELLINGTON MANAGEMENT GROUP LLP$173M1
22ARIEL INVESTMENTS, LLC$159M1
23JUPITER ASSET MANAGEMENT LTD$147M1
24VANGUARD FIDUCIARY TRUST CO$145M1
25UBS Group AG$137M1
26DEUTSCHE BANK AG\$135M1
27Eurizon Capital SGR S.p.A.$130M1
28Amundi$121M1
29FIRST TRUST ADVISORS LP$119M1
30Qube Research & Technologies Ltd$117M1
31VICTORY CAPITAL MANAGEMENT INC$112M1
32PANAGORA ASSET MANAGEMENT INC$109M1
33BARCLAYS PLC$101M1
34ROYAL BANK OF CANADA$97.9M1
35CONFLUENCE INVESTMENT MANAGEMENT LLC$94.9M1
36FEDERATED HERMES, INC.$94.4M1
37PRUDENTIAL FINANCIAL INC$87.7M1
38BANK OF AMERICA CORP /DE/$86.9M1
39BNP Paribas Asset Management Holding S.A.$81.6M1
40Quantinno Capital Management LP$76.6M1
41HSBC HOLDINGS PLC$73.6M1
42Cerity Partners LLC$70.9M1
43PFA Pension, Forsikringsaktieselskab$67.8M1
44O'SHAUGHNESSY ASSET MANAGEMENT, LLC$62.7M1
45Mitsubishi UFJ Asset Management Co., Ltd.$59.3M1
46FRANKLIN RESOURCES INC$57.6M1
47Nuveen, LLC$57.5M1
48Vanguard Global Advisers, LLC$57.1M1
49National Pension Service$56.9M1
50Sumitomo Mitsui Trust Group, Inc.$55.8M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$52.6M1
52VANGUARD ASSET MANAGEMENT, Ltd$52.2M1
53Vinva Investment Management Ltd$50.9M1
54Prana Capital Management, LP$50.0M1
55Clark Capital Management Group, Inc.$48.9M1
56JACOBS LEVY EQUITY MANAGEMENT, INC$46.9M1
57CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$44.3M1
58MILLENNIUM MANAGEMENT LLC$43.1M1
59North Reef Capital Management LP$41.7M1
60CITADEL ADVISORS LLC$40.4M1
61ALLIANCEBERNSTEIN L.P.$40.3M1
62SEI INVESTMENTS CO$39.7M1
63Alyeska Investment Group, L.P.$36.2M1
64ENVESTNET ASSET MANAGEMENT INC$35.3M1
65CANADA PENSION PLAN INVESTMENT BOARD$34.1M1
66PRINCIPAL FINANCIAL GROUP INC$32.3M1
67Swiss Life Asset Management Ltd$31.5M1
68Corient Private Wealth LLC$27.9M1
69Man Group plc$27.3M1
70CITIGROUP INC$27.2M1
71NORDEA INVESTMENT MANAGEMENT AB$27.0M1
72AMERIPRISE FINANCIAL INC$26.8M1
73Interval Partners, LP$26.6M1
74Arbejdsmarkedets Tillaegspension$25.2M1
75Mariner, LLC$25.1M1
76Aberdeen Group plc$24.8M1
77Allianz Asset Management GmbH$24.8M1
78Illinois Municipal Retirement Fund$24.6M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$24.5M1
80Korea Investment CORP$23.5M1
81AVIVA PLC$23.4M1
82PUBLIC SECTOR PENSION INVESTMENT BOARD$23.3M1
83SEB Asset Management AB$22.3M1
84Schonfeld Strategic Advisors LLC$21.6M1
85ALGEBRIS (UK) LTD$21.3M1
86OPPENHEIMER ASSET MANAGEMENT INC.$20.9M1
87Mitsubishi UFJ Trust & Banking Corp$20.6M1
88Universal- Beteiligungs- und Servicegesellschaft mbH$19.8M1
89BANK OF MONTREAL /CAN/$19.7M1
90IEQ CAPITAL, LLC$19.3M1
91Candriam S.C.A.$18.6M1
92DANSKE BANK A/S$18.3M1
93Zurcher Kantonalbank (Zurich Cantonalbank)$18.2M1
94KEYBANK NATIONAL ASSOCIATION/OH$18.1M1
95BLAIR WILLIAM & CO/IL$18.1M1
96NEW YORK STATE COMMON RETIREMENT FUND$17.1M1
97BARROW HANLEY MEWHINNEY & STRAUSS LLC$17.1M1
98Marble Harbor Investment Counsel, LLC$16.6M1
99LEVIN CAPITAL STRATEGIES, L.P.$16.2M1
100Cinctive Capital Management LP$16.1M1
101TORONTO DOMINION BANK$15.9M1
102ADAGE CAPITAL PARTNERS GP, L.L.C.$15.6M1
103Pictet Asset Management Holding SA$14.8M1
104STATE OF WISCONSIN INVESTMENT BOARD$14.1M1
105GLENMEDE TRUST CO NA$14.1M1
106Mesirow Financial Investment Management, Inc.$13.9M1
107ROYAL LONDON ASSET MANAGEMENT LTD$13.8M1
108Edgestream Partners, L.P.$13.8M1
109MANUFACTURERS LIFE INSURANCE COMPANY, THE$13.7M1
110NATIONAL BANK OF CANADA /FI/$13.6M1
111Point72 Asset Management, L.P.$13.6M1
112STOREBRAND ASSET MANAGEMENT AS$13.4M1
113Vanguard Investments Australia, Ltd.$13.2M1
114Chevy Chase Trust Holdings, LLC$12.8M1
115NATIXIS$12.6M1
116WELLS FARGO & COMPANY/MN$12.2M1
117APG Asset Management N.V.$11.7M1
118TD ASSET MANAGEMENT INC$11.6M1
119HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$11.5M1
120LPL Financial LLC$11.4M1
121Tredje AP-fonden$11.3M1
122ZACKS INVESTMENT MANAGEMENT$11.0M1
123FJ Capital Management LLC$11.0M1
124BROWN ADVISORY INC$11.0M1
125NICHOLAS COMPANY, INC.$11.0M1
126Asset Management One Co., Ltd.$10.9M1
127Calamos Advisors LLC$10.6M1
128AIA Group Ltd$10.4M1
129MERCER GLOBAL ADVISORS INC /ADV$9.9M1
130KLP KAPITALFORVALTNING AS$9.8M1
131Creative Planning$9.8M1
132Cetera Investment Advisers$9.6M1
133VOYA INVESTMENT MANAGEMENT LLC$9.6M1
134TWO SIGMA INVESTMENTS, LP$9.5M1
135HEARTLAND ADVISORS INC$9.5M1
136NOMURA ASSET MANAGEMENT CO LTD$9.4M1
137CWM, LLC$9.2M1
138Cambria Investment Management, L.P.$8.9M1
139State of New Jersey Common Pension Fund D$8.9M1
140TEACHER RETIREMENT SYSTEM OF TEXAS$8.6M1
141Lansforsakringar Fondforvaltning AB (publ)$8.6M1
142Focus Partners Wealth$8.6M1
143PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$8.5M1
144American Assets Investment Management, LLC$8.4M1
145Resona Asset Management Co.,Ltd.$8.4M1
146Ensign Peak Advisors, Inc$8.2M1
147Swedbank AB$8.2M1
148FIL Ltd$7.9M1
149Groupe la Francaise$7.9M1
150Ethic Inc.$7.9M1
151SCHRODER INVESTMENT MANAGEMENT GROUP$7.8M1
152Y-Intercept (Hong Kong) Ltd$7.8M1
153Crossmark Global Holdings, Inc.$7.7M1
154CIBC Bancorp USA Inc.$7.7M1
155FIRST MANHATTAN CO. LLC.$7.7M1
156Connor, Clark & Lunn Investment Management Ltd.$7.6M1
157Danica Pension, Livsforsikringsaktieselskab$7.6M1
158Vest Financial, LLC$7.6M1
159Brevan Howard Capital Management LP$7.5M1
160THOMPSON INVESTMENT MANAGEMENT, INC.$7.2M1
161Arizona State Retirement System$7.2M1
162Czech National Bank$7.1M1
163CIBC Asset Management Inc$7.0M1
164STATE OF MICHIGAN RETIREMENT SYSTEM$6.8M1
165ProShare Advisors LLC$6.8M1
166COMMERCE BANK$6.7M1
167Baird Financial Group, Inc.$6.5M1
168FIFTH THIRD BANCORP$6.5M1
169ASR Vermogensbeheer N.V.$6.5M1
170BANK OF NOVA SCOTIA$6.4M1
171Rafferty Asset Management, LLC$6.3M1
172RAYMOND JAMES FINANCIAL INC$6.3M1
173MACKENZIE FINANCIAL CORP$6.1M1
174MetLife Investment Management, LLC$6.1M1
175COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.1M1
176WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.0M1
177STIFEL FINANCIAL CORP$6.0M1
178AustralianSuper Pty Ltd$5.9M1
179DnB Asset Management AS$5.9M1
180UNITED CAPITAL FINANCIAL ADVISORS, LLC$5.8M1
181KING LUTHER CAPITAL MANAGEMENT CORP$5.6M1
182Mirae Asset Global Investments Co., Ltd.$5.6M1
183Retirement Systems of Alabama$5.5M1
184FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$5.5M1
185KORNITZER CAPITAL MANAGEMENT INC /KS$5.4M1
186USS Investment Management Ltd$5.2M1
187NFJ INVESTMENT GROUP, LLC$5.2M1
188IFM Investors Pty Ltd$5.1M1
189Woodline Partners LP$5.1M1
190Zurich Insurance Group Ltd/FI$5.1M1
191BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$5.1M1
192Convergence Investment Partners, LLC$5.0M1
193Daiwa Securities Group Inc.$5.0M1
194CAPITOLIS LIQUID GLOBAL MARKETS LLC$5.0M1
195Van Hulzen Asset Management, LLC$4.9M1
196WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$4.9M1
197Quantbot Technologies LP$4.8M1
198WORLDQUANT MILLENNIUM ADVISORS LLC$4.8M1
199MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.7M1
200XPONANCE LLC$4.6M1
201Curi Capital, LLC$4.6M1
202First Pacific Financial$4.6M1
203GREAT LAKES ADVISORS, LLC$4.5M1
204KANAWHA CAPITAL MANAGEMENT LLC$4.5M1
205NEOS Investment Management LLC$4.3M1
206Empowered Funds, LLC$4.3M1
207RITHOLTZ WEALTH MANAGEMENT$4.2M1
208Utah Retirement Systems$4.2M1
209MARTINGALE ASSET MANAGEMENT L P$4.2M1
210Horizon Investment Services, LLC$4.1M1
211COMMONWEALTH EQUITY SERVICES, LLC$4.1M1
212FIRST NATIONAL BANK OF OMAHA$3.9M1
213NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.9M1
214Vanguard Personalized Indexing Management, LLC$3.9M1
215OMERS ADMINISTRATION Corp$3.8M1
216MACQUARIE GROUP LTD$3.8M1
217Callahan Advisors, LLC$3.8M1
218BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.6M1
219D L CARLSON INVESTMENT GROUP INC$3.6M1
220BCS Private Wealth Management, Inc.$3.6M1
221US BANCORP \DE\$3.5M1
222Sumitomo Mitsui DS Asset Management Company, Ltd$3.5M1
223HighTower Advisors, LLC$3.5M1
224INTECH INVESTMENT MANAGEMENT LLC$3.4M1
225NISSAY ASSET MANAGEMENT CORP /JAPAN$3.4M1
226Encore Global Management, LP$3.4M1
227Chesley Taft & Associates LLC$3.4M1
228Resonant Capital Advisors, LLC$3.3M1
229Harfst & Associates, Inc.$3.2M1
230TWIN CAPITAL MANAGEMENT INC$3.2M1
231Janus Henderson Group Ltd.$3.1M1
232ASSOCIATED BANC-CORP$3.1M1
233CONTINENTAL ADVISORS LLC$3.0M1
234Lantz Financial LLC$3.0M1
235CRAWFORD INVESTMENT COUNSEL INC$3.0M1
236OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.0M1
237Sequoia Financial Advisors, LLC$3.0M1
238UniSuper Management Pty Ltd$2.9M1
239Rockefeller Capital Management L.P.$2.9M1
240SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.8M1
241Cannell & Spears LLC$2.8M1
242Jefferies Financial Group Inc.$2.8M1
243MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.8M1
244YOUSIF CAPITAL MANAGEMENT, LLC$2.7M1
245OP Asset Management Ltd$2.7M1
246Oak Thistle LLC$2.6M1
247Wealthfront Advisers LLC$2.6M1
248WEDGE CAPITAL MANAGEMENT L L P/NC$2.5M1
249Pathstone Holdings, LLC$2.5M1
250CREDIT AGRICOLE S A$2.5M1
251Summit Trail Advisors, LLC$2.4M1
252Elo Mutual Pension Insurance Co$2.4M1
253Sterling Capital Management LLC$2.4M1
254Trexquant Investment LP$2.4M1
255RENAISSANCE TECHNOLOGIES LLC$2.3M1
256Osmosis Investment Management UK Ltd$2.3M1
257NISA INVESTMENT ADVISORS, LLC$2.2M1
258OAK ASSOCIATES LTD /OH/$2.2M1
259NUANCE INVESTMENTS, LLC$2.2M1
260RWA WEALTH PARTNERS, LLC$2.1M1
261Allspring Global Investments Holdings, LLC$2.1M1
262Avanza Fonder AB$2.1M1
263J. Safra Sarasin Holding AG$2.1M1
264HUSSMAN STRATEGIC ADVISORS, INC.$2.1M1
265EP Wealth Advisors, LLC$2.0M1
266Bridgewater Associates, LP$2.0M1
267JANE STREET GROUP, LLC$2.0M1
268OSAIC HOLDINGS, INC.$2.0M1
269Federation des caisses Desjardins du Quebec$2.0M1
270Dynamic Advisor Solutions LLC$1.9M1
271MML INVESTORS SERVICES, LLC$1.9M1
272QRG CAPITAL MANAGEMENT, INC.$1.9M1
273Chicago Capital, LLC$1.9M1
274Investment Management Corp of Ontario$1.9M1
275BARTLETT & CO. WEALTH MANAGEMENT LLC$1.8M1
276Chicago Partners Investment Group LLC$1.8M1
277Aquatic Capital Management LLC$1.8M1
278BONNESS ENTERPRISES INC$1.8M1
279Virtus Investment Advisers, LLC$1.8M1
280GREENLEAF TRUST$1.7M1
281M&T BANK CORP$1.7M1
282FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.7M1
283&PARTNERS$1.7M1
284EFG International AG$1.7M1
285Ballast, Inc.$1.6M1
286Verdence Capital Advisors LLC$1.6M1
287Lombard Odier Asset Management (Switzerland) SA$1.6M1
288D. E. Shaw & Co., Inc.$1.6M1
289NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.6M1
290MARIETTA INVESTMENT PARTNERS LLC$1.6M1
291TRUIST FINANCIAL CORP$1.6M1
292Signal Advisors Wealth, LLC$1.6M1
293Norinchukin Bank, The$1.6M1
294Concurrent Investment Advisors, LLC$1.6M1
295Pitcairn Wealth Advisors LLC$1.6M1
296MIZUHO SECURITIES USA LLC$1.6M1
297Choate Investment Advisors$1.6M1
298Merit Financial Group, LLC$1.6M1
299FULLER & THALER ASSET MANAGEMENT, INC.$1.5M1
300QUADRANT CAPITAL GROUP LLC$1.5M1
301Beacon Pointe Advisors, LLC$1.5M1
302HARTFORD INVESTMENT MANAGEMENT CO$1.5M1
303Provident Investment Management, Inc.$1.5M1
304Sanctuary Advisors, LLC$1.5M1
305Savant Capital, LLC$1.4M1
306LOWE BROCKENBROUGH & CO INC$1.4M1
307Kintegral Advisory, LLC$1.4M1
308AVITY INVESTMENT MANAGEMENT INC.$1.4M1
309SIERRA SUMMIT ADVISORS LLC$1.4M1
310FIDUCIARY TRUST CO$1.4M1
311EVERGREEN CAPITAL MANAGEMENT LLC$1.3M1
312RBF Capital, LLC$1.3M1
313YACKTMAN ASSET MANAGEMENT LP$1.3M1
314Maryland State Retirement & Pension System$1.3M1
315ABN AMRO INVESTMENT SOLUTIONS$1.3M1
316HANCOCK WHITNEY CORP$1.3M1
317AG2R LA MONDIALE GESTION D'ACTIFS$1.3M1
318DEARBORN PARTNERS LLC$1.3M1
319BURNEY CO/$1.3M1
320Graham Capital Management, L.P.$1.3M1
321Aaron Wealth Advisors LLC$1.3M1
322Brookstone Capital Management$1.3M1
323Diversified Trust Co$1.3M1
324Orion Porfolio Solutions, LLC$1.2M1
325Fiduciary Group, LLC$1.2M1
326Agate Pass Investment Management, LLC$1.2M1
327HB Wealth Management, LLC$1.2M1
328AXQ CAPITAL, LP$1.2M1
329Tidal Investments LLC$1.2M1
330TOKIO MARINE ASSET MANAGEMENT CO LTD$1.2M1
331ING GROEP NV$1.2M1
332MISSION WEALTH MANAGEMENT, LP$1.1M1
333Douglass Winthrop Advisors, LLC$1.1M1
334Machina Capital S.A.S.$1.1M1
335Ascent Group, LLC$1.1M1
336Arjuna Capital$1.1M1
337Kathmere Capital Management, LLC$1.1M1
338Qtron Investments LLC$1.1M1
339Pinnacle Financial Partners, Inc.$1.1M1
340Focus Partners Advisor Solutions, LLC$1.1M1
341MUFG Securities EMEA plc$1.1M1
342Kestra Advisory Services, LLC$1.1M1
343NewSquare Capital LLC$1.1M1
344OPAL CAPITAL LLC$1.0M1
345MANGROVE PARTNERS IM, LLC$1.0M1
346BENJAMIN EDWARDS INC$1.0M1
347Vident Advisory, LLC$1.0M1
348Krilogy Financial LLC$1.0M1
349Brooklyn Investment Group$1.0M1
350Permanent Capital Management, LP$1000K1
351BOOTHBAY FUND MANAGEMENT, LLC$990K1
352Empirical Finance, LLC$987K1
353Per Stirling Capital Management, LLC.$987K1
354WIMMER ASSOCIATES 1, LLC$985K1
355Bull Harbor Capital LLC$976K1
356Saudi Central Bank$974K1
357NewEdge Advisors, LLC$965K1
358Precision Wealth Strategies, LLC$958K1
359PICTON MAHONEY ASSET MANAGEMENT$955K1
360Oak Harvest Investment Services$953K1
361PRINCIPAL SECURITIES, INC.$948K1
362Laird Norton Wetherby Trust Company, LLC$927K1
363Engineers Gate Manager LP$920K1
364MAI Capital Management$915K1
365CONTRAVISORY INVESTMENT MANAGEMENT, INC.$898K1
366Inscription Capital, LLC$890K1
367Cresset Asset Management, LLC$870K1
368Pallas Capital Advisors LLC$856K1
369Savvy Advisors, Inc.$842K1
370NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$832K1
371FOX RUN MANAGEMENT, L.L.C.$826K1
372STUDIO INVESTMENT MANAGEMENT LLC$822K1
373CFO4Life Group, LLC$810K1
374E. Ohman J:or Asset Management AB$810K1
375Somerset Group LLC$796K1
376Smith Salley Wealth Management$788K1
377MONARCH CAPITAL MANAGEMENT INC$787K1
378MUFG SECURITIES AMERICAS INC.$782K1
379COLDSTREAM CAPITAL MANAGEMENT INC$780K1
380Siemens Fonds Invest GmbH$779K1
381DAVIS R M INC$778K1
382XTX Topco Ltd$768K1
383North Dakota State Investment Board$758K1
384Private Capital Management, LLC$754K1
385UMB Bank, n.a.$751K1
386Baker Avenue Asset Management, LP$747K1
387BBR PARTNERS, LLC$747K1
388Metis Global Partners, LLC$745K1
389XXI WEALTH, LLC$744K1
390ROMANO BROTHERS AND COMPANY$740K1
391NorthCrest Asset Manangement, LLC$738K1
392Arax Advisory Partners$734K1
393Private Advisor Group, LLC$727K1
394FIRST CITIZENS BANK & TRUST CO$725K1
395CHOREO, LLC$724K1
396INDEPENDENT FINANCIAL GROUP, LLC$705K1
397SECURIAN ASSET MANAGEMENT, INC$704K1
398WEST PACES ADVISORS INC.$699K1
399MASTERINVEST Kapitalanlage GmbH$698K1
400Squarepoint Ops LLC$691K1
401NOMURA HOLDINGS INC$682K1
402Lido Advisors, LLC$676K1
403ShankerValleau Wealth Advisors, Inc.$672K1
404Palisade Asset Management, LLC$672K1
405Allworth Financial LP$653K1
406Vivaldi Capital Management LP$650K1
407Vontobel Holding Ltd.$647K1
408BRADLEY FOSTER & SARGENT INC/CT$641K1
409Evelyn Partners Investment Management LLP$641K1
410PRUDENTIAL PLC$629K1
411Kera Capital Partners, Inc.$626K1
412Triangle Securities Wealth Management$624K1
413Dai-ichi Life Insurance Company, Ltd$615K1
414Carnegie Investment Counsel$615K1
415Apollon Wealth Management, LLC$596K1
416Live Oak Private Wealth LLC$594K1
417BALYASNY ASSET MANAGEMENT L.P.$592K1
418EVOLVE PRIVATE WEALTH, LLC$587K1
419WADDELL & ASSOCIATES, LLC$581K1
420FARMERS & MERCHANTS INVESTMENTS INC$577K1
421JUNCTURE WEALTH STRATEGIES, LLC$575K1
422CURA WEALTH ADVISORS, LLC$572K1
423GUGGENHEIM CAPITAL LLC$571K1
424HUB Investment Partners, LLC$570K1
425Private Wealth Partners, LLC$569K1
426OUTFITTERS FINANCIAL LLC$558K1
427Smith Group Asset Management, LLC$558K1
428CWS Financial Advisors, LLC$558K1
429BAHL & GAYNOR INC$558K1
430Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$540K1
431OPPENHEIMER & CO INC$537K1
432Mach-1 Financial Group, LLC$535K1
433Oceanside Advisors LLC$531K1
434SIGNATUREFD, LLC$525K1
435Performance Wealth Partners, LLC$525K1
436Ballentine Partners, LLC$518K1
437Meiji Yasuda Asset Management Co Ltd.$518K1
438Farringdon Capital, Ltd.$518K1
439Frec Markets, Inc.$516K1
440Moors & Cabot, Inc.$509K1
441Central Pacific Bank - Trust Division$502K1
442MATHER GROUP, LLC.$500K1
443Integrated Quantitative Investments LLC$500K1
444Jain Global LLC$497K1
445IHT Wealth Management, LLC$497K1
446Gotham Asset Management, LLC$487K1
447Assenagon Asset Management S.A.$483K1
448CITIZENS FINANCIAL GROUP INC/RI$481K1
449Cauble & Harre Wealth Management, Inc.$481K1
450SummitTX Capital, L.P.$481K1
451Trueblood Wealth Management, LLC$476K1
452WINTON GROUP Ltd$464K1
453NAVELLIER & ASSOCIATES INC$462K1
454MQS Management LLC$450K1
455SAGESPRING WEALTH PARTNERS, LLC$448K1
456HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$447K1
457Bayforest Capital Ltd$442K1
458PINNACLE ASSOCIATES LTD$440K1
459First City Capital Management, Inc.$439K1
460Cyndeo Wealth Partners, LLC$439K1
461UHLMANN PRICE SECURITIES, LLC$437K1
462Waverly Advisors, LLC$436K1
463GATEWAY INVESTMENT ADVISERS LLC$431K1
464Banque Cantonale Vaudoise$429K1
465One Wealth Advisors, LLC$428K1
466DUMONT & BLAKE INVESTMENT ADVISORS LLC$428K1
467Vise Technologies, Inc.$424K1
468EQUITABLE TRUST CO$416K1
469Caerus Investment Advisors, LLC$416K1
470Optas, LLC$416K1
471111 Capital$416K1
472GM Advisory Group, LLC$416K1
473Callan Family Office, LLC$415K1
474Baader Bank Aktiengesellschaft$408K1
475iSAM Funds (UK) Ltd$405K1
476TEMA ETFS LLC$403K1
477Sivia Capital Partners, LLC$399K1
478Brown Miller Wealth Management, LLC$392K1
479Meeder Advisory Services, Inc.$388K1
480Brand Asset Management Group, Inc.$382K1
481Legacy Bridge, LLC$377K1
482AlphaCore Capital LLC$375K1
483OLD NATIONAL BANCORP /IN/$372K1
484VestGen Advisors, LLC$367K1
485CAMBIENT FAMILY OFFICE, LLC$366K1
486Perbak Capital Partners LLP$366K1
487Tower Research Capital LLC (TRC)$365K1
488ROBERTS GLORE & CO INC /IL/$360K1
489Lighthouse Investment Partners, LLC$358K1
490Pinnacle Wealth Management Advisory Group, LLC$357K1
491Koshinski Asset Management, Inc.$355K1
492RIVERSEDGE ADVISORS, LLC$347K1
493Canvas Wealth Advisors, LLC$345K1
494BEACON FINANCIAL GROUP$345K1
495Long Road Investment Counsel, LLC$342K1
496MAIRS & POWER INC$335K1
497WELCH & FORBES LLC$332K1
498JACKSON THORNTON WEALTH MANAGEMENT, LLC$331K1
499Clearstead Advisors, LLC$330K1
500Perigon Wealth Management, LLC$329K1
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 / 3 sell
Congress net ($ bound)−$44.0K to $12.0K
Filers net (actions)not in build
Filers net ($ 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 NTRS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for NTRS · financials and macro

Financials — as filed PLANNED

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